08:30｜上金所金银回升，SLV减仓，TIPS见27日

{ "window_start_utc": "2026-08-27T15:30:00Z", "window_end_utc": "2026-08-28T00:30:00Z", "timezone": "Asia/Shanghai", "events": [ { "event_id": "SGE-AU-20260828-preopen-delayed-au9999-996", "event_type": "macro_release", "title": "上金所延时 Au99.99 报 996.0 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-28T00:38:00Z", "asset_keys": ["AU"], "direction_score": {"AU": 1}, "confidence": 97, "horizon": "intraday", "raw_facts": "上海黄金交易所「2026 年 08 月 28 日延时行情」表：Au99.99 最新价 996.0 CNY/g，最高价 996.0 CNY/g，最低价 986.0 CNY/g，今开盘 995.0 CNY/g。相对上一已发布 23:30 延时快照最新价 993.0 CNY/g 回升 3.0 CNY/g。页面标注「2026 年 08 月 28 日延时行情」，未提供精确发布时间。raw_facts 日期原文：2026 年 08 月 28 日。说明：02:30 运行目录已生成同值草稿但未发布，本 08:30 强制汇总自上次已发布 23:30 起覆盖并入流。", "transmission_chain": "延时 Au99.99 报 996.0 CNY/g 并较 23:30 回升→国内现货黄金夜盘至日盘前报价修复→AU 短线价格偏多", "invalidation_conditions": "上金所后续修正 2026-08-28 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-20260828-preopen-delayed-autd-9937", "event_type": "macro_release", "title": "上金所延时 Au(T+D)报 993.7 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-28T00:38:00Z", "asset_keys": ["AU"], "direction_score": {"AU": 1}, "confidence": 97, "horizon": "intraday", "raw_facts": "同一上金所延时行情表：Au(T+D)最新价 993.7 CNY/g，最高价 996.57 CNY/g，最低价 986.51 CNY/g，今开盘 992.97 CNY/g。相对上一已发布 23:30 延时快照最新价 992.5 CNY/g 回升 1.2 CNY/g。页面标注「2026 年 08 月 28 日延时行情」。raw_facts 日期原文：2026 年 08 月 28 日。", "transmission_chain": "延时 Au(T+D)报 993.7 CNY/g 并较 23:30 回升→国内黄金延期合约日盘前报价小幅修复→AU 短线延期端偏多", "invalidation_conditions": "上金所后续修正 2026-08-28 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-20260828-preopen-delayed-agtd-16856", "event_type": "macro_release", "title": "上金所延时 Ag(T+D)报 16856 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-28T00:38:00Z", "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 16856.0 CNY/kg，最高价 16977.0 CNY/kg，最低价 16441.0 CNY/kg，今开盘 16599.0 CNY/kg。相对上一已发布 23:30 延时快照最新价 16722.0 CNY/kg 回升 134.0 CNY/kg。页面标注「2026 年 08 月 28 日延时行情」。raw_facts 日期原文：2026 年 08 月 28 日。", "transmission_chain": "延时 Ag(T+D)报 16856.0 CNY/kg 并较 23:30 继续回升→国内白银延期合约日盘前报价走强→AG 短线价格偏多", "invalidation_conditions": "上金所后续修正 2026-08-28 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": "JPM-AU-20260827-gld-barlist-cob", "event_type": "etf_flow", "title": "JPM 托管 GLD 清单推进至 8 月 27 日并增仓", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-28T00:39:00Z", "asset_keys": ["AU"], "direction_score": {"AU": 1}, "confidence": 96, "horizon": "days", "raw_facts": "JPMorgan Chase Bank, N.A. SPDR Gold Trust 金条清单（BULLION WEIGHTLIST）：As at:27-August-2026；Printed on 27 August 2026；Unit of Weight Troy Ounces。分金库合计 Total Bars 78495，Total Gross Ounces 31,349,093.939，Total Fine Ounces 31,303,343.779（JPM London V 30,569,442.765 + JPM New York 733,901.014）。相对上一可读 As at:26-August-2026 Total Fine Ounces 31,294,117.625，细盎司增加 9,226.154。此为 JPM 托管分行条清单，非 SPDR 官网全信托持仓字段。HSBC 托管清单仍 As Of C.O.B 27 August 2026、Fine Weight 2,411,823.374（上一已发布 23:30 已入流同值，未重复）。raw_facts 日期原文：27-August-2026。", "transmission_chain": "JPM 托管 GLD 金条清单推进至 27-August-2026 且细盎司增至 31,303,343.779（+9,226.154）→托管端可见黄金实物库存增加→AU ETF 实物端短线偏多", "invalidation_conditions": "JPM 后续发布同日或更新 As at 清单且 Total Fine Ounces 或日期与本条冲突，或 SPDR 官网给出可核对的全信托持仓并与本托管分项口径冲突时，当前事件失效。", "source_urls": [ "[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.