| 标的 | 异动窗口 · Δ% | 归因 | CCN 反查 | 关联 CCN | 状态 |
|---|---|---|---|---|---|
| SOXX | 4 窗口 · 最大 23.6772%single_day 5.8692% · as-of 2026-06-10 trend_1m 16.0635% · as-of 2026-06-11 trend_1m 23.6772% · as-of 2026-05-20 trend_3w 15.627% · as-of 2026-05-20 | 卡脖子嫌疑 | hit | TECH_PE_Ratio, TECH_SOX_Index, TECH_Options_Dealer_Positioning, TEN_TechDemand_vs_Sentiment, FL_CHIP_Dealer_Strike | 调查中 |
| MRVL | 6 窗口 · 最大 80.52%cumulative 31.6365% · as-of 2026-06-10 single_day 9.633% · as-of 2026-06-10 trend_1m 80.52% · as-of 2026-06-10 trend_1w 31.6365% · as-of 2026-06-10 trend_2w 47.1247% · as-of 2026-06-10 trend_3w 63.2936% · as-of 2026-06-10 | 卡脖子嫌疑 | hit | TECH_Subsector_Design, FL_EDA_Ecosystem_Lock_In | 调查中 |
| ALAB | 3 窗口 · 最大 77.0151%single_day 9.2317% · as-of 2026-06-10 trend_1m 77.0151% · as-of 2026-06-10 trend_3w 48.8439% · as-of 2026-06-10 | 卡脖子嫌疑 | unmapped | 调查中 | |
| DELL | 4 窗口 · 最大 74.0435%cumulative -13.9905% · as-of 2026-06-10 trend_1m 74.0435% · as-of 2026-06-10 trend_2w 35.7668% · as-of 2026-06-10 trend_3w 65.6143% · as-of 2026-06-10 | 卡脖子嫌疑 | hit | TECH_AI_Compute_System, TEN_TechDemand_vs_Sentiment, FL_Capex_Chokepoint_Expansion, FL_Power_Constraint | 调查中 |
| ARM | 4 窗口 · 最大 65.6101%cumulative -15.277% · as-of 2026-06-10 trend_1m 62.3881% · as-of 2026-06-10 trend_1w -15.277% · as-of 2026-06-10 trend_3w 65.6101% · as-of 2026-06-10 | 卡脖子嫌疑 | hit | TECH_IP_Ecosystem, TECH_ISA_Control, FL_EDA_Ecosystem_Lock_In | 调查中 |
| 688082.SS | 2 窗口 · 最大 51.9264%trend_1m 51.9264% · as-of 2026-06-10 trend_3w 25.7784% · as-of 2026-06-10 | 卡脖子嫌疑 | unmapped | 调查中 | |
| MU | 4 窗口 · 最大 46.8042%single_day 9.8691% · as-of 2026-06-10 trend_1m 46.8042% · as-of 2026-06-10 trend_2w 26.4021% · as-of 2026-06-10 trend_3w 30.9966% · as-of 2026-06-10 | 卡脖子嫌疑 | hit | TECH_Subsector_Memory, TECH_HBM, TEN_Chokepoint_PricingPower_vs_CostSqueeze, FL_Capex_Chokepoint_Expansion | 调查中 |
| SOXS | 4 窗口 · 最大 -46.3208%single_day -16.8129% · as-of 2026-06-10 trend_1m -46.3208% · as-of 2026-06-10 trend_2w -26.3907% · as-of 2026-06-10 trend_3w -38.3532% · as-of 2026-06-10 | 卡脖子嫌疑 | hit | TECH_SOX_Index, TECH_Options_Dealer_Positioning, TEN_TechDemand_vs_Sentiment, FL_CHIP_Dealer_Strike | 调查中 |
| 605358.SS | 5 窗口 · 最大 44.0329%cumulative 26.5278% · as-of 2026-06-10 trend_1m 44.0329% · as-of 2026-06-10 trend_1w 26.5278% · as-of 2026-06-10 trend_2w 30.0885% · as-of 2026-06-10 trend_3w 31.7677% · as-of 2026-06-10 | 卡脖子嫌疑 | unmapped | 调查中 | |
