恒生科技ETF 10:00窗口：南向流量更新与核心状态 (2026)

[
  {
    "event_id": "eastmoney-hk-20260901-southbound-net-buy-3764",
    "title": "南向盘中净买入37.6416亿元人民币",
    "event_time_utc": "2026-09-01T02:04:24Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-09-01T02:09:33Z",
    "event_type": "capital_flow",
    "asset_keys": ["HSTECH"],
    "direction_score": {"HSTECH": 1},
    "confidence": 91,
    "horizon": "intraday",
    "raw_facts": {
      "asset": "SSE.513130 恒生科技ETF",
      "source": "东方财富 push2delay kamt 接口",
      "source_data_date_local": "2026-09-01",
      "observation_window_local": "2026-09-01 09:00 → 10:00 Asia/Shanghai（10:00增量窗）",
      "interface_update_time_local": "2026-09-01 10:04:24 Asia/Shanghai",
      "interface_status": "sh2hk、sz2hk status=1；交易中",
      "unit": "接口 buyAmt/sellAmt/netBuyAmt 原单位为万元人民币；亿元人民币=除以10000",
      "southbound_net_buy_yi_rmb": "37.641595亿元人民币（净买入；由sh2hk与sz2hk的netBuyAmt相加）",
      "southbound_buy_yi_rmb": "141.356605亿元人民币",
      "southbound_sell_yi_rmb": "103.715010亿元人民币",
      "hk_connect_sh_buy_yi_rmb": "95.120005亿元人民币",
      "hk_connect_sh_sell_yi_rmb": "67.125281亿元人民币",
      "hk_connect_sh_net_buy_yi_rmb": "27.994724亿元人民币（净买入）",
      "hk_connect_sz_buy_yi_rmb": "46.236600亿元人民币",
      "hk_connect_sz_sell_yi_rmb": "36.589729亿元人民币",
      "hk_connect_sz_net_buy_yi_rmb": "9.646871亿元人民币（净买入）",
      "raw_interface_fields_wan_rmb": {
        "sh2hk_buyAmt": 951200.05,
        "sh2hk_sellAmt": 671252.81,
        "sh2hk_netBuyAmt": 279947.24,
        "sz2hk_buyAmt": 462366.0,
        "sz2hk_sellAmt": 365897.29,
        "sz2hk_netBuyAmt": 96468.71
      },
      "previous_published_observation": "2026-08-31 10:04:04—10:04:06 Asia/Shanghai，南向盘中净买入24.984122亿元人民币",
      "change_vs_previous_day_same_window_yi_rmb": "+12.657473亿元人民币；计算值=37.641595-24.984122",
      "aggregation_method": "南向合计=sh2hk（港股通沪）+sz2hk（港股通深）；净买入采用两路netBuyAmt相加"
    },
    "transmission_chain": "港股通沪、深两路盘中净买入合计37.641595亿元人民币，较8月31日同窗口已发布观察增加12.657473亿元→港股通对港股科技权重的成交需求滚动增加→SSE.513130对应HSTECH的场外资金流变量偏弱正。",
    "invalidation_conditions": "港交所公布或更正2026-09-01南向日度成交净额，或东方财富接口回撤、修正10:04:24观察值时，本事件由官方日度值或更新后的滚动值事件替代。",
    "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": "eastmoney-hk-20260831-southbound-daily-netbuy-3804",
    "title": "南向8月31日净买额38.04亿元",
    "event_time_utc": null,
    "event_time_quality": "day_only",
    "published_at_utc": "2026-09-01T02:09:33Z",
    "event_type": "capital_flow",
    "asset_keys": ["HSTECH"],
    "direction_score": {"HSTECH": 1},
    "confidence": 84,
    "horizon": "days",
    "raw_facts": {
      "asset": "SSE.513130 恒生科技ETF",
      "source": "东方财富沪深港通个股持股明细页面中的当日资金概览",
      "source_data_date_local": "2026-08-31",
      "display_unit": "页面提取结果为亿元；币种未在本次页面正文中明确标注",
      "southbound_daily_net_buy_yi": "38.04亿元（净买入）",
      "hk_connect_sh_net_buy_yi": "28.80亿元（净买入）",
      "hk_connect_sz_net_buy_yi": "9.24亿元（净买入）",
      "southbound_daily_turnover_yi": "256.11亿元",
      "historical_cumulative_net_buy": "5.48万亿元",
      "calculation": "38.04=28.80+9.24亿元",
      "newness": "页面最新历史数据日期由此前可见的2026-08-28推进至2026-08-31；本条为日度值，区别于9月1日盘中滚动值"
    },
    "transmission_chain": "东方财富页面新增8月31日南向日度净买额38.04亿元，沪、深港股通分别净买入28.80亿元和9.24亿元→前一交易日南向成交需求数据得到更新→HSTECH的南向资金日度输入偏弱正。",
    "invalidation_conditions": "港交所或其他可核验发布方公布、修订2026-08-31南向日度净成交额，或东方财富页面修正38.04亿元及分项值时，本事件由修订后的日度事件替代。",
    "source_urls": [
      "https://data.eastmoney.com/hsgtV2/hsgtDetail/scgkDetail_nx.html"
    ],
    "source_tier": "B"
  },
  {
    "event_id": "ubs-hk-20260901-southbound-holdings-stale-0826",
