10时南向净买入23.40亿，核心持股榜与回购状态更新
记录 9 月 10 日 10:04 南向盘中净买入、9 月 9 日官方成交终值、核心回购与恒科指数状态，并收录 T+2 持股榜。
[
{
"event_id": "eastmoney-hk-20260910-southbound-net-buy-2340-1004",
"title": "10:04南向净买入23.399980亿元人民币",
"event_time_utc": "2026-09-10T02:04:10Z",
"event_time_quality": "exact",
"published_at_utc": "2026-09-10T02:04:10Z",
"event_type": "capital_flow",
"asset_keys": ["HSTECH"],
"direction_score": {"HSTECH": 1},
"confidence": 93,
"horizon": "intraday",
"raw_facts": {
"asset": "SSE.513130 恒生科技ETF",
"source": "东方财富 push2delay kamt 接口",
"observation_time_local": "2026-09-10 10:04:10 Asia/Shanghai",
"interface_update_time_utc": "2026-09-10T02:04:10Z",
"interface_status": "sh2hk、sz2hk status=1；交易中；amtStatus=1",
"unit": "接口原始 buyAmt、sellAmt、netBuyAmt 单位为万元人民币；亿元人民币=除以10000",
"southbound_buy_amt_wan_rmb": 1040320.56,
"southbound_sell_amt_wan_rmb": 806320.76,
"southbound_net_buy_amt_wan_rmb": 233999.8,
"southbound_net_buy_hundred_million_rmb": "23.399980亿元人民币（净买入）",
"sh2hk_buy_amt_wan_rmb": 705076.77,
"sh2hk_sell_amt_wan_rmb": 533192.29,
"sh2hk_net_buy_amt_wan_rmb": 171884.48,
"sh2hk_net_buy_hundred_million_rmb": "17.188448亿元人民币（净买入）",
"sz2hk_buy_amt_wan_rmb": 335243.79,
"sz2hk_sell_amt_wan_rmb": 273128.47,
"sz2hk_net_buy_amt_wan_rmb": 62115.32,
"sz2hk_net_buy_hundred_million_rmb": "6.211532亿元人民币（净买入）",
"previous_trading_day_observation": "2026-09-09 14:05:48，南向净买入37.671740亿元人民币"
},
"transmission_chain": "10:04接口显示沪港通与深港通均为净买入且总额达23.399980亿元人民币→跨境资金偏向净买入→HSTECH场外流动性变量获得正向更新。",
"invalidation_conditions": "港交所公布或更正2026-09-10南向日度成交净额，或东方财富接口回撤、修正该盘中观察值时，本事件由官方日度值或更新后的滚动值替代。",
"source_urls": [
"https://push2delay.eastmoney.com/api/qt/kamt/get?fields1=f1,f2,f3,f4&fields2=f51,f52,f53,f54,f55,f56,f57,f58,f59,f60,f61,f62,f63,f64,f65&ut=b2884a393a59ad64002292a3e90d46a5"
],
"source_tier": "B"
},
{
"event_id": "hkex-hk-20260909-southbound-daily-net-buy-3720",
"title": "9月9日南向日度成交净买入37.2040亿港元",
"event_time_utc": "2026-09-09T08:00:00Z",
"event_time_quality": "exact",
"published_at_utc": "2026-09-10T02:04:10Z",
"event_type": "capital_flow",
"asset_keys": ["HSTECH"],
"direction_score": {"HSTECH": 1},
"confidence": 98,
"horizon": "days",
"raw_facts": {
"asset": "SSE.513130 恒生科技ETF",
"source": "香港交易所官方数据文件 data_tab_daily_20260909e.js",
"trade_date": "2026-09-09",
"sse_southbound_total_turnover_million_hkd": 52113.9,
"sse_southbound_buy_turnover_million_hkd": 27465.33,
"sse_southbound_sell_turnover_million_hkd": 24648.57,
"sse_southbound_net_buy_turnover_million_hkd": 2816.76,
"szse_southbound_total_turnover_million_hkd": 33622.54,
"szse_southbound_buy_turnover_million_hkd": 17263.09,
"szse_southbound_sell_turnover_million_hkd": 16359.45,
"szse_southbound_net_buy_turnover_million_hkd": 903.64,
"total_southbound_turnover_million_hkd": 85736.44,
"total_southbound_buy_turnover_million_hkd": 44728.42,
"total_southbound_sell_turnover_million_hkd": 41008.02,
"total_southbound_net_buy_million_hkd": 3720.4,
"total_southbound_net_buy_hundred_million_hkd": "37.2040亿港元（净买入）",
"supersedes_prior_intraday": "supersedes eastmoney-hk-20260909-southbound-net-buy-3767-1405"
},
"transmission_chain": "港交所官方公布9月9日南向净买入37.2040亿港元、总成交857.36亿港元→确认南向资金全天保持净买入→HSTECH底层港股科技资产配置需求确立。",
"invalidation_conditions": "港交所更正2026-09-09南向成交统计数据或重新发布数据文件时，本事件由更正后的官方数据替代。",
"source_urls": [
"https://www.hkex.com.hk/eng/csm/DailyStat/data_tab_daily_20260909e.js"
],
"source_tier": "A"
},
{
"event_id": "hkex-hk-20260910-core-buyback-status-1000",
"title": "09:00—10:00五家核心股无回购标题",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-09-10T02:04:10Z",
"event_type": "buyback",
"asset_keys": ["HSTECH"],
"direction_score": {"HSTECH": 0},
"confidence": 96,
"horizon": "intraday",
"raw_facts": {
"asset": "SSE.513130 恒生科技ETF",
"source": "香港交易所披露易 Listed Company Information Title Search",
"title_search_query_range": "from=20260910&to=20260910",
