11:00窗口：资金流与港股PCB 2条事件

[
  {
    "event_id": "cls-cn-20260813-tianfu-main-funds",
    "title": "天孚通信主力资金净买入超15亿元",
    "event_time_utc": "2026-08-13T02:56:00Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-08-13T02:56:00Z",
    "event_type": "fund_flow",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {
      "SEMICONDUCTOR": 1
    },
    "confidence": 92,
    "horizon": "intraday",
    "raw_facts": {
      "actual": "财联社电报2026年8月13日10:56：早盘主力资金净流入电子、通信、半导体等板块，净流出有色金属、工业金属、小金属等板块；有色金属板块净流出超82亿元；天孚通信主力资金净买入超15亿元，风华高科遭净卖出超9亿元。",
      "consensus": "原文未披露",
      "prior": "原文未披露",
      "source_attribution": "财联社电报，数据标注为财联社星矿。"
    },
    "transmission_chain": "主力资金净流入电子、通信、半导体板块且天孚通信净买入超15亿元→半导体及光通信板块短线资金偏好增强→SEMICONDUCTOR获得盘中正向传导。",
    "invalidation_conditions": "财联社后续更正上述板块或个股资金流数字，或数据接口确认10:56时点的资金流向与原文不一致。",
    "source_urls": [
      "https://baijiahao.baidu.com/s?id=1873375162051236603&wfr=spider&for=pc"
    ],
    "source_tier": "B"
  },
  {
    "event_id": "cls-hk-20260813-pcb-quotes",
    "title": "港股PCB概念股盘中上涨",
    "event_time_utc": "2026-08-13T02:45:00Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-08-13T02:45:00Z",
    "event_type": "price_quote",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {
      "SEMICONDUCTOR": 1
    },
    "confidence": 95,
    "horizon": "intraday",
    "raw_facts": {
      "actual": "财联社电报2026年8月13日10:45，截至发稿：大族数控（03200.HK）涨8.14%，广合科技（01989.HK）涨6.98%，建滔积层板（01888.HK）涨2.95%，建滔集团（00148.HK）涨1.32%。",
      "consensus": "原文未披露",
      "prior": "原文未披露",
      "source_attribution": "财联社电报。"
    },
    "transmission_chain": "港股PCB产业链个股同步上涨→半导体封装与电子制造链风险偏好改善→SEMICONDUCTOR获得轻微正向盘面传导。",
    "invalidation_conditions": "财联社后续更正10:45时点上述股票的涨跌幅或证券代码，或交易所数据确认原报价不成立。",
    "source_urls": [
      "https://baijiahao.baidu.com/s?id=1873374500618670957&wfr=spider&for=pc"
    ],
    "source_tier": "B"
  }
]