| SMCI | 4 窗口 · 最大 41.7204%single_day 5.6436% · as-of 2026-06-10 trend_1m 30.8447% · as-of 2026-06-10 trend_2w 23.6369% · as-of 2026-06-10 trend_3w 41.7204% · as-of 2026-06-10 | 卡脖子嫌疑 | hit | TECH_AI_Compute_System, TEN_TechDemand_vs_Sentiment, FL_Capex_Chokepoint_Expansion, FL_Power_Constraint | 调查中 |
| ATS.VI | 3 窗口 · 最大 39.7739%cumulative -10.6439% · as-of 2026-06-10 trend_1m 39.7739% · as-of 2026-06-10 trend_3w 17.0396% · as-of 2026-06-10 | 卡脖子嫌疑 | unmapped | 调查中 | |
| 1385.HK | 4 窗口 · 最大 -39.4643%cumulative -12.7413% · as-of 2026-06-10 trend_1m -39.4643% · as-of 2026-06-10 trend_2w -26.5836% · as-of 2026-06-10 trend_3w -28.1018% · as-of 2026-06-10 | 卡脖子嫌疑 | unmapped | 调查中 | |
| SOXL | 3 窗口 · 最大 39.0138%single_day 15.8322% · as-of 2026-06-10 trend_1m 39.0138% · as-of 2026-06-10 trend_3w 28.7855% · as-of 2026-06-10 | 卡脖子嫌疑 | hit | TECH_SOX_Index, TECH_Options_Dealer_Positioning, TEN_TechDemand_vs_Sentiment, FL_CHIP_Dealer_Strike | 调查中 |
| 603986.SS | trend_1m 36.2015% | 卡脖子嫌疑 | unmapped | 调查中 | |
| ACMR | 3 窗口 · 最大 36.098%single_day 5.6102% · as-of 2026-06-10 trend_1m 36.098% · as-of 2026-06-10 trend_3w 26.5431% · as-of 2026-06-10 | 卡脖子嫌疑 | unmapped | 调查中 | |
| 8035.T | 3 窗口 · 最大 34.1215%trend_1m 18.5391% · as-of 2026-06-10 trend_2w 17.7714% · as-of 2026-06-10 trend_3w 34.1215% · as-of 2026-06-10 | 卡脖子嫌疑 | unmapped | 调查中 | |
| 600584.SS | trend_1m 34.0514% | 卡脖子嫌疑 | unmapped | 调查中 | |
| 300502.SZ | 2 窗口 · 最大 31.3843%trend_1m 30.3753% · as-of 2026-06-10 trend_3w 31.3843% · as-of 2026-06-10 | 卡脖子嫌疑 | hit | TECH_Optical_Networking | 调查中 |
| IFX.DE | 2 窗口 · 最大 31.3037%cumulative -13.25% · as-of 2026-06-10 trend_1m 31.3037% · as-of 2026-06-10 | 卡脖子嫌疑 | unmapped | 调查中 | |
| 002409.SZ | 2 窗口 · 最大 30.9438%single_day 9.9991% · as-of 2026-06-10 trend_1m 30.9438% · as-of 2026-06-10 | 卡脖子嫌疑 | unmapped | 调查中 | |
| 688126.SS | 4 窗口 · 最大 29.2557%cumulative 29.1535% · as-of 2026-06-10 trend_1m 29.2557% · as-of 2026-06-10 trend_1w 29.1535% · as-of 2026-06-10 trend_2w 16.3164% · as-of 2026-06-10 | 卡脖子嫌疑 | unmapped | 调查中 | |
| CRDO | 3 窗口 · 最大 29.0992%single_day 7.4339% · as-of 2026-06-10 trend_1m 18.0466% · as-of 2026-06-10 trend_3w 29.0992% · as-of 2026-06-10 | 卡脖子嫌疑 | unmapped | 调查中 | |
| 3436.T | 3 窗口 · 最大 -28.235%cumulative -28.235% · as-of 2026-06-10 single_day -8.5975% · as-of 2026-06-10 trend_1w -28.235% · as-of 2026-06-10 | 卡脖子嫌疑 | hit | TECH_Silicon_Material_Supply | 调查中 |
