9月7日恒科调整生效，南向盘中净买入11.31亿元
覆盖2026年9月7日09:00—10:00窗口，记录南向盘中净买入、9月4日日度净卖出、恒科成分调整生效、核心股回购状态与T+2五日持股数据。
[
{
"event_id": "eastmoney-hk-20260907-southbound-net-buy-1130-1005",
"title": "10:05南向盘中净买入11.305969亿元",
"event_time_utc": "2026-09-07T02:04:50Z",
"event_time_quality": "exact",
"published_at_utc": "2026-09-07T02:04:50Z",
"event_type": "capital_flow",
"asset_keys": ["HSTECH"],
"direction_score": {"HSTECH": 1},
"confidence": 92,
"horizon": "intraday",
"raw_facts": {
"asset": "SSE.513130 恒生科技ETF",
"source": "东方财富 push2delay kamt 接口",
"observation_window_local": "2026-09-07 09:00 → 10:00 Asia/Shanghai",
"interface_update_time_local": "2026-09-07 10:04:48—10:04:50 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": "11.305969亿元人民币（净买入）",
"southbound_buy_yi_rmb": "123.329795亿元人民币",
"southbound_sell_yi_rmb": "112.023827亿元人民币",
"hk_connect_sh_net_buy_yi_rmb": "-4.70273亿元人民币（净卖出）",
"hk_connect_sz_net_buy_yi_rmb": "16.008699亿元人民币（净买入）",
"raw_interface_fields_wan_rmb": {
"sh2hk_buyAmt": 762435.55,
"sh2hk_sellAmt": 809462.85,
"sh2hk_netBuyAmt": -47027.3,
"sz2hk_buyAmt": 470862.4,
"sz2hk_sellAmt": 310775.42,
"sz2hk_netBuyAmt": 160086.99
},
"same_metric_time_comparison": "本跑窗口未取得更早的同日盘中快照，未计算盘中环比"
},
"transmission_chain": "南向买入额123.329795亿元人民币高于卖出额112.023827亿元且深港股通净买入额大于沪港股通净卖出额→跨境成交需求在10:04:48—10:04:50观察时点偏向买方→HSTECH场外资金流变量获得正向输入。",
"invalidation_conditions": "港交所公布或更正2026-09-07南向日度成交净额，或东方财富接口回撤、修正10:04:48—10:04:50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&ut=b2884a393a59ad64002292a3e90d46a5"
],
"source_tier": "B"
},
{
"event_id": "hkex-hk-20260904-southbound-daily-netsell-10020",
"title": "9月4日南向日度净卖出100.2087亿港元",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-09-04T00:00:00Z",
"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 Stock Connect Daily Statistics",
"trade_date_local": "2026-09-04 Asia/Shanghai",
"unit": "港交所原始单位为百万港元",
"sse_southbound_buy_m_hkd": "29,884.49百万港元",
"sse_southbound_sell_m_hkd": "34,592.41百万港元",
"sse_southbound_turnover_m_hkd": "64,476.90百万港元",
"sse_southbound_net_m_hkd": "-4,707.92百万港元",
"szse_southbound_buy_m_hkd": "18,449.72百万港元",
"szse_southbound_sell_m_hkd": "23,762.67百万港元",
"szse_southbound_turnover_m_hkd": "42,212.39百万港元",
"szse_southbound_net_m_hkd": "-5,312.95百万港元",
"southbound_total_buy_m_hkd": "48,334.21百万港元",
"southbound_total_sell_m_hkd": "58,355.08百万港元",
"southbound_total_turnover_m_hkd": "106,689.29百万港元",
"southbound_total_net_m_hkd": "-10,020.87百万港元（净卖出100.2087亿港元）",
"previous_trade_date": "2026-09-03 Asia/Shanghai",
"previous_southbound_total_net_m_hkd": "+3,395.25百万港元（净买入33.9525亿港元）",
"day_over_day_net_change_m_hkd": "-13,416.12百万港元"
},
"transmission_chain": "南向合计净额由2026-09-03的+3,395.25百万港元变为2026-09-04的-10,020.87百万港元→跨境资金日度方向由净买入切换为净卖出→HSTECH的港股通需求变量转弱。",
"invalidation_conditions": "香港交易所更正2026-09-03或2026-09-04的买入额、卖出额、成交额或净额时，本事件由更正后的日度数据替代。",
"source_urls": [
"https://www.hkex.com.hk/eng/csm/DailyStat/data_tab_daily_20260904e.js",
"https://www.hkex.com.hk/eng/csm/DailyStat/data_tab_daily_20260903e.js"
],
"source_tier": "A"
},
{
"event_id": "hsi-hk-20260907-hstech-constituent-rebalance-effective",
"title": "恒科指数纳入09903并剔除00780，9月7日生效",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-21T00:00:00Z",
"event_type": "index_rebalance",
"asset_keys": ["HSTECH"],
"direction_score": {"HSTECH": 0},
