event_time string | event_summary string | sector_impacts string | sectors_without_news string |
|---|---|---|---|
2025-02-25 21:00:00+00:00 | {"headline": {"zh": "比特币暴跌 6.09% 至 88273 美元，加密市场蒸发超千亿", "en": "Bitcoin crashes 6.09% to $88,273, crypto market loses $100B+"}, "category": "market_structure", "source": {"zh": "EconCurrents Substack 市场收盘综述", "en": "EconCurrents Substack Market Close Report"}, "content": {"zh": "2025年2月25日，比特币单日暴跌6.09%至88,273美元，加密市场总市值蒸... | [{"sector_id": "89/105/108", "sector_name": {"zh": "数字资产挖矿与算力", "en": "Crypto Mining and Hash Power"}, "affected_markets": ["us"], "direction": "Negative", "reason": "比特币暴跌触发矿机关停预期，板块-9.59%领跌美股"}, {"sector_id": "89/105/107", "sector_name": {"zh": "数字资产交易与服务平台", "en": "Digital Asset Trading Platforms"}, "affected_market... | nan |
2025-02-25 08:00:00+00:00 | {"headline": {"zh": "美国确认 3 月 4 日对加拿大墨西哥加征关税", "en": "U.S. confirms March 4 tariffs on Canada and Mexico"}, "category": "geo_sanction", "source": {"zh": "Seven Star FX 市场日报 + 白宫贸易政策声明", "en": "Seven Star FX Market Outlook + White House trade policy statement"}, "content": {"zh": "2025年2月25日，美国政府确认对加拿大和墨西哥的关税将于3月4日正式生效，... | [{"sector_id": "45/46/47", "sector_name": {"zh": "整车制造", "en": "Vehicle Manufacturing"}, "affected_markets": ["us"], "direction": "Negative", "reason": "加墨汽车供应链受关税冲击，美股整车板块-5.65%"}, {"sector_id": "109/110/113", "sector_name": {"zh": "电气设备与新能源装备", "en": "Electrical Equipment and New Energy Machinery"}, "affected_markets... | nan |
2025-02-25 14:17:00+00:00 | {"headline": {"zh": "英伟达财报前跌 3.1%，科技股全球抛售", "en": "Nvidia drops 3.1% ahead of earnings, global tech selloff"}, "category": "corporate_earnings", "source": {"zh": "Yahoo Finance 美股收盘综述 + EconCurrents + Seven Star FX", "en": "Yahoo Finance market close + EconCurrents + Seven Star FX"}, "content": {"zh": "2025年2月25日，英伟达股价... | [{"sector_id": "1/18/22", "sector_name": {"zh": "算力租赁", "en": "Compute Rental"}, "affected_markets": ["cn", "hk", "us"], "direction": "Negative", "reason": "英伟达财报前算力支出担忧，CN-3.96%/HK-5.70%/US-5.68%"}, {"sector_id": "1/2/3", "sector_name": {"zh": "半导体材料", "en": "Semiconductor Materials"}, "affected_markets": ["us"], "dir... | nan |
2025-02-25 12:00:00+00:00 | {"headline": {"zh": "美国消费者信心大幅下滑，经济放缓担忧升温", "en": "U.S. consumer confidence plunges, recession fears rise"}, "category": "macro_data", "source": {"zh": "Krilogy Wealth Management 每周市场回顾 + EconCurrents（密歇根消费者信心指数）", "en": "Krilogy Wealth Management weekly recap + EconCurrents (Michigan Consumer Sentiment)"}, "content": ... | [{"sector_id": "45/58/59", "sector_name": {"zh": "综合电商与直销", "en": "E-Commerce and Direct Sales"}, "affected_markets": ["hk"], "direction": "Negative", "reason": "消费者信心下滑压制电商消费预期，港股板块-4.14%"}, {"sector_id": "29/39/42", "sector_name": {"zh": "广告营销", "en": "Advertising and Marketing"}, "affected_markets": ["us"], "directi... | nan |
2025-02-25 09:30:00+00:00 | {"headline": {"zh": "国产半导体 EDA 替代预期升温，板块大涨 8.08%", "en": "China EDA substitution theme surges, semi software sector +8.08%"}, "category": "industry_supply", "source": {"zh": "无直接单一新闻归因；市场预期美国出口管制加速国产EDA/IP替代", "en": "No single news attribution; market expectation of US export curbs accelerating domestic EDA/IP substitu... | [{"sector_id": "1/2/5", "sector_name": {"zh": "半导体软件", "en": "Semiconductor Software"}, "affected_markets": ["cn"], "direction": "Positive", "reason": "国产EDA/IP替代预期驱动主题炒作，板块+8.08%领涨A股"}] | nan |
2025-03-25T09:30:00+08:00 | {"headline": {"zh": "恒生指数跌2.35%，科技与医疗板块领跌港股", "en": "Hang Seng drops 2.35%, tech and healthcare lead HK selloff"}, "category": "market_structure", "source": {"zh": "市场行情数据：板块异动覆盖半导体材料-7.74%、医疗信息化-7.29%、生物制品-6.95%", "en": "Market data: sector moves include semiconductor materials -7.74%, healthcare IT -7.29%, biologics ... | [{"sector_id": "1/2/3", "sector_name": {"zh": "半导体材料", "en": "Semiconductor Materials"}, "affected_markets": ["hk"], "direction": "Negative", "reason": "板块-7.74%领跌港股，英诺赛科-6.4%、天岳先进-8.72%"}, {"sector_id": "72/86/87", "sector_name": {"zh": "医疗信息化", "en": "Healthcare IT"}, "affected_markets": ["hk"], "direction": "Negativ... | nan |
2025-03-25T09:30:00+08:00 | {"headline": {"zh": "A股算力租赁与半导体板块大跌，科技供应链承压", "en": "A-share compute rental and semiconductor sectors plunge, supply chain under pressure"}, "category": "industry_supply", "source": {"zh": "A股板块行情数据：算力租赁-6.42%、半导体软件-4.67%、数据中心-4.2%", "en": "A-share sector data: compute rental -6.42%, semiconductor software -4.67%, data... | [{"sector_id": "1/18/22", "sector_name": {"zh": "算力租赁", "en": "Compute Rental"}, "affected_markets": ["cn"], "direction": "Negative", "reason": "板块-6.42%领跌A股，协创数据-4.93%"}, {"sector_id": "1/2/5", "sector_name": {"zh": "半导体软件", "en": "Semiconductor Software"}, "affected_markets": ["cn"], "direction": "Negative", "reason"... | nan |
2025-03-25T09:30:00+08:00 | {"headline": {"zh": "电网与核电板块走强，能源基建政策预期升温", "en": "Grid and nuclear power sectors rally on energy infrastructure policy expectations"}, "category": "industry_regulation", "source": {"zh": "A股板块行情数据：电网+2.39%、核电运营+2.29%、煤炭开采+1.53%", "en": "A-share sector data: grid +2.39%, nuclear power +2.29%, coal mining +1.53%"}, "con... | [{"sector_id": "153/154/156", "sector_name": {"zh": "电网与配售电", "en": "Transmission and Distribution"}, "affected_markets": ["cn"], "direction": "Positive", "reason": "板块+2.39%，广西能源+3.39%、乐山电力+2.99%"}, {"sector_id": "153/157/159", "sector_name": {"zh": "核电运营", "en": "Nuclear Power Operations"}, "affected_markets": ["cn"]... | nan |
2025-03-25T09:30:00-04:00 | {"headline": {"zh": "美股AI大模型与整车板块走强，科技股表现分化于中港", "en": "US AI models and vehicle manufacturing rally, tech diverges from China/HK"}, "category": "market_structure", "source": {"zh": "美股板块行情数据：整车制造+2.59%、AI大模型+1.51%、短视频+1.7%", "en": "US sector data: vehicle manufacturing +2.59%, AI foundation models +1.51%, short video ... | [{"sector_id": "45/46/47", "sector_name": {"zh": "整车制造", "en": "Vehicle Manufacturing"}, "affected_markets": ["us"], "direction": "Positive", "reason": "板块+2.59%领涨美股，42只成分股普涨"}, {"sector_id": "1/23/28", "sector_name": {"zh": "AI大模型与智能体服务", "en": "AI Foundation Models and Agent Services"}, "affected_markets": ["us"], "d... | nan |
2026-02-06 14:30:00+00:00 | {"headline": {"zh": "四大科技巨头AI资本开支计划推动美股科技强劲反弹", "en": "Big Tech AI capex plans fuel sharp US tech rebound"}, "category": "corporate_earnings", "source": {"zh": "Amazon/Google/Meta财报电话会 + IndexBox/CNBC报道", "en": "Amazon/Google/Meta earnings calls + IndexBox/CNBC"}, "content": {"zh": "2026年2月6日，Amazon（约$2000亿）、Alphabet（$... | [{"sector_id": "1/18/22", "sector_name": {"zh": "算力租赁", "en": "Compute Rental"}, "affected_markets": ["us"], "direction": "Positive", "reason": "资本开支最直接受益方，板块+18.97%领涨美股"}, {"sector_id": "1/2/5", "sector_name": {"zh": "半导体软件", "en": "Semiconductor Software"}, "affected_markets": ["us", "cn"], "direction": "Divergent", ... | nan |
2026-02-06 16:00:00+00:00 | {"headline": {"zh": "比特币从$60,008反弹至$70,000，加密货币概念股飙升", "en": "Bitcoin bounces from $60K to $70K, crypto proxy stocks surge"}, "category": "market_structure", "source": {"zh": "MarketMinute/FinancialContent报道 + SEC-CFTC联合监管更新", "en": "MarketMinute/FinancialContent + SEC-CFTC joint regulatory update"}, "content": {"zh": ... | [{"sector_id": "89/105/108", "sector_name": {"zh": "数字资产挖矿与算力", "en": "Crypto Mining and Hash Power"}, "affected_markets": ["us", "hk"], "direction": "Divergent", "reason": "美股+15.89%（MSTR/BTC proxy），港股-3.06%（流动性外流）"}, {"sector_id": "89/105/107", "sector_name": {"zh": "数字资产交易与服务平台", "en": "Crypto Trading and Service Pl... | nan |
2026-02-06 09:30:00+00:00 | {"headline": {"zh": "港股能源与医疗板块大幅回调，生物质燃料跌7%", "en": "HK energy and healthcare sectors slide, biofuels down 7%"}, "category": "market_structure", "source": {"zh": "港交所盘后数据；无特定新闻事件关联", "en": "HKEX post-market data; no specific catalyst news identified"}, "content": {"zh": "2026年2月6日，港股多板块出现无特定新闻的普跌：生物质燃料-7.09%（当日最大跌幅）、核燃... | [{"sector_id": "138/149/150", "sector_name": {"zh": "生物质燃料", "en": "Biofuels"}, "affected_markets": ["hk"], "direction": "Negative", "reason": "无明确催化剂，板块-7.09%为港股当日跌幅最大"}, {"sector_id": "138/139/145", "sector_name": {"zh": "核燃料采掘与加工", "en": "Nuclear Fuel Mining and Processing"}, "affected_markets": ["hk"], "direction":... | nan |
