23:30｜上金所夜盘续涨，HSBC金条清单见25日

{ "window_start_utc": "2026-08-25T14:30:00Z", "window_end_utc": "2026-08-25T15:30:00Z", "timezone": "Asia/Shanghai", "events": [ { "event_id": "SGE-AU-20260825-night-delayed-au9999-1003", "event_type": "macro_release", "title": "上金所夜盘延时 Au99.99 升至 1003.0 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-25T15:30:00Z", "asset_keys": [ "AU" ], "direction_score": { "AU": 1 }, "confidence": 98, "horizon": "intraday", "raw_facts": "上海黄金交易所 2026 年 08 月 25 日延时行情表：Au99.99 最新价 1003.0 CNY/g，最高价 1003.0 CNY/g，最低价 992.08 CNY/g，今开盘 1002.0 CNY/g。相对上一期 22:30 夜盘增量延时快照最新价 1002.0 CNY/g 增加 1.0 CNY/g，约增加 0.0998%；相对同日官方日收盘 1000.00 CNY/g 增加 3.00 CNY/g。页面标注「2026 年 08 月 25 日延时行情」，未提供精确发布时间。", "transmission_chain": "夜盘延时 Au99.99 自 1002.0 续升至 1003.0 CNY/g→上金所场内黄金即时报价贴近会话高点→AU 短线报价偏强", "invalidation_conditions": "上金所后续修正 2026-08-25 延时行情快照，或更高频官方报价取代该数值时，当前事件失效。", "source_urls": [ "https://www.sge.com.cn/sjzx/yshqbg" ], "source_tier": "A" }, { "event_id": "SGE-AU-20260825-night-delayed-autd-100354", "event_type": "macro_release", "title": "上金所夜盘延时 Au(T+D)升至 1003.54 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-25T15:30:00Z", "asset_keys": [ "AU" ], "direction_score": { "AU": 1 }, "confidence": 98, "horizon": "intraday", "raw_facts": "上海黄金交易所 2026 年 08 月 25 日延时行情表：Au(T+D)最新价 1003.54 CNY/g，最高价 1004.5 CNY/g，最低价 993.17 CNY/g，今开盘 1001.0 CNY/g。相对上一期 22:30 夜盘增量延时快照最新价 999.96 CNY/g 增加 3.58 CNY/g，约增加 0.3580%；相对同日官方日收盘 1001.73 CNY/g 增加 1.81 CNY/g。会话最高价由上一期快照的 1002.0 CNY/g 上移至 1004.5 CNY/g。页面标注「2026 年 08 月 25 日延时行情」，未提供精确发布时间。", "transmission_chain": "夜盘延时 Au(T+D)自 999.96 升至 1003.54 CNY/g 且最高价上移至 1004.5→上金所黄金延期合约夜盘报价继续走强→AU 短线延期端偏强", "invalidation_conditions": "上金所后续修正 2026-08-25 延时行情快照，或更高频官方报价取代该数值时，当前事件失效。", "source_urls": [ "https://www.sge.com.cn/sjzx/yshqbg" ], "source_tier": "A" }, { "event_id": "SGE-AG-20260825-night-delayed-agtd-16635", "event_type": "macro_release", "title": "上金所夜盘延时 Ag(T+D)升至 16635 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-25T15:30:00Z", "asset_keys": [ "AG" ], "direction_score": { "AG": 1 }, "confidence": 98, "horizon": "intraday", "raw_facts": "上海黄金交易所 2026 年 08 月 25 日延时行情表：Ag(T+D)最新价 16635.0 CNY/kg，最高价 16635.0 CNY/kg，最低价 16359.0 CNY/kg，今开盘 16533.0 CNY/kg。相对上一期 22:30 夜盘增量延时快照最新价 16500.0 CNY/kg 增加 135.0 CNY/kg，约增加 0.8182%；相对同日官方日收盘 16549.00 CNY/kg 增加 86.00 CNY/kg。会话最高价由上一期快照的 16560.0 CNY/kg 上移至 16635.0 CNY/kg。页面标注「2026 年 08 月 25 日延时行情」，未提供精确发布时间。", "transmission_chain": "夜盘延时 Ag(T+D)自 16500.0 升至 16635.0 CNY/kg 并触及新高→上金所白银延期合约夜盘报价走强→AG 短线价格偏强", "invalidation_conditions": "上金所后续修正 2026-08-25 延时行情快照，或更高频官方报价取代该数值时，当前事件失效。", "source_urls": [ "https://www.sge.com.cn/sjzx/yshqbg" ], "source_tier": "A" }, { "event_id": "SPDR-AU-20260825-hsbc-barlist-cob", "event_type": "etf_flow", "title": "GLD 托管行 HSBC 金条清单更新至 8 月 25 日", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-25T15:30:00Z", "asset_keys": [ "AU" ], "direction_score": { "AU": 0 }, "confidence": 95, "horizon": "days", "raw_facts": "SPDR Gold Shares 官方链出的 HSBC Gold Bar List（api.spdrgoldshares.com/api/v1/barlist?underlying=gld）显示：Client Account Name BANK OF NEW YORK-SPDR-NEW YORK；Gold Allocated A/C Holdings As Of C.O.B: 25 August 2026；Total Allocated Bar Count 5944；Total Allocated Gross Weight 2,416,300.375 troy oz；Total Allocated Fine Weight 2,411,823.374 troy oz。该清单仅为 HSBC 托管部分，不等于全信托总持仓。同轮 J.P. Morgan GLD 金条清单仍为 As at:24-August-2026、Total Fine Ounces 31,257,607.968；SPDR 官网 Total Net Asset Value/Ounces/Tonnes 字段仍为 AWAITING。raw_facts 日期原文：25 August 2026。", "transmission_chain": "GLD 托管行 HSBC 日度金条清单更新至 2026-08-25 收市→可核验的已分配黄金库存分量出现新快照→AU ETF 实物端持仓跟踪得到部分日度更新", "invalidation_conditions": "HSBC 后续替换同日清单数字，或 SPDR/JPM 发布可合并的全信托持仓使该分量被更高权威全量数字取代时，当前事件失效。", "source_urls": [ "[https://api.[spdrgoldshares.com/api/v1/barlist?underlying=gld](https://api.spdrgoldshares.com/api/v1/barlist?underlying=gld)](https://spdrgoldshares.com/api/v1/barlist?underlying=gld](https://api.spdrgoldshares.com/api/v1/barlist?underlying=gld))", "[https://www.[spdrgoldshares.com/usa/gld/](https://www.spdrgoldshares.com/usa/gld/)](https://spdrgoldshares.com/usa/gld/](https://www.spdrgoldshares.com/usa/gld/))" ], "source_tier": "A" }, { "event_id": "Reuters-AU-20260825-spot-gold-462201", "event_type": "macro_release", "title": "路透：现货金 4622.01 美元、美盘期金 4678.10", "event_time_utc": "2026-08-25T13:34:00Z", "event_time_quality": "exact", "published_at_utc": "2026-08-25T13:50:31.837Z", "asset_keys": [ "AU" ], "direction_score": { "AU": -1 }, "confidence": 92, "horizon": "intraday", "raw_facts": "Reuters 稿「Gold retreats as upward momentum hits pause ahead of US inflation data」正文：Spot gold was down 0.6% at $4,622.01 per ounce by 1334 GMT；U.S. gold futures fell 0.4% at $4,678.10；早盘最高 $4,696.18 an ounce。页面 meta article:modified_time=2026-08-25T13:50:31.837Z。上一期频道已发路透全球市场页现货金 4624（-0.6%）与贵金属页 4640.40，本数值为首次成功核验的更新报价。", "transmission_chain": "现货金回落至 4622.01 美元/盎司且美盘期金报 4678.10→国际金价自早盘高位回吐→AU 短线价格偏弱", "invalidation_conditions": "路透后续更正该条报价，或同一时点权威一手报价与之冲突时，当前事件失效。", "source_urls": [ "[https://www.[reuters.com/world/india/gold-rises-highest-since-mid-may-buying-momentum-builds-2026-08-25/](https://www.reuters.com/world/india/gold-rises-highest-since-mid-may-buying-momentum-builds-2026-08-25/)](https://reuters.com/world/india/gold-rises-highest-since-mid-may-buying-momentum-builds-2026-08-25/](https://www.reuters.com/world/india/gold-rises-highest-since-mid-may-buying-momentum-builds-2026-08-25/))" ], "source_tier": "B" }, { "event_id": "Reuters-AG-20260825-spot-silver-6776", "event_type": "macro_release", "title": "路透：现货白银跌 1.7%至 67.76 美元", "event_time_utc": "2026-08-25T13:34:00Z", "event_time_quality": "exact", "published_at_utc": "2026-08-25T13:50:31.837Z", "asset_keys": [ "AG" ], "direction_score": { "AG": -1 }, "confidence": 92, "horizon": "intraday", "raw_facts": "同一 Reuters 贵金属稿：Spot silver fell 1.7% to $67.76 per ounce；platinum dropped 2% to $1,837.94；palladium was down 2.8% at $1,319.50。