11:30|路透更新黄金至4653美元与收益率5.2518%

11:30|路透更新黄金至4653美元与收益率5.2518%

覆盖02:30–03:30 UTC:路透页面在窗口内更新黄金、美元指数、30年期美债收益率与油价数值,ETF、库存、仓单和TIPS硬覆盖状态逐项保留。

{ "schema_version": 1, "as_of": "2026-08-24 11:30:00+08:00", "window_start_utc": "2026-08-24T02:30:00Z", "window_end_utc": "2026-08-24T03:30:00Z", "asset_keys": [ "AU", "AG" ], "events": [ { "event_id": "Reuters-AU-20260824-gold-4653-update", "event_type": "supply_demand", "title": "路透更新黄金至 4653 美元", "event_time_utc": "2026-08-24T03:02:41.466Z", "event_time_quality": "exact", "published_at_utc": "2026-08-24T00:49:49.306Z", "asset_keys": [ "AU" ], "direction_score": { "AU": 1 }, "confidence": 93, "horizon": "intraday", "raw_facts": { "source_dateline": "SYDNEY, Aug 24 (Reuters)", "source_page_original_published_at_utc": "2026-08-24T00:49:49.306Z", "source_page_updated_at_utc": "2026-08-24T03:02:41.466Z", "gold_quote": "4653 USD/oz", "intraday_change": "+1.1%", "month_to_date_change": "more than 15%", "source_statement": "The yellow metal firmed another 1.1% to $4,653 an ounce, having climbed more than 15% for the month so far.", "update_basis": "Reuters 页面更新时间落在本窗口内;本事实使用更新后的正文数字。" }, "transmission_chain": "美元受到政策不确定性压制→稀缺资产需求获得支撑→AU 报价更新至 4653 USD/oz 并日内上涨 1.1%", "invalidation_conditions": "若 Reuters 更正 4653 USD/oz、1.1%涨幅或月内逾 15%的数字,或后续页面确认更新内容被撤回,本事件失效。", "source_urls": [ "[https://www.[reuters.com/world/china/global-markets-global-markets-2026-08-24/](https://www.reuters.com/world/china/global-markets-global-markets-2026-08-24/)](https://reuters.com/world/china/global-markets-global-markets-2026-08-24/](https://www.reuters.com/world/china/global-markets-global-markets-2026-08-24/))" ], "source_tier": "B" }, { "event_id": "Reuters-AUAG-20260824-dollar-index-96832-update", "event_type": "supply_demand", "title": "路透更新美元指数至 96.832", "event_time_utc": "2026-08-24T03:02:41.466Z", "event_time_quality": "exact", "published_at_utc": "2026-08-24T00:49:49.306Z", "asset_keys": [ "AU", "AG" ], "direction_score": { "AU": 1, "AG": 1 }, "confidence": 90, "horizon": "days", "raw_facts": { "source_dateline": "SYDNEY, Aug 24 (Reuters)", "source_page_original_published_at_utc": "2026-08-24T00:49:49.306Z", "source_page_updated_at_utc": "2026-08-24T03:02:41.466Z", "dollar_index": "96.832", "previous_week_change": "-0.8%", "source_statement": "The dollar was on the defensive elsewhere after having lost 0.8% last week against a basket of currencies at 96.832.", "update_basis": "Reuters 页面更新时间落在本窗口内;本事实使用更新后的正文数字。" }, "transmission_chain": "美元指数报 96.832 且上周下跌 0.8%→美元计价贵金属的汇率压力减弱→AU 与 AG 的美元计价需求方向偏正", "invalidation_conditions": "若 Reuters 更正 96.832 或上周下跌 0.8%的数字,或后续美元指数反向突破并消除该变化,本事件失效。", "source_urls": [ "[https://www.[reuters.com/world/china/global-markets-global-markets-2026-08-24/](https://www.reuters.com/world/china/global-markets-global-markets-2026-08-24/)](https://reuters.com/world/china/global-markets-global-markets-2026-08-24/](https://www.reuters.com/world/china/global-markets-global-markets-2026-08-24/))" ], "source_tier": "B" }, { "event_id": "Reuters-AUAG-20260824-us30y-52518-update", "event_type": "real_rate", "title": "路透更新美国 30 年期收益率至 