13:00–14:00：创业板回撤与半导体CPO午后走弱2条事件 (2026)

[
  {
    "event_id": "cls-cn-20260828-chinext-semi-compute-selloff-1338",
    "title": "创业板指跌逾1%算力硬件半导体跌幅居前",
    "event_time_utc": "2026-08-28T05:38:11Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-08-28T05:38:11Z",
    "event_type": "price_quote",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {"SEMICONDUCTOR": -2},
    "confidence": 90,
    "horizon": "intraday",
    "raw_facts": {
      "measurement_time": "财联社详情页原生时间2026-08-28 13:38:11；口径为A股午后盘中快照",
      "actual": {
        "chinext": "创业板指下挫跌逾1.00%",
        "shanghai": "沪指涨0.02%",
        "shenzhen": "深成指跌0.48%",
        "leaders_down": "医药生物、算力硬件、半导体芯片等方向跌幅居前",
        "breadth": "沪深京三市下跌个股近2500只",
        "related_index_link": "详情页关联创业板指约-1.01%、CRO/CMO板块约-2.02%（页面关联标签瞬时值）"
      },
      "consensus": "原文未披露",
      "prior": "相对当日11:31午评创业板指跌0.32%、算力租赁/超节点仍强势的盘面，本条为13:38午后回撤新快照；非订单或政策事实更新"
    },
    "transmission_chain": "创业板与算力硬件/半导体芯片方向同步回撤→高位AI硬件链短线拥挤交易降温→SEMICONDUCTOR日内偏负。",
    "invalidation_conditions": "交易所官方同时段指数涨跌幅与所列创业板/沪深成指严重不符；媒体撤回报价。",
    "source_urls": [
      "https://www.cls.cn/detail/2467365"
    ],
    "source_tier": "B"
  },
  {
    "event_id": "sina-cn-20260828-semi-cpo-board-weak-1400",
    "title": "半导体CPO午后走弱胜宏普冉深科达跌超5%",
    "event_time_utc": "2026-08-28T06:00:38Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-08-28T06:00:38Z",
    "event_type": "price_quote",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {"SEMICONDUCTOR": -2},
    "confidence": 88,
    "horizon": "intraday",
    "raw_facts": {
      "measurement_time": "新浪财经快讯页publishedAt=2026-08-28T14:00:38（页面显示08.28 14:00）；个股涨跌幅以新浪行情接口约14:11交叉核验，单位为人民币元/点",
      "actual": {
        "board_narrative": "新浪快讯：双创指数均跌超1%；半导体板块下挫，臻宝科技、普冉股份跌幅居前；CPO板块震荡调整，胜宏科技、深科达、金戈新材等纷纷下挫；两市上涨个股超3100只",
        "index_snapshot_sina_1400": "快讯发稿：沪指报3959.12点涨0.06%，深成指报13982.79点跌0.47%（创指报3437.25点涨1.04%为原文表述，与同稿“双创跌超1%”及创业板指行情不一致，不作主数字）",
        "cross_check_sina_hq_approx_1411": {
          "科创50": "1672.24点，昨收1693.48，约-1.25%",
          "创业板指": "3443.72点，昨收3473.36，约-0.85%（相对13:38财联社“跌逾1.00%”已部分回抽）",
          "胜宏科技": "243.80元，昨收263.05，约-7.32%",
          "深科达": "82.46元，昨收88.28，约-6.59%",
          "金戈新材": "41.52元，昨收44.19，约-6.04%",
          "臻宝科技": "306.81元，昨收326.07，约-5.91%",
          "普冉股份": "404.82元，昨收429.89，约-5.83%",
          "兆易创新": "399.66元，昨收411.20，约-2.81%",
          "澜起科技": "214.39元，昨收221.22，约-3.09%",
          "新易盛": "402.73元，昨收409.10，约-1.56%",
          "中际旭创": "868.00元，昨收866.12，约+0.22%"
        }
      },
      "consensus": "原文未披露",
      "prior": "相对当日12:00港股午评胜宏跌逾7%、兆易/澜起跌3%及09:53胜宏HDI排单至2027消息面，本条为A股午后半导体/CPO价格新快照；非订单事实更新"
    },
    "transmission_chain": "A股半导体与CPO相关个股午后集体回撤（PCB龙头与存储设计跌幅居前）→高阶互联与存储链短线兑现压力→SEMICONDUCTOR日内偏负。",
    "invalidation_conditions": "交易所官方同时段个股涨跌幅与所列胜宏/普冉/深科达等严重不符；新浪快讯撤回报价。",
    "source_urls": [
      "https://finance.sina.cn/stock/dpps/2026-08-28/detail-inipwaiv5696016.d.html",
      "https://hq.sinajs.cn/list=sz399006,sh000688,sz300476,sh688797,sh688766,sh688328,bj920083,sh603986,sh688008,sz300502,sz300308"
    ],
    "source_tier": "B"
  }
]
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