2026-08-11 15:00 纳指ETF事件流（1条）

[ { "event_id": "reuters-nasdaq-20260811-asia-ai-flow", "title": "亚洲股市 7 月净流出 254.8 亿美元", "event_time_utc": "2026-08-11T06:18:17Z", "event_time_quality": "exact", "published_at_utc": "2026-08-11T06:18:17Z", "event_type": "fund_flow", "asset_keys": [ "NASDAQ" ], "direction_score": { "NASDAQ": -1 }, "confidence": 69, "horizon": "weeks", "raw_facts": { "flow_period": "2026-07", "markets_covered": [ "South Korea", "Taiwan", "India", "Indonesia", "Thailand", "Vietnam", "Philippines" ], "consecutive_months_of_net_foreign_selling": { "value": 9, "unit": "months" }, "seven_market_foreign_net_flow": { "value": -25.48, "unit": "billion USD" }, "taiwan_foreign_net_flow": { "value": -22.95, "previous": "roughly -8", "unit": "billion USD", "previous_period": "2026-06" }, "south_korea_foreign_net_flow": { "value": -6.26, "unit": "billion USD", "consecutive_outflow_months": 3 }, "vietnam_foreign_net_flow": { "value": -12, "unit": "million USD" }, "india_foreign_net_flow": { "value": 2.12, "unit": "billion USD" }, "thailand_foreign_net_flow": { "value": 1.46, "unit": "billion USD" }, "indonesia_foreign_net_flow": { "value": 88, "unit": "million USD" }, "philippines_foreign_net_flow": { "value": 69, "unit": "million USD" }, "reported_driver": "concerns over AI spending and chip demand weighed on technology-heavy Taiwan and South Korea" }, "transmission_chain": "亚洲七个市场 7 月外资净卖出 254.8 亿美元且台韩占主要流出→全球资金对 AI 资本开支回报与芯片需求的疑虑升温→纳指半导体和 AI 权重股估值承压。", "invalidation_conditions": "后续美国科技股与半导体 ETF 持续净流入，或 Alphabet、Tesla 及芯片供应链上修现金流和 AI 需求指引并扭转资本回报疑虑。", "source_urls": [ "[https://www.[reuters.com/world/china/taiwan-south-korea-drive-asian-equity-outflows-july-ai-worries-bite-2026-08-11/](https://www.reuters.com/world/china/taiwan-south-korea-drive-asian-equity-outflows-july-ai-worries-bite-2026-08-11/)](https://reuters.com/world/china/taiwan-south-korea-drive-asian-equity-outflows-july-ai-worries-bite-2026-08-11/](https://www.reuters.com/world/china/taiwan-south-korea-drive-asian-equity-outflows-july-ai-worries-bite-2026-08-11/))" ], "source_tier": "B" } ]