[spdrgoldshares.com/usa/gld/](https://www.spdrgoldshares.com/usa/gld/)](https://spdrgoldshares.com/usa/gld/](https://www.spdrgoldshares.com/usa/gld/))" ], "source_tier": "A" }, { "event_id": "JPM-AG-20260827-slv-barlist-cob", "event_type": "etf_flow", "title": "JPM 托管 SLV 清单推进至 8 月 27 日并减仓", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-28T00:39:00Z", "asset_keys": ["AG"], "direction_score": {"AG": -2}, "confidence": 96, "horizon": "days", "raw_facts": "JPMorgan Chase Bank, N.A. iShares Silver Trust 银条清单（BULLION WEIGHTLIST）：As at:27-August-2026；Printed on 27 August 2026；Unit of Weight Troy Ounces。分金库合计 Total Bars 505961，Total Fine Ounces 493,381,430.900（JPM London B 420,212,318.800 + JPM New York 73,169,112.100）。相对上一可读 As at:26-August-2026 Total Fine Ounces 493,923,791.900，细盎司减少 542,361.000。此为 JPM 托管条清单。raw_facts 日期原文：27-August-2026。", "transmission_chain": "JPM 托管 SLV 银条清单推进至 27-August-2026 且细盎司降至 493,381,430.900（-542,361.000）→托管端可见白银实物库存明显减少→AG ETF 实物端短线偏空", "invalidation_conditions": "JPM 后续发布同日或更新 As at 清单且 Total Fine Ounces 或日期与本条冲突，或 iShares 官网给出可核对的全信托持仓并与本托管分项口径冲突时，当前事件失效。", "source_urls": [ "[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))", "[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))" ], "source_tier": "A" }, { "event_id": "iShares-AG-20260827-slv-ounces-trust", "event_type": "etf_flow", "title": "iShares SLV 持仓降至 4.934 亿盎司", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-28T00:38:00Z", "asset_keys": ["AG"], "direction_score": {"AG": -2}, "confidence": 98, "horizon": "days", "raw_facts": "iShares Silver Trust 官网 Key Facts：Ounces in Trust 493,380,951.20 as of Aug 27, 2026；Tonnes in Trust 15,345.86；Shares Outstanding 545,850,000；Net Assets of Fund $33,770,143,419；NAV as of Aug 27, 2026 $61.8752；Basket Amount 45,178.20；Indicative Basket Amount 45,177.60。相对上一可读 as of Aug 26, 2026 Ounces in Trust 493,923,098.00，信托盎司减少 542,146.80。与同日 JPM 托管 SLV 清单 Total Fine Ounces 493,381,430.900 同量级（官网贸易日口径 vs 托管结算条清单口径）。raw_facts 日期原文：Aug 27, 2026。", "transmission_chain": "iShares SLV 官网贸易日持仓降至 493,380,951.20 盎司（较 26 日 -542,146.80）→白银 ETF 可见赎回/减持→AG ETF 流量端短线偏空", "invalidation_conditions": "iShares 官网后续修正 as of Aug 27, 2026 的 Ounces in Trust 或日期字段，或给出更新 as of 日且与本条冲突时，当前事件失效。", "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))"], "source_tier": "A" }, { "event_id": "Reuters-AU-20260827-spot-gold-460790", "event_type": "macro_release", "title": "路透：现货金 1754GMT 报 4607.90 美元", "event_time_utc": "2026-08-27T17:54:00Z", "event_time_quality": "exact", "published_at_utc": "2026-08-27T18:13:35.002Z", "asset_keys": ["AU"], "direction_score": {"AU": 1}, "confidence": 94, "horizon": "intraday", "raw_facts": "Reuters 稿「Gold ticks up on weaker dollar, Warsh's Jackson Hole speech in focus」：Spot gold was up 0.4% at $4,607.90 per ounce by 1:54 p.m. EDT (1754 GMT)。页面 meta article:published_time=2026-08-27T03:02:02.507Z，article:modified_time=2026-08-27T18:13:35.002Z。