2026-03-06 14:30:00+00:00 | {"headline": {"zh": "美军打击伊朗推升油价，WTI 突破 90 美元", "en": "U.S. strikes Iran, WTI crude breaks above $90"}, "category": "geo_military", "source": {"zh": "CNBC 市场综述 + USA Today + Journal of Supply Chain 分析", "en": "CNBC market recap + USA Today + Journal of Supply Chain analysis"}, "content": {"zh": "2026年3月6日，美国与伊朗军事冲突升级，特朗... | [{"sector_id": "US.L3.crypto-mining-and-hash-power", "sector_name": {"zh": "数字资产挖矿与算力", "en": "Crypto Mining and Hash Power"}, "affected_markets": ["us"], "direction": "Negative", "reason": "风险抛售+比特币跌破7.3万美元，板块-8.44%领跌美股"}, {"sector_id": "US.L3.semiconductor-materials", "sector_name": {"zh": "半导体材料", "en": "Semiconduct... | nan |
2026-03-06 08:30:00+00:00 | {"headline": {"zh": "美国2月非农意外减少9.2万，失业率升至4.4%", "en": "U.S. Feb nonfarm payrolls unexpectedly shed 92K, jobless rate rises to 4.4%"}, "category": "macro_data", "source": {"zh": "BLS 就业形势报告 + CNBC", "en": "BLS Employment Situation Report + CNBC"}, "content": {"zh": "2026年3月6日，美国劳工统计局公布2月非农就业人数意外减少9.2万人（预期+5万），失业率从4.3%升至... | [] | nan |
2026-03-06 04:00:00+00:00 | {"headline": {"zh": "港股科技生物板块走强，恒生科技指数涨3.15%", "en": "Hong Kong tech and biotech rally, Hang Seng Tech Index up 3.15%"}, "category": "market_structure", "source": {"zh": "Business Today 港股市场综述", "en": "Business Today Hong Kong market recap"}, "content": {"zh": "2026年3月6日，港股在科技、互联网和生物科技板块带动下全面走强。恒生指数涨1.72%至25757.29点，恒生科... | [{"sector_id": "HK.L3.biologics", "sector_name": {"zh": "生物制品", "en": "Biologics"}, "affected_markets": ["hk"], "direction": "Positive", "reason": "资金轮动至估值合理板块，+5.70%领涨港股"}, {"sector_id": "HK.L3.education-services", "sector_name": {"zh": "教育服务", "en": "Education Services"}, "affected_markets": ["hk"], "direction": "Pos... | nan |
2026-03-06 07:00:00+00:00 | {"headline": {"zh": "A股消费地产板块走强，养殖汽车地产领涨", "en": "China A-share consumer and property sectors rally, livestock/auto/real estate lead"}, "category": "market_structure", "source": {"zh": "市场综合行情，无明显单一新闻催化剂", "en": "Market aggregate data, no single identifiable news catalyst"}, "content": {"zh": "2026年3月6日，A股养殖畜牧（+4.0%）、汽... | [{"sector_id": "SH.L3.iot-connectivity", "sector_name": {"zh": "物联网连接", "en": "IoT Connectivity"}, "affected_markets": ["cn"], "direction": "Positive", "reason": "科技主题轮动带动，板块+4.05%领涨A股"}, {"sector_id": "SH.L3.livestock-and-aquaculture", "sector_name": {"zh": "畜牧养殖", "en": "Livestock and Aquaculture"}, "affected_markets... | nan |
2025-01-16 14:00:00+00:00 | {"headline": {"zh": "台积电 Q4 净利润同比增 57% 超预期，AI 芯片需求强劲", "en": "TSMC Q4 net profit +57% YoY beats on AI chip demand"}, "category": "corporate_earnings", "source": {"zh": "台积电官方财报 + CNBC 报道", "en": "TSMC official earnings release + CNBC coverage"}, "content": {"zh": "台积电 1 月 16 日盘后公布 2024Q4 财报：营收 NT$8684.6 亿（+38.8% YoY），净... | [{"sector_id": "1/2/7", "sector_name": {"zh": "集成电路制造", "en": "Wafer Fabrication"}, "affected_markets": ["cn", "hk"], "direction": "Positive", "reason": "台积电业绩直接利好晶圆制造，A 股+4.03%，港股+7.73% 领涨各市场"}, {"sector_id": "1/2/6", "sector_name": {"zh": "芯片设计", "en": "Chip Design"}, "affected_markets": ["cn", "us"], "direction": "P... | nan |
2025-01-17 15:00:00+00:00 | {"headline": {"zh": "XRP 单日暴涨 41% 创 2017 年新高，数字资产板块飙升", "en": "XRP surges 41% to 2017 high, crypto sector rallies"}, "category": "market_structure", "source": {"zh": "Cryptodamus 市场分析", "en": "Cryptodamus market analysis"}, "content": {"zh": "1 月 17 日 XRP 暴涨 41% 触及 2017 年以来新高，带动整体加密市场走强。ETH 涨约 3%，Solana 和 BNB 录得显著涨幅。加密... | [{"sector_id": "89/105/108", "sector_name": {"zh": "数字资产挖矿与算力", "en": "Crypto Mining and Hash Power"}, "affected_markets": ["us"], "direction": "Positive", "reason": "XRP 暴涨带动加密市场情绪，挖矿板块+3.78% 领涨美股"}, {"sector_id": "89/105/107", "sector_name": {"zh": "数字资产交易与服务平台", "en": "Digital Asset Trading Platforms"}, "affected_ma... | nan |
2025-01-17 00:00:00+00:00 | {"headline": {"zh": "核电 AI 数据中心主题延续，核燃料板块涨 3.72%", "en": "Nuclear AI data center theme extends, nuclear fuel +3.72%"}, "category": "industry_tech", "source": {"zh": "无特定 1/17 新闻；主题延续此前科技巨头核电合作公告", "en": "No specific Jan 17 catalyst; ongoing theme from prior tech-nuclear deals"}, "content": {"zh": "科技巨头（微软、谷歌、亚马逊）此前宣布的核... | [{"sector_id": "138/139/145", "sector_name": {"zh": "核燃料采掘与加工", "en": "Nuclear Fuel Mining and Processing"}, "affected_markets": ["us"], "direction": "Positive", "reason": "AI 数据中心核电需求叙事延续，美股+3.72%"}] | nan |
2025-01-17 00:00:00+00:00 | {"headline": {"zh": "Apple Vision Pro 需求忧虑持续，港股 XR 板块重挫 5.91%", "en": "Apple Vision Pro demand fears persist, HK XR sector -5.91%"}, "category": "market_structure", "source": {"zh": "市场持续关注 Apple Vision Pro 销量不及预期", "en": "Ongoing market concerns over Apple Vision Pro weak sales"}, "content": {"zh": "港股 XR/可穿戴设备板块 1 月 ... | [{"sector_id": "1/13/16", "sector_name": {"zh": "XR/可穿戴设备", "en": "XR and Wearables"}, "affected_markets": ["hk"], "direction": "Negative", "reason": "Vision Pro 需求忧虑持续，港股-5.91% 为当日全市场最大跌幅板块"}] | nan |
2025-01-17 00:00:00+00:00 | {"headline": {"zh": "中国消费信心持续疲弱，食品零售与广告板块领跌", "en": "China consumer sentiment weakens, food retail and ad sectors fall"}, "category": "market_structure", "source": {"zh": "无明显单日催化剂；反映消费复苏不及预期的持续压力", "en": "No single-day catalyst; reflects persistent weak consumer recovery"}, "content": {"zh": "A 股消费板块延续弱势，食品与生鲜零售-2.79%... | [{"sector_id": "61/69/70", "sector_name": {"zh": "食品与生鲜零售", "en": "Food and Grocery Retail"}, "affected_markets": ["cn"], "direction": "Negative", "reason": "消费复苏预期低迷，板块-2.79% 居 A 股跌幅首位"}, {"sector_id": "29/39/42", "sector_name": {"zh": "广告营销", "en": "Advertising and Marketing"}, "affected_markets": ["cn"], "direction"... | nan |
2025-01-17 00:00:00+00:00 | {"headline": {"zh": "FDA 政策不确定性压制美股生物制药板块", "en": "FDA policy uncertainty weighs on US biotech and pharma"}, "category": "industry_regulation", "source": {"zh": "市场对新一届 Trump 政府 FDA 政策走向的担忧", "en": "Market concerns over FDA policy direction under incoming Trump administration"}, "content": {"zh": "美股生物制品-1.80%（38 只成分股平... | [{"sector_id": "72/73/75", "sector_name": {"zh": "生物制品", "en": "Biologics"}, "affected_markets": ["us"], "direction": "Negative", "reason": "FDA 政策不确定性打压估值，美股-1.80%"}, {"sector_id": "72/73/74", "sector_name": {"zh": "化学制药", "en": "Chemical Pharmaceuticals"}, "affected_markets": ["us"], "direction": "Negative", "reason"... | nan |
2025-01-17 00:00:00+00:00 | {"headline": {"zh": "港股生物制品逆势涨 3%，科技溢出差分化", "en": "HK Biologics +3.02% diverges on tech spillover from TSMC"}, "category": "market_structure", "source": {"zh": "TSMC 财报带动的科技乐观情绪溢出至港股生物板块", "en": "TSMC earnings-driven tech optimism spillover to HK biotech"}, "content": {"zh": "港股生物制品板块当日上涨 3.02%，与美股生物制品-1.80% 形成明显分化。港股生... | [{"sector_id": "72/73/75", "sector_name": {"zh": "生物制品", "en": "Biologics"}, "affected_markets": ["hk"], "direction": "Positive", "reason": "科技乐观情绪溢出至港股 CXO 和创新药，+3.02% 与美股-1.80% 背离"}] | nan |
2025-01-17 00:00:00+00:00 | {"headline": {"zh": "A 股农业化学品涨 2.13%，春耕备肥预期推动板块", "en": "China agricultural chemicals +2.13% on spring farming expectations"}, "category": "market_structure", "source": {"zh": "无明显单日催化剂；可能是春耕备货季前预期及资金轮动", "en": "No specific Jan 17 catalyst; likely spring farming season expectations and sector rotation"}, "content": {"z... | [{"sector_id": "123/128/130", "sector_name": {"zh": "农业化学品", "en": "Agricultural Chemicals"}, "affected_markets": ["cn"], "direction": "Positive", "reason": "春耕预期及资金轮动，A 股+2.13% 进入涨幅前三"}] | nan |
2026-05-27T09:30:00+08:00 | {"headline": {"zh": "A股科技板块遭156亿抛售，半导体设备领跌", "en": "A-share tech rout: semiconductors see 15.6B sell-off"}, "category": "market_structure", "source": {"zh": "每日经济新闻 + 金融界 + 东方财富网", "en": "National Business Daily + JRJ.com + East Money"}, "content": {"zh": "5月27日A股全市场近4500只个股下跌，主力资金全天净流出约913亿元。半导体板块遭156.72亿元主力资金净流出居首，元件... | [{"sector_id": "1/18/22", "sector_name": {"zh": "算力租赁", "en": "Compute Rental"}, "affected_markets": ["cn", "hk"], "direction": "Negative", "reason": "A股-4.79%，港股-2.79%；前期热门概念退潮资金集中离场"}, {"sector_id": "1/18/20", "sector_name": {"zh": "数据中心与IDC", "en": "Data Centers and Colocation"}, "affected_markets": ["cn"], "directi... | nan |