| COHR | 3 窗口 · 最大 25.9219%cumulative 10.755% · as-of 2026-06-10 single_day 6.6156% · as-of 2026-06-10 trend_1m 25.9219% · as-of 2026-06-10 | 卡脖子嫌疑 | hit | TECH_Optical_Networking | 调查中 |
| 6526.T | 4 窗口 · 最大 -23.7583%cumulative -23.7583% · as-of 2026-06-10 single_day -5.7318% · as-of 2026-06-10 trend_1w -23.7583% · as-of 2026-06-10 trend_2w -18.3655% · as-of 2026-06-10 | 卡脖子嫌疑 | unmapped | 调查中 | |
| 6723.T | 2 窗口 · 最大 23.0857%cumulative -10.6965% · as-of 2026-06-10 trend_3w 23.0857% · as-of 2026-06-10 | 卡脖子嫌疑 | unmapped | 调查中 | |
| NOW | 4 窗口 · 最大 22.0109%cumulative -15.9502% · as-of 2026-06-10 trend_1m 22.0109% · as-of 2026-06-10 trend_1w -15.9502% · as-of 2026-06-10 trend_3w 20.1115% · as-of 2026-06-10 | 卡脖子嫌疑 | hit | TECH_Industry_Valuation_Rerating, TEN_Expansion_vs_Realization, FL_Valuation_Capex_Reflexivity | 调查中 |
| 688072.SS | trend_1m 21.9541% | 卡脖子嫌疑 | unmapped | 调查中 | |
| 000660.KS | 3 窗口 · 最大 21.4912%cumulative -13.2203% · as-of 2026-06-10 single_day -7.5395% · as-of 2026-06-10 trend_1m 21.4912% · as-of 2026-06-10 | 卡脖子嫌疑 | unmapped | 调查中 | |
| 6488.TWO | 4 窗口 · 最大 21.4734%cumulative -18.4211% · as-of 2026-06-10 trend_1w -18.4211% · as-of 2026-06-10 trend_2w -16.6667% · as-of 2026-06-10 trend_3w 21.4734% · as-of 2026-06-10 | 卡脖子嫌疑 | unmapped | 调查中 | |
| 4062.T | 3 窗口 · 最大 -20.6928%cumulative -20.6928% · as-of 2026-06-10 single_day -6.4265% · as-of 2026-06-10 trend_1w -20.6928% · as-of 2026-06-10 | 卡脖子嫌疑 | unmapped | 调查中 | |
| GDS | 2 窗口 · 最大 -20.4723%trend_1m -20.4723% · as-of 2026-06-10 trend_3w -18.2611% · as-of 2026-06-10 | 卡脖子嫌疑 | unmapped | 调查中 | |
| ON | trend_1m 20.167% | 卡脖子嫌疑 | unmapped | 调查中 | |
| RMBS | 2 窗口 · 最大 20.0869%trend_1m 20.0869% · as-of 2026-06-10 trend_3w 19.6615% · as-of 2026-06-10 | 卡脖子嫌疑 | unmapped | 调查中 | |
| AMD | 3 窗口 · 最大 20.0436%single_day 5.1353% · as-of 2026-06-10 trend_1m 20.0436% · as-of 2026-06-10 trend_3w 15.6166% · as-of 2026-06-10 | 卡脖子嫌疑 | hit | TECH_Subsector_Design, TECH_ISA_Control, FL_EDA_Ecosystem_Lock_In | 调查中 |
| 300394.SZ | 4 窗口 · 最大 20.0409%cumulative -17.3509% · as-of 2026-06-10 single_day -7.3977% · as-of 2026-06-10 trend_1m 20.0409% · as-of 2026-06-10 trend_1w -17.3509% · as-of 2026-06-10 | 卡脖子嫌疑 | unmapped | 调查中 | |
| AMAT | 2 窗口 · 最大 20.0034%single_day 8.6444% · as-of 2026-06-10 trend_1m 20.0034% · as-of 2026-06-10 | 卡脖子嫌疑 | hit | TECH_Semicon_Equipment_Demand, TECH_Wafer_Equipment_Japan, FL_JIC_Cost_Inflation | 调查中 |