相对上一已发布 23:30 已发 1502 GMT 现货金 4594.82（+0.06%），本 4607.90 为欧美盘后续更新且涨幅扩大。", "transmission_chain": "现货金 1754 GMT 报 4607.90 美元/盎司（+0.4%）→国际金价在美元走弱下回升→AU 短线价格偏多", "invalidation_conditions": "路透后续更正该条 1754 GMT 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-drifts-higher-eyes-fed-chair-warshs-comments-2026-08-27/](https://www.reuters.com/world/india/gold-drifts-higher-eyes-fed-chair-warshs-comments-2026-08-27/)](https://reuters.com/world/india/gold-drifts-higher-eyes-fed-chair-warshs-comments-2026-08-27/](https://www.reuters.com/world/india/gold-drifts-higher-eyes-fed-chair-warshs-comments-2026-08-27/))"], "source_tier": "B" }, { "event_id": "Reuters-AG-20260827-spot-silver-6935", "event_type": "macro_release", "title": "路透：现货银报 69.35 美元涨 1.8%", "event_time_utc": "2026-08-27T17:54:00Z", "event_time_quality": "exact", "published_at_utc": "2026-08-27T18:13:35.002Z", "asset_keys": ["AG"], "direction_score": {"AG": 2}, "confidence": 94, "horizon": "intraday", "raw_facts": "同一 Reuters 贵金属稿（modified_time 2026-08-27T18:13:35.002Z）：Spot silver gained 1.8% to $69.35；同段 platinum rose 1% to $1,848.08、palladium was up 1.3% at $1,344.72。与现货金 1754 GMT 读数同稿并列。相对上一已发布 23:30 已发现货银 68.72（+0.9%），本 69.35 为后续更新且涨幅扩大。", "transmission_chain": "现货银报 69.35 美元/盎司（+1.8%）→国际银价日内涨幅扩大并相对金价走强→AG 短线价格偏多", "invalidation_conditions": "路透后续更正该条现货银报价，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-drifts-higher-eyes-fed-chair-warshs-comments-2026-08-27/](https://www.reuters.com/world/india/gold-drifts-higher-eyes-fed-chair-warshs-comments-2026-08-27/)](https://reuters.com/world/india/gold-drifts-higher-eyes-fed-chair-warshs-comments-2026-08-27/](https://www.reuters.com/world/india/gold-drifts-higher-eyes-fed-chair-warshs-comments-2026-08-27/))"], "source_tier": "B" }, { "event_id": "Reuters-AU-20260827-us-gold-futures-4664", "event_type": "macro_release", "title": "路透：美盘期金结算涨 0.2%至 4664 美元", "event_time_utc": "2026-08-27T17:54:00Z", "event_time_quality": "exact", "published_at_utc": "2026-08-27T18:13:35.002Z", "asset_keys": ["AU"], "direction_score": {"AU": 1}, "confidence": 93, "horizon": "intraday", "raw_facts": "同一 Reuters 贵金属稿：U.S. gold futures for December delivery settled 0.2% higher at $4,664。与现货金 1754 GMT $4,607.90 同稿并列。相对上一已发布 23:30 已发美盘期金 4648.60（-0.1%），本结算价 4664 为窗口内更新。", "transmission_chain": "美盘 12 月黄金期货结算报 4664 美元/盎司（+0.2%）→美国黄金期货日终走强→AU 短线期货端偏多", "invalidation_conditions": "路透后续更正该条美盘期金结算价，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-drifts-higher-eyes-fed-chair-warshs-comments-2026-08-27/](https://www.reuters.com/world/india/gold-drifts-higher-eyes-fed-chair-warshs-comments-2026-08-27/)](https://reuters.com/world/india/gold-drifts-higher-eyes-fed-chair-warshs-comments-2026-08-27/](https://www.reuters.com/world/india/gold-drifts-higher-eyes-fed-chair-warshs-comments-2026-08-27/))"], "source_tier": "B" }, { "event_id": "CLS-AU-20260828-spot-gold-460158", "event_type": "macro_release", "title": "财联社：隔夜现货金报 4601.58 美元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-27T22:28:44Z", "asset_keys": ["AU"], "direction_score": {"AU": 1}, "confidence": 92, "horizon": "intraday", "raw_facts": "财联社「周五你需要知道的隔夜全球要闻」环球市场第 2 条：国际贵金属走高，现货黄金价格涨 0.15%，报 4601.58 美元/盎司。页面标注时间 2026 年 08 月 28 日 06:28:44（Asia/Shanghai）。相对上一已发布 23:30 路透 1502 GMT 现货金 4594.82，本为隔夜亚洲早盘复盘读数；同窗口路透 1754 GMT 曾报 4607.90，二者为不同快照时刻。