2026-05-27T10:00:00+08:00 | {"headline": {"zh": "外围局势缓和致贵金属板块暴跌超6%", "en": "Precious metals crash 6%+ as geopolitics ease"}, "category": "geo_military", "source": {"zh": "东方财富网盘面复盘 + 大宗商品交易数据", "en": "East Money market review + commodity trading data"}, "content": {"zh": "5月27日贵金属板块大幅下挫超6%，领跌A股全市场。此前紧张的地缘局势出现缓和信号，叠加大宗商品价格整体回落，黄金白银等避险溢价快速消退，板块资金大幅... | [{"sector_id": "123/124/125", "sector_name": {"zh": "贵金属", "en": "Precious Metals"}, "affected_markets": ["cn", "hk"], "direction": "Negative", "reason": "A股-4.52%（盘中跌超6%），港股-2.99%；避险溢价消退"}] | nan |
2026-05-27T10:30:00+08:00 | {"headline": {"zh": "白酒板块逆势大涨，机构低配回补助推", "en": "Baijiu stocks rally as institutions rotate back"}, "category": "institutional_view", "source": {"zh": "国金证券研报 + 每日经济新闻 + 金融界", "en": "Sinolink Securities research + NBD + JRJ.com"}, "content": {"zh": "5月27日白酒板块大涨3.37%，主力资金净流入17.84亿元。水井坊涨停，金徽酒、舍得酒业跟涨。催化来自国金证券研报指出白酒核心单品价盘年初... | [{"sector_id": "61/62/63", "sector_name": {"zh": "酒精饮料", "en": "Alcoholic Beverages"}, "affected_markets": ["cn"], "direction": "Positive", "reason": "板块+1.99%（白酒+3.37%），主力资金净流入17.8亿"}] | nan |
2026-05-27T09:30:00+08:00 | {"headline": {"zh": "算电协同叠加高温预期，电力板块逆势领涨", "en": "Power sector rises on AI synergy and summer heat"}, "category": "industry_tech", "source": {"zh": "每日经济新闻 + 光大证券 + 中信建投研报", "en": "National Business Daily + Everbright Securities + CITIC Securities"}, "content": {"zh": "5月27日电力板块主力资金净流入24.62亿元居所有板块首位，板块上涨0.95%。双重驱动：夏季极端... | [{"sector_id": "153/154/155", "sector_name": {"zh": "传统发电运营", "en": "Conventional Power Generation"}, "affected_markets": ["cn"], "direction": "Positive", "reason": "板块+1.76%，主力净流入24.6亿；算电协同+迎峰度夏双驱动"}, {"sector_id": "153/154/156", "sector_name": {"zh": "电网与配售电", "en": "Transmission and Distribution"}, "affected_markets... | nan |
2026-05-26T20:00:00-04:00 | {"headline": {"zh": "SpaceX递交IPO申请，卫星互联网板块大涨", "en": "SpaceX IPO filing fuels satellite stock rally"}, "category": "corporate_earnings", "source": {"zh": "Reuters / Bloomberg：SpaceX提交IPO注册文件", "en": "Reuters/Bloomberg: SpaceX IPO registration statement"}, "content": {"zh": "SpaceX上周提交IPO注册文件，投资者押注其巨额上市将推动华尔街重新评估太空经济估值。... | [{"sector_id": "29/30/33", "sector_name": {"zh": "卫星互联网", "en": "Satellite Internet"}, "affected_markets": ["us"], "direction": "Positive", "reason": "板块+3.06%；SpaceX上市预期催化太空经济重估"}] | nan |
2026-05-27T09:30:00+08:00 | {"headline": {"zh": "玖龙纸业十大基地同步涨价，纸业板块大涨超10%", "en": "Nine Dragons Paper hikes prices, paper sector +10%"}, "category": "industry_price", "source": {"zh": "证券之星/金吾财讯：玖龙纸业涨价公告", "en": "StockStar/Jinwu Finance: Nine Dragons Paper price notice"}, "content": {"zh": "玖龙纸业(02689.HK)涨10.68%报7.15港元。十大生产基地于5月20日同步发出涨价通知，瓦楞纸、牛卡纸... | [{"sector_id": "123/135/136", "sector_name": {"zh": "纸浆与造纸", "en": "Pulp and Paper"}, "affected_markets": ["hk"], "direction": "Positive", "reason": "板块+6.71%；玖龙纸业涨10.68%，十大基地涨价50元/吨修复信号"}, {"sector_id": "123/135/137", "sector_name": {"zh": "综合包装材料", "en": "Packaging Materials"}, "affected_markets": ["hk"], "direction"... | nan |
2026-05-27T09:30:00+08:00 | {"headline": {"zh": "国内硫酸涨价驱动港股环保板块大涨", "en": "Sulfuric acid price rally lifts HK environmental stocks"}, "category": "industry_price", "source": {"zh": "腾讯新闻：硫酸市场数据 + 鸿承环保科技公告", "en": "Tencent News: sulfuric acid data + HongCheng Environmental"}, "content": {"zh": "5月国内硫酸市场延续涨势，硫磺价格持续走高驱动环保科技股连续上涨。港股鸿承环保科技大涨超13%，带动环保与... | [{"sector_id": "109/120/122", "sector_name": {"zh": "环保与废弃物管理", "en": "Environmental and Waste Management"}, "affected_markets": ["hk"], "direction": "Positive", "reason": "板块+6.02%；鸿承环保科技涨超13%，硫酸涨价驱动"}] | nan |
2026-04-24 06:00:00+00:00 | {"headline": {"zh": "DeepSeek V4 开源模型发布，中国半导体板块大涨", "en": "DeepSeek V4 open-source launch boosts Chinese semiconductor stocks"}, "category": "industry_tech", "source": {"zh": "DeepSeek 官方发布 + Hugging Face 权重上线 + Morningstar / Fortune 报道", "en": "DeepSeek official release + Hugging Face weights + Morningstar / Fortune c... | [{"sector_id": "1/2/7", "sector_name": {"zh": "集成电路制造", "en": "Wafer Fabrication"}, "affected_markets": ["hk"], "direction": "Positive", "reason": "国产算力需求+代工景气，中芯国际+6~8%，板块+5.78%"}, {"sector_id": "1/2/7", "sector_name": {"zh": "集成电路制造", "en": "Wafer Fabrication"}, "affected_markets": ["us"], "direction": "Positive", "r... | nan |
2026-04-27 08:00:00+00:00 | {"headline": {"zh": "全球半导体设备出货创纪录，2025年达1351亿美元", "en": "Global semi equipment shipments hit record $135.1B in 2025"}, "category": "macro_data", "source": {"zh": "SEMI 官方数据 + 21世纪经济报道 / 东方财富", "en": "SEMI official data + 21st Century Business Herald / East Money"}, "content": {"zh": "2026年4月27日，SEMI 公布数据显示 2025 年全球半导体设... | [{"sector_id": "1/2/4", "sector_name": {"zh": "半导体设备", "en": "Semiconductor Equipment"}, "affected_markets": ["cn"], "direction": "Positive", "reason": "全球出货创纪录+国产替代加速，板块+6.59%"}, {"sector_id": "1/2/7", "sector_name": {"zh": "集成电路制造", "en": "Wafer Fabrication"}, "affected_markets": ["cn"], "direction": "Positive", "rea... | nan |
2026-04-27 06:00:00+00:00 | {"headline": {"zh": "苹果折叠屏手机预期升温，苹果概念股走强", "en": "Apple foldable iPhone expectations lift Apple concept stocks"}, "category": "industry_tech", "source": {"zh": "新浪财经 + 多方供应链消息", "en": "Sina Finance + multiple supply chain sources"}, "content": {"zh": "2026年4月27日，苹果概念股在港股走强，高伟电子涨超13%。苹果将于美东时间4月30日盘后公布Q2财报。多方消息称苹果首款折叠屏手机... | [{"sector_id": "1/13/16", "sector_name": {"zh": "XR/可穿戴设备", "en": "XR and Wearables"}, "affected_markets": ["cn"], "direction": "Positive", "reason": "折叠屏创新预期+供应链备货，板块+5.08%"}, {"sector_id": "1/9/12", "sector_name": {"zh": "声光电模组", "en": "Optoelectronic Modules"}, "affected_markets": ["hk"], "direction": "Positive", "r... | nan |
2026-04-27 16:00:00+00:00 | {"headline": {"zh": "美联储沃什警告通胀或升至3.5%，加息预期打压金属板块", "en": "Fed's Waller warns PCE may hit 3.5%, pressuring metals"}, "category": "macro_central_bank", "source": {"zh": "新浪财经转引沃什在奥本大学讲话 + Reuters", "en": "Sina Finance citing Waller's Auburn University speech + Reuters"}, "content": {"zh": "2026年4月27日，美联储理事沃什在奥本大学发表讲话，表示因... | [{"sector_id": "123/124/127", "sector_name": {"zh": "能源金属与特种矿产", "en": "Battery and Strategic Minerals"}, "affected_markets": ["hk"], "direction": "Negative", "reason": "加息预期压制金价，灵宝黄金-3%，板块-1.89%"}, {"sector_id": "89/105/106", "sector_name": {"zh": "交易支付处理商", "en": "Payment Processors"}, "affected_markets": ["hk"], "di... | nan |
2026-04-27 12:00:00+00:00 | {"headline": {"zh": "招银国际：AI瓶颈从芯片转向数据传输，光互连受益", "en": "CMB Intl: AI bottleneck shifting to data transmission, optical interconnect"}, "category": "institutional_view", "source": {"zh": "招银国际研究报告 + 天天基金网", "en": "CMB International Securities research report"}, "content": {"zh": "2026年4月27日，招银国际发布研报称AI行业瓶颈正从芯片供给转向数据传输、延迟... | [{"sector_id": "1/9/10", "sector_name": {"zh": "印制电路板", "en": "Printed Circuit Boards"}, "affected_markets": ["cn"], "direction": "Positive", "reason": "AI数据传输升级拉动PCB，板块+4.02%"}, {"sector_id": "1/9/11", "sector_name": {"zh": "被动元件", "en": "Passive Components"}, "affected_markets": ["hk"], "direction": "Positive", "reas... | nan |
2026-04-27 09:30:00+00:00 | {"headline": {"zh": "贝莱德首席策略师看好半导体硬件，市场情绪提振", "en": "BlackRock CIO bullish on semiconductors and hardware"}, "category": "institutional_view", "source": {"zh": "贝莱德全球首席投资策略师 + 金融界", "en": "BlackRock Global Chief Investment Strategist + JRJ.com"}, "content": {"zh": "2026年4月27日港股开盘前，贝莱德全球首席投资策略师公开表示在AI热潮中看好半导体和硬件股。该观点在港股... | [{"sector_id": "1/2/7", "sector_name": {"zh": "集成电路制造", "en": "Wafer Fabrication"}, "affected_markets": ["hk"], "direction": "Positive", "reason": "机构背书+三重催化，板块+5.78%"}, {"sector_id": "1/2/4", "sector_name": {"zh": "半导体设备", "en": "Semiconductor Equipment"}, "affected_markets": ["cn"], "direction": "Positive", "reason":... | nan |
