11:00窗口：半导体资金流与港股芯片走弱3条事件 (2026)

[
  {
    "event_id": "cls-cn-20260818-electronics-fundflow",
    "title": "电子板块净流出超117亿元，新易盛净卖出超13亿元",
    "event_time_utc": null,
    "event_time_quality": "unknown",
    "published_at_utc": "2026-08-18T02:54:00Z",
    "event_type": "fund_flow",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {
      "SEMICONDUCTOR": -1
    },
    "confidence": 95,
    "horizon": "intraday",
    "raw_facts": {
      "actual": "财联社官方账号于2026年8月18日10:54（北京时间）发布：财联社星矿数据显示，今日早盘主力资金净流入农林牧渔、光学光电子、石油石化等板块，净流出电子、通信、半导体等板块；电子板块净流出超117亿元。京东方A主力资金净买入超6亿元；新易盛遭主力资金净卖出超13亿元；中际旭创、工业富联、紫光股份资金净流出额居前。",
      "consensus": "原文未披露。",
      "prior": "原文未披露。"
    },
    "transmission_chain": "电子及半导体板块早盘净流出、且新易盛净卖出超13亿元→板块内资金从电子、通信和半导体方向转出→半导体ETF获得盘中资金面的负向映射。",
    "invalidation_conditions": "后续财联社或星矿修正净流出金额，或收盘数据显示电子、半导体板块转为净流入并否定早盘资金方向。",
    "source_urls": [
      "https://baijiahao.baidu.com/s?id=1873828051915080075&wfr=spider&for=pc"
    ],
    "source_tier": "B"
  },
  {
    "event_id": "cls-cn-20260818-hk-chip-selloff",
    "title": "恒生科技指数跌超2%，兆易创新跌逾6%",
    "event_time_utc": null,
    "event_time_quality": "unknown",
    "published_at_utc": "2026-08-18T02:51:00Z",
    "event_type": "price_quote",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {
      "SEMICONDUCTOR": -1
    },
    "confidence": 95,
    "horizon": "intraday",
    "raw_facts": {
      "actual": "财联社官方账号于2026年8月18日10:51（北京时间）发布：恒生科技指数跌超2%，现报4686.30点；兆易创新跌逾6%，澜起科技跌超5%，华虹宏力跌超4%。",
      "consensus": "原文未披露。",
      "prior": "原文未披露。"
    },
    "transmission_chain": "恒生科技指数报4686.30点并跌超2%，芯片股同步下跌→港股半导体风险偏好走弱→半导体ETF获得跨市场价格面的负向映射。",
    "invalidation_conditions": "后续财联社修正指数或个股报价，或当日港股芯片股普遍反转并收复上述跌幅。",
    "source_urls": [
      "https://baijiahao.baidu.com/s?id=1873827832051333671&wfr=spider&for=pc"
    ],
    "source_tier": "B"
  },
  {
    "event_id": "cls-cn-20260818-hk-pcb-selloff",
    "title": "港股PCB概念下跌，建滔积层板跌超6%",
    "event_time_utc": "2026-08-18T02:36:05Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-08-18T02:36:05Z",
    "event_type": "price_quote",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {
      "SEMICONDUCTOR": -1
    },
    "confidence": 96,
    "horizon": "intraday",
    "raw_facts": {
      "actual": "财联社2026年8月18日10:36:05（北京时间）报道：港股PCB概念股下跌，建滔积层板跌超6%，建滔集团跌超5%，胜宏科技、广合科技跌逾4%，中国建材跌超3%。",
      "consensus": "原文未披露。",
      "prior": "原文未披露。"
    },
    "transmission_chain": "港股PCB概念股出现建滔积层板跌超6%、建滔集团跌超5%等同步下跌→AI硬件与电子材料链短线风险偏好下降→半导体ETF获得电子产业链价格面的负向映射。",
    "invalidation_conditions": "后续财联社修正上述报价，或当日港股PCB板块由下跌转为普遍上涨并收复上述跌幅。",
    "source_urls": [
      "https://www.cls.cn/detail/2456779"
    ],
    "source_tier": "B"
  }
]
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