| 1686.HK | 3 窗口 · 最大 -19.7587%cumulative -13.2137% · as-of 2026-06-10 trend_1m -19.7587% · as-of 2026-06-10 trend_3w -19.1489% · as-of 2026-06-10 | 卡脖子嫌疑 | unmapped | 调查中 | |
| KLAC | 3 窗口 · 最大 19.708%single_day 9.2712% · as-of 2026-06-10 trend_1m 19.708% · as-of 2026-06-10 trend_3w 16.9832% · as-of 2026-06-10 | 卡脖子嫌疑 | hit | TECH_Semicon_Equipment_Demand, TECH_Wafer_Equipment_Japan, FL_JIC_Cost_Inflation | 调查中 |
| CEG | trend_1m -19.3461% | 卡脖子嫌疑 | hit | TECH_Power_Datacenter, TEN_Chokepoint_PricingPower_vs_CostSqueeze, FL_Power_Constraint | 调查中 |
| VRT | trend_3w -18.9707% | 卡脖子嫌疑 | hit | TECH_Power_Datacenter, TEN_Chokepoint_PricingPower_vs_CostSqueeze, FL_Power_Constraint | 调查中 |
| 6504.T | 3 窗口 · 最大 -18.6638%cumulative -10.0339% · as-of 2026-06-10 single_day -5.0447% · as-of 2026-06-10 trend_2w -18.6638% · as-of 2026-06-10 | 卡脖子嫌疑 | unmapped | 调查中 | |
| 688041.SS | 2 窗口 · 最大 -18.4398%single_day 6.1973% · as-of 2026-06-10 trend_1m -18.4398% · as-of 2026-06-10 | 卡脖子嫌疑 | unmapped | 调查中 | |
| 3037.TW | 3 窗口 · 最大 -18.1481%cumulative -11.6% · as-of 2026-06-10 single_day -8.7719% · as-of 2026-06-10 trend_2w -18.1481% · as-of 2026-06-10 | 卡脖子嫌疑 | unmapped | 调查中 | |
| OKLO | 2 窗口 · 最大 -17.9452%cumulative -11.8852% · as-of 2026-06-10 trend_1m -17.9452% · as-of 2026-06-10 | 卡脖子嫌疑 | unmapped | 调查中 | |
| WAF.DE | 2 窗口 · 最大 -17.799%cumulative -17.799% · as-of 2026-06-10 trend_1w -17.799% · as-of 2026-06-10 | 卡脖子嫌疑 | unmapped | 调查中 | |
| 1347.HK | trend_3w 17.753% | 卡脖子嫌疑 | unmapped | 调查中 | |
| 4186.T | 3 窗口 · 最大 -17.6218%cumulative -12.189% · as-of 2026-06-10 single_day -5.2201% · as-of 2026-06-10 trend_1m -17.6218% · as-of 2026-06-10 | 卡脖子嫌疑 | hit | TECH_Wafer_Equipment_Japan | 调查中 |
| 4091.T | trend_2w -17.2289% | 卡脖子嫌疑 | unmapped | 调查中 | |
| 002837.SZ | trend_3w -17.1773% | 卡脖子嫌疑 | unmapped | 调查中 | |
| SWKS | trend_1m 16.8895% | 轮炒嫌疑 | unmapped | 调查中 | |
| 7011.T | trend_1m -16.7907% | 卡脖子嫌疑 | unmapped | 调查中 | |
| SMR | 2 窗口 · 最大 -16.5244%cumulative -16.5244% · as-of 2026-06-10 trend_1w -16.5244% · as-of 2026-06-10 | 卡脖子嫌疑 | unmapped | 调查中 | |
| ASML | 3 窗口 · 最大 16.4621%single_day 6.5358% · as-of 2026-06-10 trend_1m 15.3264% · as-of 2026-06-10 trend_3w 16.4621% · as-of 2026-06-10 | 卡脖子嫌疑 | hit | TECH_Semicon_Equipment_Demand, TECH_Photolithography_Monopoly, FL_Sanctions_Self_Sufficiency, FL_JIC_Cost_Inflation | 调查中 |