"confidence": 99,
"horizon": "weeks",
"raw_facts": {
"asset": "SSE.513130 恒生科技ETF / 恒生科技指数",
"source": "恒生指数公司《恒生指数公司宣布指数检讨结果》",
"announcement_date_local": "2026-08-21 Asia/Shanghai",
"effective_date_local": "2026-09-07 Asia/Shanghai",
"implementation": "2026-09-04收市后实施，2026-09-07起生效",
"constituent_count_after_change": "30只",
"added": {"stock_code": "09903", "company": "上海天数智芯半导体股份有限公司"},
"removed": {"stock_code": "00780", "company": "同程旅行控股有限公司"},
"weight_or_free_float_factor_changes": "附件三列有变动后成分与权重；本事件只保留成分增删事实，未从附件提取其他权重数值"
},
"transmission_chain": "恒生科技指数在9月7日起以09903替代00780且成分股数量维持30只→跟踪指数的复制篮子与被动调仓对象发生变化→HSTECH的指数成分暴露变量更新。",
"invalidation_conditions": "恒生指数公司更正本次季度检讨的纳入、剔除、生效日期或成分股数量时，本事件由更正后的指数公告替代。",
"source_urls": [
"https://www.hsi.com.hk/static/uploads/contents/zh_cn/news/pressRelease/20260821T174500.pdf"
],
"source_tier": "A"
},
{
"event_id": "hkex-hk-20260907-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": "2026-09-07T02:04:00Z",
"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=20260907&to=20260907",
"observation_window_local": "2026-09-07 09:00 → 10:00 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条",
"same_day_total_records_in_return": "65条",
"buyback_records_seen_outside_core_scope": "02423 BEKE-W 08:03；02057 ZTO EXPRESS-W 08:00；01305 WAI CHI HOLD 06:04；均不属于五家核心权重股，且均不在09:00—10:00观察窗",
"buyback_shares_or_amount_for_core_five": "观察窗内原文未披露"
},
"transmission_chain": "披露易09:00至10:00未出现00700、09988、03690、01810、09618的回购标题→观察范围内没有新增核心回购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=20260907&to=20260907"
],
"source_tier": "A"
},
{
"event_id": "futu-hk-20260904-core-holdings-5d",
"title": "T+2五日榜：腾讯增持16.73亿，小米增持6.95亿",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-09-04T00:30:02Z",
"event_type": "capital_flow",
"asset_keys": ["HSTECH"],
"direction_score": {"HSTECH": 0},
"confidence": 86,
"horizon": "days",
"raw_facts": {
"asset": "SSE.513130 恒生科技ETF",
"source": "富途转载智通财经《智通港股通持股解析|9月4日》",
"source_published_at_local": "2026-09-04 08:30 Asia/Shanghai",
"underlying_disclosure_date_local": "2026-09-03 Asia/Shanghai",
"settlement": "T+2",
"metric_window": "最近有统计数据的5个交易日累计",
"five_day_cumulative": true,
"core_company_metrics": {
"腾讯控股_00700": {"holding_value_change": "+16.73亿元", "holding_shares_change": "+386.39万股", "latest_holding_ratio": "原文未披露"},
"阿里巴巴_09988": {"holding_value_change": "原文未披露", "holding_shares_change": "原文未披露", "latest_holding_ratio": "原文未披露"},
"美团_03690": {"holding_value_change": "原文未披露", "holding_shares_change": "原文未披露", "latest_holding_ratio": "原文未披露"},
"小米集团_01810": {"holding_value_change": "+6.95亿元", "holding_shares_change": "+2534.34万股", "latest_holding_ratio": "原文未披露"},
"京东集团_09618": {"holding_value_change": "原文未披露", "holding_shares_change": "原文未披露", "latest_holding_ratio": "原文未披露"}
},
"daily_holding_snapshot_for_core_five": "原文未披露；五日累计榜单不能改写为单日变动"
},
"transmission_chain": "富途页面按T+2结算披露最近五个交易日累计变化，其中腾讯与小米进入增持榜，而阿里巴巴、美团、京东对应值未在榜单中披露→个股持股变量只获得部分累计方向信息且时间粒度滞后→HSTECH个股持股路由维持中性。",
"invalidation_conditions": "港交所、发行人或其他可核验来源补发或更正同一T+2统计窗口的五家核心权重股持股额、持股数或持股比例时，本状态事件由更完整或更正后的数据事件替代。",
"source_urls": [
"https://news.futunn.com/hk/post/78786255/zhitong-stock-connect-holdings-analysis-september-4"
],
"source_tier": "B"
}
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