
2026-08-31 09:00 科创50ETF:科创板资金流与半导体业绩9条
覆盖8月28日15:00至8月31日09:00,提供科创板资金流、588000主力资金、长鑫科技半年报和逆回购到期日程的9条可回查事件。
{
"schema_version": "1.0",
"as_of": "2026-08-31T01:15:49Z",
"asset_keys": [
"STAR50"
],
"instrument": {
"name": "科创 50ETF",
"exchange_symbol": "SSE.588000"
},
"events": [
{
"event_id": "stcn-fundflow-20260828-star-board-total-outflow-65_63b",
"title": "科创板 8 月 28 日主力资金净流出 65.63 亿元",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-28T08:52:00Z",
"event_type": "fund_flow",
"asset_keys": [
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],
"direction_score": {
"STAR50": -1
},
"confidence": 93,
"horizon": "days",
"raw_facts": {
"统计日期": "2026 年 8 月 28 日",
"科创板主力资金净流出": "65.63 亿元",
"主力资金净流入个股": "291 只",
"主力资金净流出个股": "324 只",
"科创板上涨个股": "203 只",
"科创板下跌个股": "405 只"
},
"transmission_chain": "科创板主力资金净流出且净流出个股多于净流入个股→板块风险偏好与资金分布→科创 50ETF 资金承接与价格",
"invalidation_conditions": "后续同口径统计将 8 月 28 日科创板主力资金修订为净流入,或数据宝修订本条统计数字。",
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"source_tier": "B"
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{
"event_id": "stcn-fundflow-20260828-cambricon-inflow-6_952248b",
"title": "寒武纪 8 月 28 日主力资金净流入 6.95 亿元",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-28T08:52:00Z",
"event_type": "fund_flow",
"asset_keys": [
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"direction_score": {
"STAR50": 2
},
"confidence": 92,
"horizon": "days",
"raw_facts": {
"统计日期": "2026 年 8 月 28 日",
"主力资金净流入": "69,522.48 万元(6.952248 亿元)",
"所属板块": "科创板"
},
"transmission_chain": "寒武纪主力资金净流入 6.952248 亿元→科创板 AI 算力权重股资金偏好→科创 50ETF 成分股估值与价格",
"invalidation_conditions": "数据宝修订寒武纪 8 月 28 日主力资金净流入金额,或后续同口径数据确认该数字属于其他统计日期。",
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"source_tier": "B"
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{
"event_id": "stcn-fundflow-20260828-deteli-inflow-5_851848b",
"title": "德科立 8 月 28 日主力资金净流入 5.85 亿元",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-28T08:52:00Z",
"event_type": "fund_flow",
"asset_keys": [
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"direction_score": {
"STAR50": 2
},
"confidence": 92,
"horizon": "days",
"raw_facts": {
"统计日期": "2026 年 8 月 28 日",
"主力资金净流入": "58,518.48 万元(5.851848 亿元)",
"所属板块": "科创板"
},
"transmission_chain": "德科立主力资金净流入 5.851848 亿元→科创板光通信与算力硬件资金分布→科创 50ETF 成分股估值与价格",
"invalidation_conditions": "数据宝修订德科立 8 月 28 日主力资金净流入金额,或后续同口径数据确认该数字属于其他统计日期。",
"source_urls": [
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"source_tier": "B"
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{
"event_id": "stcn-fundflow-20260828-zhongkong-inflow-2_530791b",
"title": "中控技术 8 月 28 日主力资金净流入 2.53 亿元",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-28T08:52:00Z",
"event_type": "fund_flow",
"asset_keys": [
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],
"direction_score": {
"STAR50": 1
},
"confidence": 91,
"horizon": "days",
"raw_facts": {
"统计日期": "2026 年 8 月 28 日",
"主力资金净流入": "25,307.91 万元(2.530791 亿元)",
"所属板块": "科创板"
},
"transmission_chain": "中控技术主力资金净流入 2.530791 亿元→科创板工业软件与自动化方向资金分布→科创 50ETF 成分股估值与价格",
"invalidation_conditions": "数据宝修订中控技术 8 月 28 日主力资金净流入金额,或后续同口径数据确认该数字属于其他统计日期。",
"source_urls": [
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],
"source_tier": "B"
},
{
"event_id": "stcn-fundflow-20260828-linqi-outflow-13_32b",
"title": "澜起科技 8 月 28 日主力资金净流出 13.32 亿元",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-28T08:52:00Z",
"event_type": "fund_flow",
"asset_keys": [
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],
"direction_score": {
"STAR50": -2
},
"confidence": 93,
"horizon": "days",
"raw_facts": {
"统计日期": "2026 年 8 月 28 日",
"主力资金净流出": "13.32 亿元",
"当日涨跌幅": "下跌 3.72%",
"所属板块": "科创板"
},
"transmission_chain": "澜起科技主力资金净流出 13.32 亿元且当日下跌 3.72%→科创 50 半导体权重股资金压力→科创 50ETF 成分股估值与价格",
"invalidation_conditions": "数据宝修订澜起科技 8 月 28 日主力资金净流出金额或当日涨跌幅,或后续同口径数据确认该数字属于其他统计日期。",
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],