2026-04-25 14:00:00+00:00 | {"headline": {"zh": "东方甄选四大人气主播离职，股价一度跌超8%", "en": "East Buy loses 4 key livestream anchors, shares drop 8%"}, "category": "corporate_earnings", "source": {"zh": "红星新闻 + 21财经 / 东方财富", "en": "Red Star News + 21st Century Business Herald / East Money"}, "content": {"zh": "2026年4月25日，东方甄选4名人气主播（明明、天权、中灿、林林）在社交平台宣布离职。俞敏洪表示... | [{"sector_id": "29/39/40", "sector_name": {"zh": "游戏/电竞", "en": "Games and Esports"}, "affected_markets": ["hk"], "direction": "Negative", "reason": "直播平台人才流失担忧蔓延，板块-2.62%"}] | nan |
2026-04-27 10:00:00+00:00 | {"headline": {"zh": "新特能源一季度扭亏为盈，股价涨超10%", "en": "Xinte Energy Q1 swings to profit, shares surge >10%"}, "category": "corporate_earnings", "source": {"zh": "新特能源公告 + 21财经", "en": "Xinte Energy filing + 21st Century Business Herald"}, "content": {"zh": "2026年4月24日晚，新特能源公告Q1营业收入38.99亿元（同比+21.8%），归母净利润2.28亿元，去年同期亏损2.6亿元，同... | [] | nan |
2026-04-27 00:00:00+00:00 | {"headline": {"zh": "港股科技股分化，AI应用股承压", "en": "HK tech stocks diverge, AI application stocks under pressure"}, "category": "market_structure", "source": {"zh": "腾讯新闻 / 金融界 港股午评", "en": "Tencent News / JRJ.com HK market midday review"}, "content": {"zh": "2026年4月27日港股大型科技股涨跌互现：百度+3%（AI搜索迭代）、网易+1%，而腾讯-3%、阿里-1%、B站-1%。AI大模型... | [{"sector_id": "29/39/40", "sector_name": {"zh": "游戏/电竞", "en": "Games and Esports"}, "affected_markets": ["hk"], "direction": "Negative", "reason": "腾讯-3%拖累游戏板块情绪，板块-2.62%"}, {"sector_id": "89/105/106", "sector_name": {"zh": "交易支付处理商", "en": "Payment Processors"}, "affected_markets": ["hk"], "direction": "Negative", "... | nan |
2026-04-27 00:00:00+00:00 | {"headline": {"zh": "A股消费股走弱，酒精饮料板块跌2.8%", "en": "China consumer stocks weaken, alcoholic beverages down 2.8%"}, "category": "market_structure", "source": {"zh": "基于板块轮动数据，无明显催化剂", "en": "Sector rotation data, no specific catalyst identified"}, "content": {"zh": "2026年4月27日A股酒精饮料板块下跌-2.81%，市值约597亿美元。未发现针对该板块的具体负面催化剂，可能... | [{"sector_id": "61/62/63", "sector_name": {"zh": "酒精饮料", "en": "Alcoholic Beverages"}, "affected_markets": ["cn"], "direction": "Negative", "reason": "无直接催化剂，消费板块资金轮出至半导体，板块-2.81%"}] | nan |
2025-12-02 14:30:00+00:00 | {"headline": {"zh": "英伟达20亿美元入股新思科技，美股半导体板块走强", "en": "NVIDIA invests $2B in Synopsys, US semiconductors rally"}, "category": "corporate_ma", "source": {"zh": "新浪财经综合报道：英伟达宣布斥资20亿美元入股新思科技", "en": "Sina Finance: NVIDIA announces $2B strategic investment in Synopsys"}, "content": {"zh": "2025年12月2日，英伟达（NVIDIA）宣布以20亿美元战略入... | [{"sector_id": "1/2/8", "sector_name": {"zh": "半导体封测", "en": "Semiconductor Packaging and Testing"}, "affected_markets": ["us"], "direction": "Positive", "reason": "英伟达入股新思提振半导体链，封测板块+3.70%领涨"}, {"sector_id": "1/2/4", "sector_name": {"zh": "半导体设备", "en": "Semiconductor Equipment"}, "affected_markets": ["us"], "directio... | nan |
2025-12-02 08:00:00+00:00 | {"headline": {"zh": "加密货币爆仓近10亿美元，比特币从12.6万回落", "en": "Crypto sees $1B in liquidations, Bitcoin retreats from peak"}, "category": "market_structure", "source": {"zh": "新浪财经综合：加密货币市场持续下跌，近10亿美元杠杆头寸被强制平仓", "en": "Sina Finance: Crypto market selloff triggers ~$1B in forced liquidations"}, "content": {"zh": "2025年12月2日，加密货... | [{"sector_id": "89/105/108", "sector_name": {"zh": "数字资产挖矿与算力", "en": "Crypto Mining and Hash Power"}, "affected_markets": ["us"], "direction": "Negative", "reason": "比特币回落+杠杆爆仓，挖矿板块-5.82%领跌美股"}, {"sector_id": "89/105/107", "sector_name": {"zh": "数字资产交易与服务平台", "en": "Digital Asset Trading Platforms"}, "affected_markets... | nan |
2025-12-02 12:00:00+00:00 | {"headline": {"zh": "美英达成药品零关税协议，亚太CRO板块承压", "en": "US-UK drug tariff deal pressures Asia CRO/CDMO stocks"}, "category": "geo_sanction", "source": {"zh": "新浪财经综合：美国和英国达成药品零关税协议", "en": "Sina Finance: US and UK reach zero-tariff agreement on pharmaceuticals"}, "content": {"zh": "2025年12月2日，美国和英国达成药品零关税协议，推动美英制药供应链整合，对非美... | [{"sector_id": "72/82/84", "sector_name": {"zh": "研发与生产外包", "en": "CRO and CDMO"}, "affected_markets": ["cn", "hk"], "direction": "Negative", "reason": "美英零关税冲击非美英CRO竞争力，A股-2.45%，港股-2.58%"}, {"sector_id": "72/73/75", "sector_name": {"zh": "生物制品", "en": "Biologics"}, "affected_markets": ["hk", "cn"], "direction": "Negat... | nan |
2025-12-02 06:00:00+00:00 | {"headline": {"zh": "日本央行暗示收紧，亚洲科技板块普跌", "en": "BOJ hints at tightening, Asian tech sectors sell off"}, "category": "macro_central_bank", "source": {"zh": "新浪财经综合：日本央行暗示可能收紧货币政策", "en": "Sina Finance: Bank of Japan signals potential monetary policy tightening"}, "content": {"zh": "2025年12月2日，日本央行暗示可能收紧货币政策，引发全球科技资产特别是亚... | [{"sector_id": "1/18/21", "sector_name": {"zh": "网络与交换设备", "en": "Networking Equipment"}, "affected_markets": ["hk"], "direction": "Negative", "reason": "利率预期收紧压制高估值科技股，港股-4.56%领跌"}, {"sector_id": "1/13/16", "sector_name": {"zh": "XR/可穿戴设备", "en": "XR and Wearables"}, "affected_markets": ["hk"], "direction": "Negative"... | nan |
2025-12-02 09:30:00+00:00 | {"headline": {"zh": "“十五五”房地产高质量发展推动A股地产板块走强", "en": "China 15th Five-Year real estate plan lifts A-share property sector"}, "category": "industry_regulation", "source": {"zh": "腾讯新闻：多省发布“十五五”规划建议，强调房地产高质量发展", "en": "Tencent News: Multiple provinces release 15th Five-Year plan proposals emphasizing high-quality real es... | [{"sector_id": "165/169/171", "sector_name": {"zh": "房地产经纪与代理", "en": "Real Estate Brokerage and Agency"}, "affected_markets": ["cn"], "direction": "Positive", "reason": "十五五政策利好推动经纪板块+3.81%，华夏幸福等涨停"}] | nan |
2025-04-04 09:30:00-04:00 | {"headline": {"zh": "特朗普解放日关税生效引发美股历史性暴跌", "en": "Trump Liberation Day tariffs trigger historic US market crash"}, "category": "geo_sanction", "source": {"zh": "白宫关税行政令 + 中国商务部反制公告 + CNBC/NPR 实时报道", "en": "White House tariff executive order + China MOFCOM retaliation + CNBC/NPR live coverage"}, "content": {"zh": "2025年... | [{"sector_id": "1/18/19", "sector_name": {"zh": "服务器与存储", "en": "Servers and Storage"}, "affected_markets": ["us"], "direction": "Negative", "reason": "关税冲击科技硬件需求预期，板块-9.87%领跌科技板块"}, {"sector_id": "1/18/22", "sector_name": {"zh": "算力租赁", "en": "Compute Rental"}, "affected_markets": ["us"], "direction": "Negative", "rea... | nan |
2025-04-04 08:00:00-04:00 | {"headline": {"zh": "OPEC+意外增产叠加关税打击需求，油价暴跌7%", "en": "OPEC+ triples output hike, tariffs crush demand, oil falls 7%"}, "category": "industry_supply", "source": {"zh": "OPEC+公报 + 高盛研报（Brent/WTI预测下调5美元）", "en": "OPEC+ official statement + Goldman Sachs crude forecast cut ($5/bbl)"}, "content": {"zh": "OPEC+意外决定将计划增产规模近乎... | [{"sector_id": "138/146/147", "sector_name": {"zh": "油气钻探与设备", "en": "Oilfield Equipment"}, "affected_markets": ["us"], "direction": "Negative", "reason": "油价暴跌+资本开支收缩预期，板块-11.99%跌幅最重"}, {"sector_id": "138/146/148", "sector_name": {"zh": "油田服务与工程", "en": "Oilfield Services and Engineering"}, "affected_markets": ["us"],... | nan |
2025-04-04 09:30:00-04:00 | {"headline": {"zh": "股市暴跌引发保证金平仓，黄金遭抛售跌约3%", "en": "Margin-call liquidation forces gold selloff despite recession fears"}, "category": "market_structure", "source": {"zh": "路透/彭博贵金属报道 + MCX报价", "en": "Reuters/Bloomberg precious metals coverage + MCX pricing"}, "content": {"zh": "美股史诗级暴跌触发大面积保证金追缴，投资者被迫抛售黄金换取流动性。贵金属被排除在... | [{"sector_id": "123/124/125", "sector_name": {"zh": "贵金属", "en": "Precious Metals"}, "affected_markets": ["us"], "direction": "Negative", "reason": "保证金平仓+美元走强使避险失效，板块-9.94%"}] | nan |
2025-04-04 09:30:00-04:00 | {"headline": {"zh": "中药板块逆势暴涨30%，无新闻覆盖的微盘异动", "en": "TCM sector surges 30% amid crash, untracked micro-cap anomaly"}, "category": "market_structure", "source": {"zh": "板块行情数据（无公开新闻解释该异动）", "en": "Sector price data (no public news coverage for this move)"}, "content": {"zh": "US中药与民族药板块（72/73/77）在美股全面暴跌背景下逆势暴涨+30.09%。该板... | [{"sector_id": "72/73/77", "sector_name": {"zh": "中药与民族药", "en": "Traditional Chinese Medicine"}, "affected_markets": ["us"], "direction": "Positive", "reason": "无新闻解释的微盘异动，逆势+30.09%"}] | nan |
2026-06-14 18:00:00+00:00 | {"headline": {"zh": "美伊达成和平协议霍尔木兹海峡将重开，油价暴跌避险资产走强", "en": "US-Iran peace deal reopens Hormuz, oil crashes while safe havens rally"}, "category": "geo_election", "source": {"zh": "特朗普社交媒体官宣 + 伊朗最高国家安全委员会声明 + 新华社报道", "en": "Trump social media announcement + Iranian Supreme National Security Council statement + Xinhua rep... | [{"sector_id": "138/139/140", "sector_name": {"zh": "勘探与开采", "en": "Exploration and Production"}, "affected_markets": ["cn", "hk", "us"], "direction": "Negative", "reason": "地缘溢价消退WTI跌5.45%至80美元，CN勘探-4.45%、HK-2.70%、US-3.29%"}, {"sector_id": "138/139/143", "sector_name": {"zh": "综合性油气巨头", "en": "Integrated Oil and Gas"}... | nan |
