10:00–11:00：DRAM现货更新与早盘资金流 (2026)

[
  {
    "event_id": "trendforce-global-20260903-dram-spot-1100",
    "title": "TrendForce七项DRAM现货报价更新",
    "event_time_utc": "2026-09-03T03:00:00Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-09-03T03:00:00Z",
    "event_type": "price_quote",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {
      "SEMICONDUCTOR": 1
    },
    "confidence": 98,
    "horizon": "days",
    "raw_facts": {
      "actual": {
        "source_update_time_bjt": "2026-09-03 11:00",
        "price_unit": "原文未披露",
        "quotes": {
          "DDR5 16Gb (2Gx8) 4800/5600": {
            "daily_high": "67.50",
            "daily_low": "38.00",
            "session_high": "67.50",
            "session_low": "38.00",
            "session_average": "54.00",
            "session_change": "-0.46%"
          },
          "DDR5 16Gb (2Gx8) eTT": {
            "daily_high": "25.00",
            "daily_low": "22.80",
            "session_high": "25.00",
            "session_low": "22.80",
            "session_average": "24.00",
            "session_change": "0.00%"
          },
          "DDR4 16Gb (2Gx8) 3200": {
            "daily_high": "117.00",
            "daily_low": "43.00",
            "session_high": "117.00",
            "session_low": "43.00",
            "session_average": "92.912",
            "session_change": "+0.28%"
          },
          "DDR4 16Gb (2Gx8) eTT": {
            "daily_high": "12.80",
            "daily_low": "10.50",
            "session_high": "12.80",
            "session_low": "10.50",
            "session_average": "11.775",
            "session_change": "+0.86%"
          },
          "DDR4 8Gb (1Gx8) 3200": {
            "daily_high": "76.00",
            "daily_low": "24.00",
            "session_high": "76.00",
            "session_low": "24.00",
            "session_average": "44.571",
            "session_change": "0.00%"
          },
          "DDR4 8Gb (1Gx8) eTT": {
            "daily_high": "6.00",
            "daily_low": "4.65",
            "session_high": "6.00",
            "session_low": "4.65",
            "session_average": "4.76",
            "session_change": "+1.49%"
          },
          "DDR3 4Gb 512Mx8 1600/1866": {
            "daily_high": "19.80",
            "daily_low": "9.75",
            "session_high": "19.80",
            "session_low": "9.75",
            "session_average": "13.83",
            "session_change": "0.00%"
          }
        }
      },
      "consensus": "原文未披露",
      "prior": "原文未披露"
    },
    "transmission_chain": "DRAM现货七项报价在11:00更新，其中DDR4两项和DDR4 8Gb eTT上涨、DDR5主流品种下跌或持平→存储现货价格与厂商议价变量发生日度变化→半导体ETF存储链的短期定价因子获得新观测。",
    "invalidation_conditions": "TrendForce更正本次11:00报价，或后续同一报价页面明确撤回该更新并给出替代数值。",
    "source_urls": [
      "https://www.trendforce.com/price/dram/dram_spot"
    ],
    "source_tier": "B"
  },
  {
    "event_id": "cls-cn-20260903-semiconductor-fundflow-1057",
    "title": "早盘电子板块净流出超45亿元",
    "event_time_utc": "2026-09-03T02:57:13Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-09-03T02:57:13Z",
    "event_type": "fund_flow",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {
      "SEMICONDUCTOR": -1
    },
    "confidence": 96,
    "horizon": "intraday",
    "raw_facts": {
      "actual": {
        "source_published_at_bjt": "2026-09-03 10:57:13",
        "market_scope": "今日早盘",
        "sector_flow": {
          "net_inflow_sectors": ["非银金融", "证券", "有色金属"],
          "net_outflow_sectors": ["电子", "通信", "半导体"],
          "电子板块_net_outflow": "超45亿元"
        },
        "individual_stock_flow": {
          "三安光电": "主力资金净买入超10亿元",
          "亨通光电": "主力资金净卖出超9亿元",
          "中国平安": "主力资金净流入居前",
          "宁德时代": "主力资金净流入居前",
          "美诺华": "主力资金净流入居前",
          "中国巨石": "主力资金净流出额居前",
          "中际旭创": "主力资金净流出额居前",
          "东山精密": "主力资金净流出额居前"
        },
        "same_page_quote_snapshot": {
          "三安光电": "+9.98%",
          "中际旭创": "-0.85%",
          "宁德时代": "+1.32%",
          "东山精密": "-1.82%",
          "美诺华": "+10.00%",
          "亨通光电": "-2.62%",
          "中国巨石": "-3.76%",
          "中国平安": "+3.05%"
        }
      },
      "consensus": "原文未披露",
      "prior": "原文未披露"
    },
    "transmission_chain": "财联社10:57:13称早盘电子、通信、半导体板块处于主力资金净流出，其中电子板块净流出超45亿元→半导体相关风险偏好和板块资金面出现盘中流出观测→半导体ETF的日内资金流定价因子偏负。",
    "invalidation_conditions": "财联社更正早盘资金流统计，或后续同一统计口径的官方/主流数据否定电子板块净流出超45亿元或半导体板块净流出方向。",
    "source_urls": [
      "https://api3.cls.cn/share/article/2472787?os=&sv=8.4.4&app=CailianpressWap"
    ],
    "source_tier": "B"
  }
]
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