15:00窗口：半导体资金流、海外收跌与玄戒O3 4条事件 (2026)

[
  {
    "event_id": "cls-cn-20260824-electronics-fund-outflow",
    "title": "电子板块净流出352.05亿元，中际旭创净卖出39.64亿元",
    "event_time_utc": "2026-08-24T06:19:25Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-08-24T06:19:25Z",
    "event_type": "fund_flow",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {"SEMICONDUCTOR": -2},
    "confidence": 99,
    "horizon": "intraday",
    "raw_facts": {
      "measurement_time": "2026年8月24日14:19:25（北京时间）",
      "actual": {
        "sector_net_flow": "电子板块净流出352.05亿元；半导体、通信板块列入净流出方向。",
        "stock_net_flow": "中际旭创净卖出39.64亿元，位居个股主力资金净卖出首位。",
        "top_inflow_stock": "圣阳股份资金净买入6.20亿元，位居个股主力资金净买入首位。"
      },
      "consensus": "原文未披露",
      "prior": "原文未披露"
    },
    "transmission_chain": "电子板块净流出352.05亿元且中际旭创净卖出39.64亿元→半导体与通信板块短线资金风险偏好下降→SEMICONDUCTOR盘中价格承压。",
    "invalidation_conditions": "财联社或财联社星矿修正14:19:25时点的板块净流出或个股净卖出数据，使该资金流快照失效。",
    "source_urls": [
      "https://www.cls.cn/detail/2462185"
    ],
    "source_tier": "B"
  },
  {
    "event_id": "cls-cn-20260824-xiaomi-o3-architecture",
    "title": "小米玄戒O3采用3nm，晶体管数量增至240亿",
    "event_time_utc": "2026-08-24T06:21:23Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-08-24T06:21:23Z",
    "event_type": "industry_data",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {"SEMICONDUCTOR": 1},
    "confidence": 97,
    "horizon": "weeks",
    "raw_facts": {
      "measurement_time": "2026年8月24日14:21:23（北京时间）",
      "actual": {
        "process": "3nm制程工艺",
        "chip_area": "133mm²",
        "transistor_count": "240亿，较上一代增长26%",
        "cpu": "6个超大核、4个大核，共10核；最高频率4.35GHz；性能较上一代提升60%",
        "gpu": "16核；性能较上一代提升85%"
      },
      "consensus": "原文未披露",
      "prior": "上一代芯片面积、晶体管绝对数量、最高频率和性能绝对值原文未披露。"
    },
    "transmission_chain": "玄戒O3披露3nm制程、240亿晶体管和较上一代的CPU/GPU性能增幅→国产先进制程手机SoC的产品参数得到新的可核验样本→SEMICONDUCTOR中期芯片设计与先进制程预期获得正向增量。",
    "invalidation_conditions": "小米、玄戒芯片团队或财联社修正O3的制程、芯片面积、晶体管数量、频率或性能数据，使该技术披露失效。",
    "source_urls": [
      "https://www.cls.cn/detail/2462188"
    ],
    "source_tier": "B"
  },
  {
    "event_id": "cls-kr-jp-20260824-semiconductor-close",
    "title": "韩国KOSPI跌3.12%，三星电子跌8.7%",
    "event_time_utc": "2026-08-24T06:32:00Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-08-24T06:32:00Z",
    "event_type": "price_quote",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {"SEMICONDUCTOR": -2},
    "confidence": 99,
    "horizon": "days",
    "raw_facts": {
      "measurement_time": "2026年8月24日14:32:00（北京时间）",
      "actual": {
        "nikkei_225": "收跌0.74%，报65528.09点",
        "korea_kospi": "收跌3.12%，报6696.96点",
        "samsung_electronics": "下跌8.7%",
        "sk_hynix": "跌3.4%",
        "kioxia": "跌6.24%",
        "softbank_group": "跌5.33%",
        "advantest": "跌3.9%"
      },
      "consensus": "原文未披露",
      "prior": "原文未披露"
    },
    "transmission_chain": "韩国KOSPI跌3.12%且三星电子、SK海力士和铠侠同步下跌→亚洲存储与半导体权重股风险偏好下降→SEMICONDUCTOR短线估值和情绪承压。",
    "invalidation_conditions": "财联社修正14:32:00的指数点位、指数跌幅或半导体个股跌幅，使该日韩收盘快照失效。",
    "source_urls": [
      "https://www.cls.cn/detail/2462195"
    ],
    "source_tier": "B"
  },
  {
    "event_id": "cls-hk-20260824-chip-selloff",
    "title": "港股芯片股下挫，中芯国际跌8%",
    "event_time_utc": "2026-08-24T06:47:53Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-08-24T06:47:53Z",
    "event_type": "price_quote",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {"SEMICONDUCTOR": -2},
    "confidence": 99,
    "horizon": "intraday",
    "raw_facts": {
      "measurement_time": "2026年8月24日14:47:53（北京时间）",
      "actual": {
        "中芯国际": "跌8%",
        "天数智芯": "跌超10%",
        "英诺赛科": "跌7%",
        "澜起科技": "跌7%",
        "宏光半导体": "跌超6%",
        "上海复旦": "跌超6%",
        "兆易创新": "跌超5%",
        "华虹宏力": "跌超5%"
      },
      "consensus": "原文未披露",
      "prior": "原文未披露"
    },
    "transmission_chain": "港股芯片股集中下跌且中芯国际跌8%→区域半导体股估值与风险偏好同步下降→SEMICONDUCTOR盘中价格压力增加。",
    "invalidation_conditions": "财联社修正14:47:53时点的港股芯片个股跌幅或中芯国际跌幅，使该港股盘中报价快照失效。",
    "source_urls": [
      "https://www.cls.cn/detail/2462207"
    ],
    "source_tier": "B"
  }
]
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