11:00窗口：半导体电子早盘净流出超400亿元

[
  {
    "event_id": "cls-cn-20260819-electronics-outflow",
    "title": "电子板块早盘净流出超400亿元",
    "event_time_utc": "2026-08-19T02:58:31Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-08-19T02:58:31Z",
    "event_type": "fund_flow",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {
      "SEMICONDUCTOR": -2
    },
    "confidence": 96,
    "horizon": "intraday",
    "raw_facts": {
      "actual": {
        "电子板块主力资金净流出": "超400亿元",
        "净流出板块": "电子、半导体、通信",
        "净流入板块": "煤炭采选、贵金属、航运港口"
      },
      "consensus": "原文未披露",
      "prior": "原文未披露",
      "source_wording": "今日早盘主力资金净流入煤炭采选、贵金属、航运港口等板块，净流出电子、半导体、通信等板块，其中电子板块净流出超400亿元。"
    },
    "transmission_chain": "电子板块早盘主力资金净流出超400亿元且半导体位于净流出板块→半导体板块资金面与风险偏好承压→半导体ETF（SEMICONDUCTOR）盘中承压。",
    "invalidation_conditions": "财联社更正电子板块净流出金额或板块归类时作废；后续资金回流只改变后续状态，不否定该时点资金流记录。",
    "source_urls": [
      "https://api3.cls.cn/share/article/2457917?os=&sv=8.4.4&app=CailianpressWap"
    ],
    "source_tier": "B"
  },
  {
    "event_id": "cls-cn-20260819-gigadevice-net-sell",
    "title": "兆易创新早盘净卖出超30亿元",
    "event_time_utc": "2026-08-19T02:58:31Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-08-19T02:58:31Z",
    "event_type": "fund_flow",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {
      "SEMICONDUCTOR": -2
    },
    "confidence": 96,
    "horizon": "intraday",
    "raw_facts": {
      "actual": {
        "兆易创新主力资金净卖出": "超30亿元",
        "主力资金净流出额居前个股": "中际旭创、新易盛、长鑫科技"
      },
      "consensus": "原文未披露",
      "prior": "原文未披露",
      "source_wording": "兆易创新遭净卖出超30亿元，中际旭创、新易盛、长鑫科技资金净流出额居前。"
    },
    "transmission_chain": "兆易创新早盘主力资金净卖出超30亿元且多只半导体链个股资金净流出额居前→半导体成长股的短线资金偏好走弱→半导体ETF（SEMICONDUCTOR）盘中承压。",
    "invalidation_conditions": "财联社更正兆易创新净卖出金额或相关个股资金流排序时作废；后续个股反弹只改变后续状态，不否定该时点资金流记录。",
    "source_urls": [
      "https://api3.cls.cn/share/article/2457917?os=&sv=8.4.4&app=CailianpressWap"
    ],
    "source_tier": "B"
  }
]