10时南向净买入19.35亿，官方终值与持股状态更新 (2026)

[
  {
    "event_id": "eastmoney-hk-20260914-southbound-net-buy-1935-1002",
    "title": "10:02南向净买入19.352031亿元人民币",
    "event_time_utc": "2026-09-14T02:02:12Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-09-14T02:03:34Z",
    "event_type": "capital_flow",
    "asset_keys": [
      "HSTECH"
    ],
    "direction_score": {
      "HSTECH": 1
    },
    "confidence": 93,
    "horizon": "intraday",
    "raw_facts": {
      "asset": "SSE.513130 恒生科技ETF",
      "source": "东方财富 push2delay kamt 接口",
      "observation_time_local": "2026-09-14 10:02:12 Asia/Shanghai",
      "interface_update_time_utc": "2026-09-14T02:02:12Z",
      "interface_status": "sh2hk、sz2hk status=1；交易中；amtStatus=1",
      "unit": "接口原始 buyAmt、sellAmt、netBuyAmt 单位为万元人民币；亿元人民币=除以10000",
      "southbound_buy_amt_wan_rmb": 989273.69,
      "southbound_sell_amt_wan_rmb": 795753.39,
      "southbound_net_buy_amt_wan_rmb": 193520.31,
      "southbound_net_buy_hundred_million_rmb": "19.352031亿元人民币（净买入）",
      "sh2hk_buy_amt_wan_rmb": 637687.63,
      "sh2hk_sell_amt_wan_rmb": 566312.54,
      "sh2hk_net_buy_amt_wan_rmb": 71375.09,
      "sh2hk_net_buy_hundred_million_rmb": "7.137509亿元人民币（净买入）",
      "sz2hk_buy_amt_wan_rmb": 351586.06,
      "sz2hk_sell_amt_wan_rmb": 229440.85,
      "sz2hk_net_buy_amt_wan_rmb": 122145.22,
      "sz2hk_net_buy_hundred_million_rmb": "12.214522亿元人民币（净买入）",
      "context": "周一开盘后早盘第一个增量整点观察值，沪深两市港股通均呈净流入状态"
    },
    "transmission_chain": "10:02接口显示南向盘中净买入19.352031亿元人民币（沪净买7.14亿、深净买12.21亿）→南向跨境资金早盘呈现稳定净流入态势→HSTECH场外流动性获得买盘支撑。",
    "invalidation_conditions": "港交所公布或更正2026-09-14南向日度成交终值，或东方财富接口在后续时段更新、修正该盘中观察值时，本事件由官方终值或更新后的盘中值替代。",
    "source_urls": [
      "https://push2delay.eastmoney.com/api/qt/kamt/get?fields1=f1,f2,f3,f4&fields2=f51,f52,f53,f54,f55,f56,f57,f58,f59,f60,f61,f62,f63,f64,f65&ut=b2884a393a59ad64002292a3e90d46a5"
    ],
    "source_tier": "B"
  },
  {
    "event_id": "hkex-hk-20260911-southbound-daily-net-buy-4431",
    "title": "9月11日港交所南向净买入44.31亿港元",
    "event_time_utc": null,
    "event_time_quality": "day_only",
    "published_at_utc": "2026-09-14T02:04:00Z",
    "event_type": "capital_flow",
    "asset_keys": [
      "HSTECH"
    ],
    "direction_score": {
      "HSTECH": 1
    },
    "confidence": 98,
    "horizon": "days",
    "raw_facts": {
      "asset": "SSE.513130 恒生科技ETF",
      "source": "香港交易所官方 daily stat 数据接口（data_tab_daily_20260911e.js）",
      "trade_date": "2026-09-11",
      "unit": "表格金额字段单位为百万港元（Million HKD）",
      "southbound_total_turnover_million_hkd": 95492.70,
      "southbound_buy_turnover_million_hkd": 49961.86,
      "southbound_sell_turnover_million_hkd": 45530.84,
