10:00窗口：半导体设备与光通信盘中走强 (2026)

[
  {
    "event_id": "cls-cn-20260812-semi-equipment-quote",
    "title": "半导体设备概念盘中走强至纯科技涨停",
    "event_time_utc": "2026-08-12T01:48:00Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-08-12T01:48:00Z",
    "event_type": "price_quote",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {"SEMICONDUCTOR": 1},
    "confidence": 86,
    "horizon": "intraday",
    "raw_facts": {
      "as_of_beijing": "2026-08-12 09:48",
      "price_snapshot": {
        "至纯科技_603690.SH": "涨停",
        "芯源微_688037.SH": "涨超8%",
        "耐科装备_688419.SH": "跟涨",
        "中科飞测_688361.SH": "跟涨",
        "中微公司_688012.SH": "跟涨",
        "赛腾股份_603283.SH": "跟涨"
      },
      "actual": "至纯科技涨停，芯源微涨超8%；原文未披露具体涨幅或成交额",
      "consensus": "原文未披露",
      "prior": "原文未披露"
    },
    "transmission_chain": "半导体设备概念盘中走强→设备相关股票价格上行→SEMICONDUCTOR短线价格获得边际支撑。",
    "invalidation_conditions": "若后续盘面数据显示相关股票涨幅在收盘前明显回落，或后续事实否定本次消息面驱动，则本事件的盘中正向判断作废。",
    "source_urls": [
      "https://m.cls.cn/telegraph",
      "https://finance.sina.cn/2026-08-12/detail-inimzivr6982923.d.html"
    ],
    "source_tier": "B"
  },
  {
    "event_id": "cls-hk-20260812-optical-quote",
    "title": "港股光通信股走强中际旭创涨5.30%",
    "event_time_utc": "2026-08-12T01:51:00Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-08-12T01:51:00Z",
    "event_type": "price_quote",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {"SEMICONDUCTOR": 1},
    "confidence": 88,
    "horizon": "intraday",
    "raw_facts": {
      "as_of_beijing": "2026-08-12 09:51",
      "price_snapshot": {
        "中际旭创_03308.HK": "+5.30%",
        "海光芯正_01191.HK": "+3.50%",
        "长飞光纤光缆_06869.HK": "+3.60%"
      },
      "actual": "截至发稿，中际旭创涨5.30%、海光芯正涨3.50%、长飞光纤光缆涨3.60%",
      "consensus": "原文未披露",
      "prior": "原文未披露"
    },
    "transmission_chain": "AI算力相关光通信股票盘中上涨→高速互连设备需求预期改善→SEMICONDUCTOR短线风险偏好获得边际支撑。",
    "invalidation_conditions": "若后续盘面数据显示上述涨幅显著回吐，或后续公司数据未能支持AI算力相关需求预期，则本事件的盘中正向判断作废。",
    "source_urls": [
      "https://m.cls.cn/telegraph",
      "https://www.nbd.com.cn/articles/2026-08-12/4539282.html"
    ],
    "source_tier": "B"
  }
]
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