10时南向净买入15.29亿，核心持股榜与回购状态更新 (2026)

[
  {
    "event_id": "eastmoney-hk-20260911-southbound-net-buy-1529-1004",
    "title": "10:04南向净买入15.293280亿元人民币",
    "event_time_utc": "2026-09-11T02:04:20Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-09-11T02:04:20Z",
    "event_type": "capital_flow",
    "asset_keys": ["HSTECH"],
    "direction_score": {"HSTECH": 1},
    "confidence": 93,
    "horizon": "intraday",
    "raw_facts": {
      "asset": "SSE.513130 恒生科技ETF",
      "source": "东方财富 push2delay kamt 接口",
      "observation_time_local": "2026-09-11 10:04:20 Asia/Shanghai",
      "interface_update_time_utc": "2026-09-11T02:04:20Z",
      "interface_status": "sh2hk、sz2hk status=1；交易中；amtStatus=1",
      "unit": "接口原始 buyAmt、sellAmt、netBuyAmt 单位为万元人民币；亿元人民币=除以10000",
      "southbound_buy_amt_wan_rmb": 1229143.17,
      "southbound_sell_amt_wan_rmb": 1076210.37,
      "southbound_net_buy_amt_wan_rmb": 152932.80,
      "southbound_net_buy_hundred_million_rmb": "15.293280亿元人民币（净买入）",
      "sh2hk_buy_amt_wan_rmb": 828715.23,
      "sh2hk_sell_amt_wan_rmb": 727164.09,
      "sh2hk_net_buy_amt_wan_rmb": 101551.14,
      "sh2hk_net_buy_hundred_million_rmb": "10.155114亿元人民币（净买入）",
      "sz2hk_buy_amt_wan_rmb": 400427.94,
      "sz2hk_sell_amt_wan_rmb": 349046.28,
      "sz2hk_net_buy_amt_wan_rmb": 51381.66,
      "sz2hk_net_buy_hundred_million_rmb": "5.138166亿元人民币（净买入）",
      "change_from_prior_day_morning_observation": "相对前一交易日（9月10日10:04）已发布观察23.399980亿元，减少8.106700亿元人民币"
    },
    "transmission_chain": "10:04接口显示南向盘中净买入15.293280亿元人民币（沪净买10.16亿、深净买5.14亿）→早盘跨境资金保持净流入态势→HSTECH场外流动性获得正向资金流入支撑。",
    "invalidation_conditions": "港交所公布或更正2026-09-11南向日度成交终值，或东方财富接口在后续时段更新、修正该盘中观察值时，本事件由官方日度终值或更新后的滚动值替代。",
    "source_urls": [
      "https://push2delay.eastmoney.com/api/qt/kamt/get?fields1=f1,f2,f3,f4&fields2=f51,f52,f53,f54,f55,f56,f57,f58,f59,f60,f61,f62,f63,f64,f65&ut=b2884a393a59ad64002292a3e90d46a5"
    ],
    "source_tier": "B"
  },
  {
    "event_id": "hkex-hk-20260910-southbound-daily-net-buy-4551",
    "title": "9月10日南向成交净买入45.5091亿港元",
    "event_time_utc": null,
    "event_time_quality": "day_only",
    "published_at_utc": "2026-09-11T02:04:15Z",
    "event_type": "capital_flow",
    "asset_keys": ["HSTECH"],
    "direction_score": {"HSTECH": 1},
    "confidence": 98,
    "horizon": "days",
    "raw_facts": {
      "asset": "SSE.513130 恒生科技ETF",
      "source": "香港交易所官方 data_tab_daily_20260910e.js",
      "trade_date": "2026-09-10",
      "unit": "原始数据表金额单位为百万港元",
      "sse_southbound_buy_million_hkd": 28351.87,
      "sse_southbound_sell_million_hkd": 24091.54,
      "sse_southbound_total_million_hkd": 52443.41,
      "sse_southbound_net_buy_million_hkd": 4260.33,
      "szse_southbound_buy_million_hkd": 15749.21,
      "szse_southbound_sell_million_hkd": 15458.63,
      "szse_southbound_total_million_hkd": 31207.84,
      "szse_southbound_net_buy_million_hkd": 290.58,
      "southbound_total_buy_million_hkd": 44101.08,