      "southbound_net_buy_million_hkd": 4431.02,
      "southbound_net_buy_hundred_million_hkd": "44.3102亿港元（成交净买入）",
      "sse_southbound_turnover_million_hkd": 57310.65,
      "sse_southbound_buy_million_hkd": 30251.28,
      "sse_southbound_sell_million_hkd": 27059.37,
      "sse_southbound_net_buy_million_hkd": 3191.91,
      "szse_southbound_turnover_million_hkd": 38182.05,
      "szse_southbound_buy_million_hkd": 19710.58,
      "szse_southbound_sell_million_hkd": 18471.47,
      "szse_southbound_net_buy_million_hkd": 1239.11,
      "supersedes_prior_intraday": "supersedes eastmoney-hk-20260911-southbound-net-buy-2796-1406"
    },
    "transmission_chain": "港交所发布2026-09-11南向日度成交终值净买入4431.02百万港元（总成交954.93亿港元），替代9月11日14:06盘中观察值27.96亿元人民币→上周五南向实际资金流入保持高位规模→为HSTECH提供跨周持仓流动性支撑。",
    "invalidation_conditions": "香港交易所官方更正或调整2026-09-11南向成交统计报表数值时，本事件由更正后的官方数据替代。",
    "source_urls": [
      "https://www.hkex.com.hk/eng/csm/DailyStat/data_tab_daily_20260911e.js"
    ],
    "source_tier": "A"
  },
  {
    "event_id": "hkex-hk-20260914-core-buyback-status-1000",
    "title": "09:00—10:00五家核心股无回购标题",
    "event_time_utc": null,
    "event_time_quality": "day_only",
    "published_at_utc": "2026-09-14T02:04:00Z",
    "event_type": "buyback",
    "asset_keys": [
      "HSTECH"
    ],
    "direction_score": {
      "HSTECH": 0
    },
    "confidence": 95,
    "horizon": "intraday",
    "raw_facts": {
      "asset": "SSE.513130 恒生科技ETF",
      "source": "香港交易所披露易 Listed Company Information Title Search",
      "title_search_query_range": "from=20260914&to=20260914",
      "observation_window_local": "2026-09-14 09:00 → 10:00 Asia/Shanghai",
      "retrieval_observation_local": "2026-09-14 10:03 Asia/Shanghai",
      "core_company_codes_checked": {
        "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"
      },
      "core_buyback_title_matches_in_window": 0,
      "core_buyback_shares_or_amount_in_window": "原文未披露（核心股无命中）",
      "visible_records_in_window": "09:00—10:00检索可见64条记录主要为ETF交易信息，09:31广汽集团(02238)短暂停牌通告；五家核心股无股份回购类标题",
      "prior_morning_buybacks_outside_window": "同日09:00前可见02590极智嘉(08:03)、02057中通快递(08:00)、02423贝壳(07:42)、02390知乎(07:30)及00005汇丰控股(07:10)回购报表，均属非核心股或窗口外记录"
    },
    "transmission_chain": "披露易在09:00至10:00五家核心权重股回购标题为0条→早盘未披露新增核心股份回购注销引发流通股缩减→HSTECH回购驱动因子维持中性。",
    "invalidation_conditions": "港交所披露易补录、公司公告或港交所更正显示09:00至10:00存在上述五家公司回购公告时，本状态事件由对应公告事件替代。",
    "source_urls": [
      "https://www1.hkexnews.hk/search/titlesearch.xhtml?lang=EN&market=SEHK&category=0&from=20260914&to=20260914"
    ],
    "source_tier": "A"
  },
  {
    "event_id": "hsi-hk-20260914-index-update-status-1000",
    "title": "截至10:00恒科未见成分或权重调整",
    "event_time_utc": null,
