22:15窗口：台积电1.4纳米进度提前，费城半导体指数开盘涨4%

[
  {
    "event_id": "CLS-TSMC-14NM-FAB-20260804",
    "title": "台积电1.4纳米晶圆厂建设进度提前",
    "event_time_utc": "2026-08-04T13:16:42Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-08-04T13:16:42Z",
    "event_type": "capex",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": 1,
    "confidence": 82,
    "horizon": "weeks",
    "raw_facts": {
      "actual": {
        "total_investment": "490亿美元",
        "process": "1.4纳米",
        "construction_status": "整体建设进度较原定计划提前"
      },
      "consensus": "原文未披露",
      "prior": "原文未披露"
    },
    "transmission_chain": "台积电1.4纳米晶圆厂建设进度提前 -> 先进制程产能投产时间的不确定性下降 -> 晶圆制造、先进制程设备与配套需求预期改善 -> 半导体板块风险定价改善 -> SEMICONDUCTOR（SSE.512480）价格预期受正面影响",
    "invalidation_conditions": "台积电后续更正490亿美元投资额或「整体建设进度较原定计划提前」表述，或后续披露进度恢复至原定计划以后",
    "source_urls": ["https://www.cls.cn/detail/2445604"],
    "source_tier": "B"
  },
  {
    "event_id": "CLS-PHLX-OPEN-20260804",
    "title": "费城半导体指数开盘上涨4%",
    "event_time_utc": "2026-08-04T13:31:00Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-08-04T13:31:00Z",
    "event_type": "price_quote",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": 2,
    "confidence": 90,
    "horizon": "days",
    "raw_facts": {
      "actual": {
        "PHLX_semiconductor_index_open": "上涨4%",
        "NVIDIA": "上涨1.9%",
        "TSMC": "上涨2.24%",
        "Broadcom": "上涨2.97%",
        "Micron": "上涨4.8%",
        "AMD": "上涨4.91%",
        "ASML": "上涨3.62%"
      },
      "consensus": "原文未披露",
      "prior": "原文未披露"
    },
    "transmission_chain": "费城半导体指数开盘上涨4%，且英伟达、台积电、博通、美光、AMD、ASML同步上涨 -> 海外半导体同业开盘风险偏好上升 -> 跨市场半导体板块定价参考偏正面 -> SEMICONDUCTOR（SSE.512480）下一交易日开盘预期受到正向影响",
    "invalidation_conditions": "财联社更正指数或成分股开盘涨幅，或后续官方市场数据证明该组开盘报价不准确；该事实的盘中有效性截至2026-08-04美股交易时段",
    "source_urls": ["https://www.cls.cn/detail/2445615"],
    "source_tier": "B"
  }
]