
2026-08-06 科创50ETF外部事件:锴威特并购与GlobalFoundries财报
新增两条可核验的STAR50场外事实:锴威特拟收购晶艺半导体,以及GlobalFoundries披露二季度收入、毛利率和三季度指引。
{
"schema_version": "1.0",
"as_of": "2026-08-06T10:30:00+08:00",
"asset_keys": ["STAR50"],
"instrument": {
"name": "科创 50ETF",
"exchange_symbol": "SSE.588000"
},
"events": [
{
"event_id": "STAR50-20260805-KAIWEITE-JINGYI-MA-V1",
"title": "锴威特拟 16.5 亿元收购晶艺半导体",
"event_time_utc": "2026-08-05",
"event_time_quality": "day_only",
"published_at_utc": "2026-08-05T12:51:00Z",
"event_type": "capital_flow",
"source_tier": "B",
"asset_keys": ["STAR50"],
"direction_score": {
"STAR50": 0
},
"confidence": 88,
"horizon": "weeks",
"transmission_chain": "锴威特拟收购晶艺半导体 100%股权并募集配套资金→科创板功率半导体并购与产品布局信息进入半导体板块预期→相关半导体成分股的估值与风险偏好变量更新并经指数权重传导至科创 50ETF 价格",
"invalidation_conditions": [
"锴威特后续公告终止、否决或重大调整本次交易时,以最新公告替代本条",
"后续公告更正晶艺半导体股权比例、交易价格或交易方式时,以最新公告替代本条",
"若后续证据不再支持该功率半导体并购信息对科创板相关成分股的行业传导,本条映射失效"
],
"raw_facts": {
"收购标的": "晶艺半导体 100.00%股份",
"交易价格": "16.5 亿元",
"交易方式": "发行股份及支付现金",
"交易对方数量": "26 名",
"募集配套资金": "原文未披露具体金额",
"交易性质": "原文披露为重大资产重组",
"公告发布时间": "2026 年 8 月 5 日 20:51(北京时间)"
},
"source_urls": [
"[https://www.[stcn.com/article/detail/4060443.html](https://www.stcn.com/article/detail/4060443.html)](https://stcn.com/article/detail/4060443.html](https://www.stcn.com/article/detail/4060443.html))",
"[https://finance.[eastmoney.com/a/202608053832793573.html](https://finance.eastmoney.com/a/202608053832793573.html)](https://eastmoney.com/a/202608053832793573.html](https://finance.eastmoney.com/a/202608053832793573.html))"
],
"source": [
{
"publisher": "证券时报·人民财讯",
"title": "锴威特:拟购买晶艺半导体 100%股份 交易价格 16.5 亿元",
"published_at": "2026-08-05T12:51:00Z",
"url": "[https://www.[stcn.com/article/detail/4060443.html](https://www.stcn.com/article/detail/4060443.html)](https://stcn.com/article/detail/4060443.html](https://www.stcn.com/article/detail/4060443.html))"
},
{
"publisher": "东方财富·财中社",
"title": "锴威特:拟 16.5 亿元收购晶艺半导体 100%股权",
"published_at": "2026-08-05T12:46:00Z",
"url": "[https://finance.[eastmoney.com/a/202608053832793573.html](https://finance.eastmoney.com/a/202608053832793573.html)](https://eastmoney.com/a/202608053832793573.html](https://finance.eastmoney.com/a/202608053832793573.html))"
}
]
},
{
"event_id": "STAR50-20260805-GLOBALFOUNDRIES-Q2-V1",
"title": "GlobalFoundries 二季度收入 17.86 亿美元",
"event_time_utc": "2026-08-05",
"event_time_quality": "day_only",
"published_at_utc": "2026-08-05T00:00:00Z",
"event_type": "earnings_guidance",
"source_tier": "A",
"asset_keys": ["STAR50"],
"direction_score": {
"STAR50": 0
},
"confidence": 90,
"horizon": "weeks",
"transmission_chain": "GlobalFoundries 披露 2026 年第二季度收入、毛利率和第三季度收入指引→全球晶圆代工收入与盈利参照更新→中芯国际、华虹宏力等科创板晶圆制造成分股的行业预期变量更新并经指数权重传导至科创 50ETF 价格",
"invalidation_conditions": [
"GlobalFoundries 更正或撤回 2026 年第二季度财务结果时,以公司最新公告替代本条",
"后续披露显示第三季度收入或毛利率指引被取消、重大调整或不再适用时,本条前瞻部分失效",
"若后续证据不再支持全球晶圆代工事实对科创板晶圆制造成分股的行业传导,本条映射失效"
],
"raw_facts": {
"财务期间": "截至 2026 年 6 月 30 日的第二季度",
"第二季度收入": "$1.786 billion",
"第二季度 GAAP 毛利率": "28.3%",
"第二季度 Non-IFRS 毛利率": "29.9%",
"2026 年第三季度收入指引": "$1,885 ± $25 million",
"2026 年第三季度 GAAP 毛利率指引": "29.5% ± 100bps",
"2026 年第三季度 Non-IFRS 毛利率指引": "30.5% ± 100bps",
"公告发布日期": "2026 年 8 月 5 日,原文未披露时分"
},
"source_urls": [
"[https://investors.[gf.com/news-releases/news-release-details/globalfoundries-reports-second-quarter-2026-financial-results](https://investors.gf.com/news-releases/news-release-details/globalfoundries-reports-second-quarter-2026-financial-results)](https://gf.com/news-releases/news-release-details/globalfoundries-reports-second-quarter-2026-financial-results](https://investors.gf.com/news-releases/news-release-details/globalfoundries-reports-second-quarter-2026-financial-results))",
"https://www.sse.com.cn/disclosure/fund/announcement/c/new/2026-05-28/588940_20260528_8LNZ.pdf"
],
"source": [
{
"publisher": "GlobalFoundries Inc.",
"title": "GlobalFoundries Reports Second Quarter 2026 Financial Results",
"published_at": "2026-08-05T00:00:00Z",
"url": "[https://investors.[gf.com/news-releases/news-release-details/globalfoundries-reports-second-quarter-2026-financial-results](https://investors.gf.com/news-releases/news-release-details/globalfoundries-reports-second-quarter-2026-financial-results)](https://gf.com/news-releases/news-release-details/globalfoundries-reports-second-quarter-2026-financial-results](https://investors.gf.com/news-releases/news-release-details/globalfoundries-reports-second-quarter-2026-financial-results))"
},
{
"publisher": "上海证券交易所/富国基金",
"title": "富国上证科创板 50 成份交易型开放式指数证券投资基金招募说明书(更新)",
"published_at": "2026-05-28T00:00:00Z",
"url": "https://www.sse.com.cn/disclosure/fund/announcement/c/new/2026-05-28/588940_20260528_8LNZ.pdf"
}
]
}
],
"exclusions": [
"未纳入科创 50ETF 行情、个股行情、技术指标、ETF 申赎、资金流量和操作建议",
"未纳入自媒体转述、无来源观点稿和没有可照抄数值事实的纯定性消息",
"未重复已发布的闪迪、西部数据、AMD、普冉股份、澜起科技、寒武纪、拓荆科技和华虹宏力事件"
]
}
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