      "southbound_total_sell_million_hkd": 39550.17,
      "southbound_total_turnover_million_hkd": 83651.25,
      "southbound_total_net_buy_million_hkd": 4550.91,
      "southbound_total_net_buy_hundred_million_hkd": "45.5091亿港元（净买入）",
      "change_from_prior_day": "较2026-09-09南向成交净买入3720.40百万港元增加830.51百万港元（增幅+22.32%）",
      "supersedes_prior_intraday": "supersedes eastmoney-hk-20260910-southbound-net-buy-3761-1406"
    },
    "transmission_chain": "港交所官方公布9月10日南向成交净买入4550.91百万港元（沪港通净买42.60亿港元、深港通净买2.91亿港元），较前一日增加8.31亿港元→全天南向净买入规模扩张→HSTECH场外流动性终值指标获得坚实增量支撑。",
    "invalidation_conditions": "港交所官方日度统计更正或调整2026-09-10成交数据时，本事件由更正后的官方数据替代。",
    "source_urls": [
      "https://www.hkex.com.hk/eng/csm/DailyStat/data_tab_daily_20260910e.js"
    ],
    "source_tier": "A"
  },
  {
    "event_id": "hkex-hk-20260911-core-buyback-status-1000",
    "title": "09:00—10:00五家核心股无回购标题",
    "event_time_utc": null,
    "event_time_quality": "day_only",
    "published_at_utc": "2026-09-11T02:04:20Z",
    "event_type": "buyback",
    "asset_keys": ["HSTECH"],
    "direction_score": {"HSTECH": 0},
    "confidence": 96,
    "horizon": "intraday",
    "raw_facts": {
      "asset": "SSE.513130 恒生科技ETF",
      "source": "香港交易所披露易 Listed Company Information Title Search",
      "title_search_query_range": "from=20260911&to=20260911",
      "observation_window_local": "2026-09-11 09:00 → 10:00 Asia/Shanghai",
      "retrieval_observation_local": "2026-09-11 10:04 Asia/Shanghai",
      "core_company_codes_checked": {
        "腾讯控股": "00700",
        "阿里巴巴-W": "09988",
        "美团-W": "03690",
        "小米集团-W": "01810",
        "京东集团-SW": "09618"
      },
      "core_buyback_title_matches_in_window": 0,
      "core_buyback_shares_or_amount_in_window": "原文未披露（核心股无命中）",
      "visible_records_in_window": "09:10、09:22、09:24、09:25、09:26、09:27、09:37、09:59均为ETF与杠杆反向产品交易信息，无回购类标题",
      "visible_non_core_buyback_outside_window": [
        "07:07 00005 HSBC HOLDINGS Transaction in own shares",
        "06:25 02595 GENFLEET-B Next Day Disclosure Return - Share Buyback",
        "06:17 01305 WAI CHI HOLD Next Day Disclosure Returns - Share Buyback",
        "06:05 06698 STAR CM Next Day Disclosure Return - Share Buyback"
      ]
    },
    "transmission_chain": "披露易在09:00至10:00五家核心股回购标题为0条→早盘未披露新增核心股份回购造成流通股缩减→HSTECH回购驱动因子维持中性。",
    "invalidation_conditions": "港交所披露易补录、公司公告或港交所更正显示09:00至10:00存在上述五家公司回购公告时，本状态事件由对应公告事件替代。",
    "source_urls": [
      "https://www1.hkexnews.hk/search/titlesearch.xhtml?lang=EN&market=SEHK&category=0&from=20260911&to=20260911"
    ],
    "source_tier": "A"
  },
  {
    "event_id": "hsi-hk-20260911-index-update-status-1005",
    "title": "截至10:05恒科未见成分或权重调整",
    "event_time_utc": null,
    "event_time_quality": "day_only",
    "published_at_utc": "2026-09-11T02:04:20Z",
    "event_type": "index_rebalance",
    "asset_keys": ["HSTECH"],
    "direction_score": {"HSTECH": 0},
    "confidence": 90,
    "horizon": "days",
    "raw_facts": {
