21:30｜财联社金银回落，上金所夜盘延时报价走弱

{ "window_start_utc": "2026-08-25T12:30:00Z", "window_end_utc": "2026-08-25T13:30:00Z", "timezone": "Asia/Shanghai", "events": [ { "event_id": "CLS-AU-20260825-spot-gold-463516", "event_type": "macro_release", "title": "财联社报现货黄金跌至 4635.16 美元", "event_time_utc": "2026-08-25T12:30:43Z", "event_time_quality": "exact", "published_at_utc": "2026-08-25T12:30:43Z", "asset_keys": [ "AU" ], "direction_score": { "AU": -1 }, "confidence": 95, "horizon": "intraday", "raw_facts": "财联社电报页面标注时间 2026 年 08 月 25 日 20:30:43（Asia/Shanghai，即 2026-08-25T12:30:43Z）：国际金银现货回调走低；现货黄金价格跌 0.35%，报 4635.16 USD/oz。相对上一期 20:30 汇总窗口路透现货金 4640.40 USD/oz 减少约 5.24 USD/oz。", "transmission_chain": "现货黄金跌至 4635.16 USD/oz 且跌 0.35%→美元计价黄金回落→AU 短线价格偏弱", "invalidation_conditions": "财联社后续更正该电报报价或跌幅，或更高频一手黄金报价明确取代该数值时，当前事件失效。", "source_urls": [ "https://www.cls.cn/detail/2463947" ], "source_tier": "B" }, { "event_id": "CLS-AG-20260825-spot-silver-6792", "event_type": "macro_release", "title": "财联社报现货白银跌至 67.92 美元", "event_time_utc": "2026-08-25T12:30:43Z", "event_time_quality": "exact", "published_at_utc": "2026-08-25T12:30:43Z", "asset_keys": [ "AG" ], "direction_score": { "AG": -1 }, "confidence": 95, "horizon": "intraday", "raw_facts": "财联社电报页面标注时间 2026 年 08 月 25 日 20:30:43（Asia/Shanghai，即 2026-08-25T12:30:43Z）：现货白银价格跌 1.48%，报 67.92 USD/oz。相对同日 17:06 电报 67.55 USD/oz 回升 0.37 USD/oz，相对上一期 20:30 汇总窗口路透现货银 68.03 USD/oz 减少约 0.11 USD/oz。", "transmission_chain": "现货白银跌至 67.92 USD/oz 且跌 1.48%→白银美元报价继续承压→AG 短线价格偏弱", "invalidation_conditions": "财联社后续更正该电报报价或跌幅，或更高频一手白银报价明确取代该数值时，当前事件失效。", "source_urls": [ "https://www.cls.cn/detail/2463947" ], "source_tier": "B" }, { "event_id": "SGE-AU-20260825-night-delayed-au9999-998", "event_type": "macro_release", "title": "上金所夜盘延时 Au99.99 报 998.0 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-25T13:30:00Z", "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 998.0 CNY/g，最高价 1003.0 CNY/g，最低价 994.01 CNY/g，今开盘 1002.0 CNY/g。相对上一期 20:30 汇总延时快照最新价 1000.0 CNY/g 减少 2.0 CNY/g，约减少 0.20%；相对同日官方日收盘 1000.00 CNY/g 减少 2.00 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。同源分钟接口在 Asia/Shanghai 21:38 附近读数亦为 998.0，与表内最新价一致。", "transmission_chain": "夜盘延时 Au99.99 回落至 998.0 CNY/g→上金所场内黄金即时报价低于日收→AU 短线报价偏弱", "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-99685", "event_type": "macro_release", "title": "上金所夜盘延时 Au(T+D)报 996.85 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-25T13:30:00Z", "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 996.85 CNY/g，最高价 1002.0 CNY/g，最低价 994.12 CNY/g，今开盘 1001.0 CNY/g。