11:00窗口：韩国半导体股、源杰科技与长鑫科技3条事件 (2026)

[
  {
    "event_id": "cls-kr-20260812-kospi-samsung-skhynix-quote",
    "title": "韩国半导体股盘中走强三星涨逾7%",
    "event_time_utc": "2026-08-12T02:32:00Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-08-12T02:32:00Z",
    "event_type": "price_quote",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {"SEMICONDUCTOR": 1},
    "confidence": 88,
    "horizon": "intraday",
    "raw_facts": {
      "as_of_beijing": "2026-08-12 10:32",
      "price_snapshot": {
        "KOSPI": "涨幅扩大至4%，报6599.61点",
        "三星电子": "涨逾7%",
        "SK海力士": "+5.68%"
      },
      "actual": "KOSPI指数涨幅扩大至4%，报6599.61点；三星电子涨逾7%；SK海力士涨5.68%",
      "consensus": "原文未披露",
      "prior": "原文未披露"
    },
    "transmission_chain": "韩国半导体权重股同步上涨→存储与芯片板块风险偏好改善→SEMICONDUCTOR短线价格获得边际支撑。",
    "invalidation_conditions": "若后续盘面数据显示KOSPI、三星电子或SK海力士涨幅明显回吐，或出现新的半导体需求与盈利负面数字，本事件的盘中正向判断作废。",
    "source_urls": [
      "https://m.cls.cn/telegraph"
    ],
    "source_tier": "B"
  },
  {
    "event_id": "cls-cn-20260812-yuanjie-capacity",
    "title": "源杰科技拟投42.68亿元建半导体产业园",
    "event_time_utc": null,
    "event_time_quality": "unknown",
    "published_at_utc": "2026-08-12T02:49:00Z",
    "event_type": "capacity_plan",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {"SEMICONDUCTOR": 1},
    "confidence": 91,
    "horizon": "weeks",
    "raw_facts": {
      "as_of_beijing": "2026-08-12 10:49",
      "investment": {
        "actual": "源杰科技拟投资建设源杰半导体科技产业园项目，投资总额约42.68亿元，含土地出让金；项目建设期24个月",
        "consensus": "原文未披露",
        "prior": "原文未披露"
      },
      "project_scope": "拟建设激光器芯片生产线、生产厂房及配套设施等产业化基地",
      "purpose": "突破现有产能瓶颈，扩大高端激光器芯片生产规模"
    },
    "transmission_chain": "源杰科技拟投资42.68亿元建设激光器芯片产业化基地→高端光芯片产能与订单交付能力预期增加→光通信及半导体设备需求预期改善→SEMICONDUCTOR获得中期边际支撑。",
    "invalidation_conditions": "若项目未获股东会或监管批准、实际投资额大幅低于42.68亿元、建设延期，或公司后续下调高端激光器芯片产能计划，本事件的正向判断作废。",
    "source_urls": [
      "https://m.cls.cn/telegraph",
      "https://www.cls.cn/detail/2451838"
    ],
    "source_tier": "B"
  },
  {
    "event_id": "cls-cn-20260812-changxin-fund-flow",
    "title": "长鑫科技早盘主力净买入超22亿元",
    "event_time_utc": "2026-08-12T02:57:00Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-08-12T02:57:00Z",
    "event_type": "fund_flow",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {"SEMICONDUCTOR": 1},
    "confidence": 86,
    "horizon": "intraday",
    "raw_facts": {
      "as_of_beijing": "2026-08-12 10:57",
      "fund_flow": {
        "actual": "财联社星矿数据显示，长鑫科技主力资金净买入超22亿元，位居个股净流入首位",
        "consensus": "原文未披露",
        "prior": "原文未披露"
      },
      "sector_flow": "通信板块净流入超75亿元；主力资金净流入通信、电子、半导体等板块",
      "other_names": "中际旭创、新易盛、天孚通信获主力资金净流入居前；太极实业遭净卖出超9亿元"
    },
    "transmission_chain": "长鑫科技获得超22亿元早盘主力净买入且半导体板块获资金流入→板块交易拥挤度与短线风险偏好上升→SEMICONDUCTOR短线价格获得边际支撑。",
    "invalidation_conditions": "若收盘前长鑫科技净买入显著回吐或转为净流出，或后续资金数据显示半导体板块净流入反转，本事件的盘中正向判断作废。",
    "source_urls": [
      "https://m.cls.cn/telegraph"
    ],
    "source_tier": "B"
  }
]
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