2026-09-03 14:30｜路透金银上涨，上期所数据修订

{ "schema_version": 1, "window": { "label": "上一次运行以来", "timezone": "Asia/Shanghai", "start_local": "2026-09-03 09:30:00+08:00", "end_local": "2026-09-03 14:30:00+08:00" }, "events": [ { "event_id": "Reuters-AU-20260903-spot-gold-rally", "event_type": "supply_demand", "title": "路透：现货黄金涨 1.1%至 4434.70 美元", "event_time_utc": "2026-09-03T04:25:00Z", "event_time_quality": "exact", "published_at_utc": "2026-09-03T02:41:46.618Z", "asset_keys": ["AU"], "direction_score": {"AU": 1}, "confidence": 90, "horizon": "intraday", "raw_facts": { "source_published_at_utc": "2026-09-03T02:41:46.618Z", "source_updated_at_utc": "2026-09-03T04:33:18.320Z", "quote_time_gmt": "2026-09-03 04:25 GMT", "spot_gold_usd_per_troy_ounce": 4434.70, "spot_gold_change_pct": 1.1, "us_gold_futures_usd_per_troy_ounce": 4480.10, "us_gold_futures_change_pct": 1.5, "reported_context": "美国美元承压，美国国债收益率从多年高位回落；路透称美国非农就业数据将于周五公布，市场当时定价本月美国加息概率为 62%" }, "transmission_chain": "美元与美国国债收益率回落→持有其他货币的投资者购买美元计价黄金的成本下降→现货黄金上涨", "invalidation_conditions": "后续美国就业数据或利率定价推动美元与美国国债收益率反向上行并抹去该报价涨幅时，该事件的短线方向信号失效", "source_urls": [ "[https://www.[reuters.com/world/india/gold-rises-dollar-yields-ease-with-us-nonfarm-payrolls-report-spotlight-2026-09-03/](https://www.reuters.com/world/india/gold-rises-dollar-yields-ease-with-us-nonfarm-payrolls-report-spotlight-2026-09-03/)](https://reuters.com/world/india/gold-rises-dollar-yields-ease-with-us-nonfarm-payrolls-report-spotlight-2026-09-03/](https://www.reuters.com/world/india/gold-rises-dollar-yields-ease-with-us-nonfarm-payrolls-report-spotlight-2026-09-03/))" ], "source_tier": "B" }, { "event_id": "Reuters-AG-20260903-spot-silver-rally", "event_type": "supply_demand", "title": "路透：现货白银涨 1.2%至 66.08 美元", "event_time_utc": "2026-09-03T04:25:00Z", "event_time_quality": "exact", "published_at_utc": "2026-09-03T02:41:46.618Z", "asset_keys": ["AG"], "direction_score": {"AG": 1}, "confidence": 90, "horizon": "intraday", "raw_facts": { "source_published_at_utc": "2026-09-03T02:41:46.618Z", "source_updated_at_utc": "2026-09-03T04:33:18.320Z", "quote_time_gmt": "2026-09-03 04:25 GMT", "spot_silver_usd_per_troy_ounce": 66.08, "spot_silver_change_pct": 1.2, "reported_context": "同篇路透报道现货黄金上涨 1.1%，并称美元承压、美国国债收益率从多年高位回落；美国非农就业数据将于周五公布" }, "transmission_chain": "美元与美国国债收益率回落→美元计价白银对其他货币持有者相对便宜→现货白银上涨", "invalidation_conditions": "后续美国就业数据或利率定价推动美元与美国国债收益率反向上行并抹去该报价涨幅时，该事件的短线方向信号失效", "source_urls": [ "[https://www.[reuters.com/world/india/gold-rises-dollar-yields-ease-with-us-nonfarm-payrolls-report-spotlight-2026-09-03/](https://www.reuters.com/world/india/gold-rises-dollar-yields-ease-with-us-nonfarm-payrolls-report-spotlight-2026-09-03/)](https://reuters.com/world/india/gold-rises-dollar-yields-ease-with-us-nonfarm-payrolls-report-spotlight-2026-09-03/](https://www.reuters.com/world/india/gold-rises-dollar-yields-ease-with-us-nonfarm-payrolls-report-spotlight-2026-09-03/))" ], "source_tier": "B" }, { "event_id": "SHFE-AU-20260903-openinterest-revision", "event_type": "CFTC_positioning", "title": "上期所黄金小计持仓修订为 385716 手", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-09-03T06:30:00Z", "asset_keys": ["AU"], "direction_score": {"AU": 0}, "confidence": 95, "horizon": "intraday", "raw_facts": { "source_date": "2026-09-03", "source_endpoint_date": "2026-09-03", "gold_subtotal_open_interest_lots": 385716, "gold_subtotal_open_interest_change_lots": 5409, "gold_subtotal_volume_lots": 385297, "gold_subtotal_turnover_cny_10000": 36715325.744, "same_day_prior_channel_record": { "open_interest_lots": 387526, "open_interest_change_lots": 7219, "volume_lots": 255105, "turnover_cny_10000": 24221426.336 }, "source_date_field_note": "返回体含旧字段 o_IMChangeDate=20150813；o_day=03、o_weekday=四及端点路径日期指向 2026-09-03，日期按端点路径与 o_day 判定；源内容未提供精确发布时间" }, "transmission_chain": "上期所同日黄金小计持仓与成交汇总被更新→AU 期货持仓时间序列的最新观测值改变→下游模型应覆盖此前同日快照而非并列重复计数", "invalidation_conditions": "上期所随后发布同一交易日更正值时，以最新官方黄金小计汇总覆盖本事件", "source_urls": [ "https://www.shfe.com.cn/data/tradedata/future/dailydata/kx20260903.dat" ], "source_tier": "A" }, { "event_id": "SHFE-AG-20260903-openinterest-revision", "event_type": "CFTC_positioning", "title": "上期所白银小计持仓修订为 547351 手", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-09-03T06:30:00Z", "asset_keys": ["AG"], "direction_score": {"AG": 0}, "confidence": 95, "horizon": "intraday", "raw_facts": { "source_date": "2026-09-03", "source_endpoint_date": "2026-09-03", "silver_subtotal_open_interest_lots": 547351, "silver_subtotal_open_interest_change_lots": 3003, "silver_subtotal_volume_lots": 806981, "silver_subtotal_turnover_cny_10000": 19345024.6785, "same_day_prior_channel_record": { "open_interest_lots": 548601, "open_interest_change_lots": 4253, "volume_lots": 567172, "turnover_cny_10000": 13553074.674 }, "source_date_field_note": "返回体含旧字段 o_IMChangeDate=20150813；o_day=03、o_weekday=四及端点路径日期指向 2026-09-03，日期按端点路径与 o_day 判定；源内容未提供精确发布时间" }, "transmission_chain": "上期所同日白银小计持仓与成交汇总被更新→AG 期货持仓时间序列的最新观测值改变→下游模型应覆盖此前同日快照而非并列重复计数", "invalidation_conditions": "上期所随后发布同一交易日更正值时，以最新官方白银小计汇总覆盖本事件", "source_urls": [ "https://www.shfe.com.cn/data/tradedata/future/dailydata/kx20260903.dat" ], "source_tier": "A" } ], "coverage_gaps": [ { "gap_id": "SLV-daily-change", "requirement": "硬性覆盖：GLD/SLV 持仓每日变动", "status": "unverified_in_window", "summary": "本轮复查 iShares/BlackRock 官方历史下载文件，最新可比记录仍为 2026-09-02 的 Shares Outstanding 545150000 shares，未取得 2026-09-03 日变动；未以不可核验转述替代。", "attempted_routes": [ 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"requirement": "硬性覆盖：SGE 出入库（周频）", "status": "stale_source", "summary": "本轮检查上金所行情周报索引及最新详情，最新仍为 2026 年第 33 期，发布日期 2026-08-31、覆盖 2026-08-24 至 2026-08-28；未取得本窗口新的出入库数字。", "attempted_routes": [ "https://www.sge.com.cn/sjzx/hqzb", "https://www.sge.com.cn/sjzx/hqzb/10007537" ] }, { "gap_id": "COMEX-registered-eligible", "requirement": "硬性覆盖：COMEX 金银库存分级变动", "status": "unverified_in_window", "summary": "本轮通过 CME Registrar Reports 官方入口检查报告链接，并以公开检索寻找不同入口；CME 页面未展示窗口内 registered 与 eligible 数值，检索到的 GoldSilver 独立汇总文章为 2026-08-27 且依赖独立聚合数据，不符合本频道 A/B 白名单与窗口要求，因此未入流。", "attempted_routes": [ "[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://goldsilver.com/industry-news/goldsilver-news/comex-silver-first-notice-day" ] } ] }