2026-09-08 08:30｜金银期货持仓增加，现货金银收低

{ "schema_version": "precious_metals_event_stream/v1", "coverage_window": { "from_utc": "2026-09-07T18:30:00Z", "to_utc": "2026-09-08T00:30:00Z", "mode": "日盘开盘前汇总", "basis": "上一次运行以来" }, "events": [ { "event_id": "SHFE-AU-20260908-open_interest", "event_type": "CFTC_positioning", "title": "上期所黄金小计持仓增至 390858 手", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-09-08T00:30:00Z", "asset_keys": ["AU"], "direction_score": {"AU": 0}, "confidence": 99, "horizon": "days", "raw_facts": "上期所 2026-09-08 日交易快讯：黄金小计持仓 390858 手，持仓变动+3436 手，成交量 88716 手。对比上一交易日黄金小计持仓 387422 手，本日增加 3436 手。", "transmission_chain": "黄金期货持仓增加→市场参与规模与未平仓头寸上升→对金价方向本身不构成单独确认。", "invalidation_conditions": "后续上期所修订 2026-09-08 快讯，或下一交易日持仓变动反向且覆盖当前观测。", "source_urls": ["https://www.shfe.com.cn/data/tradedata/future/dailydata/kx20260908.dat"], "source_tier": "A" }, { "event_id": "SHFE-AG-20260908-open_interest", "event_type": "CFTC_positioning", "title": "上期所白银小计持仓增至 544096 手", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-09-08T00:30:00Z", "asset_keys": ["AG"], "direction_score": {"AG": 0}, "confidence": 99, "horizon": "days", "raw_facts": "上期所 2026-09-08 日交易快讯：白银小计持仓 544096 手，持仓变动+4866 手，成交量 276708 手。对比上一交易日白银小计持仓 539230 手，本日增加 4866 手。", "transmission_chain": "白银期货持仓增加→市场参与规模与未平仓头寸上升→对白银价格方向本身不构成单独确认。", "invalidation_conditions": "后续上期所修订 2026-09-08 快讯，或下一交易日持仓变动反向且覆盖当前观测。", "source_urls": ["https://www.shfe.com.cn/data/tradedata/future/dailydata/kx20260908.dat"], "source_tier": "A" }, { "event_id": "CLS-AUAG-20260907-spot-dollar-close", "event_type": "real_rate", "title": "现货金跌 0.58%，银跌 0.06%", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-09-07T22:00:00Z", "asset_keys": ["AU", "AG"], "direction_score": {"AU": -1, "AG": -1}, "confidence": 97, "horizon": "intraday", "raw_facts": "财联社 2026-09-08 06:00:00（北京时间）页面记录 2026-09-07 纽约尾盘：现货黄金 4404.30 美元/盎司，日跌 0.58%；现货白银 66.1710 美元/盎司，日跌 0.06%；美元指数 98.914，日跌 0.27%。", "transmission_chain": "美元指数与金银现货均下跌→金银价格未获得美元走弱支撑→AU 与 AG 短线价格收低。", "invalidation_conditions": "财联社或其引用行情源修正 2026-09-07 收盘数值，或后续同一交易日收盘数据覆盖该报价。", "source_urls": ["https://www.cls.cn/detail/2476427"], "source_tier": "B" }, { "event_id": "CLS-AUAG-20260907-iran-blockade-rerouting", "event_type": "geopolitics", "title": "美军称海上封锁行动已要求 94 艘商船改道", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-09-07T22:00:00Z", "asset_keys": ["AU", "AG"], "direction_score": {"AU": 1, "AG": 1}, "confidence": 90, "horizon": "days", "raw_facts": "财联社 2026-09-08 06:00:00（北京时间）页面转述：美军中央司令部当地时间 2026-09-07 表示，在对伊朗的海上封锁行动中，截至当日已要求 94 艘商船改变航向。", "transmission_chain": "海上封锁导致商船改道数量达到 94 艘→航运与地区冲突风险上升→贵金属避险变量增强。", "invalidation_conditions": "美军中央司令部后续否认或修正 94 艘数字，或后续事实显示封锁行动解除且商船恢复原航线。", "source_urls": ["https://www.cls.cn/detail/2476427"], "source_tier": "B" } ], "coverage_gaps": [ { "coverage": "COMEX 金银 registered/eligible 库存分级变动", "status": "unverified_in_window", "detail": "本轮改走 CME Historical Registrar Reports 页面，并新增定向检索财联社、路透和彭博的窗口内数值原文；CME 页面仍只给出 Gold Stocks 与 Silver Stocks 下载入口，正文没有窗口内报告日期、registered 或 eligible 数值，新增检索也未取得可核验分级数字，因此未用搜索摘要或非白名单页面替代。", "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))"] }, { "coverage": "SGE 周频出入库", "status": "stale", "detail": "本轮读取上金所行情周报列表和 2026-09-08 每日行情查询页；最新周报仍为 2026 年第 33 期，发布日期 2026-08-31，覆盖 2026-08-24 至 2026-08-28；每日行情查询页未返回 2026-09-08 黄金或白银数据，未将旧周报倒填为窗口事件。", "source_urls": ["https://www.sge.com.cn/sjzx/hqzb", "https://www.sge.com.cn/sjzx/quotation_daily_new?start_date=2026-09-08&end_date=2026-09-08"] }, { "coverage": "GLD/SLV 每日持仓变动", "status": "stale", "detail": "本轮复核 SPDR GLD 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