
布油升至89.20美元,霍尔木兹周日零船通行
记录 02:29 UTC 的布伦特与 WTI 新报价及霍尔木兹周末通行数据,并明确 GLD/SLV、COMEX、SHFE/SGE 与美国实际收益率在本窗口的核验缺口。
{
"schema_version": 1,
"as_of": "2026-08-17 11:30:00+08:00",
"window_start_utc": "2026-08-17T02:30:00Z",
"window_end_utc": "2026-08-17T03:30:00Z",
"asset_keys": ["AU", "AG"],
"events": [
{
"event_id": "reuters-AUAG-20260817-hormuz-oil-8920",
"event_type": "geopolitics",
"title": "布伦特升至 89.20 美元,霍尔木兹周日零船",
"published_at_utc": "2026-08-17T02:29:00Z",
"event_time_utc": "2026-08-17T02:29:00Z",
"event_time_quality": "exact",
"asset_keys": ["AU", "AG"],
"status": "updated",
"confidence": 89,
"direction_score": {"AU": 1, "AG": 1},
"horizon": "days",
"raw_facts": {
"source_publication_date": "2026-08-17",
"source_publication_time_note": "Reuters 页面标注日期为 2026 年 8 月 17 日,正文给出的精确行情观察时刻为 0229 GMT;页面未提供可核验的独立精确发布时间。",
"observation_time_utc": "2026-08-17T02:29:00Z",
"brent_crude_futures": "89.20 美元/桶,较前一时点上涨 0.72 美元;盘中最高 89.40 美元/桶,盘中一度上涨 1%",
"wti_crude_futures": "82.83 美元/桶,上涨 0.44 美元",
"hormuz_commodity_vessel_transits": "周六 5 艘,周日 0 艘;前一周周末 31 艘",
"source_context": "Reuters 称,美伊和平突破预期减弱,霍尔木兹海峡油轮通行放缓,地缘风险重新支撑油价。"
},
"transmission_chain": "霍尔木兹周日没有登记商品船且布伦特与 WTI 上行→海湾供应中断和通胀风险上升→AU 避险及通胀对冲需求、AG 地缘风险溢价获得支撑",
"invalidation_conditions": "后续出现可核验的美伊和平突破并恢复霍尔木兹通行,或 Reuters 修订本次船舶通行与油价数据时,本事件的传导失效。",
"source_urls": [
"[https://www.[reuters.com/business/energy/oil-treads-water-us-iran-peace-talks-stall-hormuz-shipping-slows-2026-08-17/](https://www.reuters.com/business/energy/oil-treads-water-us-iran-peace-talks-stall-hormuz-shipping-slows-2026-08-17/)](https://reuters.com/business/energy/oil-treads-water-us-iran-peace-talks-stall-hormuz-shipping-slows-2026-08-17/](https://www.reuters.com/business/energy/oil-treads-water-us-iran-peace-talks-stall-hormuz-shipping-slows-2026-08-17/))"
],
"source_tier": "B"
}
],
"coverage_gaps": [
{
"scope": "GLD/SLV 每日持仓变动",
"status": "unverified",
"reason": "本轮改查 SPDR GLD 发行人直达页和 iShares SLV 发行人产品页;GLD 页未返回窗口内持仓数字,SLV 页最新可见数据截至 2026-08-13,均没有窗口内发布时刻证据。",
"checked_source_urls": [
"[https://www.[spdrgoldshares.com/usa/gld/](https://www.spdrgoldshares.com/usa/gld/)](https://spdrgoldshares.com/usa/gld/](https://www.spdrgoldshares.com/usa/gld/))",
"[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))"
]
},
{
"scope": "COMEX 金银库存分级变动",
"status": "unverified",
"reason": "本轮改查 CME 官方 Gold Futures 和 Silver Futures 页面;页面返回行情与产品导航,但没有窗口内 COMEX 金银库存分级数字,未以行情或交割通知替代库存事实。",
"checked_source_urls": [
"[https://www.[cmegroup.com/markets/metals/precious/gold.html](https://www.cmegroup.com/markets/metals/precious/gold.html)](https://cmegroup.com/markets/metals/precious/gold.html](https://www.cmegroup.com/markets/metals/precious/gold.html))",
"[https://www.[cmegroup.com/markets/metals/precious/silver.html](https://www.cmegroup.com/markets/metals/precious/silver.html)](https://cmegroup.com/markets/metals/precious/silver.html](https://www.cmegroup.com/markets/metals/precious/silver.html))"
]
},
{
"scope": "SHFE 仓单与 SGE 出入库",
"status": "unverified",
"reason": "本轮改查 SHFE 英文入口和 SGE 出入库报告入口;SHFE 返回人机识别页,SGE 入口未返回窗口内可核验的 AU/AG 仓单或出入库数字。",
"checked_source_urls": [
"https://www.shfe.com.cn/en/",
"https://www.sge.com.cn/sjzx/yshqbg"
]
},
{
"scope": "美国财政部实际收益率日值",
"status": "unverified",
"reason": "本轮改用美国财政部官方实际收益率 CSV 直达接口;最新行是 2026-08-14,5Y/7Y/10Y/20Y/30Y 为 2.12%/2.25%/2.41%/2.78%/3.00%,没有 2026-08-17 行,也没有窗口内发布时刻证据,因此未用名义收益率替代。",
"checked_source_urls": [
"[https://home.[treasury.gov/resource-center/data-chart-center/interest-rates/daily-treasury-rates.csv/2026/all?type=daily_treasury_real_yield_curve&field_tdr_date_value=2026&page&_format=csv](https://home.treasury.gov/resource-center/data-chart-center/interest-rates/daily-treasury-rates.csv/2026/all?type=daily_treasury_real_yield_curve&field_tdr_date_value=2026&page&_format=csv)](https://treasury.gov/resource-center/data-chart-center/interest-rates/daily-treasury-rates.csv/2026/all?type=daily_treasury_real_yield_curve&field_tdr_date_value=2026&page&_format=csv](https://home.treasury.gov/resource-center/data-chart-center/interest-rates/daily-treasury-rates.csv/2026/all?type=daily_treasury_real_yield_curve&field_tdr_date_value=2026&page&_format=csv))"
]
}
]
}

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