10:00增量：科创板两融回升与10亿元逆回购

{ "schema_version": "1.0", "as_of": "2026-09-08T02:26:05Z", "asset_keys": [ "STAR50" ], "instrument": { "name": "科创 50ETF", "exchange_symbol": "SSE.588000" }, "events": [ { "event_id": "stcn-cn-20260907-star-market-margin-balance", "title": "科创板两融余额 3516.23 亿元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-09-08T01:41:00Z", "event_type": "fund_flow", "asset_keys": [ "STAR50" ], "direction_score": { "STAR50": 1 }, "confidence": 93, "horizon": "days", "raw_facts": { "statistical_date": "2026 年 9 月 7 日", "star_market_margin_financing_and_securities_lending_balance": "3516.23 亿元", "change_from_previous_trading_day": "增加 24.50 亿元", "margin_financing_balance": "3497.28 亿元", "margin_financing_balance_change": "增加 24.13 亿元", "securities_lending_balance": "18.95 亿元", "securities_lending_balance_change": "增加 3697.83 万元" }, "transmission_chain": "科创板两融余额增加→科创板杠杆资金需求变化→科创 50ETF 价格。", "invalidation_conditions": "证券时报·数据宝更正统计日期、两融余额、环比变动或统计口径。", "source_urls": [ "[https://www.[stcn.com/article/detail/4175946.html](https://www.stcn.com/article/detail/4175946.html)](https://stcn.com/article/detail/4175946.html](https://www.stcn.com/article/detail/4175946.html))" ], "source_tier": "B" }, { "event_id": "pbc-cn-20260908-omo-repo-175", "title": "央行开展 10 亿元 7 天期逆回购", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-09-08T01:20:30Z", "event_type": "macro_release", "asset_keys": [ "STAR50" ], "direction_score": { "STAR50": 1 }, "confidence": 98, "horizon": "intraday", "raw_facts": { "operation_date": "2026 年 9 月 8 日", "operation_type": "7 天期逆回购", "operation_amount": "10 亿元", "operation_rate": "1.40%", "bid_amount": "10 亿元", "award_amount": "10 亿元", "demand_fulfillment": "完全满足一级交易商需求" }, "transmission_chain": "7 天期逆回购操作→短期市场流动性→科创 50ETF 价格。", "invalidation_conditions": "中国人民银行更正或撤销本次操作金额、期限、利率或操作日期。", "source_urls": [ "https://www.pbc.gov.cn/zhengcehuobisi/125207/125213/125431/125475/2026090808550785449/index.html" ], "source_tier": "A" } ], "exclusions": [ "财联社 09:00—10:00 电报未见可直接映射 STAR50 且具允许事件类型的科创板两融、ETF 份额或资金流数值事实。", "上交所科创板公告列表仅显示 2026 年 9 月 8 日日期，未提供公告原生发布时间，未据此推定小时归属。", "窗口内未核验到成分调整、成分股业绩预告或快报、大额解禁或减持、LPR、或 SSE.588000 份额单周变动超过 5%的新增事实。" ] }