报价时点与同稿现货金一并写为 by 1334 GMT。页面 meta article:modified_time=2026-08-25T13:50:31.837Z。上一期频道已发路透现货银 68.03 与财联社 67.92/67.55，本 67.76 为首次核验的该稿更新值。", "transmission_chain": "现货白银跌 1.7%至 67.76 美元/盎司→国际银价继续回落→AG 短线价格偏弱", "invalidation_conditions": "路透后续更正该条报价，或同一时点权威一手报价与之冲突时，当前事件失效。", "source_urls": [ "[https://www.[reuters.com/world/india/gold-rises-highest-since-mid-may-buying-momentum-builds-2026-08-25/](https://www.reuters.com/world/india/gold-rises-highest-since-mid-may-buying-momentum-builds-2026-08-25/)](https://reuters.com/world/india/gold-rises-highest-since-mid-may-buying-momentum-builds-2026-08-25/](https://www.reuters.com/world/india/gold-rises-highest-since-mid-may-buying-momentum-builds-2026-08-25/))" ], "source_tier": "B" }, { "event_id": "Reuters-AU-20260825-fedwatch-sep-hike-38pct", "event_type": "macro_release", "title": "路透转述 CME FedWatch：9 月加息概率约 38%", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-25T13:50:31.837Z", "asset_keys": [ "AU" ], "direction_score": { "AU": 1 }, "confidence": 85, "horizon": "days", "raw_facts": "同一 Reuters 贵金属稿：Traders are currently pricing in only a 38% chance of a U.S. interest rate hike in September, according to the CME FedWatch Tool。原文日期语境为 2026-08-25。上一期频道 20:30 汇总已发 FedWatch 9 月加息约 40%/维持约 60%；本条 38%为后续更新转述。", "transmission_chain": "CME FedWatch 显示 9 月加息概率约 38%→市场对近端加息预期进一步降温→实际利率与持有黄金机会成本预期缓和→AU 中短线偏多支撑", "invalidation_conditions": "CME FedWatch 后续显著上修 9 月加息概率，或美联储官员讲话/数据发布推翻该定价时，当前事件失效。", "source_urls": [ "[https://www.[reuters.com/world/india/gold-rises-highest-since-mid-may-buying-momentum-builds-2026-08-25/](https://www.reuters.com/world/india/gold-rises-highest-since-mid-may-buying-momentum-builds-2026-08-25/)](https://reuters.com/world/india/gold-rises-highest-since-mid-may-buying-momentum-builds-2026-08-25/](https://www.reuters.com/world/india/gold-rises-highest-since-mid-may-buying-momentum-builds-2026-08-25/))" ], "source_tier": "B" }, { "event_id": "Reuters-AU-20260825-china-hk-gold-imports-july-plus11pct", "event_type": "supply_demand", "title": "路透：中国经港黄金净进口 7 月环比约增 11%", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-25T13:50:31.837Z", "asset_keys": [ "AU" ], "direction_score": { "AU": 1 }, "confidence": 80, "horizon": "weeks", "raw_facts": "同一 Reuters 贵金属稿：Meanwhile, China's net gold imports via Hong Kong in July rose about 11% from a month earlier, data showed on Tuesday, supported by an uptick in investment demand。原文未给出绝对吨数或美元金额，仅给环比约 11%。发布语境日期 2026-08-25（Tuesday）。", "transmission_chain": "中国经香港黄金净进口 7 月环比约增 11%→实物需求端出现可核验回升信号→AU 中期实物买盘偏多", "invalidation_conditions": "官方或一手海关/香港数据修正 7 月净进口环比幅度，或后续月度数据大幅回落推翻该需求信号时，当前事件失效。", "source_urls": [ "[https://www.