23:30｜上金所夜盘回落，路透现货金跌至4611.79

{ "window_start_utc": "2026-08-26T12:30:00Z", "window_end_utc": "2026-08-26T15:30:00Z", "timezone": "Asia/Shanghai", "events": [ { "event_id": "SGE-AU-20260826-night-delayed-au9999-99499", "event_type": "macro_release", "title": "上金所延时 Au99.99 夜盘报 994.99 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-26T15:30:00Z", "asset_keys": [ "AU" ], "direction_score": { "AU": -2 }, "confidence": 97, "horizon": "intraday", "raw_facts": "上海黄金交易所「2026 年 08 月 26 日延时行情」表：Au99.99 最新价 994.99 CNY/g，最高价 1001.0 CNY/g，最低价 991.0 CNY/g，今开盘 999.0 CNY/g。相对上一期 20:30 夜盘开盘前延时快照最新价 999.7 CNY/g 回落 4.71 CNY/g；会话最低价由 995.0 下探至 991.0。页面标注「2026 年 08 月 26 日延时行情」，未提供精确发布时间。raw_facts 日期原文：2026 年 08 月 26 日。", "transmission_chain": "上金所延时 Au99.99 报 994.99 CNY/g 并下探至 991.0→国内现货黄金夜盘报价继续回落→AU 短线价格偏空", "invalidation_conditions": "上金所后续修正 2026-08-26 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-20260826-night-delayed-autd-99287", "event_type": "macro_release", "title": "上金所延时 Au(T+D)夜盘报 992.87 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-26T15:30:00Z", "asset_keys": [ "AU" ], "direction_score": { "AU": -2 }, "confidence": 97, "horizon": "intraday", "raw_facts": "同一上金所延时行情表：Au(T+D)最新价 992.87 CNY/g，最高价 1000.0 CNY/g，最低价 989.38 CNY/g，今开盘 998.5 CNY/g。相对上一期 20:30 夜盘开盘前延时快照最新价 999.0 CNY/g 回落 6.13 CNY/g；会话最低价由 996.04 下探至 989.38。页面标注「2026 年 08 月 26 日延时行情」。raw_facts 日期原文：2026 年 08 月 26 日。", "transmission_chain": "延时 Au(T+D)报 992.87 CNY/g 并下探至 989.38→国内黄金延期合约夜盘报价加速回落→AU 短线延期端偏空", "invalidation_conditions": "上金所后续修正 2026-08-26 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-20260826-night-delayed-agtd-16520", "event_type": "macro_release", "title": "上金所延时 Ag(T+D)夜盘报 16520 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-26T15:30:00Z", "asset_keys": [ "AG" ], "direction_score": { "AG": -2 }, "confidence": 97, "horizon": "intraday", "raw_facts": "同一上金所延时行情表：Ag(T+D)最新价 16520.0 CNY/kg，最高价 16780.0 CNY/kg，最低价 16401.0 CNY/kg，今开盘 16705.0 CNY/kg。相对上一期 20:30 夜盘开盘前延时快照最新价 16766.0 CNY/kg 回落 246.0 CNY/kg；会话最低价由 16680.0 下探至 16401.0。页面标注「2026 年 08 月 26 日延时行情」。raw_facts 日期原文：2026 年 08 月 26 日。", "transmission_chain": "延时 Ag(T+D)报 16520.0 CNY/kg 并下探至 16401.0→国内白银延期合约夜盘报价显著回落→AG 短线价格偏空", "invalidation_conditions": "上金所后续修正 2026-08-26 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": "Reuters-AU-20260826-spot-gold-461179", "event_type": "macro_release", "title": "路透：现货金跌 1%至 4611.79 美元", "event_time_utc": "2026-08-26T13:10:00Z", "event_time_quality": "exact", "published_at_utc": "2026-08-26T13:38:36.824Z", "asset_keys": [ "AU" ], "direction_score": { "AU": -2 }, "confidence": 94, "horizon": "intraday", "raw_facts": "Reuters 稿「Gold drops 1% after in-line U.S. inflation data」正文：Spot gold fell 1% to $4,611.79 per ounce by 1310 GMT (9:10 a.m. EDT)；U.S. gold futures dropped 0.6% to $4,667.10；The dollar rose 0.2%。页面 meta article:published_time=2026-08-26T00:30:26.515Z，article:modified_time=2026-08-26T13:38:36.824Z。相对上一期 20:30 已发 1114 GMT 现货金 4618.03 与美盘期金 4673.90，本 4611.79 / 4667.10 为窗口内欧美盘更新报价。", "transmission_chain": "现货金报 4611.79 美元/盎司（-1%）、美盘期金报 4667.10（-0.6%）且美元上涨 0.2%→国际金价在 PCE 公布后继续回落→AU 短线价格偏空", "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-little-changed-with-us-inflation-data-spotlight-2026-08-26/](https://www.reuters.com/world/india/gold-little-changed-with-us-inflation-data-spotlight-2026-08-26/)](https://reuters.com/world/india/gold-little-changed-with-us-inflation-data-spotlight-2026-08-26/](https://www.reuters.com/world/india/gold-little-changed-with-us-inflation-data-spotlight-2026-08-26/))" ], "source_tier": "B" }, { "event_id": "Reuters-AG-20260826-spot-silver-6815", "event_type": "macro_release", "title": "路透：现货白银报 68.15 美元跌 0.7%", "event_time_utc": "2026-08-26T13:10:00Z", "event_time_quality": "exact", "published_at_utc": "2026-08-26T13:38:36.824Z", "asset_keys": [ "AG" ], "direction_score": { "AG": -1 }, "confidence": 94, "horizon": "intraday", "raw_facts": "同一 Reuters 贵金属稿：spot silver fell 0.7% to $68.15 per ounce；platinum fell 0.3% to $1,851.55；palladium rose 0.5% to $1,333.50。