2026-06-04 12:00:00+00:00 | {"headline": {"zh": "SpaceX启动750亿美元IPO路演，卫星互联网板块跨市场剧烈分化", "en": "SpaceX launches $75B IPO roadshow, satellite internet sector diverges across markets"}, "category": "corporate_ma", "source": {"zh": "SpaceX官方IPO公告 + SEC S-1/A文件 + 腾讯财经/搜狐报道", "en": "SpaceX official IPO prospectus + SEC S-1/A filing + Tencent Finance/Sohu... | [{"sector_id": "29/30/33", "sector_name": {"zh": "卫星互联网", "en": "Satellite Internet"}, "affected_markets": ["us", "cn", "hk"], "direction": "Divergent", "reason": "US上市标的吸筹效应显著：US+18.89%领涨全市场；CN/HK资金分流分别-2.34%/-7.92%"}, {"sector_id": "109/110/111", "sector_name": {"zh": "航空航天与国防", "en": "Aerospace and Defense"}, "affec... | nan |
2026-06-15 03:00:00+00:00 | {"headline": {"zh": "电子布年内五轮提价翻倍，AI算力需求引爆PCB全产业链暴涨", "en": "Electronic cloth up 100% on 5th price hike, AI demand ignites full PCB chain rally"}, "category": "industry_price", "source": {"zh": "腾讯新闻行业报道 + 木林森涨价公告 + IDC预测 + 深南电路募资说明书", "en": "Tencent News industry report + Mulinsen price hike notice + IDC forecast + She... | [{"sector_id": "1/9/10", "sector_name": {"zh": "印制电路板", "en": "Printed Circuit Boards"}, "affected_markets": ["cn", "hk"], "direction": "Positive", "reason": "五轮涨价+扩产潮共振：CN板块+8.20%(14股涨停)，HK+14.03%(建滔积层板+22.3%创历史新高)"}, {"sector_id": "1/2/3", "sector_name": {"zh": "半导体材料", "en": "Semiconductor Materials"}, "affected_mar... | nan |
2026-06-13 08:00:00+00:00 | {"headline": {"zh": "美国管制Anthropic最强模型后智谱开源GLM-5.2，国产大模型价值重估", "en": "After US bans Anthropic's top model, Zhipu open-sources GLM-5.2 to fill gap"}, "category": "industry_supply", "source": {"zh": "美国商务部出口管制函 + Anthropic官方声明 + 智谱GLM-5.2发布公告 + 财新网报道", "en": "US Commerce Department export control letter + Anthropic offic... | [{"sector_id": "1/23/28", "sector_name": {"zh": "AI大模型与智能体服务", "en": "AI Foundation Models and Agent Services"}, "affected_markets": ["hk"], "direction": "Positive", "reason": "智谱GLM-5.2开源填补Anthropic缺口：智谱+32.8%(盘中+48%)，板块+15.95%领涨港股"}] | nan |
2026-06-15 00:00:00+00:00 | {"headline": {"zh": "A股多指数样本调整及壁仞科技纳入恒生科技100生效", "en": "Multiple A-share index rebalancings and Biren inclusion in Hang Seng Tech 100 take effect"}, "category": "market_structure", "source": {"zh": "深交所/上交所指数调整公告 + 港交所科技100指数变更公告", "en": "SZSE/SSE index rebalancing notices + HKEX Tech 100 index change notice"}, "conten... | [] | nan |
2025-10-30 12:00:00+00:00 | {"headline": {"zh": "Meta 财报后暴跌 11%，AI 资本开支担忧拖累科技板块", "en": "Meta plunges 11% on AI capex fears, tech selloff"}, "category": "corporate_earnings", "source": {"zh": "CNBC / MARKETSnap / WSJ / AP News 综合报道", "en": "CNBC, MARKETSnap, WSJ, AP News"}, "content": {"zh": "2025年10月30日，Meta发布Q3财报，营收与利润均超预期，但市场聚焦AI基础设施支出指引大幅上升，股... | [{"sector_id": "29/35/36", "sector_name": {"zh": "社交网络", "en": "Social Networks"}, "affected_markets": ["us"], "direction": "Negative", "reason": "Meta -11%直接拖累，板块-10.95%领跌美股"}, {"sector_id": "1/18/22", "sector_name": {"zh": "算力租赁", "en": "Compute Rental"}, "affected_markets": ["us"], "direction": "Negative", "reason":... | nan |
2025-10-30 12:00:00+00:00 | {"headline": {"zh": "特朗普习近平会晤提振资源板块，港股核燃料涨 12%", "en": "Trump-Xi meeting lifts commodities, HK nuclear +12%"}, "category": "geo_election", "source": {"zh": "CNBC / WSJ 综合报道", "en": "CNBC, WSJ"}, "content": {"zh": "2025年10月30日，美国总统特朗普与中国国家主席习近平会晤结束。市场对中美经贸关系改善持乐观预期，大宗商品与资源板块集体走强。港股核燃料采掘+12.35%领涨，贵金属+4.86%，工业金属+4.52%；A股油... | [{"sector_id": "138/139/145", "sector_name": {"zh": "核燃料采掘与加工", "en": "Nuclear Fuel Mining and Processing"}, "affected_markets": ["hk"], "direction": "Positive", "reason": "贸易乐观推升资源预期，板块+12.35%"}, {"sector_id": "123/124/127", "sector_name": {"zh": "能源金属与特种矿产", "en": "Battery and Strategic Minerals"}, "affected_markets"... | nan |
2026-01-09 09:30:00+00:00 | {"headline": {"zh": "AI大模型主题持续发酵，中港板块涨超8%", "en": "AI large model theme rallies, CN/HK sectors surge 8%+"}, "category": "market_structure", "source": {"zh": "跨市场板块轮动数据（get_sector_movers），A股/港股AI板块共振上涨；当日Web Search不可用，无具体新闻源", "en": "Cross-market sector rotation data (get_sector_movers), CN/HK AI sector resonance; web s... | [{"sector_id": "1/23/28", "sector_name": {"zh": "AI大模型与智能体服务", "en": "AI Large Models and Agent Services"}, "affected_markets": ["cn", "hk"], "direction": "Positive", "reason": "AI主题资金涌入，A股+8.36%（14只成分股），港股+9.51%（18只成分股），领涨全市场"}, {"sector_id": "1/18/22", "sector_name": {"zh": "算力租赁", "en": "AI Compute Leasing"}, "affec... | nan |
2026-01-09 09:30:00+00:00 | {"headline": {"zh": "半导体产业链全面走强，美国设备股涨超6%", "en": "Semiconductor chain rallies broadly, US equipment up 6.5%"}, "category": "market_structure", "source": {"zh": "跨市场板块轮动数据（get_sector_movers），美股/A股半导体板块共振上涨", "en": "Cross-market sector rotation data (get_sector_movers), US/CN semiconductor sector resonance"}, "content":... | [{"sector_id": "1/2/4", "sector_name": {"zh": "半导体设备", "en": "Semiconductor Equipment"}, "affected_markets": ["us"], "direction": "Positive", "reason": "AI芯片资本开支预期推升设备需求，US+6.50%（30只成分股），AMAT+2.35%"}, {"sector_id": "1/2/5", "sector_name": {"zh": "半导体软件", "en": "Semiconductor Software"}, "affected_markets": ["cn"], "dir... | nan |
2026-01-09 09:30:00+00:00 | {"headline": {"zh": "AI基础设施需求推动服务器与算力板块上涨", "en": "AI infra demand boosts servers and compute leasing"}, "category": "market_structure", "source": {"zh": "跨市场板块轮动数据（get_sector_movers），美股服务器/A股算力租赁板块共振", "en": "Cross-market sector rotation data (get_sector_movers), US servers/CN compute leasing resonance"}, "content": {... | [{"sector_id": "1/18/19", "sector_name": {"zh": "服务器与存储", "en": "Servers and Storage"}, "affected_markets": ["us"], "direction": "Positive", "reason": "AI推理需求拉动服务器出货预期，US+4.68%（29只成分股，平均市值552亿美元）"}, {"sector_id": "1/18/22", "sector_name": {"zh": "算力租赁", "en": "AI Compute Leasing"}, "affected_markets": ["cn", "us"], "di... | nan |
2026-01-09 09:30:00+00:00 | {"headline": {"zh": "卫星互联网板块中美共振，A股涨超6%", "en": "Satellite internet rallies across CN and US, CN up 6.4%"}, "category": "market_structure", "source": {"zh": "跨市场板块轮动数据（get_sector_movers），A股/美股卫星互联网板块共振", "en": "Cross-market sector rotation data (get_sector_movers), CN/US satellite internet resonance"}, "content": {"zh"... | [{"sector_id": "29/30/33", "sector_name": {"zh": "卫星互联网", "en": "Satellite Internet"}, "affected_markets": ["cn", "us"], "direction": "Positive", "reason": "商业航天与低轨组网预期推动，CN+6.36%（7只成分股），US+4.18%（14只成分股）"}] | nan |
2026-01-09 09:30:00+00:00 | {"headline": {"zh": "保险经纪板块异动大涨7%，A股金融板块分化", "en": "Insurance brokerage surges 7.3% in CN, financials diverge"}, "category": "market_structure", "source": {"zh": "板块轮动数据（get_sector_movers），A股保险经纪板块+7.26% vs 财产险板块-1.27%", "en": "Sector rotation data (get_sector_movers), CN insurance brokerage +7.26% vs property insuranc... | [{"sector_id": "89/101/104", "sector_name": {"zh": "保险经纪与服务", "en": "Insurance Brokerage and Services"}, "affected_markets": ["cn"], "direction": "Positive", "reason": "个股驱动型异动，CN+7.26%（仅2只成分股）"}, {"sector_id": "89/101/103", "sector_name": {"zh": "财产与意外保险", "en": "Property and Casualty Insurance"}, "affected_markets": ... | nan |
2025-02-18T13:39:00+08:00 | {"headline": {"zh": "DeepSeek概念退潮，A股算力租赁板块跌5.54%", "en": "DeepSeek hype fades, A-share compute rental sector plunges 5.54%"}, "category": "industry_tech", "source": {"zh": "腾讯新闻/每日经济新闻 + 东方财富网/财富号 + 搜狐", "en": "QQ News/National Business Daily + East Money/Caifuhao + Sohu"}, "content": {"zh": "2025年2月18日午后，A股算力租赁板块加速下行，... | [{"sector_id": "1/18/22", "sector_name": {"zh": "算力租赁", "en": "Compute Rental"}, "affected_markets": ["cn"], "direction": "Negative", "reason": "DeepSeek退潮直接冲击，板块-5.54%，龙头光环新网跌超10%"}, {"sector_id": "1/23/28", "sector_name": {"zh": "AI大模型与智能体服务", "en": "AI Foundation Models and Agent Services"}, "affected_markets": ["cn... | nan |
