10:00窗口：模拟芯片报价与韩国存储股走强2条事件 (2026)

[
  {
    "event_id": "cls-cn-20260820-sirui-quote-0942",
    "title": "思瑞浦涨超10%，模拟芯片概念走高",
    "event_time_utc": "2026-08-20T01:42:46Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-08-20T01:42:46Z",
    "event_type": "price_quote",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {
      "SEMICONDUCTOR": 1
    },
    "confidence": 90,
    "horizon": "intraday",
    "raw_facts": {
      "actual": {
        "quote_time_bj": "2026-08-20 09:42:46",
        "思瑞浦_688536_SH": "涨超10%",
        "其他模拟芯片股": "纳芯微、圣邦股份、康希通信、南芯科技、敏芯股份、卓胜微涨幅靠前",
        "ADI_price_action": "ADI已通知全球分销商及直客，将于2026年9月13日起实施年内第二轮全产品组合价格调整"
      },
      "consensus": "原文未披露",
      "prior": {
        "ADI_first_price_adjustment": "2026年2月1日",
        "思瑞浦同口径前一时点涨幅": "原文未披露"
      }
    },
    "transmission_chain": "思瑞浦盘中涨超10%，同期报道ADI将于9月13日进行年内第二轮全产品组合价格调整→模拟芯片价格与盈利预期改善并先反映到相关成分股报价→SEMICONDUCTOR获得盘中弱正向传导。",
    "invalidation_conditions": "财联社更正09:42报价，或ADI后续撤回、改期或更正2026年9月13日调价通知。",
    "source_urls": [
      "https://baijiahao.baidu.com/s?id=1874004714208235493&wfr=spider&for=pc"
    ],
    "source_tier": "B"
  },
  {
    "event_id": "cls-kr-20260820-kospi-semiconductor-0945",
    "title": "KOSPI涨幅扩大至6%，SK海力士涨逾12%",
    "event_time_utc": "2026-08-20T01:45:00Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-08-20T01:45:00Z",
    "event_type": "price_quote",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {
      "SEMICONDUCTOR": 2
    },
    "confidence": 94,
    "horizon": "intraday",
    "raw_facts": {
      "actual": {
        "quote_time_bj": "2026-08-20 09:45",
        "KOSPI": "涨幅扩大至6%",
        "SK_hynix": "涨逾12%",
        "Samsung_Electronics": "涨超8%"
      },
      "consensus": "原文未披露",
      "prior": "原文未披露同一时点的可比前值"
    },
    "transmission_chain": "韩国KOSPI涨幅扩大至6%，SK海力士涨逾12%、三星电子涨超8%→韩国存储与晶圆代工龙头的盘中风险偏好同步增强→全球半导体板块情绪与SEMICONDUCTOR盘中定价获得正向传导。",
    "invalidation_conditions": "财联社更正09:45的指数或个股报价，或后续韩国交易所数据证明该时点引用的涨幅口径有误。",
    "source_urls": [
      "https://m.cls.cn/telegraph"
    ],
    "source_tier": "B"
  }
]
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