恒生科技ETF 09:00窗口新增3条事件 (2026)

[
  {
    "event_id": "cls-hk-20260811-southbound-flow",
    "title": "南向资金8月11日净卖出13.76亿港元",
    "event_time_utc": null,
    "event_time_quality": "day_only",
    "published_at_utc": "2026-08-11T10:07:00Z",
    "event_type": "capital_flow",
    "asset_keys": ["HSTECH"],
    "direction_score": {"HSTECH": -1},
    "confidence": 96,
    "horizon": "days",
    "raw_facts": {
      "date_local": "2026-08-11",
      "southbound_turnover_hkd": "935.40亿港元",
      "southbound_net_flow_hkd": "净卖出13.76亿港元",
      "Shanghai_HK_Stock_Connect_net_flow_hkd": "净流入20.04亿港元",
      "Shenzhen_HK_Stock_Connect_net_flow_hkd": "净流出33.81亿港元",
      "Xiaomi_01810_net_buy_hkd": "4.03亿港元",
      "Alibaba_09988_net_sell_hkd": "3.61亿港元",
      "Hang_Seng_Index_change": "-1.10%",
      "settlement_note": "港交所T+2结算；原文称个股近5个交易日实际持仓数据截至两个交易日前"
    },
    "transmission_chain": "南向资金8月11日净卖出且小米获净买入、阿里巴巴遭净卖出→恒生科技成分股的边际资金需求分化→成分股价格与HSTECH净值的资金面暴露变化。",
    "invalidation_conditions": "若交易所或财联社修订2026年8月11日南向成交与净流向，或后续数据确认上述净买卖方向被更正，则本事件作废。",
    "source_urls": ["https://www.cls.cn/detail/2451400"],
    "source_tier": "B"
  },
  {
    "event_id": "hkex-hk-20260811-xiaomi-buyback-cancellation",
    "title": "小米8月11日回购186.8万股并注销8362.5万股",
    "event_time_utc": null,
    "event_time_quality": "day_only",
    "published_at_utc": "2026-08-11T00:00:00Z",
    "event_type": "buyback",
    "asset_keys": ["HSTECH"],
    "direction_score": {"HSTECH": 1},
    "confidence": 99,
    "horizon": "weeks",
    "raw_facts": {
      "report_date_local": "2026-08-11；港交所原文未披露精确发布时间",
      "trade_date_local": "2026-08-11",
      "buyback_shares": "1,868,000股（186.8万股）",
      "buyback_price_range_hkd_per_share": "26.66–26.82港元/股",
      "buyback_total_hkd": "49,957,418.4港元（约4995.74万港元）",
      "cancelled_buyback_shares": "83,625,000股（8362.5万股），于2026年8月11日注销",
      "issued_B_shares_after_cancellation": "21,329,294,539股",
      "buyback_authorization_cumulative_shares": "98,245,400股，占购回授权通过日已发行股份（不包括库存股份）的0.38%",
      "intended_use": "本次回购股份拟注销；港交所报表显示本次回购股份数为1,868,000股"
    },
    "transmission_chain": "小米8月11日回购并注销回购股份、同时注销此前购回的8362.5万股→流通股本与资本回报数据更新→小米作为恒生科技成分股的供需和每股口径变化→HSTECH价格。",
    "invalidation_conditions": "若港交所或小米修订2026年8月11日回购、注销数量或价格，或后续发行新股、再出售库存股抵销已披露的股份净减少，则本事件作废。",
    "source_urls": ["https://www.hkexnews.hk/listedco/listconews/sehk/2026/0811/2026081101047_c.pdf"],
    "source_tier": "A"
  },
  {
    "event_id": "cls-hk-20260812-tencent-earnings-day",
    "title": "腾讯控股8月12日披露2026年第二季度业绩",
    "event_time_utc": null,
    "event_time_quality": "day_only",
    "published_at_utc": "2026-08-09T23:11:00Z",
    "event_type": "earnings_guidance",
    "asset_keys": ["HSTECH"],
    "direction_score": {"HSTECH": 0},
    "confidence": 96,
    "horizon": "days",
    "raw_facts": {
      "scheduled_date_local": "2026-08-12",
      "company": "腾讯控股（00700.HK）",
      "release_time": "原文未披露精确发布时间；截至本次09:00运行时点未取得本期实际业绩数字",
      "period": "2026年第二季度",
      "reported_metrics": "原文未披露本期实际收入、利润、游戏收入、视频号广告、金融科技及AI资本开支数字",
      "source_publication_local": "2026-08-10 07:11",
      "coverage_reason": "权重股财报发布日；定期发布日到达即记录，实际财报发布后应由结果事件替代"
    },
    "transmission_chain": "腾讯控股披露季度业绩→游戏、广告、金融科技与AI投入数据更新市场盈利预期→腾讯股价及其在恒生科技指数中的权重价格变化→HSTECH价格。",
    "invalidation_conditions": "若腾讯官方或港交所披露将业绩发布日期改为其他日期，或实际财报发布后由包含结果数字的新事件取代本日程事件，则本事件作废。",
    "source_urls": ["https://www.cls.cn/detail/2449426"],
    "source_tier": "B"
  }
]
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