2025-02-18T18:10:00+08:00 | {"headline": {"zh": "A股资金轮动至银行板块，5000亿MLF到期引关注", "en": "A-share capital rotates to banks; 500B MLF maturity draws attention"}, "category": "market_structure", "source": {"zh": "东方财富网/财富号 — 《2025年2月18日市场资本市场下跌的原因及后续展望》", "en": "East Money/Caifuhao — 'Reasons and Outlook for the Feb 18 Capital Market Decline'"}, "content... | [{"sector_id": "89/90/91", "sector_name": {"zh": "综合性商业银行", "en": "Commercial Banks"}, "affected_markets": ["cn"], "direction": "Positive", "reason": "资金从高位科技轮动至低估值银行，板块+1.22%，避险属性凸显"}, {"sector_id": "89/93/95", "sector_name": {"zh": "金融租赁与商业保理", "en": "Leasing and Factoring"}, "affected_markets": ["cn"], "direction": ... | nan |
2025-02-18T16:00:00+08:00 | {"headline": {"zh": "港股科技板块集体走强，恒指涨1.59%", "en": "HK tech sector surges; HSI +1.59% driven by short video, semis"}, "category": "market_structure", "source": {"zh": "港股当日收盘数据 + 行业板块涨幅排名", "en": "HK market close data + sector ranking"}, "content": {"zh": "2025年2月18日港股科技板块全面上涨，与A股科技板块形成鲜明分化。短视频/直播板块以+6.99%领涨，半导体材料(+6.47%... | [{"sector_id": "29/35/37", "sector_name": {"zh": "短视频/直播", "en": "Short Video and Live Streaming"}, "affected_markets": ["hk"], "direction": "Positive", "reason": "板块+6.99%领涨港股，7只成分股全面走强"}, {"sector_id": "1/2/3", "sector_name": {"zh": "半导体材料", "en": "Semiconductor Materials"}, "affected_markets": ["hk"], "direction": "... | nan |
2025-02-18T16:00:00-05:00 | {"headline": {"zh": "美服务器存储板块涨7.13%，AI基建需求驱动", "en": "US servers & storage +7.13% on AI infrastructure demand"}, "category": "industry_tech", "source": {"zh": "美股当日收盘数据 + 板块涨幅排名", "en": "US market close data + sector ranking"}, "content": {"zh": "2025年2月18日美股服务器与存储板块大涨7.13%，继DeepSeek之后市场重新聚焦AI基础设施投资逻辑。集成电路制造（晶圆代工）+3.98... | [{"sector_id": "1/18/19", "sector_name": {"zh": "服务器与存储", "en": "Servers and Storage"}, "affected_markets": ["us"], "direction": "Positive", "reason": "AI基建需求驱动，板块+7.13%，29只成分股大幅上涨"}, {"sector_id": "1/2/7", "sector_name": {"zh": "集成电路制造", "en": "Wafer Fabrication"}, "affected_markets": ["us"], "direction": "Positive", ... | nan |
2025-02-18T16:00:00-05:00 | {"headline": {"zh": "美股数字资产板块跌3.25%，加密市场情绪转弱", "en": "US digital asset sector -3.25% as crypto sentiment weakens"}, "category": "market_structure", "source": {"zh": "美股当日收盘数据 + 板块跌幅排名", "en": "US market close data + sector ranking"}, "content": {"zh": "2025年2月18日美股数字资产交易与服务平台板块下跌3.25%，数字资产挖矿与算力板块下跌2.45%。在A股DeepSeek概念退潮... | [{"sector_id": "89/105/107", "sector_name": {"zh": "数字资产交易与服务平台", "en": "Digital Asset Trading Platforms"}, "affected_markets": ["us"], "direction": "Negative", "reason": "风险偏好回落，板块-3.25%，58只成分股承压"}, {"sector_id": "89/105/108", "sector_name": {"zh": "数字资产挖矿与算力", "en": "Crypto Mining and Hash Power"}, "affected_markets"... | nan |
2025-09-03T10:00:00+08:00 | {"headline": {"zh": "新版基药目录纳入创新药，港股生物科技板块大涨", "en": "China revises essential drug list to include innovative drugs, HK biotech surges"}, "category": "industry_regulation", "source": {"zh": "国家卫健委新版基本药物目录公告 + 派格生物(02565)公告 + 科伦博泰(06990.HK)配售公告", "en": "National Health Commission essential drug list revision + PegBio (02... | [{"sector_id": "72/73/76", "sector_name": {"zh": "创新药与前沿生物", "en": "Innovative Biotech"}, "affected_markets": ["hk", "cn"], "direction": "Positive", "reason": "基药目录直接利好创新药准入，港股+3.06%，A股+2.45%，派格生物+21%"}, {"sector_id": "72/73/74", "sector_name": {"zh": "化学制药", "en": "Chemical Pharmaceuticals"}, "affected_markets": ["hk"... | nan |
2025-09-03T14:00:00+08:00 | {"headline": {"zh": "苹果与博通达成300亿美元芯片生产协议", "en": "Apple, Broadcom ink $30B chip production deal for 15B chips"}, "category": "industry_supply", "source": {"zh": "苹果CEO库克官方声明 + 博通公司公告", "en": "Apple CEO Tim Cook official statement + Broadcom corporate filing"}, "content": {"zh": "2025年9月3日，苹果CEO库克宣布与博通达成价值300亿美元的芯片生产协议，... | [{"sector_id": "1/13/14", "sector_name": {"zh": "智能手机", "en": "Smartphones"}, "affected_markets": ["us"], "direction": "Positive", "reason": "苹果供应链协议直指手机芯片，板块+3.81%"}, {"sector_id": "1/13/15", "sector_name": {"zh": "PC/平板", "en": "PCs and Tablets"}, "affected_markets": ["us"], "direction": "Positive", "reason": "协议覆盖PC... | nan |
2025-09-03T06:00:00+08:00 | {"headline": {"zh": "美光CEO宣布2500亿美元AI存储芯片扩产投资", "en": "Micron CEO unveils $250B AI memory chip expansion plan"}, "category": "corporate_earnings", "source": {"zh": "美光科技CEO声明 + 公司投资者关系公告", "en": "Micron Technology CEO statement + company investor relations announcement"}, "content": {"zh": "2025年9月3日，美光科技CEO宣布2500亿美元AI... | [{"sector_id": "1/23/28", "sector_name": {"zh": "AI大模型与智能体服务", "en": "AI Foundation Models and Agent Services"}, "affected_markets": ["us"], "direction": "Positive", "reason": "美光AI存储投资直接提振AI基础设施信心，板块+7.75%"}, {"sector_id": "1/23/27", "sector_name": {"zh": "云计算IaaS/PaaS", "en": "Cloud IaaS/PaaS"}, "affected_markets": [... | nan |
2025-09-03T04:00:00+08:00 | {"headline": {"zh": "Meta宣布进军云计算，CoreWeave股价承压", "en": "Meta unveils cloud business, CoreWeave sinks on competition fears"}, "category": "industry_tech", "source": {"zh": "Meta官方公告 + CoreWeave市场反应报道", "en": "Meta official announcement + CoreWeave market reaction coverage"}, "content": {"zh": "2025年9月3日，Meta宣布进军云计算业务，加剧... | [{"sector_id": "1/23/27", "sector_name": {"zh": "云计算IaaS/PaaS", "en": "Cloud IaaS/PaaS"}, "affected_markets": ["us"], "direction": "Divergent", "reason": "板块+4.62%受益AI叙事但CoreWeave等个股承压，多空交织"}, {"sector_id": "1/23/28", "sector_name": {"zh": "AI大模型与智能体服务", "en": "AI Foundation Models and Agent Services"}, "affected_marke... | nan |
2025-09-03T15:00:00+08:00 | {"headline": {"zh": "Clarity Act投票前夕Cathie Wood增持加密资产股", "en": "Cathie Wood buys Coinbase, Circle ahead of Clarity Act vote"}, "category": "institutional_view", "source": {"zh": "Cathie Wood ARK Invest持仓披露 + 美国国会Clarity Act立法日程", "en": "Cathie Wood ARK Invest trade disclosure + US Congress Clarity Act legislative calen... | [{"sector_id": "89/105/108", "sector_name": {"zh": "数字资产挖矿与算力", "en": "Crypto Mining and Hash Power"}, "affected_markets": ["us"], "direction": "Positive", "reason": "监管法案预期+知名投资者增持，板块+6.23%"}] | nan |
2025-09-03T09:30:00+08:00 | {"headline": {"zh": "A股航空航天板块回调6%，地缘风险溢价回落", "en": "China aerospace sector drops 6% as geopolitical risk premium unwinds"}, "category": "market_structure", "source": {"zh": "A股/港股板块行情数据 + 航天电器(-5.34%)、迈信林(-4.82%)个股跌幅", "en": "A-share/HK sector trading data + Aerospace Electric (-5.34%), Maxinlin (-4.82%)"}, "content": ... | [{"sector_id": "109/110/111", "sector_name": {"zh": "航空航天与国防", "en": "Aerospace and Defense"}, "affected_markets": ["cn", "hk"], "direction": "Negative", "reason": "前期地缘溢价获利了结，A股-6.05%领跌，港股-3.48%跟随"}] | nan |
2025-09-03T09:30:00+08:00 | {"headline": {"zh": "卫星互联网板块中美共振下跌，商业化前景存疑", "en": "Satellite internet falls across US and China on profitability doubts"}, "category": "industry_tech", "source": {"zh": "A股/美股板块行情数据 + 低轨卫星行业竞争报道", "en": "A-share/US sector data + LEO satellite competition coverage"}, "content": {"zh": "2025年9月3日，卫星互联网板块中美市场同步走弱：A股跌5.54... | [{"sector_id": "29/30/33", "sector_name": {"zh": "卫星互联网", "en": "Satellite Internet"}, "affected_markets": ["cn", "us"], "direction": "Negative", "reason": "中美共振下跌（A股-5.54%，美股-3.44%），商业化疑虑"}] | nan |
2025-09-03T09:30:00+08:00 | {"headline": {"zh": "中国金融板块全线承压，监管收紧预期升温", "en": "China financials slide on tightening regulatory expectations"}, "category": "industry_regulation", "source": {"zh": "A股板块行情数据 + 市场关于金融监管政策传言", "en": "A-share sector data + market speculation on financial regulatory tightening"}, "content": {"zh": "2025年9月3日，A股金融子板块全面承压：... | [{"sector_id": "89/101/104", "sector_name": {"zh": "保险经纪与服务", "en": "Insurance Brokerage and Services"}, "affected_markets": ["cn"], "direction": "Negative", "reason": "监管收紧预期下领跌金融板块，-4.83%"}, {"sector_id": "89/97/100", "sector_name": {"zh": "金融交易所与数据服务", "en": "Exchanges and Financial Data Services"}, "affected_market... | nan |
2025-09-03T09:30:00+08:00 | {"headline": {"zh": "港股通信线缆板块暴涨10%，AI光通信需求爆发", "en": "HK communication cables surge 10% on AI optical demand"}, "category": "industry_tech", "source": {"zh": "港股板块行情数据 + AI数据中心光模块需求行业报道", "en": "HK sector data + AI data center optical module demand coverage"}, "content": {"zh": "2025年9月3日，港股通信线缆板块暴涨10.10%，为当日涨幅最大板块。AI数... | [{"sector_id": "29/30/32", "sector_name": {"zh": "通信线缆", "en": "Communication Cables"}, "affected_markets": ["hk", "cn"], "direction": "Positive", "reason": "AI光通信需求爆发，港股+10.10%为当日最大涨幅，A股+2.34%"}] | nan |
