14:00–15:00：DRAM报价、韩国半导体电网与资金流 (2026)

[
  {
    "event_id": "trendforce-global-20260903-dram-spot-1440",
    "title": "DRAM现货14:40三涨三平一跌",
    "event_time_utc": "2026-09-03T06:40:00Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-09-03T06:40:00Z",
    "event_type": "price_quote",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {
      "SEMICONDUCTOR": 1
    },
    "confidence": 99,
    "horizon": "intraday",
    "raw_facts": {
      "actual": {
        "source": "TrendForce DRAM Spot",
        "source_update_time_bjt": "2026-09-03 14:40",
        "price_unit": "原文未披露",
        "quote_basis": "Session Average；Session Change",
        "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%"
          }
        },
        "direction_count": "上涨3项、持平3项、下跌1项"
      },
      "consensus": "原文未披露",
      "prior": "原文未披露"
    },
    "transmission_chain": "DRAM现货14:40会话中DDR4 8Gb eTT上涨1.49%、DDR4 16Gb eTT上涨0.86%且其余品种涨跌分化→存储现货报价与短期补库预期获得新观测→半导体ETF存储链日内定价因子偏正但分化。",
    "invalidation_conditions": "TrendForce后续更正2026-09-03 14:40的品种、Session Average或Session Change，或明确该页面更新时间不代表本次报价会话。",
    "source_urls": [
      "https://www.trendforce.com/price/dram/dram_spot"
    ],
    "source_tier": "B"
  },
  {
    "event_id": "cls-kr-20260903-semiconductor-grid-prepayment-1429",
    "title": "韩国电力拟向三星和SK海力士预收25万亿韩元",
    "event_time_utc": "2026-09-03T06:29:13Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-09-03T06:29:13Z",
    "event_type": "capex",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {
      "SEMICONDUCTOR": 1
    },
    "confidence": 88,
    "horizon": "weeks",
    "raw_facts": {
      "actual": {
        "source_published_at_bjt": "2026-09-03 14:29:13",
        "project": "新半导体产业集群所需电网建设",
        "payer_plan": {
          "三星电子": "预付20万亿韩元",
          "SK海力士": "预付5万亿韩元",
          "合计": "25万亿韩元"
        },
        "stated_coverage": "约相当于未来5年的电费",
        "scale_as_reported": "数十亿美元规模",
        "status": "正在洽谈；预付款金额和覆盖期限等具体细节尚未最终确定"
      },
      "consensus": "原文未披露",
      "prior": "原文未披露"
    },
    "transmission_chain": "韩国电力拟由三星电子预付20万亿韩元、SK海力士预付5万亿韩元以筹资建设半导体产业集群电网→电力基础设施融资与供电约束获得新观测→韩国半导体产能扩张预期对半导体ETF中期需求因子偏正。",
    "invalidation_conditions": "韩国电力、三星电子或SK海力士否认该预付款方案，或后续确认金额、覆盖期限与半导体产业集群电网建设无关。",
    "source_urls": [
      "https://api3.cls.cn/share/article/2473020?os=&sv=8.4.4&app=CailianpressWap"
    ],
    "source_tier": "B"
  },
  {
    "event_id": "cls-cn-20260903-semiconductor-fundflow-1421",
    "title": "电子板块净流出50.17亿元中际旭创净卖出11.68亿元",
    "event_time_utc": "2026-09-03T06:21:32Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-09-03T06:21:32Z",
    "event_type": "fund_flow",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {
      "SEMICONDUCTOR": -1
    },
    "confidence": 97,
    "horizon": "intraday",
    "raw_facts": {
      "actual": {
        "source_published_at_bjt": "2026-09-03 14:21:32",
        "data_provider": "财联社盯盘",
        "board_flow": {
          "电子": "净流出50.17亿元",
          "通信": "净流出，金额原文未披露",
          "半导体": "净流出，金额原文未披露"
        },
        "individual_flow": {
          "中际旭创": "净卖出11.68亿元，位居净卖出首位",
          "黄河旋风": "净买入11.56亿元，位居净买入首位"
        },
        "same_page_quote_snapshot": {
          "三安光电": "+9.98%",
          "亨通光电": "-2.41%",
          "兆易创新": "-1.46%",
          "中际旭创": "-1.14%",
          "黄河旋风": "+7.93%",
          "香农芯创": "+4.65%",
          "东山精密": "-2.33%",
          "宁德时代": "+0.35%"
        }
      },
      "consensus": "原文未披露",
      "prior": "原文未披露"
    },
    "transmission_chain": "财联社盯盘数据显示电子板块净流出50.17亿元且中际旭创净卖出11.68亿元，同时半导体板块列入净流出板块→半导体及光通信权重股短线资金承接减弱→半导体ETF日内资金流定价因子偏负。",
    "invalidation_conditions": "财联社后续更正14:21:32资金流金额或板块归属，或同一交易日最终资金流数据明确推翻该时点的净流出方向。",
    "source_urls": [
      "https://api3.cls.cn/share/article/2473011?os=&sv=8.4.4&app=CailianpressWap"
    ],
    "source_tier": "B"
  }
]
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