[reuters.com/world/india/gold-rises-highest-since-mid-may-buying-momentum-builds-2026-08-25/](https://www.reuters.com/world/india/gold-rises-highest-since-mid-may-buying-momentum-builds-2026-08-25/)](https://reuters.com/world/india/gold-rises-highest-since-mid-may-buying-momentum-builds-2026-08-25/](https://www.reuters.com/world/india/gold-rises-highest-since-mid-may-buying-momentum-builds-2026-08-25/))" ], "source_tier": "B" } ], "coverage_gaps": [ { "item": "GLD/SLV 每日持仓全量变动", "status": "部分交付", "detail": "本轮新路线打通 SPDR HSBC Gold Bar List API（[https://api.[spdrgoldshares.com/api/v1/barlist?underlying=gld](https://api.spdrgoldshares.com/api/v1/barlist?underlying=gld)](https://spdrgoldshares.com/api/v1/barlist?underlying=gld](https://api.spdrgoldshares.com/api/v1/barlist?underlying=gld))），取得 As Of C.O.B 25 August 2026 的 HSBC 托管分量（Total Allocated Fine Weight 2,411,823.374 troy oz）并已入流。但 SPDR 官网持仓字段仍为 AWAITING；J.P. Morgan GLD 清单仍为 As at:24-August-2026、Total Fine Ounces 31,257,607.968，无法合成全信托日度总持仓变动。SLV 侧 iShares 页与 J.P. Morgan SLV 清单仍为 2026-08-24（Ounces in Trust 495,097,780.60 / JPM Total Fine Ounces 495,098,595.900），未取得 25 日全量日度变动。", "source_urls": [ "[https://api.[spdrgoldshares.com/api/v1/barlist?underlying=gld](https://api.spdrgoldshares.com/api/v1/barlist?underlying=gld)](https://spdrgoldshares.com/api/v1/barlist?underlying=gld](https://api.spdrgoldshares.com/api/v1/barlist?underlying=gld))", "[https://www.[spdrgoldshares.com/usa/gld/](https://www.spdrgoldshares.com/usa/gld/)](https://spdrgoldshares.com/usa/gld/](https://www.spdrgoldshares.com/usa/gld/))", "[https://emea-[markets.jpmorgan.com/metalicsWebAppJanus/publicUnauthenticated/SPDR_GOLD_TRUST_JPM_BARLIST.pdf](https://emea-markets.jpmorgan.com/metalicsWebAppJanus/publicUnauthenticated/SPDR_GOLD_TRUST_JPM_BARLIST.pdf)](https://markets.jpmorgan.com/metalicsWebAppJanus/publicUnauthenticated/SPDR_GOLD_TRUST_JPM_BARLIST.pdf](https://emea-markets.jpmorgan.com/metalicsWebAppJanus/publicUnauthenticated/SPDR_GOLD_TRUST_JPM_BARLIST.pdf))", "[https://www.[ishares.com/us/products/239855/ishares-silver-trust-fund](https://www.ishares.com/us/products/239855/ishares-silver-trust-fund)](https://ishares.com/us/products/239855/ishares-silver-trust-fund](https://www.ishares.com/us/products/239855/ishares-silver-trust-fund))", "[https://emea-[markets.jpmorgan.com/metalicsWebAppJanus/publicUnauthenticated/BONY_SLV.pdf](https://emea-markets.jpmorgan.com/metalicsWebAppJanus/publicUnauthenticated/BONY_SLV.pdf)](https://markets.jpmorgan.com/metalicsWebAppJanus/publicUnauthenticated/BONY_SLV.pdf](https://emea-markets.jpmorgan.com/metalicsWebAppJanus/publicUnauthenticated/BONY_SLV.pdf))" ] }, { "item": "COMEX 金银 registered/eligible 库存分级变动", "status": "未交付", "detail": "Gold_Stocks.xls 与 Silver_stocks.xls 仍返回 403；CME Registrar Reports 入口对本 IP 返回反爬阻断提示。