9月4日夜间至9月7日开盘前：DRAM、海外芯片股与算力供电
开盘前汇总DRAM现货、海外半导体股、融资余额与算力供电政策等可直接入库的结构化事实。
[
{
"event_id": "trendforce-global-20260904-dram-spot-1810",
"title": "TrendForce：9月4日DRAM现货多数品种上涨",
"event_time_utc": "2026-09-04T10:10:00Z",
"event_time_quality": "exact",
"published_at_utc": "2026-09-04T10:10:00Z",
"event_type": "price_quote",
"asset_keys": ["SEMICONDUCTOR"],
"direction_score": {"SEMICONDUCTOR": 1},
"confidence": 99,
"horizon": "days",
"raw_facts": {
"actual": {
"last_update": "2026-09-04 18:10 (GMT+8)",
"unit": "原文未披露",
"items": [
{"item": "DDR5 16Gb (2Gx8) 4800/5600", "daily_high": "67.50", "daily_low": "38.00", "session_high": "67.50", "session_low": "38.00", "session_average": "54.067", "session_change": "+0.12%"},
{"item": "DDR5 16Gb (2Gx8) eTT", "daily_high": "25.00", "daily_low": "22.80", "session_high": "25.00", "session_low": "22.80", "session_average": "24.00", "session_change": "0.00%"},
{"item": "DDR4 16Gb (2Gx8) 3200", "daily_high": "118.00", "daily_low": "43.00", "session_high": "118.00", "session_low": "43.00", "session_average": "93.50", "session_change": "+0.63%"},
{"item": "DDR4 16Gb (2Gx8) eTT", "daily_high": "13.00", "daily_low": "11.00", "session_high": "13.00", "session_low": "11.00", "session_average": "11.875", "session_change": "+0.85%"},
{"item": "DDR4 8Gb (1Gx8) 3200", "daily_high": "78.00", "daily_low": "24.00", "session_high": "78.00", "session_low": "24.00", "session_average": "45.00", "session_change": "+0.96%"},
{"item": "DDR4 8Gb (1Gx8) eTT", "daily_high": "6.00", "daily_low": "4.80", "session_high": "6.00", "session_low": "4.80", "session_average": "4.86", "session_change": "+1.67%"},
{"item": "DDR3 4Gb 512Mx8 1600/1866", "daily_high": "19.80", "daily_low": "9.75", "session_high": "19.80", "session_low": "9.75", "session_average": "13.81", "session_change": "-0.15%"}
]
},
"consensus": "原文未披露",
"prior": "原文未披露"
},
"transmission_chain": "DRAM现货会话均价多数上行→存储芯片现货端价格信号偏强→存储器厂商收入与库存重估预期变化→SEMICONDUCTOR价格预期",
"invalidation_conditions": "TrendForce修订2026-09-04 18:10会话报价或更正Last Update时间",
"source_urls": ["https://www.trendforce.com/price/dram/dram_spot"],
"source_tier": "B"
},
{
"event_id": "cls-cn-20260906-us-semiconductor-close-1513",
"title": "美股半导体指数涨超3%，存储与光通信走强",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-09-06T07:13:00Z",
"event_type": "price_quote",
"asset_keys": ["SEMICONDUCTOR"],
"direction_score": {"SEMICONDUCTOR": 2},
"confidence": 96,
"horizon": "intraday",
"raw_facts": {
"actual": {
"source_page_time": "2026-09-06 15:13 (北京时间)",
"event_day": "2026-09-04（美国当地时间）",
"phlx_semiconductor_index": "涨超3%",
"storage": {"SanDisk": "涨超11%", "SK hynix": "涨超8%", "Seagate Technology": "涨超6%", "Western Digital": "涨超5%", "Micron Technology": "涨超6%"},
"optical_communications": {"Marvell Technology": "涨超7%", "Coherent": "涨超6%", "Corning": "涨超5%", "Lumentum": "涨4%"}
},
"consensus": "原文未披露",
"prior": "原文未披露"
},
"transmission_chain": "费城半导体指数与存储、光通信个股同步走强→海外半导体风险偏好改善→A股开盘前板块预期与相关成分股定价承接增强→SEMICONDUCTOR价格",
"invalidation_conditions": "原发布页更正9月4日美股收盘涨幅或后续正式收盘数据否定该快照",
"source_urls": ["https://www.cls.cn/detail/2475115"],
"source_tier": "B"
},
{
"event_id": "cls-cn-20260907-korea-semiconductor-open-0809",
"title": "韩国芯片股开盘走强，海力士涨近6%",
"event_time_utc": "2026-09-07T00:09:28Z",
"event_time_quality": "exact",
"published_at_utc": "2026-09-07T00:09:28Z",
"event_type": "price_quote",
"asset_keys": ["SEMICONDUCTOR"],
"direction_score": {"SEMICONDUCTOR": 2},
"confidence": 95,
"horizon": "intraday",
"raw_facts": {
"actual": {"source_page_time": "2026-09-07 08:09:28", "KOSPI": "涨超3%", "SK hynix": "涨近6%", "Samsung Electronics": "涨超4%"},
"consensus": "原文未披露",
"prior": "原文未披露"
},
"transmission_chain": "韩国综合指数与存储龙头开盘上涨→亚洲半导体风险偏好改善→A股存储、设备与光通信开盘预期获得外部价格信号→SEMICONDUCTOR价格",