报价时点与同稿现货金一并写为 by 1310 GMT。页面 meta article:modified_time=2026-08-26T13:38:36.824Z。相对上一期 20:30 已发 1114 GMT 现货银 68.48，本 68.15 为窗口内更新值。", "transmission_chain": "现货白银报 68.15 美元/盎司（-0.7%）→国际银价随金价与美元走强回落→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-little-changed-with-us-inflation-data-spotlight-2026-08-26/](https://www.reuters.com/world/india/gold-little-changed-with-us-inflation-data-spotlight-2026-08-26/)](https://reuters.com/world/india/gold-little-changed-with-us-inflation-data-spotlight-2026-08-26/](https://www.reuters.com/world/india/gold-little-changed-with-us-inflation-data-spotlight-2026-08-26/))" ], "source_tier": "B" }, { "event_id": "Reuters-AU-20260826-fedwatch-sep-hike-40pct", "event_type": "macro_release", "title": "路透：FedWatch 押注 9 月加息升至约 40%", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-26T13:38:36.824Z", "asset_keys": [ "AU", "AG" ], "direction_score": { "AU": -1, "AG": -1 }, "confidence": 90, "horizon": "weeks", "raw_facts": "同一 Reuters 2026-08-26 贵金属稿（modified_time=2026-08-26T13:38:36.824Z）：Traders now see a 40% chance of an interest rate hike next month, compared to 36% before the data, and are pricing in a 60% chance that the Fed will leave rates unchanged, according to the CME FedWatch Tool。稿内同时转述 BEA July PCE 同比 +3.7%（路透调查预期 3.6%）。上一期 20:30 频道已发同系列稿中 9 月按兵不动约 64% 的读数；本条为 PCE 公布后窗口内更新至加息约 40% / 维持约 60%。raw_facts 日期原文：Aug 26 (Reuters)。", "transmission_chain": "CME FedWatch 显示 9 月加息概率升至约 40%、维持不变约 60%→近月加息押注抬升→实际利率预期对 AU/AG 构成压制", "invalidation_conditions": "路透或 CME FedWatch 后续更新显著改写该概率，或 FOMC 实际决议与路径预期冲突时，当前事件失效。", "source_urls": [ "[https://www.[reuters.com/world/india/gold-little-changed-with-us-inflation-data-spotlight-2026-08-26/](https://www.reuters.com/world/india/gold-little-changed-with-us-inflation-data-spotlight-2026-08-26/)](https://reuters.com/world/india/gold-little-changed-with-us-inflation-data-spotlight-2026-08-26/](https://www.reuters.com/world/india/gold-little-changed-with-us-inflation-data-spotlight-2026-08-26/))" ], "source_tier": "B" } ], "coverage_gaps": [ { "item": "GLD 每日持仓全量变动（官网贸易日字段）", "status": "未交付新变动", "detail": "SPDR 官网 Total Net Asset Value/Ounces/Tonnes 仍为 AWAITING。JPM 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"[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))" ] }, { "item": "SLV 每日持仓全量变动（官网贸易日字段）", "status": "未交付新变动", "detail": "iShares SLV 官网 Key Facts 仍 as of Aug 25, 2026，Ounces in Trust 493,923,098.00（上一期 10:30 已入流）；JPM SLV 清单仍 As at:25-August-2026、Total Fine Ounces 493,923,791.900，与已发同值未重复入流。本窗口无 8 月 26 日官网全信托新字段。", "source_urls": [ "[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 对本 IP 仍返回 403 反爬 JSON；Registrar Reports 入口同样返回 IP blocked JSON。本轮另试：browserMode 拉取 XLS、更换 UA、Google 检索路透/彭博转述 COMEX registered/eligible（空结果）。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 Real Yield CSV 最新可读日期仍为 08/25/2026（5Y 2.04、7Y 2.16、10Y 2.32、20Y 2.70、30Y 2.92），上一期 10:30 已入流；未见 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"[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))" ] } ] }