"source_tier": "B"
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{
"event_id": "stcn-fundflow-20260828-puran-outflow-6_56b",
"title": "普冉股份 8 月 28 日主力资金净流出 6.56 亿元",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-28T08:52:00Z",
"event_type": "fund_flow",
"asset_keys": [
"STAR50"
],
"direction_score": {
"STAR50": -2
},
"confidence": 91,
"horizon": "days",
"raw_facts": {
"统计日期": "2026 年 8 月 28 日",
"主力资金净流出": "6.56 亿元",
"所属板块": "科创板"
},
"transmission_chain": "普冉股份主力资金净流出 6.56 亿元→科创板存储芯片方向资金分布→科创 50ETF 成分股估值与价格",
"invalidation_conditions": "数据宝修订普冉股份 8 月 28 日主力资金净流出金额,或后续同口径数据确认该数字属于其他统计日期。",
"source_urls": [
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],
"source_tier": "B"
},
{
"event_id": "sina-fundflow-20260828-star50-588000-main-outflow-4_86b",
"title": "588000 主力资金 8 月 28 日净流出 4.86 亿元",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-28T07:24:00Z",
"event_type": "fund_flow",
"asset_keys": [
"STAR50"
],
"direction_score": {
"STAR50": -2
},
"confidence": 89,
"horizon": "days",
"raw_facts": {
"统计日期": "2026 年 8 月 28 日",
"基金": "科创 50ETF 华夏(588000)",
"主力资金净流出": "4.86 亿元",
"主力资金口径": "单笔成交额 100 万元以上",
"收盘价": "1.756 元",
"当日涨跌幅": "下跌 1.79%",
"成交金额": "49.03 亿元"
},
"transmission_chain": "588000 主力资金净流出 4.86 亿元且当日下跌 1.79%→ETF 自身申赎与二级市场资金压力→科创 50ETF 价格",
"invalidation_conditions": "财中社或数据提供方修订 588000 的主力资金口径、净流出金额、收盘价或涨跌幅。",
"source_urls": [
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"source_tier": "B"
},
{
"event_id": "cls-earnings-20260831-changxin-revenue-1503_1b",
"title": "长鑫科技上半年营收 1503.1 亿元",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-31T00:12:07Z",
"event_type": "earnings_guidance",
"asset_keys": [
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],
"direction_score": {
"STAR50": 2
},
"confidence": 86,
"horizon": "weeks",
"raw_facts": {
"报告期": "2026 年上半年",
"营业收入": "1503.1 亿元",
"营业收入同比": "增长 873.64%",
"归属于上市公司股东的净利润": "776.05 亿元",
"归属于上市公司股东的净利润同比": "扭亏为盈",
"公司展望": "2026 年下半年全球 DRAM 产品供给紧缺格局将继续延续"
},
"transmission_chain": "长鑫科技半年报营收和归母净利润数字→存储芯片供需与板块盈利预期→科创 50ETF 估值与价格",
"invalidation_conditions": "公司原始公告修订 2026 年上半年营业收入或归母净利润数字,或后续披露改变同比统计口径。",
"source_urls": [
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],
"source_tier": "B"
},
{
"event_id": "cls-macro-20260831-reverse-repo-maturity-3400b",
"title": "周一将有 3400 亿元 7 天期逆回购到期",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-31T00:12:07Z",
"event_type": "macro_release",
"asset_keys": [
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],
"direction_score": {
"STAR50": 0
},
"confidence": 81,
"horizon": "intraday",
"raw_facts": {
"到期日": "2026 年 8 月 31 日",
"到期工具": "7 天期逆回购",
"到期规模": "3400 亿元"
},
"transmission_chain": "3400 亿元 7 天期逆回购到期→银行间资金净投放需要由新操作补足→成长股折现率与科创 50ETF 价格",
"invalidation_conditions": "中国人民银行后续公告修订到期规模或到期日,或新操作完全改变当日资金净投放方向。",
"source_urls": [
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"source_tier": "B"
}
],
"exclusions": [
"中国人民银行公开市场业务交易公告〔2026〕第 168 号原文发布时间为 2026-08-28 09:20:30,早于本期窗口起点,且已在上一期发布;来源:https://www.pbc.gov.cn/zhengcehuobisi/125207/125213/125431/125475/2026082808585347002/index.html",
"中国人民银行公开市场业务交易公告列表在本轮读取时最新仍为 2026-08-28 第 168 号,8 月 29 日至 31 日未列出新的公开市场业务公告;来源:https://www.pbc.gov.cn/zhengcehuobisi/125207/125213/125431/125475/index.html",
"上交所科创板最新公告页列出 2026-08-31 公告,但页面仅提供公告日期,未提供能证明本期窗口归属的原生发布时间;来源:https://www.sse.com.cn/star/disclosure/listannouncement/",
"财联社 8 月 31 日早报中的长鑫 LPDDR6 量产、半导体设备展和集成电路封测论坛属于定性或日程信息,当前事件字段未收录;来源:https://m.cls.cn/share/article/2469019?sv=846&os=web",
"财联社 8 月 31 日早报中的两市融资余额减少 61.62 亿元属于全市场口径,未映射为科创板两融事件;来源:https://m.cls.cn/share/article/2469019?sv=846&os=web",
"证券时报数据宝文章中的 16 只净流入超亿元个股已选取总量和主要个股数字,未将同一篇文章的其余个股拆成独立事件;来源:[https://www.[stcn.com/article/detail/4150239.html](https://www.stcn.com/article/detail/4150239.html)](https://stcn.com/article/detail/4150239.html](https://www.stcn.com/article/detail/4150239.html))"
]
}
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