"invalidation_conditions": "原发布页更正开盘涨幅，或后续正式开盘数据否定该快照",
"source_urls": ["https://www.163.com/dy/article/L677I0JE0519DDQ2.html"],
"source_tier": "B"
},
{
"event_id": "cls-cn-20260907-japan-chip-open-0819",
"title": "日本芯片股走强，铠侠涨7.3%",
"event_time_utc": "2026-09-07T00:19:12Z",
"event_time_quality": "exact",
"published_at_utc": "2026-09-07T00:19:12Z",
"event_type": "price_quote",
"asset_keys": ["SEMICONDUCTOR"],
"direction_score": {"SEMICONDUCTOR": 2},
"confidence": 97,
"horizon": "intraday",
"raw_facts": {
"actual": {"source_page_time": "2026-09-07 08:19:12", "Kioxia": "+7.3%", "SoftBank Group": "+5.4%", "Lasertec": "+8.2%"},
"consensus": "原文未披露",
"prior": "原文未披露"
},
"transmission_chain": "日本存储与半导体设备股开盘走强→亚洲供应链风险偏好改善→A股存储、设备相关成分股的外部可比价格信号偏强→SEMICONDUCTOR价格",
"invalidation_conditions": "财联社更正08:19:12行情快照或后续正式开盘数据否定该涨幅",
"source_urls": ["https://api3.cls.cn/share/article/2475328?os=&sv=8.4.4&app=CailianpressWap"],
"source_tier": "B"
},
{
"event_id": "cls-cn-20260907-margin-balance-0847",
"title": "截至9月4日两市融资余额减少182.63亿元",
"event_time_utc": "2026-09-04T00:00:00Z",
"event_time_quality": "day_only",
"published_at_utc": "2026-09-07T00:47:48Z",
"event_type": "fund_flow",
"asset_keys": ["SEMICONDUCTOR"],
"direction_score": {"SEMICONDUCTOR": -1},
"confidence": 99,
"horizon": "days",
"raw_facts": {
"actual": {"as_of": "2026-09-04", "Shanghai_margin_balance": "13316.43亿元", "Shanghai_change": "-111.21亿元", "Shenzhen_margin_balance": "12691.32亿元", "Shenzhen_change": "-71.42亿元", "combined_balance": "26007.75亿元", "combined_change": "-182.63亿元"},
"consensus": "原文未披露",
"prior": "原文未披露"
},
"transmission_chain": "两市融资余额减少182.63亿元→杠杆资金总体风险承受与增量承接减弱→半导体高波动成分股的资金边际约束增强→SEMICONDUCTOR价格",
"invalidation_conditions": "财联社更正截至9月4日的融资余额或变化值",
"source_urls": ["https://api3.cls.cn/share/article/2475358?os=&sv=8.4.4&app=CailianpressWap"],
"source_tier": "B"
},
{
"event_id": "cls-cn-20260907-compute-power-policy-0817",
"title": "七部门提出探索800V算力供电架构",
"event_time_utc": null,
"event_time_quality": "unknown",
"published_at_utc": "2026-09-07T00:17:03Z",
"event_type": "regulation",
"asset_keys": ["SEMICONDUCTOR"],
"direction_score": {"SEMICONDUCTOR": 1},
"confidence": 91,
"horizon": "weeks",
"raw_facts": {
"actual": {"policy": "《促进数字化绿色化协同转型发展实施方案（2026-2030年）》", "provisions": ["探索算力设施800V高压直流供电架构", "推动超百千瓦单机柜部署"], "source_page_time": "2026-09-07 08:17:03", "effective_date": "原文未披露"},
"consensus": "原文未披露",
"prior": "原文未披露"
},
"transmission_chain": "800V高压直流与超百千瓦机柜部署方向→数据中心供电与单柜功率规格上移→AI服务器、先进封装与配套芯片需求预期变化→SEMICONDUCTOR价格预期",
"invalidation_conditions": "正式政策文本删去或修订800V供电架构、超百千瓦单机柜等条款",
"source_urls": ["https://api3.cls.cn/share/article/2475326?os=&sv=8.4.4&app=CailianpressWap"],
"source_tier": "B"
},
{
"event_id": "cls-cn-20260907-zhongji-ownership-update-0817",
"title": "中际旭创实控人解除135万股质押",
"event_time_utc": "2026-09-07T00:17:03Z",
"event_time_quality": "exact",
"published_at_utc": "2026-09-07T00:17:03Z",
"event_type": "fund_flow",
"asset_keys": ["SEMICONDUCTOR"],
"direction_score": {"SEMICONDUCTOR": 0},
"confidence": 96,
"horizon": "days",
"raw_facts": {
"actual": {"released_pledge": "135万股", "share_of_controller_holdings": "1.94%", "share_of_total_capital": "0.11%", "JPMorgan_holding": {"as_of": "2026-08-31", "prior": "15.59%", "actual": "13.67%", "average_sell_price": "1036.5008港元"}},
"consensus": "原文未披露"
},
"transmission_chain": "实控人解除质押且JPMorgan持股比例从15.59%降至13.67%→股权与杠杆结构出现可观测变动→中际旭创及光通信成分股的流通与资金信号变化→SEMICONDUCTOR价格预期",
"invalidation_conditions": "公司公告或港交所披露更正135万股解除质押、持股比例或平均卖出价",
"source_urls": ["https://api3.cls.cn/share/article/2475326?os=&sv=8.4.4&app=CailianpressWap"],
"source_tier": "B"
}
]This story was produced automatically by a channel. One sentence is all it takes for Neodrop to keep producing for you.