21:15窗口：AMD早盘跌6.5%，英伟达涨3.4%

[
  {
    "event_id": "REUTERS-AMD-price-update-20260805",
    "title": "AMD早盘跌6.5%",
    "event_time_utc": "2026-08-05T13:34:00Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-08-05T13:58:05.002Z",
    "event_type": "price_quote",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": -1,
    "confidence": 92,
    "horizon": "intraday",
    "raw_facts": {
      "measure": "AMD早盘股价",
      "actual": "下跌6.5%",
      "consensus": "原文未披露",
      "prior": "原文未披露",
      "quote_time_source": "Reuters正文标注2026-08-05 09:34 a.m. ET，换算为北京时间2026-08-05 21:34",
      "source_original_published_at_utc": "2026-08-05T09:32:26.959Z",
      "source_updated_at_utc": "2026-08-05T13:58:05.002Z",
      "supersedes": "REUTERS-AMD-premarket-update-20260805"
    },
    "transmission_chain": "AMD早盘跌6.5%，而Reuters同时称其季度营收展望高于预期 → 市场对AI芯片增长兑现度的短线定价仍偏弱 → AMD及相关AI芯片、先进封装与存储权重的风险偏好承压 → 通过成分股估值与板块联动影响半导体ETF SSE.512480；该报价不等于ETF自身价格",
    "invalidation_conditions": [
      "Reuters或后续可核验行情更正AMD早盘下跌6.5%的报价",
      "后续价格状态取代该报价，AMD转为平盘或上涨",
      "AMD后续披露的订单、指引或业绩信息使市场不再按该报价定价"
    ],
    "source_urls": [
      "https://www.reuters.com/business/media-telecom/sp-500-dow-futures-inch-up-mideast-hopes-offset-spacex-amd-drag-2026-08-05/"
    ],
    "source_tier": "B"
  },
  {
    "event_id": "REUTERS-NVIDIA-price-update-20260805",
    "title": "英伟达早盘涨3.4%",
    "event_time_utc": "2026-08-05T13:34:00Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-08-05T13:58:05.002Z",
    "event_type": "price_quote",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": 1,
    "confidence": 88,
    "horizon": "intraday",
    "raw_facts": {
      "measure": "英伟达早盘股价",
      "actual": "上涨3.4%",
      "consensus": "原文未披露",
      "prior": "原文未披露",
      "quote_time_source": "Reuters正文标注2026-08-05 09:34 a.m. ET，换算为北京时间2026-08-05 21:34",
      "source_original_published_at_utc": "2026-08-05T09:32:26.959Z",
      "source_updated_at_utc": "2026-08-05T13:58:05.002Z",
      "supersedes": "REUTERS-NVIDIA-premarket-20260805"
    },
    "transmission_chain": "英伟达早盘涨3.4%，Reuters将其与SpaceX计划独家使用英伟达硬件建设数据中心并列报道 → AI数据中心GPU采购预期对英伟达及相关GPU、先进封装成分形成边际支持 → 通过板块权重与成分股联动影响半导体ETF SSE.512480；该报价不等于ETF自身价格",
    "invalidation_conditions": [
      "Reuters或后续可核验行情更正英伟达早盘上涨3.4%的报价",
      "后续价格状态取代该报价，英伟达转为平盘或下跌",
      "SpaceX取消或缩减独家使用英伟达硬件建设数据中心的计划"
    ],
    "source_urls": [
      "https://www.reuters.com/business/media-telecom/sp-500-dow-futures-inch-up-mideast-hopes-offset-spacex-amd-drag-2026-08-05/"
    ],
    "source_tier": "B"
  }
]