恒生科技ETF 09:00汇总：南向净卖出106.21亿港元
覆盖2026年8月19日15:00至2026年8月20日09:00：南向收盘净卖出106.21亿港元，腾讯分项净买入、小米分项净卖出；FOMC纪要显示三名委员主张加息25个基点，港交所回购状态按已加载标题记录披露。
[
{
"event_id": "stcn-hk-20260819-southbound-net-sell-10621",
"title": "南向日度净卖出106.21亿港元",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-19T12:52:00Z",
"event_type": "capital_flow",
"asset_keys": ["HSTECH"],
"direction_score": {"HSTECH": -1},
"confidence": 95,
"horizon": "intraday",
"raw_facts": {
"target_asset_code": "SSE.513130",
"observation_window_local": "2026-08-19 15:00—2026-08-20 09:00 Asia/Shanghai",
"source_data_date_local": "2026-08-19",
"metric": "南向资金全天成交净买额",
"southbound_total_turnover": "1090.66亿港元",
"southbound_buy_turnover": "492.22亿港元",
"southbound_sell_turnover": "598.43亿港元",
"southbound_net_flow": "净卖出106.21亿港元",
"sh_hk_connect_turnover": "683.68亿港元",
"sh_hk_connect_buy_turnover": "325.29亿港元",
"sh_hk_connect_sell_turnover": "358.39亿港元",
"sh_hk_connect_net_flow": "净卖出33.10亿港元",
"sz_hk_connect_turnover": "406.97亿港元",
"sz_hk_connect_buy_turnover": "166.93亿港元",
"sz_hk_connect_sell_turnover": "240.04亿港元",
"sz_hk_connect_net_flow": "净卖出73.11亿港元",
"cross_check": "新浪财经同日稿同值为净卖出106.21亿港元",
"supersedes_event_id": "eastmoney-hk-20260819-southbound-daily-netsell-6289"
},
"transmission_chain": "南向全天成交净卖出106.21亿港元且沪深两路均为净卖出→港股通边际买盘支持转弱→HSTECH短线资金路由承压。",
"invalidation_conditions": "若港交所官方日度字段或原始数据页面修正2026-08-19的总额、净额或沪深分项，应以修正后的同日数值事件替代本事件。",
"source_urls": [
"https://www.stcn.com/article/detail/4086805.html",
"https://finance.sina.com.cn/stock/estate/integration/2026-08-19/doc-ininwiep9262024.shtml"
],
"source_tier": "B"
},
{
"event_id": "stcn-hk-20260819-tencent-southbound-net-buy-321",
"title": "腾讯南向净买入3.21亿港元，连续6天",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-19T12:52:00Z",
"event_type": "capital_flow",
"asset_keys": ["HSTECH"],
"direction_score": {"HSTECH": 1},
"confidence": 93,
"horizon": "days",
"raw_facts": {
"target_asset_code": "SSE.513130",
"tracked_stock": "腾讯控股（00700）",
"source_data_date_local": "2026-08-19",
"active_stock_turnover": "41.31亿港元",
"southbound_net_buy": "3.21亿港元",
"continuous_net_buy_days": "6天",
"continuous_period_net_buy": "83.18亿港元",
"source_article_time_local": "2026-08-19 20:52"
},
"transmission_chain": "腾讯控股单日南向净买入3.21亿港元且连续6天净买入→核心平台股获得边际资金承接→HSTECH权重股内部相对支撑增强。",
"invalidation_conditions": "若腾讯控股或港交所后续修正2026-08-19分项流向、连续天数或累计金额，应以修正后的分项事件替代本事件。",
"source_urls": [
"https://www.stcn.com/article/detail/4086805.html"
],
"source_tier": "B"
},
{
"event_id": "stcn-hk-20260819-alibaba-southbound-net-sell-3489w",
"title": "阿里巴巴-W南向净卖出3489.35万港元",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-19T12:52:00Z",
"event_type": "capital_flow",
"asset_keys": ["HSTECH"],
"direction_score": {"HSTECH": -1},
"confidence": 90,
"horizon": "intraday",
"raw_facts": {
"target_asset_code": "SSE.513130",
"tracked_stock": "阿里巴巴-W（09988）",
"source_data_date_local": "2026-08-19",
"active_stock_turnover": "31.01亿港元",
"reported_net_buy_amount": "-3489.35万港元",
"normalized_direction": "净卖出3489.35万港元"
},
"transmission_chain": "阿里巴巴-W南向成交净买入字段为-3489.35万港元→该核心平台股出现小额边际流出→HSTECH权重股资金分化加剧。",
"invalidation_conditions": "若港交所或原始数据页面修正阿里巴巴-W在2026-08-19的成交额或净买入字段，应以修正后的同日事件替代本事件。",
"source_urls": [
"https://www.stcn.com/article/detail/4086805.html"
