10:00增量：逆回购为零，科创板两融降至3521.02亿元

{ "schema_version": "1.0", "as_of": "2026-09-04T10:12:10+08:00", "asset_keys": ["STAR50"], "instrument": { "name": "科创 50ETF", "exchange_symbol": "SSE.588000" }, "events": [ { "event_id": "pbc-omo-20260904-7d-reverse-repo-zero", "title": "央行第 173 号公告：7 天期逆回购操作量为零", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-09-04T01:20:30Z", "event_type": "macro_release", "asset_keys": ["STAR50"], "direction_score": { "STAR50": 0 }, "confidence": 99, "horizon": "days", "raw_facts": { "公告编号": "公开市场业务交易公告〔2026〕第 173 号", "原文发布时间": "2026 年 9 月 4 日 09:20:30（Asia/Shanghai）", "操作日": "2026 年 9 月 4 日", "期限": "7 天", "投标量": "0 亿元", "中标量": "0 亿元" }, "transmission_chain": "7 天期逆回购操作量为零→短端流动性操作变量→科创 50ETF 估值定价", "invalidation_conditions": "中国人民银行后续修订或撤回第 173 号公告中的操作期限、投标量或中标量时，本事件按修订值作废", "source_urls": [ "https://www.pbc.gov.cn/zhengcehuobisi/125207/125213/125431/125475/2026090408480534617/index.html" ], "source_tier": "A" }, { "event_id": "stcn-fundflow-20260903-star-margin-balance-3521_02b", "title": "科创板两融余额降至 3521.02 亿元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-09-04T01:15:00Z", "event_type": "fund_flow", "asset_keys": ["STAR50"], "direction_score": { "STAR50": -1 }, "confidence": 98, "horizon": "intraday", "raw_facts": { "原生发布时间": "2026 年 9 月 4 日 09:15（Asia/Shanghai）", "统计日": "2026 年 9 月 3 日", "科创板两融余额合计": "3521.02 亿元，较上一交易日减少 13.70 亿元", "科创板融资余额": "3501.97 亿元，较上一交易日减少 13.41 亿元", "科创板融券余额": "19.05 亿元，较上一交易日减少 2906.55 万元", "融资余额环比增加的科创板股": "280 只", "融资余额环比减少的科创板股": "323 只", "融资净买入超 1000 万元的科创板股": "38 只", "融资余额减少超 1000 万元的科创板股": "62 只", "长鑫科技融资余额环比减少": "5.67 亿元", "源杰科技融资余额环比增加": "1.52 亿元", "澜起科技融资净买入": "7441.70 万元" }, "transmission_chain": "科创板两融余额及融资余额下降→科创板杠杆资金存量变量→科创 50ETF 价格定价", "invalidation_conditions": "证券时报·数据宝或后续权威数据修订 2026 年 9 月 3 日科创板两融余额、分项余额或日变动时，本事件按修订值作废", "source_urls": [ "[https://www.[stcn.com/article/detail/4171906.html](https://www.stcn.com/article/detail/4171906.html)](https://stcn.com/article/detail/4171906.html](https://www.stcn.com/article/detail/4171906.html))", "[https://www.[stcn.com/article/detail/4171905.html](https://www.stcn.com/article/detail/4171905.html)](https://stcn.com/article/detail/4171905.html](https://www.stcn.com/article/detail/4171905.html))", "[https://www.[stcn.com/article/detail/4171896.html](https://www.stcn.com/article/detail/4171896.html)](https://stcn.com/article/detail/4171896.html](https://www.stcn.com/article/detail/4171896.html))" ], "source_tier": "B" } ], "exclusions": [ "已复核财联社 09:00—10:00 分钟电报；窗口内未发现科创 50ETF、SSE.588000、ETF 份额或允许范围内新增资金流数字，行情快照与非允许事件类型未纳入。", "已复核成分调整、权重股业绩预告或快报、大额解禁减持、月度 LPR 及 588000 份额单周变动超 5%清单；本窗口未发现可核验新增事实。" ] }