5.2518%", "event_time_utc": "2026-08-24T03:02:41.466Z", "event_time_quality": "exact", "published_at_utc": "2026-08-24T00:49:49.306Z", "asset_keys": [ "AU", "AG" ], "direction_score": { "AU": -1, "AG": -1 }, "confidence": 92, "horizon": "days", "raw_facts": { "source_dateline": "SYDNEY, Aug 24 (Reuters)", "source_page_original_published_at_utc": "2026-08-24T00:49:49.306Z", "source_page_updated_at_utc": "2026-08-24T03:02:41.466Z", "us_30y_nominal_yield": "5.2518%", "recent_19_year_peak": "5.3371%", "source_statement": "His efforts have had little success so far, with 30-year yields at 5.2518%, not far from the recent 19-year peak of 5.3371%.", "rate_definition": "美国 30 年期名义国债收益率,不是 TIPS 实际收益率。", "update_basis": "Reuters 页面更新时间落在本窗口内;本事实使用更新后的正文数字。" }, "transmission_chain": "美国 30 年期名义收益率更新至 5.2518%且接近 19 年高点 5.3371%→美元资产的收益吸引力与贵金属持有机会成本上升→AU 与 AG 方向偏空", "invalidation_conditions": "若 Reuters 更正 5.2518%或 5.3371%的数字,或后续收益率显著回落并消除高收益率状态,本事件失效。", "source_urls": [ "[https://www.[reuters.com/world/china/global-markets-global-markets-2026-08-24/](https://www.reuters.com/world/china/global-markets-global-markets-2026-08-24/)](https://reuters.com/world/china/global-markets-global-markets-2026-08-24/](https://www.reuters.com/world/china/global-markets-global-markets-2026-08-24/))" ], "source_tier": "B" }, { "event_id": "Reuters-AUAG-20260824-oil-9302-update", "event_type": "geopolitics", "title": "路透更新布伦特与 WTI 至 93.02 和 85.64 美元", "event_time_utc": "2026-08-24T03:02:41.466Z", "event_time_quality": "exact", "published_at_utc": "2026-08-24T00:49:49.306Z", "asset_keys": [ "AU", "AG" ], "direction_score": { "AU": 0, "AG": 0 }, "confidence": 88, "horizon": "days", "raw_facts": { "source_dateline": "SYDNEY, Aug 24 (Reuters)", "source_page_original_published_at_utc": "2026-08-24T00:49:49.306Z", "source_page_updated_at_utc": "2026-08-24T03:02:41.466Z", "sanctions_context": "美国财政部长 Scott Bessent 计划于周一晚些时候举行新闻发布会,说明对伊朗的制裁。", "brent": { "price": "93.02 USD/bbl", "change": "-1.5%", "prior_week_change": "+6.6%" }, "wti": { "price": "85.64 USD/bbl", "change": "-1.6%" }, "source_statement": "Brent slipped 1.5% to $93.02 ahead of the announcement, though that followed gains of 6.6% last week. U.S. crude eased 1.6% to $85.64 a barrel.", "update_basis": "Reuters 页面更新时间落在本窗口内;本事实使用更新后的正文数字。" }, "transmission_chain": "伊朗制裁安排仍待公布且布伦特与 WTI 分别下跌 1.5%和 1.6%→市场暂未把制裁安排计入即时原油供给冲击→AU 与 AG 的避险和通胀传导方向相互抵消", "invalidation_conditions": "若 Reuters 更正 93.02 USD/bbl、85.64 USD/bbl 或对应跌幅,或后续官方制裁内容确认原油供给冲击方向,本事件失效。", "source_urls": [ "[https://www.[reuters.com/world/china/global-markets-global-markets-2026-08-24/](https://www.reuters.com/world/china/global-markets-global-markets-2026-08-24/)](https://reuters.com/world/china/global-markets-global-markets-2026-08-24/](https://www.reuters.com/world/china/global-markets-global-markets-2026-08-24/))" ], "source_tier": "B" } ], "coverage_gaps": [ { "coverage": "GLD/SLV 每日持仓变动", "status": "no_new_row_in_window", "attempted_route": "本轮打开 State Street 官方 GLD 产品页与 iShares 官方 SLV 产品页,并补查 Reuters、Bloomberg 与财联社候选;GLD 页面的 AUM 为 154,240.99 百万美元、数据日期为 2026-08-21,SLV 持仓为 491,754,305.20 金衡盎司、数据日期为 2026-08-21,均早于本窗口,补查未取得窗口内新的白名单持仓数字。", "source_urls": [ "[https://www.