恒生科技ETF 15:00窗口：南向日度数据未返回，回购状态无新增 (2026)

[
  {
    "event_id": "hkex-hk-20260820-southbound-daily-unavailable-1500",
    "title": "港交所官方南向日度数据仍未返回",
    "event_time_utc": null,
    "event_time_quality": "day_only",
    "published_at_utc": "2026-08-20T07:08:02Z",
    "event_type": "capital_flow",
    "asset_keys": ["HSTECH"],
    "direction_score": {"HSTECH": 0},
    "confidence": 44,
    "horizon": "intraday",
    "raw_facts": {
      "asset": "SSE.513130 恒生科技ETF",
      "observation_window_local": "2026-08-20 14:00—15:00 Asia/Shanghai",
      "data_date_requested": "2026-08-20",
      "hkex_historical_daily_status": "港交所官方Historical Daily入口返回Cookie同意页面，未返回2026-08-20南向日度数值",
      "eastmoney_status": "东方财富页面未提供2026-08-20南向资金数据",
      "eastmoney_southbound_net_buy": "—",
      "eastmoney_buy_amount": "—",
      "eastmoney_sell_amount": "—",
      "eastmoney_data_date_label": "未显示具体日期",
      "prior_window_observation": "截至11:00东方财富盘中滚动南向成交净买额1.56亿元人民币，来自上一期事件",
      "data_quality": "本窗口未取得港交所官方南向日度净流入或持股额；新试东方财富入口亦未返回本日数值"
    },
    "transmission_chain": "港交所官方日度字段与新试东方财富入口均未返回2026-08-20最终南向净流向→南向资金这一外部变量在本窗口无法更新→SSE.513130对应HSTECH的资金面路由保持中性，待后续可核验值替换。",
    "invalidation_conditions": "港交所或可核验替代来源补发2026-08-20南向日度净流入、成交或持股额，届时本状态事件由新数值事件替代。",
    "source_urls": [
      "https://www.hkex.com.hk/Mutual-Market/Stock-Connect/Statistics/Historical-Daily?sc_lang=en",
      "https://data.eastmoney.com/hsgt/hsgtV2.html"
    ],
    "source_tier": "A"
  },
  {
    "event_id": "cls-hk-20260820-southbound-allocation-software-73306",
    "title": "南向资金增持软件服务733.06亿港元",
    "event_time_utc": null,
    "event_time_quality": "day_only",
    "published_at_utc": "2026-08-20T07:08:02Z",
    "event_type": "capital_flow",
    "asset_keys": ["HSTECH"],
    "direction_score": {"HSTECH": 0},
    "confidence": 70,
    "horizon": "weeks",
    "raw_facts": {
      "asset": "SSE.513130 恒生科技ETF",
      "source_published_at_local": "2026-08-20 14:24 Asia/Shanghai",
      "source_publisher": "财联社",
      "data_source_named_in_article": "Wind",
      "industry_observation_period": "2026-06-26—2026-08-18",
      "industry_market_value_increase_top5": {
        "医药生物": "932.9亿港元",
        "软件服务": "733.06亿港元",
        "银行": "694.95亿港元",
        "可选消费零售": "633.04亿港元",
        "有色金属": "585亿港元"
      },
      "software_services_market_value_increase": "733.06亿港元",
      "individual_observation_period": "2026-06-26—2026-08-19",
      "individual_market_value_increase_top5": ["智谱", "网易", "腾讯控股", "MINIMAX-W", "天数智芯"],
      "tencent_individual_increase_amount": "原文未披露",
      "share_count_change": "原文未披露",
      "data_quality": "财联社引用Wind的数值性报道；未披露腾讯单独增持金额、持股数量与指数权重变化"
    },
    "transmission_chain": "财联社引用Wind显示南向资金在6月26日—8月18日增持软件服务行业市值733.06亿港元，且腾讯控股列入6月26日—8月19日个股增持市值前五→HSTECH相关平台股的南向配置支持变量获得条件性增量→SSE.513130的资金面方向暂不单向，因为腾讯单独金额、持股数量和指数权重变化均未披露。",
    "invalidation_conditions": "Wind或财联社修正区间增持市值、删除腾讯进入个股增持市值前五，或后续可核验持股数据显示同期相关权重股配置方向相反。",
    "source_urls": [
      "https://www.cls.cn/detail/2459315"
    ],
    "source_tier": "B"
  },
  {
    "event_id": "hkex-hk-20260820-core-buyback-status-1500",
    "title": "五家核心权重股14:00—15:00未见回购新增",
    "event_time_utc": null,
    "event_time_quality": "day_only",
    "published_at_utc": "2026-08-20T07:08:02Z",
    "event_type": "buyback",
    "asset_keys": ["HSTECH"],
    "direction_score": {"HSTECH": 0},
    "confidence": 84,
    "horizon": "intraday",
    "raw_facts": {
      "asset": "SSE.513130 恒生科技ETF",
      "observation_window_local": "2026-08-20 14:00—15:00 Asia/Shanghai",
      "source": "香港交易所披露易Listed Company Information Title Search",
      "title_search_total_records": "108条",
      "records_displayed": "100条",
      "records_not_loaded": "8条",
      "visible_time_range": "14:57—06:15 Asia/Shanghai",
      "window_records_seen": ["14:57 03097 F GX OIL：Trading Information of Exchange Traded Funds"],
      "core_company_codes_checked": {
        "腾讯": "00700",
        "阿里巴巴-W": "09988",
        "美团-W": "03690",
        "小米集团-W": "01810",
        "京东集团-SW": "09618"
      },
      "buyback_title_match_in_window": "未见上述五家公司新增回购或购回股份标题",
      "status_scope": "仅当前已显示100条；8条未加载，状态不覆盖未加载分页及后续补录",
      "supersedes_event_id": "hkex-hk-20260820-core-buyback-status-1100"
    },
    "transmission_chain": "14:00—15:00已显示港交所标题中只有03097 ETF交易信息，五家核心权重股未出现新增回购标题→回购注销这一流通股收缩变量在已观察范围内未变化→HSTECH回购路由维持中性，未加载的8条和后续补录仍可能改写状态。",
    "invalidation_conditions": "未加载8条记录、后续补录或公司及港交所更正显示2026-08-20 14:00—15:00内存在上述五家公司回购或注销公告。",
    "source_urls": [
      "https://www1.hkexnews.hk/search/titlesearch.xhtml?lang=EN&market=SEHK&category=0&from=20260820&to=20260820"
    ],
    "source_tier": "A"
  }
]
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