2025-09-03T09:30:00-04:00 | {"headline": {"zh": "美股油气板块走弱，国际油价承压", "en": "US oil & gas sector slides as crude weakens"}, "category": "industry_price", "source": {"zh": "美股板块数据 + 国际油价走势数据", "en": "US sector data + crude oil price data"}, "content": {"zh": "2025年9月3日，美股油气板块普遍走弱：勘探与开采跌3.23%，新型燃料开发跌4.07%。国际油价承压下行，全球需求前景不确定性增加，资金流出能源板块。", "en": "On Se... | [{"sector_id": "138/139/140", "sector_name": {"zh": "勘探与开采", "en": "Exploration and Production"}, "affected_markets": ["us"], "direction": "Negative", "reason": "国际油价承压，板块-3.23%"}, {"sector_id": "138/149/152", "sector_name": {"zh": "新型燃料开发", "en": "Novel Fuel Development"}, "affected_markets": ["us"], "direction": "Neg... | nan |
2025-09-03T09:30:00-04:00 | {"headline": {"zh": "多重AI利好共振，美股科技平台板块暴涨逾9%", "en": "Multiple AI catalysts drive US tech platforms surge 9%"}, "category": "industry_tech", "source": {"zh": "美股板块行情数据 + 美光/Meta/苹果当日AI公告", "en": "US sector data + Micron/Meta/Apple AI announcements"}, "content": {"zh": "2025年9月3日，在美光2500亿美元AI投资、Meta进军云计算、苹果300亿美元芯片协议等多重A... | [{"sector_id": "29/35/37", "sector_name": {"zh": "短视频/直播", "en": "Short Video and Live Streaming"}, "affected_markets": ["us"], "direction": "Positive", "reason": "AI平台叙事共振，板块+9.08%领涨美股"}, {"sector_id": "29/35/38", "sector_name": {"zh": "搜索引擎", "en": "Search Engines"}, "affected_markets": ["us"], "direction": "Positive... | nan |
2025-03-18 20:00:00+00:00 | {"headline": {"zh": "美股卖压重燃，标普500逼近技术性回调", "en": "U.S. sell-off resumes, S&P 500 nears correction"}, "category": "market_structure", "source": {"zh": "CNBC：\"Dow drops more than 250 points, S&P 500 closes 1% lower as sell-off resumes\"", "en": "CNBC: \"Dow drops more than 250 points, S&P 500 closes 1% lower as sell-off... | [{"sector_id": "29/39/42", "sector_name": {"zh": "广告营销", "en": "Advertising and Marketing"}, "affected_markets": ["us"], "direction": "Negative", "reason": "大盘集体抛售，板块-4.67%，134只成分股普跌"}, {"sector_id": "109/110/113", "sector_name": {"zh": "电气设备与新能源装备", "en": "Electrical Equipment and New Energy Machinery"}, "affected_mar... | nan |
2025-03-18 14:00:00+00:00 | {"headline": {"zh": "RBC下调目标价，特斯拉跌超5%拖累美股整车板块", "en": "RBC cuts Tesla target, stock falls 5%+ dragging U.S. autos"}, "category": "institutional_view", "source": {"zh": "RBC Capital Markets研究报告 + CNBC报道", "en": "RBC Capital Markets research report + CNBC coverage"}, "content": {"zh": "RBC Capital Markets下调特斯拉目标价，理由是电动汽车... | [{"sector_id": "45/46/47", "sector_name": {"zh": "整车制造", "en": "Vehicle Manufacturing"}, "affected_markets": ["us"], "direction": "Negative", "reason": "特斯拉-5%+拖累板块-3.76%，42只成分股集体走弱"}] | nan |
2025-03-18 08:00:00+00:00 | {"headline": {"zh": "港股科技AI板块大涨，恒指涨2.46%与美股分化", "en": "HK tech/AI surge; HSI +2.46% diverging from U.S. sell-off"}, "category": "market_structure", "source": {"zh": "EquityClock市场技术分析 + 恒生指数行情数据", "en": "EquityClock market technical analysis + HSI market data"}, "content": {"zh": "2025年3月18日港股表现与美股显著分化，恒生指数大涨2.46%报2474... | [{"sector_id": "29/35/38", "sector_name": {"zh": "搜索引擎", "en": "Search Engines"}, "affected_markets": ["hk"], "direction": "Positive", "reason": "百度等带动板块+12.30%领涨港股，2只成分股但市值2930亿"}, {"sector_id": "1/23/28", "sector_name": {"zh": "AI大模型与智能体服务", "en": "AI Foundation Models"}, "affected_markets": ["hk"], "direction": "Pos... | nan |
2025-03-18 08:00:00+00:00 | {"headline": {"zh": "CXO板块跨境共振，A股和港股医药外包集体大涨", "en": "CRO/CDMO rallies across CN and HK biotech outsourcing"}, "category": "industry_tech", "source": {"zh": "A股和港股板块行情数据，未找到具体新闻催化剂", "en": "A-share and HK sector market data; no specific news catalyst identified"}, "content": {"zh": "2025年3月18日，医药研发与生产外包（CRO/CDMO）板块在中港市... | [{"sector_id": "72/82/84", "sector_name": {"zh": "研发与生产外包", "en": "CRO and CDMO"}, "affected_markets": ["cn", "hk"], "direction": "Positive", "reason": "跨境共振：A股+4.43%（57只，全市场第1），港股+7.97%（26只）"}] | nan |
2025-03-18 08:00:00+00:00 | {"headline": {"zh": "金价走强推动A股贵金属板块上涨2.98%", "en": "Gold price strength lifts A-share precious metals 2.98%"}, "category": "industry_price", "source": {"zh": "A股板块行情数据；江铜+5.28%，赤峰黄金+4.75%", "en": "A-share sector data; Jiangxi Copper +5.28%, Chifeng Gold +4.75%"}, "content": {"zh": "2025年3月18日，国际金价上涨推动A股贵金属板块上涨2.98%，30只成... | [{"sector_id": "123/124/125", "sector_name": {"zh": "贵金属", "en": "Precious Metals"}, "affected_markets": ["cn"], "direction": "Positive", "reason": "金价上涨+避险配置，板块+2.98%，江铜+5.28%领涨"}] | nan |
2025-03-18 14:00:00+00:00 | {"headline": {"zh": "美国加密板块重挫，挖矿算力板块跌9.85%领跌美股", "en": "U.S. crypto sector plunges; mining -9.85% top U.S. loser"}, "category": "industry_price", "source": {"zh": "美股板块行情数据 + 加密货币市场行情", "en": "U.S. sector market data + crypto market pricing"}, "content": {"zh": "2025年3月18日，美国加密货币相关板块大幅下挫：数字资产挖矿与算力板块-9.85%（42只成分股，美股跌幅第一... | [{"sector_id": "89/105/108", "sector_name": {"zh": "数字资产挖矿与算力", "en": "Crypto Mining and Hash Power"}, "affected_markets": ["us", "hk"], "direction": "Divergent", "reason": "美股-9.85%（42只，全市场第1跌幅），港股+4.64%（分化）"}, {"sector_id": "89/105/107", "sector_name": {"zh": "数字资产交易与服务平台", "en": "Digital Asset Trading Platforms"}, "... | nan |
2025-03-18 08:00:00+00:00 | {"headline": {"zh": "AI基建主题推升A股PCB与网络设备板块", "en": "AI infrastructure theme lifts A-share PCB and networking"}, "category": "industry_tech", "source": {"zh": "A股板块行情数据，未找到具体新闻催化剂", "en": "A-share sector data; no specific news catalyst identified"}, "content": {"zh": "2025年3月18日，A股AI基础设施相关板块持续走强：印制电路板（PCB）板块+2.92%（58只成分股... | [{"sector_id": "1/9/10", "sector_name": {"zh": "印制电路板", "en": "Printed Circuit Boards"}, "affected_markets": ["cn"], "direction": "Positive", "reason": "AI服务器需求驱动，板块+2.92%，58只成分股普涨"}, {"sector_id": "1/18/21", "sector_name": {"zh": "网络与交换设备", "en": "Networking Equipment"}, "affected_markets": ["cn"], "direction": "Posit... | nan |
2025-10-29 14:30:00+00:00 | {"headline": {"zh": "台积电三季报净利润+52%带动AI产业链，科磊同日业绩超预期", "en": "TSMC Q3 net profit +52% drives AI chain, KLAC beats on Oct 29"}, "category": "corporate_earnings", "source": {"zh": "台积电三季报公告 + 科磊一季报公告 + Needham/花旗/汇丰等投行研报", "en": "TSMC Q3 filing + KLAC Q1 filing + Needham/Citi/HSBC analyst reports"}, "content": {"zh": "202... | [{"sector_id": "1/18/19", "sector_name": {"zh": "服务器与存储", "en": "Servers and Storage"}, "affected_markets": ["us", "cn"], "direction": "Positive", "reason": "AI算力需求+存储周期反转，美股+7.05%，A股+4.17%"}, {"sector_id": "1/2/8", "sector_name": {"zh": "半导体封装与测试", "en": "Semiconductor Packaging and Testing"}, "affected_markets": ["us... | nan |
2025-10-29 09:30:00+00:00 | {"headline": {"zh": "A股资源板块集体上行，贵金属能源金属涨超4%", "en": "China resource sectors rally, precious metals +4.4%, energy metals +4.2%"}, "category": "market_structure", "source": {"zh": "板块量价数据（当日未搜索到特定政策或事件新闻）", "en": "Sector price/volume data (no specific policy/event news found for this date)"}, "content": {"zh": "2025年10月2... | [{"sector_id": "138/149/151", "sector_name": {"zh": "氢能源制造与储运", "en": "Hydrogen Energy Manufacturing and Storage"}, "affected_markets": ["cn"], "direction": "Positive", "reason": "领涨A股+6.19%，可能受政策预期驱动"}, {"sector_id": "123/124/125", "sector_name": {"zh": "贵金属", "en": "Precious Metals"}, "affected_markets": ["cn"], "dir... | nan |
2025-10-29 14:30:00+00:00 | {"headline": {"zh": "美股科技虹吸致材料地产公用板块普跌3-7%", "en": "US tech rally drains defensives, materials/RE/utilities fall 3-7%"}, "category": "market_structure", "source": {"zh": "板块轮动量价数据——浆纸-6.64%、包装-5.07%、房地产经纪-4.32%", "en": "Sector rotation data — Pulp & Paper -6.64%, Packaging -5.07%, RE Brokerage -4.32%"}, "content": {"zh... | [{"sector_id": "123/135/136", "sector_name": {"zh": "浆纸", "en": "Pulp and Paper"}, "affected_markets": ["us"], "direction": "Negative", "reason": "资金流向科技，浆纸板块-6.64%领跌美股"}, {"sector_id": "123/135/137", "sector_name": {"zh": "包装材料", "en": "Packaging Materials"}, "affected_markets": ["us"], "direction": "Negative", "reaso... | nan |
