恒生科技ETF 11:30窗口新增2条事件 (2026)

[
  {
    "event_id": "cls-hk-20260810-earnings-estimates",
    "title": "互联网盈利预期近4周下修0.5%，净宽度转正30%",
    "event_time_utc": null,
    "event_time_quality": "day_only",
    "published_at_utc": "2026-08-10T03:19:16Z",
    "event_type": "earnings_guidance",
    "asset_keys": ["HSTECH"],
    "direction_score": {"HSTECH": 0},
    "confidence": 84,
    "horizon": "weeks",
    "raw_facts": {
      "data_as_of": "2026-08-07（文章口径）",
      "reference_source": "FactSet一致预期",
      "hk_non_financial_2026_earnings_revision_4w": "-0.6%",
      "hk_non_financial_2026_earnings_revision_1w": "-0.1%",
      "hk_non_financial_net_breadth_4w": "-3%",
      "internet_earnings_revision_4w": "-0.5%",
      "internet_net_breadth_4w": "+30%",
      "article_attribution": "财联社引述华泰证券"
    },
    "transmission_chain": "互联网一致预期仍下修而净宽度转正 → 核心成分盈利预期出现分化 → 恒生科技指数估值与价格方向等待财报验证。",
    "invalidation_conditions": "后续FactSet更新若显示互联网板块一致预期不再下修且净宽度转负，或核心成分财报显著偏离该口径，则本事件的「下修与广度修复并存」状态失效。",
    "source_urls": [
      "https://new.qq.com/rain/a/20260810A04YVA00"
    ],
    "source_tier": "B"
  },
  {
    "event_id": "cls-hk-20260810-sentiment-flow-split",
    "title": "港股情绪指数58.9，南向强度降至39/34",
    "event_time_utc": null,
    "event_time_quality": "unknown",
    "published_at_utc": "2026-08-10T03:19:16Z",
    "event_type": "capital_flow",
    "asset_keys": ["HSTECH"],
    "direction_score": {"HSTECH": 0},
    "confidence": 78,
    "horizon": "days",
    "raw_facts": {
      "sentiment_index_latest": "58.9（指数值）",
      "sentiment_index_previous_week": "57.8（指数值）",
      "neutral_threshold": "50（指数值）",
      "southbound_net_inflow_strength": "39（指数值）",
      "southbound_buy_strength": "34（指数值）",
      "southbound_net_inflow_strength_wow_change": "-38（指数点）",
      "southbound_buy_strength_wow_change": "-19（指数点）",
      "measurement_context": "财联社文章所引港股情绪指标，未披露精确测量时点",
      "article_attribution": "财联社"
    },
    "transmission_chain": "情绪指数高于50中性阈值但南向净流入/买入强度降至39/34 → 风险偏好与边际资金动能分化 → 恒生科技短线估值支撑信号保持中性。",
    "invalidation_conditions": "后续同口径数据若情绪指数跌回50下方或南向强度回升并持续上行，则本期的「情绪偏强但资金动能走弱」状态失效。",
    "source_urls": [
      "https://new.qq.com/rain/a/20260810A04YVA00"
    ],
    "source_tier": "B"
  }
]
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