相对上一期 20:30 汇总延时快照最新价 1000.1 CNY/g 减少 3.25 CNY/g，约减少 0.32497%；相对同日官方日收盘 1001.73 CNY/g 减少 4.88 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)回落至 996.85 CNY/g→上金所黄金延期合约夜盘报价继续下行→AU 短线延期端偏弱", "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-16408", "event_type": "macro_release", "title": "上金所夜盘延时 Ag(T+D)报 16408 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-25T13:30:00Z", "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 16408.0 CNY/kg，最高价 16560.0 CNY/kg，最低价 16359.0 CNY/kg，今开盘 16533.0 CNY/kg。相对上一期 20:30 汇总延时快照最新价 16465.0 CNY/kg 减少 57.0 CNY/kg，约减少 0.3462%；相对同日官方日收盘 16549.00 CNY/kg 减少 141.00 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)回落至 16408.0 CNY/kg→上金所白银延期合约夜盘报价继续下行→AG 短线价格偏弱", "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": "Reuters-AUAG-20260825-usd-fx-159215", "event_type": "macro_release", "title": "路透更新美元兑日元报 159.215", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-25T12:40:21.893Z", "asset_keys": [ "AU", "AG" ], "direction_score": { "AU": -1, "AG": -1 }, "confidence": 93, "horizon": "intraday", "raw_facts": "Reuters 美元报道在 2026-08-25T12:40:21.893Z 更新：欧元兑美元报 1.1663；英镑兑美元报 1.3635；美元兑日元上涨 0.1%至 159.215；美元兑加元上涨 0.1%报 C$1.3860。原文称美元整体持稳，但仍面临进一步回落风险。各汇率未单列独立报价时刻，日期为 2026-08-25。相对上一期 20:30 汇总同源快照（EURUSD 1.1659、GBP 1.3639、USDJPY 159.34、USDCAD 1.3860），本窗口主要新增变动为美元兑日元自 159.34 调整至 159.215。", "transmission_chain": "美元对主要货币持稳且兑加元仍报 1.3860→美元计价贵金属对海外买家成本仍偏高→AU 与 AG 短线承压", "invalidation_conditions": "Reuters 后续更正上述汇率快照，或更高频一手汇率报价明确取代该组数值时，当前事件失效。", "source_urls": [ "[https://www.[reuters.com/business/dollar-struggles-traction-markets-weigh-iran-sanctions-treasury-buybacks-2026-08-25/](https://www.reuters.com/business/dollar-struggles-traction-markets-weigh-iran-sanctions-treasury-buybacks-2026-08-25/)](https://reuters.com/business/dollar-struggles-traction-markets-weigh-iran-sanctions-treasury-buybacks-2026-08-25/](https://www.reuters.com/business/dollar-struggles-traction-markets-weigh-iran-sanctions-treasury-buybacks-2026-08-25/))" ], "source_tier": "B" } ], "coverage_gaps": [ { "item": "GLD/SLV 每日持仓变动", "status": "未交付", "detail": "本轮复查 SPDR 官方页（持仓字段仍为 AWAITING）、J.P. Morgan GLD 金条清单（As at:24-August-2026，Total Fine Ounces 31,257,607.968）、iShares SLV 页（Ounces in Trust 495,097,780.60，as of Aug 24, 2026）与 J.P. Morgan SLV 银条清单（As at:24-August-2026，Total Fine Ounces 495,098,595.900）。均无法证明 2026-08-25T12:30:00Z 至 13:30:00Z 窗口内首次发布的每日持仓变动，未把旧快照冒充新事件。另试 SPDR 动态 JSON 与 barlist 直链均 404。", "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://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": "本轮 Gold_Stocks.xls 与 Silver_stocks.xls 仍 403；CME Registrar Reports 入口对本 IP 返回反爬阻断 JSON，未取得 registered/eligible 分级数字。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），未取得窗口内新行，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))" ] } ] }