2025-10-14 00:00:00+00:00 | {"headline": {"zh": "中国对美芯片发起反倾销调查，半导体板块全面重挫", "en": "China probes US chips, semiconductor sector crumbles"}, "category": "industry_regulation", "source": {"zh": "Investing.com: Semiconductor stocks fall after China launches US chip probes + 远川研究所", "en": "Investing.com + Yuan Trends: China launches US chip probes"}, "... | [{"sector_id": "1/2/5", "sector_name": {"zh": "半导体软件", "en": "Semiconductor Software"}, "affected_markets": ["cn"], "direction": "Negative", "reason": "A股半导体软件-7.71%，中国调查美芯片直接冲击"}, {"sector_id": "1/2/7", "sector_name": {"zh": "集成电路制造", "en": "Wafer Fabrication"}, "affected_markets": ["cn", "hk"], "direction": "Negative... | nan |
2025-10-14 00:00:00+00:00 | {"headline": {"zh": "中国支持未盈利高科技企业IPO，氢能板块大涨3.6%", "en": "China backs unprofitable high-tech IPOs, hydrogen +3.6%"}, "category": "industry_regulation", "source": {"zh": "第一财经 (Yicai Global): Hydrogen Energy Stocks Soar as China Reaffirms Backing for IPOs by Unprofitable High-Tech Firms", "en": "Yicai Global: China reaff... | [{"sector_id": "138/149/151", "sector_name": {"zh": "氢能源制造与储运", "en": "Hydrogen Production and Storage"}, "affected_markets": ["cn"], "direction": "Positive", "reason": "IPO政策利好氢能企业，板块+3.61%领涨A股主题板块"}] | nan |
2025-10-14 00:00:00+00:00 | {"headline": {"zh": "中美贸易战外溢，港股资源与科技板块集体暴跌", "en": "Trade war spillover sinks HK commodities and tech"}, "category": "geo_sanction", "source": {"zh": "综合市场行情：港股农业化学品-7.12%、能源金属-7.04%、贵金属-5.87%、基本金属-5.54%、AI模型-5.49%、短视频-5.35%", "en": "Market data composite: HK agri-chem -7.12%, battery minerals -7.04%, precious metals -... | [{"sector_id": "123/128/130", "sector_name": {"zh": "农业化学品", "en": "Agricultural Chemicals"}, "affected_markets": ["hk"], "direction": "Negative", "reason": "贸易战外溢，港股农业化学品-7.12%"}, {"sector_id": "123/124/127", "sector_name": {"zh": "能源金属与特种矿产", "en": "Battery and Strategic Minerals"}, "affected_markets": ["hk"], "direc... | nan |
2025-10-14 00:00:00+00:00 | {"headline": {"zh": "市场避险轮动，A股金融板块走强、美股防御板块获资金流入", "en": "Risk rotation lifts CN financials, US defensives draw inflows"}, "category": "market_structure", "source": {"zh": "综合市场行情：A股财产险+3.0%、人寿健康险+2.79%、区域银行+2.69%、商业银行+2.48%；美股加密挖矿+3.51%、食品零售+3.39%", "en": "Market data composite: CN P&C insurance +3.0%, banks +2.69%; U... | [{"sector_id": "89/101/103", "sector_name": {"zh": "财产与意外保险", "en": "Property and Casualty Insurance"}, "affected_markets": ["cn"], "direction": "Positive", "reason": "避险轮动+低估值逻辑，A股财产险+3.0%"}, {"sector_id": "89/101/102", "sector_name": {"zh": "人寿与健康保险", "en": "Life and Health Insurance"}, "affected_markets": ["cn"], "d... | nan |
2025-10-14 00:00:00+00:00 | {"headline": {"zh": "供应链再平衡预期下港股封测与PCB逆势走强", "en": "Supply chain rebalancing lifts HK packaging, PCB"}, "category": "industry_supply", "source": {"zh": "综合市场行情：港股半导体封测+2.87%、印制电路板+1.92%、XR/可穿戴+1.91%", "en": "Market data composite: HK semi packaging +2.87%, PCB +1.92%, XR/wearables +1.91%"}, "content": {"zh": "中美芯片摩擦升级背... | [{"sector_id": "1/2/8", "sector_name": {"zh": "半导体封测", "en": "Semiconductor Packaging and Testing"}, "affected_markets": ["hk"], "direction": "Positive", "reason": "供应链再平衡预期，港股封测+2.87%（A股-5.81%）"}, {"sector_id": "1/9/10", "sector_name": {"zh": "印制电路板", "en": "Printed Circuit Boards"}, "affected_markets": ["hk"], "direc... | nan |
2025-11-14 09:30:00+08:00 | {"headline": {"zh": "中国弱经济数据叠加降息预期收窄，港股科技重挫", "en": "Weak China data and fading rate-cut hopes crash HK tech"}, "category": "macro_data", "source": {"zh": "ChinaRetailNews《市场动荡：弱经济数据与降息不确定性》+ BusinessToday《港股下跌，科技领跌》", "en": "ChinaRetailNews 'Market Turmoil: Weak Data and Rate Cut Uncertainty' + BusinessToday 'HK Share... | [{"sector_id": "1/13/17", "sector_name": {"zh": "智能家居", "en": "Smart Home"}, "affected_markets": ["hk"], "direction": "Negative", "reason": "港股科技情绪最弱，智能家居-7.17%领跌港股跌幅榜"}, {"sector_id": "29/35/38", "sector_name": {"zh": "搜索引擎", "en": "Search Engines"}, "affected_markets": ["hk"], "direction": "Negative", "reason": "百度等港... | nan |
2025-11-14 10:00:00+08:00 | {"headline": {"zh": "国际油价上涨推升能源板块，三市场油气股齐涨", "en": "Oil price rally lifts energy stocks across US, CN, HK markets"}, "category": "industry_price", "source": {"zh": "OPEC月度报告（需求预期上调）+ 行业研报", "en": "OPEC Monthly Report (demand outlook upgrade) + industry research"}, "content": {"zh": "2025年11月14日，国际油价上涨带动能源板块全面走强。OPEC月报预... | [{"sector_id": "138/146/147", "sector_name": {"zh": "油气钻探与设备", "en": "Oilfield Equipment"}, "affected_markets": ["cn", "hk", "us"], "direction": "Positive", "reason": "油价上涨直接利好，A股+5.02%领涨，港股+3.22%，美股+1.50%"}, {"sector_id": "138/146/148", "sector_name": {"zh": "油田服务与工程", "en": "Oilfield Services and Engineering"}, "affe... | nan |
2025-11-14 09:30:00+08:00 | {"headline": {"zh": "数字资产板块内部分化，挖矿算力股普遍走弱", "en": "Crypto sector diverges; mining/hash power stocks decline"}, "category": "market_structure", "source": {"zh": "CoinMarketCap + 交易所交易数据（比特币/以太坊价格波动）", "en": "CoinMarketCap + exchange trading data (BTC/ETH price movement)"}, "content": {"zh": "2025年11月14日，数字资产板块出现内部分化。挖矿与... | [{"sector_id": "89/105/108", "sector_name": {"zh": "数字资产挖矿与算力", "en": "Crypto Mining and Hash Power"}, "affected_markets": ["us", "hk"], "direction": "Negative", "reason": "挖矿板块承压，美股-3.42%，港股-3.38%；COIN+5.37%与矿股分化"}, {"sector_id": "89/105/107", "sector_name": {"zh": "数字资产交易与服务平台", "en": "Digital Asset Trading Platforms... | nan |
2025-06-12 09:30:00+00:00 | {"headline": {"zh": "中国创新药产业链全线走强，A+H 超 4%", "en": "Chinese innovative biotech chain rallies 4%+ across A+H markets"}, "category": "market_structure", "source": {"zh": "板块成分股数据分析 / eastmoney", "en": "Sector constituent data analysis / eastmoney"}, "content": {"zh": "2025年6月12日，中国创新药与生物医药产业链在A股和港股同步大涨。创新药板块A股+4.62%（35只成... | [{"sector_id": "72/73/76", "sector_name": {"zh": "创新药与前沿生物", "en": "Innovative Biotech"}, "affected_markets": ["cn", "hk"], "direction": "Positive", "reason": "板块共振上涨：A股+4.62%，港股+4.74%，龙头百济神州+2.71%"}, {"sector_id": "72/82/84", "sector_name": {"zh": "研发与生产外包", "en": "CRO and CDMO"}, "affected_markets": ["hk"], "directio... | nan |
2025-06-12 09:30:00+00:00 | {"headline": {"zh": "港股中药板块暴涨 9%，领跑全市场", "en": "HK traditional Chinese medicine sector surges 9%, top market gainer"}, "category": "market_structure", "source": {"zh": "板块成分股数据分析", "en": "Sector constituent data analysis"}, "content": {"zh": "2025年6月12日，港股中药与民族药板块暴涨+9.00%，为当日全市场所有板块中最大涨幅。板块含22只成分股，平均市值约100亿HKD。中国生物制药+4... | [{"sector_id": "72/73/77", "sector_name": {"zh": "中药与民族药", "en": "Traditional Chinese Medicine"}, "affected_markets": ["hk"], "direction": "Positive", "reason": "板块暴涨+9.00%为全市场最大涨幅，22只成分股，中国生物制药+4.00%"}] | nan |
2025-06-12 09:30:00+00:00 | {"headline": {"zh": "港股消费与汽车板块普跌，电商整车跌超 3%", "en": "HK consumer discretionary plunges; auto, e-commerce down 3%+"}, "category": "market_structure", "source": {"zh": "板块成分股数据分析", "en": "Sector constituent data analysis"}, "content": {"zh": "2025年6月12日，港股多个消费与可选消费板块同步下挫。整车制造-3.18%（34只成分股，总市值4.4万亿HKD），汽车销售与服务-3.10%（41只），电... | [{"sector_id": "45/46/47", "sector_name": {"zh": "整车制造", "en": "Vehicle Manufacturing"}, "affected_markets": ["hk", "us"], "direction": "Negative", "reason": "港股-3.18%（34只成分股），美股-1.86%（42只），跨市场承压"}, {"sector_id": "45/46/49", "sector_name": {"zh": "汽车销售与服务", "en": "Auto Sales and Service"}, "affected_markets": ["hk"], "... | nan |
2025-06-12 09:30:00+00:00 | {"headline": {"zh": "美股基础软件信创板块暴涨 11%，领涨全市场", "en": "US foundational software/IT sector surges 11%, top US gainer"}, "category": "market_structure", "source": {"zh": "板块成分股数据分析", "en": "Sector constituent data analysis"}, "content": {"zh": "2025年6月12日，美国基础软件与信创板块暴涨+10.99%，为美股当日最大涨幅板块。14只成分股平均市值353亿美元，总市值4950亿美元。卫星互联网（+... | [{"sector_id": "1/23/24", "sector_name": {"zh": "基础软件/信创", "en": "Foundational Software and Domestic IT"}, "affected_markets": ["us"], "direction": "Positive", "reason": "板块暴涨+10.99%，14只成分股均值353亿美元，为当日美股之最"}, {"sector_id": "29/30/33", "sector_name": {"zh": "卫星互联网", "en": "Satellite Internet"}, "affected_markets": ["us"... | nan |
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