未使用非白名单转述。", "source_urls": [ "[https://www.[cmegroup.com/clearing/operations-and-deliveries/registrar-reports.html](https://www.cmegroup.com/clearing/operations-and-deliveries/registrar-reports.html)](https://cmegroup.com/clearing/operations-and-deliveries/registrar-reports.html](https://www.cmegroup.com/clearing/operations-and-deliveries/registrar-reports.html))", "[https://www.[cmegroup.com/delivery_reports/Gold_Stocks.xls](https://www.cmegroup.com/delivery_reports/Gold_Stocks.xls)](https://cmegroup.com/delivery_reports/Gold_Stocks.xls](https://www.cmegroup.com/delivery_reports/Gold_Stocks.xls))", "[https://www.[cmegroup.com/delivery_reports/Silver_stocks.xls](https://www.cmegroup.com/delivery_reports/Silver_stocks.xls)](https://cmegroup.com/delivery_reports/Silver_stocks.xls](https://www.cmegroup.com/delivery_reports/Silver_stocks.xls))" ] }, { "item": "美国财政部 TIPS 实际收益率窗口内新行", "status": "未交付", "detail": "Treasury 2026 Daily Treasury Real Yield Curve Rates CSV 与 202608 XML 最新可读日期仍为 08/24/2026（5Y 2.09、7Y 2.22、10Y 2.38、20Y 2.75、30Y 2.97）。XML 条目 updated 时间戳为 2026-08-25T02:01:13Z，但 NEW_DATE 仍为 2026-08-24，未取得 08/25 新行，旧行未作为本窗口事件发布。", "source_urls": [ "[https://home.[treasury.gov/resource-center/data-chart-center/interest-rates/daily-treasury-rates.csv/2026/all?field_tdr_date_value=2026&type=daily_treasury_real_yield_curve&utm=&page=&_format=csv](https://home.treasury.gov/resource-center/data-chart-center/interest-rates/daily-treasury-rates.csv/2026/all?field_tdr_date_value=2026&type=daily_treasury_real_yield_curve&utm=&page=&_format=csv)](https://treasury.gov/resource-center/data-chart-center/interest-rates/daily-treasury-rates.csv/2026/all?field_tdr_date_value=2026&type=daily_treasury_real_yield_curve&utm=&page=&_format=csv](https://home.treasury.gov/resource-center/data-chart-center/interest-rates/daily-treasury-rates.csv/2026/all?field_tdr_date_value=2026&type=daily_treasury_real_yield_curve&utm=&page=&_format=csv))", "[https://home.[treasury.gov/resource-center/data-chart-center/interest-rates/pages/xml?data=daily_treasury_real_yield_curve&field_tdr_date_value_month=202608](https://home.treasury.gov/resource-center/data-chart-center/interest-rates/pages/xml?data=daily_treasury_real_yield_curve&field_tdr_date_value_month=202608)](https://treasury.gov/resource-center/data-chart-center/interest-rates/pages/xml?data=daily_treasury_real_yield_curve&field_tdr_date_value_month=202608](https://home.treasury.gov/resource-center/data-chart-center/interest-rates/pages/xml?data=daily_treasury_real_yield_curve&field_tdr_date_value_month=202608))" ] }, { "item": "财联社窗口内现货金银电报", "status": "未交付", "detail": "财联社电报列表与既有 detail 页本轮返回壳页/签名校验；Google site:cls.cn 检索空结果；雪球转载页触发验证墙。未采用非白名单东方财富/雪球转述数值。", "source_urls": [ "https://www.cls.cn/telegraph", "https://www.cls.cn/detail/2463947" ] } ] }