10:00窗口：港股存储股涨幅与南向资金流 (2026)

[
  {
    "event_id": "cls-hk-20260904-storage-stocks-0938",
    "title": "港股存储股涨幅：澜起科技4.72%",
    "event_time_utc": "2026-09-04T01:38:01Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-09-04T01:38:01Z",
    "event_type": "price_quote",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {
      "SEMICONDUCTOR": 1
    },
    "confidence": 97,
    "horizon": "intraday",
    "raw_facts": {
      "actual": {
        "source": "财联社",
        "source_published_at_bjt": "2026-09-04 09:38:01",
        "quote_scope": "截至发稿",
        "quotes": {
          "澜起科技(07709.HK)": "+4.72%",
          "伟仕佳杰(00856.HK)": "+3.16%",
          "兆易创新(03986.HK)": "+1.16%"
        },
        "absolute_prices": "原文未披露",
        "quote_reason": "原文未披露"
      },
      "consensus": "原文未披露",
      "prior": "原文未披露"
    },
    "transmission_chain": "港股存储股报价中澜起科技上涨4.72%、伟仕佳杰上涨3.16%、兆易创新上涨1.16%→存储链跨市场风险偏好出现正向价格观测→半导体ETF存储相关短线定价因子偏正。",
    "invalidation_conditions": "财联社后续更正2026-09-04 09:38:01的三项涨幅，或相关市场正式行情确认该时点涨幅与原文不一致。",
    "source_urls": [
      "https://api3.cls.cn/share/article/2473889?os=&sv=8.4.4&app=CailianpressWap"
    ],
    "source_tier": "B"
  },
  {
    "event_id": "cls-hk-20260904-southbound-flow-0957",
    "title": "南向资金截至09:57净卖出30亿港元",
    "event_time_utc": "2026-09-04T01:57:05Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-09-04T01:57:05Z",
    "event_type": "fund_flow",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {
      "SEMICONDUCTOR": -1
    },
    "confidence": 94,
    "horizon": "intraday",
    "raw_facts": {
      "actual": {
        "source": "财联社",
        "source_published_at_bjt": "2026-09-04 09:57:05",
        "quote_scope": "截至目前",
        "southbound_net_flow": "净卖出30亿港元",
        "semiconductor_specific_flow": "原文未披露",
        "original_title": "原文未提供独立标题"
      },
      "consensus": "原文未披露",
      "prior": "原文未披露"
    },
    "transmission_chain": "截至09:57南向资金净卖出30亿港元→港股整体资金承接边际转弱→半导体ETF港股存储链的短线资金因子偏负，但原文未披露半导体个股分项。",
    "invalidation_conditions": "财联社或港交所后续更正截至09:57的南向资金净卖出额，或正式统计口径显示该30亿港元并非南向资金净卖出。",
    "source_urls": [
      "https://api3.cls.cn/share/article/2473907?os=&sv=8.4.4&app=CailianpressWap"
    ],
    "source_tier": "B"
  }
]
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