| VNET | 2 窗口 · 最大 -16.3208%cumulative -16.3208% · as-of 2026-06-10 trend_1w -16.3208% · as-of 2026-06-10 | 卡脖子嫌疑 | unmapped | 调查中 | |
| ENR.DE | 2 窗口 · 最大 -16.2996%trend_2w -16.2996% · as-of 2026-06-10 trend_3w -16.2804% · as-of 2026-06-10 | 卡脖子嫌疑 | unmapped | 调查中 | |
| BE | trend_2w -16.1724% | 卡脖子嫌疑 | unmapped | 调查中 | |
| 005930.KS | 3 窗口 · 最大 -16.0888%cumulative -16.0888% · as-of 2026-06-10 single_day -6.0559% · as-of 2026-06-10 trend_1w -16.0888% · as-of 2026-06-10 | 卡脖子嫌疑 | unmapped | 调查中 | |
| 0981.HK | 2 窗口 · 最大 -15.0822%cumulative -12.7788% · as-of 2026-06-10 trend_2w -15.0822% · as-of 2026-06-10 | 卡脖子嫌疑 | unmapped | 调查中 | |
| ORCL | cumulative -14.6403% | 卡脖子嫌疑 | hit | TECH_AI_Model_Competition, TEN_Expansion_vs_Realization | 调查中 |
| 4063.T | cumulative -14.2326% | 卡脖子嫌疑 | hit | TECH_Silicon_Material_Supply | 调查中 |
| AVGO | cumulative -13.777% | 卡脖子嫌疑 | hit | TECH_Subsector_Design, TECH_AI_Compute_System, TEN_TechDemand_vs_Sentiment, FL_EDA_Ecosystem_Lock_In, FL_Capex_Chokepoint_Expansion | 调查中 |
| CRM | cumulative -12.9055% | 卡脖子嫌疑 | hit | TECH_Industry_Valuation_Rerating, TEN_Expansion_vs_Realization, FL_Valuation_Capex_Reflexivity | 调查中 |
| 002156.SZ | cumulative -12.5036% | 卡脖子嫌疑 | unmapped | 调查中 | |
| AIXA.DE | cumulative -12.3342% | 卡脖子嫌疑 | unmapped | 调查中 | |
| ELG.DE | cumulative -11.8971% | 卡脖子嫌疑 | unmapped | 调查中 | |
| TRI | cumulative -11.473% | 卡脖子嫌疑 | unmapped | 调查中 | |
| INTC | single_day 11.1929% | 卡脖子嫌疑 | hit | TECH_Subsector_Logic_Foundry, TECH_ISA_Control | 调查中 |
| 688256.SS | cumulative -10.6741% | 卡脖子嫌疑 | unmapped | 调查中 | |
| MSFT | cumulative -10.5924% | 卡脖子嫌疑 | hit | TECH_AI_Model_Competition, TEN_Expansion_vs_Realization | 调查中 |
| 603501.SS | cumulative -10.5446% | 卡脖子嫌疑 | unmapped | 调查中 | |
| 2308.TW | 2 窗口 · 最大 -10.387%cumulative -10.387% · as-of 2026-06-10 single_day -8.9027% · as-of 2026-06-10 | 卡脖子嫌疑 | unmapped | 调查中 | |
| 300308.SZ | cumulative -10.0392% | 卡脖子嫌疑 | hit | TECH_Optical_Networking | 调查中 |
| LRCX | single_day 6.9804% | 轮炒嫌疑 | hit | TECH_Semicon_Equipment_Demand, TECH_Wafer_Equipment_Japan, FL_JIC_Cost_Inflation | 调查中 |
| NVMI | single_day 6.7681% | 轮炒嫌疑 | unmapped | 调查中 | |
| ONTO | single_day 6.2194% | 轮炒嫌疑 | unmapped | 调查中 | |
| ENTG | single_day 5.8209% | 轮炒嫌疑 | unmapped | 调查中 | |
| MPWR | single_day 5.2753% | 轮炒嫌疑 | unmapped | 调查中 | |
| AMKR | single_day 5.1424% | 轮炒嫌疑 | unmapped | 调查中 | |
| 0522.HK | single_day -5.0189% | 卡脖子嫌疑 | unmapped | 调查中 |