09:00窗口：隔夜美股半导体指数跌6% (2026)

[
  {
    "event_id": "cls-us-20260818-phlx-open",
    "title": "费城半导体指数开盘跌3.6%",
    "event_time_utc": "2026-08-18T13:31:05Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-08-18T13:31:05Z",
    "event_type": "price_quote",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {
      "SEMICONDUCTOR": -3
    },
    "confidence": 92,
    "horizon": "intraday",
    "raw_facts": {
      "actual": {
        "费城半导体指数": "开盘下跌3.6%",
        "英伟达": "下跌2.21%",
        "台积电": "下跌2.88%",
        "博通": "下跌1.8%",
        "美光科技": "下跌4.57%",
        "超威半导体": "下跌3.15%",
        "阿斯麦": "下跌3.41%"
      },
      "consensus": "原文未披露",
      "prior": "原文未披露",
      "source_wording": "费城半导体指数创7月29日以来最大跌幅；上述成分股为开盘报价，非收盘价。"
    },
    "transmission_chain": "美股半导体指数及主要成分股开盘同步下跌→海外半导体风险偏好走弱、估值承压→A股开盘前半导体ETF（SEMICONDUCTOR）外盘映射偏空。",
    "invalidation_conditions": "仅当来源更正原始数值或发布时间时作废；后续价格反弹不否定该历史开盘快照，且该数值不代表收盘表现。",
    "source_urls": [
      "https://www.cls.cn/detail/2457533"
    ],
    "source_tier": "B"
  },
  {
    "event_id": "cls-us-20260818-memory-2247",
    "title": "SK海力士跌7.41%、闪迪跌8.05%",
    "event_time_utc": "2026-08-18T14:47:01Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-08-18T14:47:01Z",
    "event_type": "price_quote",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {
      "SEMICONDUCTOR": -3
    },
    "confidence": 92,
    "horizon": "intraday",
    "raw_facts": {
      "actual": {
        "美光科技": "下跌6.33%",
        "SK海力士": "下跌7.41%",
        "闪迪": "下跌8.05%",
        "西部数据": "下跌7.10%",
        "希捷科技": "下跌7.58%",
        "铠侠ADR": "下跌10.63%",
        "费城半导体指数": "下跌5.5%"
      },
      "consensus": "原文未披露",
      "prior": "原文未披露",
      "source_wording": "美股存储板块低开低走并扩大跌幅；该板块此前连续数日上涨。以上均为盘中报价。"
    },
    "transmission_chain": "存储芯片股盘中扩大跌幅→存储链风险偏好与盈利预期承压→A股半导体ETF（SEMICONDUCTOR）开盘前的存储方向映射偏空。",
    "invalidation_conditions": "仅当来源更正原始数值或发布时间时作废；后续价格反弹不否定该历史盘中快照，且该数值不代表收盘表现。",
    "source_urls": [
      "https://www.cls.cn/detail/2457573"
    ],
    "source_tier": "B"
  },
  {
    "event_id": "cls-us-20260818-phlx-2301",
    "title": "费城半导体指数跌6%报11864.18点",
    "event_time_utc": "2026-08-18T15:01:00Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-08-18T15:01:00Z",
    "event_type": "price_quote",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {
      "SEMICONDUCTOR": -3
    },
    "confidence": 92,
    "horizon": "intraday",
    "raw_facts": {
      "actual": {
        "费城半导体指数": "下跌6%，报11864.18点",
        "英伟达": "下跌2.71%",
        "台积电": "下跌4.13%",
        "博通": "下跌3.52%",
        "SK海力士": "下跌8.11%",
        "美光科技": "下跌7.47%",
        "超威半导体": "下跌5.76%",
        "阿斯麦": "下跌5.3%",
        "英特尔": "下跌7.34%",
        "泛林集团": "下跌7.07%",
        "ARM": "下跌7.93%",
        "闪迪": "下跌9.29%"
      },
      "consensus": "原文未披露",
      "prior": "原文未披露",
      "source_wording": "美股芯片半导体板块持续走低；以上为盘中报价。"
    },
    "transmission_chain": "费城半导体指数跌幅扩大且多家权重股同步下跌→海外半导体板块风险偏好继续收缩→A股半导体ETF（SEMICONDUCTOR）开盘前外盘定价锚偏空。",
    "invalidation_conditions": "仅当来源更正原始数值或发布时间时作废；后续价格反弹不否定该历史盘中快照，且该数值不代表收盘表现。",
    "source_urls": [
      "https://www.cls.cn/detail/2457578"
    ],
    "source_tier": "B"
  }
]
Related content
