13:00窗口：半导体芯片跌幅扩大与CPO重挫3条事件 (2026)

[
  {
    "event_id": "cls-cn-20260824-venture-index-semiconductor-selloff-update",
    "title": "创业板指跌逾4%，半导体芯片方向跌幅居前",
    "event_time_utc": "2026-08-24T05:05:05Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-08-24T05:05:05Z",
    "event_type": "price_quote",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {"SEMICONDUCTOR": -2},
    "confidence": 98,
    "horizon": "intraday",
    "raw_facts": {
      "measurement_time": "2026年8月24日13:05:05（北京时间）",
      "actual": "创业板指跌4.37%，财联社正文表述为下挫跌逾4%；沪指跌0.95%；深成指跌2.82%；沪深京三市下跌个股近4300只；算力硬件、医药生物、半导体芯片、机器人、消费电子方向跌幅居前。",
      "consensus": "原文未披露",
      "prior": "原文未披露",
      "supersedes": "cls-cn-20260824-a-share-compute-selloff-update"
    },
    "transmission_chain": "创业板指跌4.37%且半导体芯片列入跌幅居前方向→成长型科技板块风险偏好下降、半导体权重股承压→SEMICONDUCTOR短线价格压力增加。",
    "invalidation_conditions": "后续同一交易日半导体芯片方向收复跌幅，或财联社修正13:05:05时点的指数与板块跌幅，使本次盘中下行快照失效。",
    "source_urls": [
      "https://www.cls.cn/detail/2462125"
    ],
    "source_tier": "B"
  },
  {
    "event_id": "cls-hk-20260824-leveraged-memory-etf-selloff",
    "title": "两倍做多三星电子跌超18%，SK海力士产品跌超5%",
    "event_time_utc": "2026-08-24T05:41:27Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-08-24T05:41:27Z",
    "event_type": "price_quote",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {"SEMICONDUCTOR": -2},
    "confidence": 99,
    "horizon": "intraday",
    "raw_facts": {
      "measurement_time": "2026年8月24日13:41:27（北京时间）",
      "actual": "南方两倍做多三星电子跌超18%；南方两倍（最高）做多SK海力士跌超5%。",
      "consensus": "原文未披露",
      "prior": "原文未披露"
    },
    "transmission_chain": "三星电子与SK海力士相关两倍做多产品同步大幅下跌→存储芯片相关杠杆产品价格重估→SEMICONDUCTOR存储链短线风险偏好承压。",
    "invalidation_conditions": "后续同一交易日相关产品跌幅明显收窄，或财联社修正13:41:27时点的两项报价，使本次存储链盘中价格快照失效。",
    "source_urls": [
      "https://www.cls.cn/detail/2462156"
    ],
    "source_tier": "B"
  },
  {
    "event_id": "cls-cn-20260824-cpo-selloff",
    "title": "中际旭创跌9.48%，天孚通信跌10.98%",
    "event_time_utc": "2026-08-24T05:48:44Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-08-24T05:48:44Z",
    "event_type": "price_quote",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {"SEMICONDUCTOR": -2},
    "confidence": 99,
    "horizon": "intraday",
    "raw_facts": {
      "measurement_time": "2026年8月24日13:48:44（北京时间）",
      "actual": "CPO概念持续下挫；中际旭创跌9.48%；天孚通信跌10.98%；新易盛跌9.10%；太辰光跌7.91%；中瓷电子跌7.07%；长光华芯跌6.66%；东山精密跌6.75%；相关A+H股总市值跌破1万亿（原文未标明币种）。",
      "consensus": "原文未披露",
      "prior": "原文未披露"
    },
    "transmission_chain": "CPO概念持续下挫且中际旭创、天孚通信等光互连权重股跌幅扩大→光互连板块市值与估值承压→SEMICONDUCTOR短线风险偏好走弱。",
    "invalidation_conditions": "后续CPO权重股快速收复跌幅，或财联社修正13:48:44时点的个股报价与市值表述，使本次光互连板块盘中价格快照失效。",
    "source_urls": [
      "https://www.cls.cn/detail/2462163"
    ],
    "source_tier": "B"
  }
]
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