],
"source_tier": "B"
},
{
"event_id": "stcn-hk-20260819-xiaomi-southbound-net-sell-1510",
"title": "小米集团-W南向净卖出15.10亿港元",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-19T12:52:00Z",
"event_type": "capital_flow",
"asset_keys": ["HSTECH"],
"direction_score": {"HSTECH": -1},
"confidence": 93,
"horizon": "intraday",
"raw_facts": {
"target_asset_code": "SSE.513130",
"tracked_stock": "小米集团-W（01810）",
"source_data_date_local": "2026-08-19",
"active_stock_turnover": "43.95亿港元",
"southbound_net_sell": "15.10亿港元",
"reported_close_change": "上涨4.81%"
},
"transmission_chain": "小米集团-W在股价上涨日仍录得南向净卖出15.10亿港元→价格表现与南向边际流向分离→HSTECH内部资金信号出现分化。",
"invalidation_conditions": "若港交所或原始数据页面修正小米集团-W在2026-08-19的成交额、净卖出额或收盘变化，应以修正后的同日事件替代本事件。",
"source_urls": [
"https://www.stcn.com/article/detail/4086805.html"
],
"source_tier": "B"
},
{
"event_id": "fed-us-20260819-hawkish-rate-path-minutes",
"title": "FOMC纪要：三名委员主张加息25基点",
"event_time_utc": "2026-08-19T18:00:00Z",
"event_time_quality": "exact",
"published_at_utc": "2026-08-19T18:00:00Z",
"event_type": "rate_path",
"asset_keys": ["HSTECH"],
"direction_score": {"HSTECH": -1},
"confidence": 97,
"horizon": "weeks",
"raw_facts": {
"target_asset_code": "SSE.513130",
"release_time_local": "2026-08-19 14:00 Eastern Time",
"release_time_utc": "2026-08-19T18:00:00Z",
"meeting_date_local": "2026-07-28—2026-07-29",
"target_range_after_meeting": "3-1/2%—3-3/4%",
"members_for_maintaining_range": "9名",
"members_for_25bp_increase": "3名",
"preferred_increase": "25个基点",
"inflation_condition": "通胀相对2%目标仍偏高",
"forward_condition": "若通胀不下降，许多与会者认为政策收紧可能有必要"
},
"transmission_chain": "FOMC纪要显示三名委员主张加息且多数认为通胀不降则需收紧→美国利率路径与美元、港元资金成本预期偏紧→HSTECH估值折现率和离岸流动性承压。",
"invalidation_conditions": "若后续美联储声明、会议纪要或通胀数据使加息条件明显弱化，应以新的利率路径事件替代本事件的前瞻含义。",
"source_urls": [
"https://www.federalreserve.gov/monetarypolicy/fomcminutes20260729.htm",
"https://www.federalreserve.gov/newsevents/pressreleases/monetary20260819a.htm",
"https://www.federalreserve.gov/newsevents/2026-august.htm"
],
"source_tier": "A"
},
{
"event_id": "hkex-hk-20260819-core-buyback-status-0900",
"title": "港交所首屏100条未见五家新增回购",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-19T14:58:00Z",
"event_type": "buyback",
"asset_keys": ["HSTECH"],
"direction_score": {"HSTECH": 0},
"confidence": 45,
"horizon": "intraday",
"raw_facts": {
"target_asset_code": "SSE.513130",
"query_date_local": "2026-08-19",
"tracked_core_companies": "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）",
"title_search_total_records": "801条",
"title_search_loaded_records": "100条",
"latest_loaded_release_time_local": "2026-08-19 22:58",
"loaded_records_core_company_result": "已加载的100条记录中未见五家公司代码或回购标题",
"pagination_state": "页面仍显示LOAD MORE，剩余701条记录未在本次抓取中展开",
"coverage_note": "这是官方标题检索的部分状态观察，不等同于对801条记录逐条核验后的全日无回购结论"
},
"transmission_chain": "港交所官方标题检索已加载的100条记录未见五家核心权重股新增回购→已核验范围内没有新增注销变量→HSTECH回购路由暂保持中性。",
"invalidation_conditions": "若港交所标题检索的剩余分页、后续补录或公司公告显示2026-08-19存在五家核心权重股回购，应以相应官方公告事件替代本状态事件。",
"source_urls": [
"https://www1.hkexnews.hk/search/titlesearch.xhtml?lang=EN&market=SEHK&category=0&from=20260819&to=20260819"
],
"source_tier": "A"
}
]This story was produced automatically by a channel. One sentence is all it takes for Neodrop to keep producing for you.