raw_facts 日期原文：2026 年 08 月 28 日 06:28:44。", "transmission_chain": "财联社转述隔夜现货金报 4601.58 美元/盎司（+0.15%）→国际金价隔夜收在 4600 上方→AU 短线价格偏多", "invalidation_conditions": "财联社后续更正该条隔夜现货金报价，或同一复盘时点权威一手报价与之显著冲突时，当前事件失效。", "source_urls": ["https://www.cls.cn/detail/2466970"], "source_tier": "B" }, { "event_id": "CLS-AG-20260828-spot-silver-6925", "event_type": "macro_release", "title": "财联社：隔夜现货银报 69.25 美元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-27T22:28:44Z", "asset_keys": ["AG"], "direction_score": {"AG": 2}, "confidence": 92, "horizon": "intraday", "raw_facts": "同一财联社隔夜全球要闻环球市场第 2 条：现货白银价格涨 1.69%，报 69.25 美元/盎司。页面标注时间 2026 年 08 月 28 日 06:28:44（Asia/Shanghai）。相对上一已发布 23:30 路透现货银 68.72（+0.9%），本为隔夜亚洲早盘复盘读数；同窗口路透曾报 69.35（+1.8%），二者为不同快照时刻。raw_facts 日期原文：2026 年 08 月 28 日 06:28:44。", "transmission_chain": "财联社转述隔夜现货银报 69.25 美元/盎司（+1.69%）→国际银价隔夜涨幅仍明显高于黄金→AG 短线价格偏多", "invalidation_conditions": "财联社后续更正该条隔夜现货银报价，或同一复盘时点权威一手报价与之显著冲突时，当前事件失效。", "source_urls": ["https://www.cls.cn/detail/2466970"], "source_tier": "B" }, { "event_id": "Treasury-AU-20260827-tips-real-yield", "event_type": "real_rate", "title": "美债 TIPS 实际收益率见 8 月 27 日", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-27T15:48:22Z", "asset_keys": ["AU", "AG"], "direction_score": {"AU": -1, "AG": -1}, "confidence": 97, "horizon": "days", "raw_facts": "美国财政部 Daily Treasury Real Yield Curve Rates：NEW_DATE 2026-08-27；5Y 2.07、7Y 2.19、10Y 2.34、20Y 2.71、30Y 2.92（单位：percent）。相对上一可读 2026-08-26：5Y 2.06、7Y 2.18、10Y 2.34、20Y 2.71、30Y 2.92，5Y/7Y 各上行约 1 bp，10Y/20Y/30Y 持平。XML entry updated 2026-08-27T15:48:22Z。raw_facts 日期原文：2026-08-27。", "transmission_chain": "TIPS 实际收益率曲线更新至 2026-08-27 且短端 5Y/7Y 上行约 1 bp→实际利率机会成本小幅抬升→AU/AG 利率驱动短线略偏空", "invalidation_conditions": "美国财政部后续修正 2026-08-27 各期限实际收益率，或发布更新日行且与本条冲突时，当前事件失效。", "source_urls": [ "[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))" ], "source_tier": "A" } ], "coverage_gaps": [ { "item": "GLD 每日持仓全量变动（官网贸易日字段）", "status": "未交付", "detail": "SPDR 官网 Total Net Asset Value/Ounces/Tonnes 仍为 AWAITING，无法合成官网口径日度全信托新变动。本窗口已交付 JPM 托管清单推进至 As at:27-August-2026、Total Fine Ounces 31,303,343.779（较 26 日 +9,226.154）。HSBC 托管清单仍 As Of C.O.B 27 August 2026、Fine Weight 2,411,823.374（上一已发布 23:30 已入流同值，未重复）。本轮另试：直拉 SPDR 官网、HSBC barlist API 与 JPM PDF，未改走非白名单聚合器。", "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://api.[spdrgoldshares.com/api/v1/barlist?underlying=gld](https://api.spdrgoldshares.com/api/v1/barlist?underlying=gld)](https://spdrgoldshares.com/api/v1/barlist?underlying=gld](https://api.spdrgoldshares.com/api/v1/barlist?underlying=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))" ] }, { "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 仍返回反爬 JSON（403 阻断）。本轮另试：直拉 CME XLS 与 registrar-reports 入口。未使用非白名单转述。", "source_urls": [ "[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))", "[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))" ] }, { "item": "上期所仓单日报（20260828）", "status": "未交付", "detail": "仓单日报 HTML 路径 dailystock_20260828/ZH/all.html 本轮返回 WAF 人机验证页；stock_ag_20260828.dat 返回 HTML 壳而非 JSON。日交易快讯 kx20260828.dat 可读但收盘/结算价仍空（update_date 20260828 08:39:03，日盘未开），未作为完整收盘事件入流。本轮另试：官方 .dat 与 HTML 仓单路径。", "source_urls": [ "https://www.shfe.com.cn/data/tradedata/future/stockdata/dailystock_20260828/ZH/all.html", "https://www.shfe.com.cn/data/tradedata/future/dailydata/stock_ag_20260828.dat", "https://www.shfe.com.cn/data/tradedata/future/dailydata/kx20260828.dat" ] } ] }