    "title": "南向持股市值快照仍停留在8月26日",
    "event_time_utc": null,
    "event_time_quality": "day_only",
    "published_at_utc": "2026-09-01T02:09:33Z",
    "event_type": "capital_flow",
    "asset_keys": ["HSTECH"],
    "direction_score": {"HSTECH": 0},
    "confidence": 78,
    "horizon": "days",
    "raw_facts": {
      "asset": "SSE.513130 恒生科技ETF",
      "source": "瑞银港股通持股比重页面；页面注明信息由DB Power Online Ltd提供",
      "latest_visible_holdings_date_local": "2026-08-26",
      "southbound_holdings_market_cap": "59955.83亿港元",
      "hong_kong_market_cap": "431046.39亿港元",
      "southbound_share_of_hong_kong_market_cap": "13.91%",
      "current_window_status": "本轮读取未见推进至2026-09-01的同口径持股市值、持股股数或占比快照；未推算2026-08-27至2026-09-01变动",
      "alternate_route_tried": "东方财富沪深港通个股持股明细页面；页面最新日期为2026-08-31，但个股持股明细表未返回实际数据行"
    },
    "transmission_chain": "瑞银页面最新可见南向持股市值为59955.83亿港元、占港股市值13.91%，数据日期停留在8月26日→南向持股变量只有旧基准可供读取→HSTECH持股输入维持中性。",
    "invalidation_conditions": "港交所、东方财富或其他可核验发布方公布2026-08-27至2026-09-01同口径持股股数、持股市值或占比后，本状态事件由对应日期的持股事件替代。",
    "source_urls": [
      "https://warrants.ubs.com/sc/underlying/southbound-moneyflow-holdings",
      "https://data.eastmoney.com/hsgtV2/hsgtDetail/scgkDetail_nx.html"
    ],
    "source_tier": "B"
  },
  {
    "event_id": "hkex-hk-20260901-core-buyback-status-1000",
    "title": "09:00至10:00未见核心权重股回购",
    "event_time_utc": null,
    "event_time_quality": "day_only",
    "published_at_utc": "2026-09-01T02:09:33Z",
    "event_type": "buyback",
    "asset_keys": ["HSTECH"],
    "direction_score": {"HSTECH": 0},
    "confidence": 92,
    "horizon": "intraday",
    "raw_facts": {
      "asset": "SSE.513130 恒生科技ETF",
      "observation_window_local": "2026-09-01 09:00 → 10:00 Asia/Shanghai",
      "source": "香港交易所披露易 Listed Company Information Title Search",
      "title_search_query_range": "from=20260901&to=20260901",
      "title_search_total_records": "131条",
      "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条",
      "records_visible_boundary": "页面返回记录时间覆盖2026-09-01 07:47至10:03；本事件只取09:00至10:00边界内记录",
      "latest_record_at_or_before_window_end": "10:00，00006 POWER ASSETS月度证券变动报表"
    },
    "transmission_chain": "港交所披露易在09:00至10:00观察窗内的五家核心权重股回购标题数量为0条→已观察范围内没有新增回购注销造成流通股收缩的信息→HSTECH回购路由维持中性。",
    "invalidation_conditions": "港交所标题检索补录、公司公告或港交所更正显示观察窗内存在上述五家公司回购或购回股份公告时，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=20260901&to=20260901"
    ],
    "source_tier": "A"
  },
  {
    "event_id": "hsi-hk-20260901-index-review-status-1000",
    "title": "截至10:00未见恒生科技指数调整公告",
    "event_time_utc": null,
    "event_time_quality": "day_only",
    "published_at_utc": "2026-09-01T02:09:33Z",
    "event_type": "index_rebalance",
    "asset_keys": ["HSTECH"],
    "direction_score": {"HSTECH": 0},
    "confidence": 82,
    "horizon": "weeks",
    "raw_facts": {
      "asset": "SSE.513130 恒生科技ETF",
      "observation_window_local": "截至2026-09-01 10:00 Asia/Shanghai",
      "source": "恒生指数公司媒体中心",
      "new_hstech_constituent_or_weight_adjustment_entry": "页面截至本轮读取未列出",
      "latest_visible_relevant_entries": "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市场意见",
      "website_status_note": "页面提示指数更新可能不会及时反映在网站上"
    },
    "transmission_chain": "恒生指数公司媒体中心截至10:00未列出恒生科技指数成分或权重调整公告→指数复制篮子没有新增官方调整信息→HSTECH指数成分路由维持中性。",
    "invalidation_conditions": "恒生指数公司随后发布或补录恒生科技指数成分、流通系数或权重调整公告时，本状态事件由对应调整事件替代。",
    "source_urls": [
      "https://www.hsi.com.hk/chi/newsroom/press-releases"
    ],
    "source_tier": "A"
  }
]
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