11:00窗口：早盘资金流与CPO报价4条事件 (2026)

[
  {
    "event_id": "cls-cn-20260817-semi-fundflow",
    "title": "长鑫科技主力净买入超17亿元",
    "event_time_utc": "2026-08-17T02:58:53Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-08-17T02:58:53Z",
    "event_type": "fund_flow",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {
      "SEMICONDUCTOR": 1
    },
    "confidence": 94,
    "horizon": "intraday",
    "raw_facts": {
      "actual": "财联社2026年8月17日10:58:53（北京时间）报道，财联社星矿数据显示，今日早盘主力资金净流入半导体、电子、有色金属等板块，净流出计算机、通信、IT服务等板块；半导体板块净流入超95亿元。长鑫科技主力资金净买入超17亿元，位居首位；长鑫科技股价上涨9.03%，兆易创新上涨5.42%，通富微电上涨9.36%，有研新材上涨10.00%。",
      "consensus": "原文未披露。",
      "prior": "原文未披露。",
      "additional_facts": "原文称新易盛遭净卖出超15亿元；贵州茅台、中际旭创和胜宏科技资金净流出额居前；新易盛上涨0.64%，贵州茅台下跌4.19%，中际旭创上涨2.21%，胜宏科技上涨0.36%。"
    },
    "transmission_chain": "半导体板块早盘净流入超95亿元且长鑫科技单股净买入超17亿元→半导体与存储方向的短线资金偏好增强→半导体ETF获得盘中资金面的正向映射。",
    "invalidation_conditions": "后续盘中半导体板块资金流转为净流出、长鑫科技净买入数据被修正，或收盘资金流显示早盘净流入未能保持。",
    "source_urls": [
      "https://api3.cls.cn/share/article/2455690?os=&sv=8.4.4&app=CailianpressWap"
    ],
    "source_tier": "B"
  },
  {
    "event_id": "cls-cn-20260817-etf-flow",
    "title": "股票ETF上周净流出525.44亿元",
    "event_time_utc": "2026-08-17T02:56:54Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-08-17T02:56:54Z",
    "event_type": "fund_flow",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {
      "SEMICONDUCTOR": 0
    },
    "confidence": 92,
    "horizon": "days",
    "raw_facts": {
      "actual": "财联社2026年8月17日10:56:54（北京时间）报道，Wind数据显示，股票ETF上周合计净流出525.44亿元，2026年8月以来合计净流出1285.67亿元。半导体设备ETF国泰和半导体设备ETF易方达上周分别净流入16.85亿元和13.59亿元，科创半导体ETF华夏净流入10.41亿元。",
      "consensus": "原文未披露。",
      "prior": "原文未披露。",
      "additional_facts": "原文称上周五多只半导体设备ETF净流出；证券ETF国泰净流入11.66亿元；宽基ETF净流出424.38亿元，其中沪深300ETF华泰柏瑞净流出77.29亿元，中证1000ETF南方净流出71.8亿元，中证1000ETF华夏净流出43.08亿元。"
    },
    "transmission_chain": "全市场股票ETF连续两周净流出、但半导体细分ETF仍有16.85亿元、13.59亿元和10.41亿元净流入→板块内部资金偏好强于宽基ETF但总量风险偏好存在分化→半导体ETF获得结构性偏正、总量中性的资金传导。",
    "invalidation_conditions": "后续Wind或财联社修正上述周度资金流，或半导体细分ETF随后转为持续净流出并抹平相对宽基的资金优势。",
    "source_urls": [
      "https://api3.cls.cn/share/article/2455687?os=&sv=8.4.4&app=CailianpressWap"
    ],
    "source_tier": "B"
  },
  {
    "event_id": "cls-cn-20260817-cpo-price",
    "title": "太辰光盘中涨停，CPO概念再度拉升",
    "event_time_utc": "2026-08-17T02:38:22Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-08-17T02:38:22Z",
    "event_type": "price_quote",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {
      "SEMICONDUCTOR": 1
    },
    "confidence": 95,
    "horizon": "intraday",
    "raw_facts": {
      "actual": "财联社2026年8月17日10:38:22（北京时间）报道，CPO概念盘中再度拉升，太辰光上涨20.00%至涨停；中石科技上涨20.00%至涨停，共进股份上涨10.02%至涨停，仕佳光子上涨12.16%，天准科技上涨15.82%，迅捷兴上涨10.41%，长芯博创上涨11.88%，阿莱德上涨6.67%，中瓷电子上涨6.70%，天孚通信上涨5.99%，长光华芯上涨6.57%。",
      "consensus": "原文未披露。",
      "prior": "原文未披露。"
    },
    "transmission_chain": "CPO相关个股在盘中出现20.00%、15.82%和12.16%等上涨→光模块、硅光和先进封装链的短线风险偏好升温→半导体ETF获得AI互联硬件方向的正向价格映射。",
    "invalidation_conditions": "后续交易时段CPO相关个股涨幅显著回吐，或来源更正太辰光、中石科技及其他成分股的盘中报价。",
    "source_urls": [
      "https://api3.cls.cn/share/article/2455670?os=&sv=8.4.4&app=CailianpressWap"
    ],
    "source_tier": "B"
  },
  {
    "event_id": "cls-cn-20260817-index-price",
    "title": "科创50涨超3%，半导体芯片方向领涨",
    "event_time_utc": "2026-08-17T02:52:49Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-08-17T02:52:49Z",
    "event_type": "price_quote",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {
      "SEMICONDUCTOR": 1
    },
    "confidence": 93,
    "horizon": "intraday",
    "raw_facts": {
      "actual": "财联社2026年8月17日10:52:49（北京时间）报道，创业板指拉升涨逾1.00%，沪指上涨0.61%，深成指上涨1.02%，科创50指数涨超3%；创业板指页面报价为上涨1.28%。半导体芯片、农业、养殖业和算力硬件等方向涨幅居前，沪深京三市上涨个股近3100只。",
      "consensus": "原文未披露。",
      "prior": "原文未披露。"
    },
    "transmission_chain": "科创50涨超3%、创业板指涨逾1.00%，且半导体芯片与算力硬件方向位居涨幅前列→成长风格和半导体相关风险偏好在早盘扩散→半导体ETF获得盘中风格与板块价格的正向映射。",
    "invalidation_conditions": "后续收盘前科创50和创业板指涨幅回吐，或半导体芯片方向由涨幅前列转为明显落后，或来源更正指数报价。",
    "source_urls": [
      "https://api3.cls.cn/share/article/2455686?os=&sv=8.4.4&app=CailianpressWap"
    ],
    "source_tier": "B"
  }
]
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