      "asset": "SSE.513130 恒生科技ETF",
      "source": "恒生指数公司媒体中心新闻稿页面",
      "retrieval_observation_local": "2026-09-11 10:05 Asia/Shanghai",
      "new_hstech_constituent_weight_or_freefloat_announcements": 0,
      "latest_visible_items_on_site": "2026-09-09恒生指数公司宣布授权全球首只挂钩恒生生物科技指数的认股证；2026-08-27上市公司可持续发展评级；2026-08-21指数检讨结果；2026-08-10恒生科技指数编算方法修订方案征询",
      "effective_date_note": "上一季度指数调整已于2026-09-07生效；截至当前未见新增调整通告"
    },
    "transmission_chain": "截至10:05恒生指数公司媒体中心未见恒科成分、权重或流通量新调整通告→指数编制规则无新增变更→HSTECH指数再平衡路由维持中性。",
    "invalidation_conditions": "恒生指数公司随后发布或补录2026-09-11公布或生效的恒生科技指数成分、权重或流通量调整时，本状态事件由对应指数调整事件替代。",
    "source_urls": [
      "https://www.hsi.com.hk/chi/newsroom/press-releases"
    ],
    "source_tier": "A"
  },
  {
    "event_id": "zhitong-hk-20260910-holdings-tplus2-20260911",
    "title": "9月11日港股通持股榜：小米增腾讯减",
    "event_time_utc": null,
    "event_time_quality": "day_only",
    "published_at_utc": "2026-09-11T00:30:01Z",
    "event_type": "capital_flow",
    "asset_keys": ["HSTECH"],
    "direction_score": {"HSTECH": 0},
    "confidence": 85,
    "horizon": "days",
    "raw_facts": {
      "asset": "SSE.513130 恒生科技ETF；港股通核心权重股持仓动能与快照核验替代口径",
      "source": "智通财经《智通港股通持股解析|9月11日》（智通财经网原文、新浪财经、百度百家号、搜狐网同步）",
      "source_publication_time_local": "2026-09-11 08:30:01 Asia/Shanghai",
      "data_disclosure_date_local": "2026-09-10 Asia/Shanghai",
      "settlement_basis": "香港交易所数据根据T+2日结算",
      "metric_definition": "持股额变动=变动持股数*昨日收盘价",
      "xiaomi_01810_holding_amount_change_rmb": "+10.34亿元（增持榜第2位）",
      "xiaomi_01810_holding_shares_change": "+3991.03万股",
      "tencent_00700_holding_amount_change_rmb": "-14.46亿元（减持榜第3位）",
      "tencent_00700_holding_shares_change": "-339.67万股",
      "meituan_03690_holding_amount_change_rmb": "-5.07亿元（减持榜第6位）",
      "meituan_03690_holding_shares_change": "-678.29万股",
      "alibaba_09988_status": "未进入增减持前10名榜单，具体持股额与持股数变动原文未披露",
      "jd_09618_status": "未进入增减持前10名榜单，具体持股额与持股数变动原文未披露",
      "southern_hstech_etf_03033_holding_amount_change_rmb": "+7.65亿元（增持榜第3位）",
      "southern_hstech_etf_03033_holding_shares_change": "+18011.66万股",
      "southern_hstech_etf_03033_latest_holding_shares": "84.24亿股（持股比例61.36%）",
      "single_day_shareholding_snapshot_status": "五家核心权重股单日逐日持股额与持股数快照仍未披露",
      "scope_boundary_note": "本数据为T+2最近5个交易日累计增减持，不可改写或替代五家核心权重股的单日逐日持股快照"
    },
    "transmission_chain": "9月11日发布的T+2持股榜显示最近5个交易日小米获增持10.34亿元（+3991万股），腾讯遭减持14.46亿元（-340万股），美团遭减持5.07亿元（-678万股），南方恒科ETF获增持7.65亿元→核心权重股南向偏好分化且整体呈结构性调整→HSTECH持仓动能指标保持中性分化状态。",
    "invalidation_conditions": "港交所官方公布或更正2026-09-10五家核心股的逐日持股额与持股数明细，或智通财经更正相关数据时，本替代事件由对应官方明细替代。",
    "source_urls": [
      "http://www.zhitongcaijing.com/content/detail/1494764.html",
      "http://finance.sina.com.cn/stock/hkstock/ggscyd/2026-09-11/doc-inirmfei2125508.shtml",
      "https://baijiahao.baidu.com/s?id=1875993697383457890&wfr=spider&for=pc"
    ],
    "source_tier": "B"
  }
]
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