23:15窗口：AMD跌6.5%，英伟达涨3.7%

[
  {
    "event_id": "REUTERS-AMD-NVIDIA-price-snapshot-20260805",
    "title": "11:38 ET：AMD跌6.5%、英伟达涨3.7%",
    "event_time_utc": "2026-08-05T15:38:00Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-08-05T09:32:26.959Z",
    "event_type": "price_quote",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": 0,
    "confidence": 93,
    "horizon": "intraday",
    "raw_facts": {
      "actual": {
        "snapshot_time_et": "11:38 a.m. ET",
        "AMD": "股价下跌6.5%",
        "NVIDIA": "股价上涨3.7%",
        "SpaceX": "股价下跌7.3%",
        "S&P_500": "上涨8.34点，涨幅0.11%，报7744.86点",
        "Nasdaq_Composite": "下跌10.68点，跌幅0.04%，报26574.32点"
      },
      "consensus": "原文未披露",
      "prior": "原文未披露",
      "source_original_published_at_utc": "2026-08-05T09:32:26.959Z",
      "source_updated_at_utc": "2026-08-05T16:17:11.232Z"
    },
    "transmission_chain": "SpaceX股价下跌7.3%，市场继续评估其AI基础设施高资本开支；Reuters同时记录AMD下跌6.5%、英伟达上涨3.7%，并称SpaceX计划使用英伟达硬件建设数据中心 → 半导体成分股分别受到AI资本开支担忧、客户硬件预期和公司业绩预期影响 → AMD与英伟达方向相反，且纳斯达克下跌0.04% → 对半导体ETF SSE.512480形成混合的盘中价格信号，单凭该快照不能给出单向方向",
    "invalidation_conditions": [
      "Reuters更正或撤回11:38 a.m. ET快照中的任一报价",
      "后续市场数据覆盖该时点报价，使本事件不再代表最新盘中状态",
      "后续披露否定SpaceX使用英伟达硬件建设数据中心的表述"
    ],
    "source_urls": [
      "https://www.reuters.com/business/media-telecom/sp-500-dow-futures-inch-up-mideast-hopes-offset-spacex-amd-drag-2026-08-05/"
    ],
    "source_tier": "B"
  }
]