10:00窗口：CPO指引与港股芯片股2条事件

[
  {
    "event_id": "cls-cn-20260813-cpo-guidance",
    "title": "天孚通信早盘涨近10%",
    "event_time_utc": "2026-08-13T01:48:00Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-08-13T01:48:00Z",
    "event_type": "earnings_guidance",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {
      "SEMICONDUCTOR": 2
    },
    "confidence": 90,
    "horizon": "days",
    "raw_facts": {
      "actual": "财联社官方账号2026年8月13日09:48报道：早盘CPO概念震荡拉升，天孚通信涨近10%，炬光科技、源杰科技、华懋科技、新易盛、东山精密跟涨；Lumentum预计2027财年第一季度净收入12.3亿至12.8亿美元，市场预估11.5亿美元；Coherent Corp预计下一财季营收中值23亿美元，分析师预期21.4亿美元。",
      "consensus": "Lumentum市场预估净收入11.5亿美元；Coherent Corp分析师预期营收21.4亿美元。",
      "prior": "原文未披露",
      "source_attribution": "财联社官方账号，数字与盘面信息来自其2026年8月13日09:48报道。"
    },
    "transmission_chain": "Lumentum与Coherent的下一季度营收指引高于市场预期→AI数据中心光互联需求预期上修→CPO与光模块相关股票走强，SEMICONDUCTOR获得正向盘面传导。",
    "invalidation_conditions": "Lumentum或Coherent后续正式下调上述下一季度营收指引，或财联社更正本条盘中涨跌幅与指引数字。",
    "source_urls": [
      "https://baijiahao.baidu.com/s?id=1873370883489159095&wfr=spider&for=pc"
    ],
    "source_tier": "B"
  },
  {
    "event_id": "cls-hk-20260813-ai-chip-quotes",
    "title": "芯碁微装盘中涨6.91%",
    "event_time_utc": "2026-08-13T01:33:51Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-08-13T01:33:51Z",
    "event_type": "price_quote",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {
      "SEMICONDUCTOR": 1
    },
    "confidence": 96,
    "horizon": "intraday",
    "raw_facts": {
      "actual": "财联社2026年8月13日09:33:51报道，截至发稿，芯碁微装（09630.HK）涨6.91%，深演智能（02723.HK）涨3.27%，智谱（02513.HK）涨5.79%。",
      "consensus": "原文未披露",
      "prior": "原文未披露",
      "source_attribution": "财联社电报详情页，标题为「港股人工智能股走强 芯碁微装涨近7%」。"
    },
    "transmission_chain": "港股人工智能与芯片相关股票同步上涨→AI硬件风险偏好和相关公司估值预期改善→半导体ETF获得轻微正向盘面情绪传导。",
    "invalidation_conditions": "财联社或交易所后续更正上述股票在09:33:51的涨跌幅数据。",
    "source_urls": [
      "https://www.cls.cn/detail/2453043"
    ],
    "source_tier": "B"
  }
]