"observation_window_local": "2026-09-10 09:00 → 10:00 Asia/Shanghai",
"retrieval_observation_local": "2026-09-10 10:04 Asia/Shanghai",
"total_records_found_in_day": 83,
"records_in_window": 16,
"buyback_title_matches_in_window": 0,
"core_company_codes_checked": {
"腾讯控股": "00700",
"阿里巴巴-W": "09988",
"美团-W": "03690",
"小米集团-W": "01810",
"京东集团-SW": "09618"
},
"core_buyback_title_matches_in_window": 0,
"core_buyback_shares_or_amount_in_window": "原文未披露（核心股无命中）",
"earlier_non_core_buyback_in_day": [
"06:01 STAR CM 06698 Next Day Disclosure Return [Share Buyback]",
"07:08 HSBC HOLDINGS 00005 Transaction in own shares"
]
},
"transmission_chain": "披露易在09:00至10:00五家核心股回购标题为0条→早盘窗口未见新增核心股份回购造成流通股缩减→HSTECH回购驱动因子维持中性。",
"invalidation_conditions": "港交所披露易补录、公司公告或港交所更正显示09:00至10:00存在上述五家公司回购公告时，本状态事件由对应公告事件替代。",
"source_urls": [
"https://www1.hkexnews.hk/search/titlesearch.xhtml?lang=EN&market=SEHK&category=0&from=20260910&to=20260910"
],
"source_tier": "A"
},
{
"event_id": "hsi-hk-20260910-index-update-status-1005",
"title": "截至10:05恒科未见成分或权重调整",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-09-10T02:04:10Z",
"event_type": "index_rebalance",
"asset_keys": ["HSTECH"],
"direction_score": {"HSTECH": 0},
"confidence": 90,
"horizon": "days",
"raw_facts": {
"asset": "SSE.513130 恒生科技ETF",
"source": "恒生指数公司媒体中心新闻稿页面",
"retrieval_observation_local": "2026-09-10 10:05 Asia/Shanghai",
"new_hstech_constituent_weight_or_freefloat_announcements": 0,
"latest_visible_items_on_site": "2026-09-09恒生指数公司宣佈授權全球首隻掛鈎恒生生物科技指數的認股證；2026-08-27上市公司可持續發展評級；2026-08-21指數檢討結果；2026-08-10恒生科技指數編算方法修訂方案徵詢",
"effective_date_note": "上一季度指数调整已于2026-09-07生效；截至当前未见新增调整通告"
},
"transmission_chain": "截至10:05恒生指数公司媒体中心未见恒科成分、权重或流通量新调整通告→指数编制规则无新增变更→HSTECH指数再平衡路由维持中性。",
"invalidation_conditions": "恒生指数公司随后发布或补录2026-09-10公布或生效的恒生科技指数成分、权重或流通量调整时，本状态事件由对应指数调整事件替代。",
"source_urls": [
"https://www.hsi.com.hk/chi/newsroom/press-releases"
],
"source_tier": "A"
},
{
"event_id": "zhitong-hk-20260909-holdings-tplus2-20260910",
"title": "9月10日发布T+2持股榜：腾讯阿里减持小米增持",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-09-10T00:30:00Z",
"event_type": "capital_flow",
"asset_keys": ["HSTECH"],
"direction_score": {"HSTECH": -1},
"confidence": 80,
"horizon": "days",
"raw_facts": {
"asset": "SSE.513130 恒生科技ETF；港股通核心权重股持股变动替代口径",
"source": "新浪财经与百度百家号转载智通财经《智通港股通持股解析|9月10日》",
"source_publication_time_local": "2026-09-10 08:30:00 Asia/Shanghai",
"data_disclosure_date_local": "2026-09-09 Asia/Shanghai",
"settlement_basis": "香港交易所数据根据T+2日结算",
"holding_amount_calculation_method": "持股额变动 = 变动持股数 × 昨日收盘价",
"tencent_00700_5day_holding_amount_change_hundred_million_rmb": -15.22,
"tencent_00700_5day_share_change_ten_thousand_shares": -350.79,
"alibaba_09988_5day_holding_amount_change_hundred_million_rmb": -5.69,
"alibaba_09988_5day_share_change_ten_thousand_shares": -518.61,
"meituan_03690_5day_holding_amount_change_hundred_million_rmb": -4.75,
"meituan_03690_5day_share_change_ten_thousand_shares": -610.37,
"xiaomi_01810_5day_holding_amount_change_hundred_million_rmb": 5.01,
"xiaomi_01810_5day_share_change_ten_thousand_shares": 1899.04,
"jd_09618_status": "原文未列入增持或减持榜前10，未披露具体变动值",
"scope_boundary_note": "该数据为根据2026-09-09港交所T+2结算披露的最近5个交易日累计增减持，不可写成单日变动，不能替代五家核心股单日逐日持股快照"
},
"transmission_chain": "智通港股通5日榜显示腾讯(-15.22亿)、阿里(-5.69亿)、美团(-4.75亿)遭南向资金净减持，仅小米(+5.01亿)获净增持→核心科技股中短期南向筹码呈净流出倾向→HSTECH持仓动能指标偏弱。",
"invalidation_conditions": "港交所披露易或官方持股明细接口提供2026-09-09五家核心股的单日逐日持股额或股数快照，或智通财经更正相关数字时，本事件由更正后的数据替代。",
"source_urls": [
"http://finance.sina.com.cn/stock/hkstock/ggscyd/2026-09-10/doc-inirhvxa5400156.shtml",
"https://baijiahao.baidu.com/s?id=1875903698849596965&wfr=spider&for=pc"
],
"source_tier": "B"
}
]This story was produced automatically by a channel. One sentence is all it takes for Neodrop to keep producing for you.