[ssga.com/us/en/intermediary/etfs/spdr-gold-shares-gld](https://www.ssga.com/us/en/intermediary/etfs/spdr-gold-shares-gld)](https://ssga.com/us/en/intermediary/etfs/spdr-gold-shares-gld](https://www.ssga.com/us/en/intermediary/etfs/spdr-gold-shares-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))" ], "blocked_requirement": "硬性覆盖:COT(周六早)、美国 CPI、美国 PCE、非农、FOMC 决议、SGE 出入库(周频)、GLD/SLV 持仓每日变动、COMEX 金银库存分级变动;到相应发布时点必须输出事件,不得以「无新增」跳过。" }, { "coverage": "COMEX 金银库存分级变动", "status": "unverified", "attempted_route": "本轮打开 CME 官方 NYMEX、COMEX Delivery Notices & Stocks 入口,并沿入口返回的 Gold Stocks 与 Silver Stocks 直接文件链接读取原表;入口只显示下载地址,两个 XLS 文件均返回 403,未取得窗口内 registered 与 eligible 库存新数字。", "source_urls": [ "[https://www.[cmegroup.com/solutions/clearing/operations-and-deliveries/nymex-delivery-notices.html](https://www.cmegroup.com/solutions/clearing/operations-and-deliveries/nymex-delivery-notices.html)](https://cmegroup.com/solutions/clearing/operations-and-deliveries/nymex-delivery-notices.html](https://www.cmegroup.com/solutions/clearing/operations-and-deliveries/nymex-delivery-notices.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))" ], "blocked_requirement": "硬性覆盖:COT(周六早)、美国 CPI、美国 PCE、非农、FOMC 决议、SGE 出入库(周频)、GLD/SLV 持仓每日变动、COMEX 金银库存分级变动;到相应发布时点必须输出事件,不得以「无新增」跳过。" }, { "coverage": "SGE 出入库与库存数据", "status": "unverified", "attempted_route": "本轮改查上金所英文 Daily Report 入口;可读取的历史日报最新条目为 2023 年 12 月 29 日,页面另显示日度国际数据至 2026 年 8 月 21 日的入口,未取得 2026-08-24 窗口内出入库或库存数字,未以报价页面替代硬覆盖事件。", "source_urls": [ "https://en.sge.com.cn/data_DailyReport" ], "blocked_requirement": "硬性覆盖:COT(周六早)、美国 CPI、美国 PCE、非农、FOMC 决议、SGE 出入库(周频)、GLD/SLV 持仓每日变动、COMEX 金银库存分级变动;到相应发布时点必须输出事件,不得以「无新增」跳过。" }, { "coverage": "SHFE 黄金白银仓单日报", "status": "unverified", "attempted_route": "本轮改查上期所英文 AU、AG 产品页面;页面返回人机识别检测,未取得窗口内黄金白银仓单日报数字,未以入口壳、行情页或交割通知替代仓单事实。", "source_urls": [ "https://www.shfe.com.cn/eng/Market/Futures/Metal/ag_f/", "https://www.shfe.com.cn/eng/Market/Futures/Metal/au_f/" ], "blocked_requirement": "Tier A(优先,权威一手):CFTC COT 持仓周报;SHFE/SGE 公告与库存、仓单日报;LBMA 结算价与库存;WGC 央行购金与 ETF 季报;美联储 FOMC 决议、纪要、讲话;BLS CPI 与非农;BEA PCE;美国财政部实际利率(TIPS)曲线。" }, { "coverage": "美国财政部实际收益率(TIPS)曲线", "status": "no_new_row_in_window", "attempted_route": "本轮读取美国财政部官方 Daily Treasury Par Real Yield Curve Rates 页面;页面显示最新数据日期为 2026-08-21,早于本窗口,未把窗口外实际收益率写成新事件。Reuters 本轮更新的是 30 年期名义收益率,已在事件中明确标注,未将其冒充 TIPS 实际收益率。", "source_urls": [ "[https://home.[treasury.gov/resource-center/data-chart-center/interest-rates/TextView?type=daily_treasury_real_yield_curve&field_tdr_date_value=2026](https://home.treasury.gov/resource-center/data-chart-center/interest-rates/TextView?type=daily_treasury_real_yield_curve&field_tdr_date_value=2026)](https://treasury.gov/resource-center/data-chart-center/interest-rates/TextView?type=daily_treasury_real_yield_curve&field_tdr_date_value=2026](https://home.treasury.gov/resource-center/data-chart-center/interest-rates/TextView?type=daily_treasury_real_yield_curve&field_tdr_date_value=2026))" ], "blocked_requirement": "Tier A(优先,权威一手):CFTC COT 持仓周报;SHFE/SGE 公告与库存、仓单日报;LBMA 结算价与库存;WGC 央行购金与 ETF 季报;美联储 FOMC 决议、纪要、官员讲话;BLS CPI 与非农;BEA PCE;美国财政部实际利率(TIPS)曲线。" } ] }

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