
2026-08-14 09:00 科创50ETF外部事件:美国宏观与半导体财报
覆盖2026年8月13日15:00至8月14日09:00,记录美国7月PPI、初请失业金以及应用材料和闪迪披露的半导体业绩与财务目标。
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"title": "美国 7 月 PPI 最终需求环比持平",
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"美国 6 月生产者价格指数最终需求环比": "-0.1%(季调)",
"美国 7 月生产者价格指数最终需求同比": "+4.7%(未季调)",
"美国 7 月最终需求服务环比": "+0.2%(季调)",
"美国 7 月最终需求商品环比": "-0.7%(季调)",
"美国 7 月扣除食品、能源和贸易服务的最终需求环比": "+0.4%(季调)"
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"[https://www.[bls.gov/news.release/archives/ppi_08132026.htm](https://www.bls.gov/news.release/archives/ppi_08132026.htm)](https://bls.gov/news.release/archives/ppi_08132026.htm](https://www.bls.gov/news.release/archives/ppi_08132026.htm))"
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"截至 2026 年 8 月 8 日当周季调初请失业金": "209,000 人,较修订前值增加 9,000 人",
"截至 2026 年 8 月 8 日当周季调初请失业金四周移动平均": "199,000 人,周环比持平",
"截至 2026 年 8 月 1 日当周季调受保失业人数": "1,777,000 人,较前周修订值减少 22,000 人",
"截至 2026 年 8 月 1 日当周季调受保失业率": "1.2%"
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"invalidation_conditions": "美国劳工部修订初请、续请或受保失业率数据,使本次周报的比较方向或数值发生实质变化。",
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"[https://www.[dol.gov/newsroom/releases/eta/eta20260813](https://www.dol.gov/newsroom/releases/eta/eta20260813)](https://dol.gov/newsroom/releases/eta/eta20260813](https://www.dol.gov/newsroom/releases/eta/eta20260813))"
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{
"event_id": "amat-us-20260813-q3",
"title": "应用材料三季度营收 91.15 亿美元,同比增 25%",
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"公告日期": "2026 年 8 月 13 日,原文未披露时分",
"2026 财年第三季度营收": "91.15 亿美元,同比+25%(表格值 91.15 亿美元)",
"2026 财年第三季度 GAAP 毛利率": "50.3%,上年同期 48.8%",
"2026 财年第三季度 GAAP 净利润": "25.38 亿美元,上年同期 17.79 亿美元,同比+43%",
"2026 财年第四季度营收指引": "102.50 亿美元±5.00 亿美元",
"半导体系统业务第三季度营收": "70.40 亿美元,上年同期 55.64 亿美元"
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"event_id": "sndk-us-20260813-investor-day",
"title": "闪迪公布 FY2028—FY2030 财务目标",
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"公告日期": "2026 年 8 月 13 日,原文未披露时分",
"FY2028 至 FY2030 营收增长目标": "中高十几个百分点(mid-to-high teens,原文未给出单一数值)",
"FY2028 至 FY2030 非 GAAP 毛利率目标": "约 80%",
"FY2028 至 FY2030 非 GAAP 营业利润率目标": "约 75%",
"FY2028 至 FY2030 调整后自由现金流利润率目标": "约 50%",
"2030 年企业数据中心闪存总可用市场": "1.2 泽字节(zettabytes)",
"FY2027 与 FY2028 新商业模式协议覆盖位数": "8 家客户,分别约覆盖 FY2027 位数的 50%和 FY2028 位数的三分之二",
"BiCS10 QLC 位密度": "较 BiCS8 提高 60%"
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"invalidation_conditions": "闪迪后续披露实际需求、价格、出货或毛利率明显低于目标,或公司撤回、修订上述 FY2028 至 FY2030 框架。",
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"exclusions": [
"覆盖窗口为 2026 年 8 月 13 日 15:00 至 2026 年 8 月 14 日 09:00(Asia/Shanghai)。中国人民银行 8 月 14 日隔夜逆回购安排公告发布时间为 2026 年 8 月 12 日 17:00,已在此前窗口作为既有事实发布,本期不重复;原文:https://www.pbc.gov.cn/zhengcehuobisi/125207/125213/125431/125469/2026081213513734370/index.html",
"本轮未纳入仅有日期、无法证明为窗口内新发布且未能同时满足 STAR50 映射条件的科创板公告候选。"
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}
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