10:00窗口：韩国芯片预算与电子特气盘面两条事件 (2026)

[
  {
    "event_id": "cls-kr-20260901-chip-budget-0946",
    "title": "韩国拟为芯片产业安排2.6万亿韩元特别预算",
    "event_time_utc": null,
    "event_time_quality": "day_only",
    "published_at_utc": "2026-09-01T01:46:42Z",
    "event_type": "regulation",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {"SEMICONDUCTOR": 1},
    "confidence": 85,
    "horizon": "weeks",
    "raw_facts": {
      "actual": {
        "budget_year": "2027年",
        "chip_industry_special_budget": "2.6万亿韩元",
        "submarine_and_strategic_weapons_budget": "3.4万亿韩元",
        "status": "韩国预算部长官提议"
      },
      "consensus": "原文未披露",
      "prior": "原文未披露",
      "source_publication": "财联社详情页原生发布时间为2026-09-01 09:46:42（北京时间）。"
    },
    "transmission_chain": "韩国预算部长官提议2027年芯片产业特别预算2.6万亿韩元→公共支持规模预期与本土芯片产业投资预期变化→半导体ETF相关韩国及全球芯片权重的边际定价变化。",
    "invalidation_conditions": "韩国政府后续不纳入、削减或撤回2027年2.6万亿韩元芯片产业特别预算提议。",
    "source_urls": ["https://api3.cls.cn/share/article/2470339?os=&sv=8.4.4&app=CailianpressWap"],
    "source_tier": "B"
  },
  {
    "event_id": "cls-cn-20260901-electronic-specialty-gas-0945",
    "title": "电子特气板块早盘下挫华特气体跌9.50%",
    "event_time_utc": "2026-09-01T01:45:27Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-09-01T01:45:27Z",
    "event_type": "price_quote",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {"SEMICONDUCTOR": -1},
    "confidence": 94,
    "horizon": "intraday",
    "raw_facts": {
      "actual": {
        "market_snapshot": "2026-09-01 09:45:27（北京时间）",
        "Huate_Gas": "-9.50%",
        "China_Ship_Technology_Gas": "-7.67%",
        "Guanggang_Gases": "-6.16%",
        "Jinhong_Gas": "-4.53%",
        "Heyuan_Gas": "-4.80%",
        "Haohua_Technology": "-7.11%",
        "prior": "原文未披露"
      },
      "consensus": "原文未披露",
      "source_publication": "财联社详情页原生发布时间为2026-09-01 09:45:27（北京时间）。"
    },
    "transmission_chain": "电子特气板块盘中下跌，华特气体跌9.50%且多只同类股同步下跌→电子特气供应链相关风险偏好与现货/订单预期走弱→半导体ETF相关材料权重的边际定价承压。",
    "invalidation_conditions": "后续同一交易日或下一交易时段的板块数据修正上述报价，或原始市场数据确认该快照存在错误。",
    "source_urls": ["https://api3.cls.cn/share/article/2470338?os=&sv=8.4.4&app=CailianpressWap"],
    "source_tier": "B"
  }
]
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