09:15窗口：西数与闪迪业绩、英伟达收涨超3%

[
  {
    "event_id": "CLS-SANDISK-Q4-20260806",
    "title": "闪迪Q4营收89.6亿美元，超预期",
    "event_time_utc": "unknown",
    "event_time_quality": "unknown",
    "published_at_utc": "2026-08-06T00:19:39Z",
    "event_type": "earnings_guidance",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": 2,
    "confidence": 94,
    "horizon": "weeks",
    "raw_facts": {
      "fiscal_period": "2026财年Q4",
      "revenue": {
        "actual": "89.6亿美元",
        "consensus": "83.94亿美元",
        "prior": "原文未披露"
      },
      "year_over_year": "372%",
      "share_buyback_plan": "140亿美元"
    },
    "transmission_chain": "Q4营收89.6亿美元高于市场预期83.94亿美元，且同比增长372%；配合140亿美元回购计划，强化存储需求与公司盈利预期，向存储芯片及半导体板块估值传导。",
    "invalidation_conditions": [
      "闪迪后续正式更正Q4营收、同比增幅、市场预期或回购计划数据。",
      "后续披露确认该数据不属于闪迪2026财年Q4。"
    ],
    "source_urls": ["https://www.cls.cn/detail/2446875"],
    "source_tier": "B"
  },
  {
    "event_id": "CLS-WDC-Q4-20260806",
    "title": "西部数据Q4营收37.5亿美元，指引40亿至42亿美元",
    "event_time_utc": "unknown",
    "event_time_quality": "unknown",
    "published_at_utc": "2026-08-06T00:19:39Z",
    "event_type": "earnings_guidance",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": 2,
    "confidence": 94,
    "horizon": "weeks",
    "raw_facts": {
      "fiscal_period": "2026财年Q4",
      "revenue": {
        "actual": "37.5亿美元",
        "consensus": "36.92亿美元",
        "prior": "原文未披露"
      },
      "year_over_year": "44%",
      "next_quarter_revenue_guidance": {
        "actual": "40亿-42亿美元",
        "consensus": "40.2亿美元",
        "prior": "原文未披露"
      }
    },
    "transmission_chain": "Q4营收37.5亿美元高于市场预期36.92亿美元；公司下一财季营收指引为40亿-42亿美元，市场预期为40.2亿美元，直接更新存储需求与半导体公司业绩预期。",
    "invalidation_conditions": [
      "西部数据后续正式更正Q4营收、同比增幅、下一财季指引或市场预期数据。",
      "后续披露确认该数据不属于西部数据2026财年Q4。"
    ],
    "source_urls": ["https://www.cls.cn/detail/2446875"],
    "source_tier": "B"
  },
  {
    "event_id": "CLS-NVIDIA-QUOTE-20260806",
    "title": "英伟达收涨超3%，市值站上5.3万亿美元",
    "event_time_utc": "unknown",
    "event_time_quality": "unknown",
    "published_at_utc": "2026-08-06T00:19:39Z",
    "event_type": "price_quote",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": 1,
    "confidence": 90,
    "horizon": "intraday",
    "raw_facts": {
      "session": "美股收盘",
      "price_change": ">3%",
      "market_cap": "5.3万亿美元",
      "comparison": "创6月初以来新高",
      "actual": ">3%，市值5.3万亿美元",
      "consensus": "原文未披露",
      "prior": "原文未披露"
    },
    "transmission_chain": "英伟达收盘上涨超过3%，市值站上5.3万亿美元，更新AI GPU龙头的盘面定价，先影响AI算力与半导体板块风险偏好，再传导至SEMICONDUCTOR。",
    "invalidation_conditions": [
      "后续正式收盘数据更正英伟达涨幅、市值或创高时间。",
      "报价来源被确认对应其他交易日或非美股收盘数据。"
    ],
    "source_urls": ["https://www.cls.cn/detail/2446875"],
    "source_tier": "B"
  }
]