    "event_time_quality": "day_only",
    "published_at_utc": "2026-09-14T02:04:00Z",
    "event_type": "index_rebalance",
    "asset_keys": [
      "HSTECH"
    ],
    "direction_score": {
      "HSTECH": 0
    },
    "confidence": 90,
    "horizon": "days",
    "raw_facts": {
      "asset": "SSE.513130 恒生科技ETF",
      "source": "恒生指数公司媒体中心新闻稿页面",
      "retrieval_observation_local": "2026-09-14 10:03 Asia/Shanghai",
      "new_hstech_constituent_weight_or_freefloat_announcements": 0,
      "latest_visible_items_on_site": "2026-09-09恒生指数公司宣布授权全球首只挂钩恒生生物科技指数的认股证；2026-08-27上市公司可持续发展评级；2026-08-21指数检讨结果；2026-08-10恒生科技指数编算方法修订方案征询",
      "effective_date_note": "2026年第三季度指数调整已于2026-09-07生效（纳入天数智芯09903、剔除同程旅行00780）；截至10:00未见后续临时调整通告"
    },
    "transmission_chain": "截至10:00恒生指数公司媒体中心未见恒科成分、权重或流通量新调整通告→指数编制规则维持既有状态→HSTECH指数再平衡路由保持中性。",
    "invalidation_conditions": "恒生指数公司随后发布或补录2026-09-14公布或生效的恒生科技指数成分、权重或流通量调整时，本状态事件由对应指数调整事件替代。",
    "source_urls": [
      "https://www.hsi.com.hk/chi/newsroom/press-releases"
    ],
    "source_tier": "A"
  },
  {
    "event_id": "jpmorgan-hk-20260914-holdings-update-1004",
    "title": "摩根大通港股通持仓更新但未标注单日日期",
    "event_time_utc": null,
    "event_time_quality": "day_only",
    "published_at_utc": "2026-09-14T02:04:00Z",
    "event_type": "capital_flow",
    "asset_keys": [
      "HSTECH"
    ],
    "direction_score": {
      "HSTECH": 0
    },
    "confidence": 80,
    "horizon": "days",
    "raw_facts": {
      "asset": "SSE.513130 恒生科技ETF；港股通核心权重股持仓核验",
      "source": "摩根大通港股通持仓纪录页面",
      "retrieval_observation_local": "2026-09-14 10:04 Asia/Shanghai",
      "page_last_update_local": "2026-09-14 10:00 / 10:02 / 10:04",
      "date_disclosure_note": "页面明确标注「数据反映两个港股通交易日前」，但持仓列表未逐行标注具体日期，按交易日推算可能对应2026-09-10而非2026-09-11",
      "core_stocks_visible_holdings": {
        "0700 腾讯控股": "北水持仓比例11.81%，+61.33百万股，+2.7亿",
        "9988 阿里巴巴-W": "北水持仓比例10.05%，+3.26百万股，+3.6亿",
        "1810 小米集团-W": "北水持仓比例19.6%，+12.08百万股，+3.2亿"
      },
      "stocks_not_in_visible_slice": [
        "03690 美团-W",
        "09618 京东集团-SW"
      ],
      "hkex_official_daily_query_status": "港交所原按日持股页面返回已迁移或删除，未取得2026-09-11官方单日逐日快照",
      "substitute_nature_note": "本事件作为新发现持仓路线的状态事件收录，提供客观数字与边界，不替代五家核心股2026-09-11单日逐日快照"
    },
    "transmission_chain": "摩根大通港股通持仓记录页面于10:04更新腾讯(+61.33百万股/+2.7亿)、阿里(+3.26百万股/+3.6亿)、小米(+12.08百万股/+3.2亿)持仓变动，但注明数据反映两个交易日前且未逐行标注日期→不可作为9月11日单日逐日快照替代→微观持股变动因子保持中性观察。",
    "invalidation_conditions": "香港交易所官方或权威机构发布并明确标注2026-09-11五家核心权重股逐日持股快照时，本事件由官方单日逐日快照替代。",
    "source_urls": [
      "https://www.jpmhkwarrants.com/zh_hk/stock-connect/cnhk-holding-ratio"
    ],
    "source_tier": "B"
  }
]
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