2026-08-11 22:30｜上金所银库增4245千克，金银日周数据更新

{ "schema_version": 1, "as_of": "2026-08-11 22:30:00+08:00", "window_start_utc": "2026-08-11T06:30:00Z", "window_end_utc": "2026-08-11T14:30:00Z", "asset_keys": [ "AU", "AG" ], "events": [ { "event_id": "reuters-AU-20260811-gold-1337gmt", "event_type": "macro_release", "title": "路透报现货金涨 0.1%至 4393.69 美元", "published_at_utc": "2026-08-11T00:48:37.555Z", "event_time_utc": "2026-08-11T13:37:00Z", "event_time_quality": "exact", "asset_keys": [ "AU" ], "status": "updated", "confidence": 98, "direction_score": { "AU": 1 }, "horizon": "intraday", "raw_facts": { "source_page_published_at_utc": "2026-08-11T00:48:37.555Z", "source_page_updated_at_utc": "2026-08-11T13:52:43.080Z", "snapshot_time_utc": "2026-08-11T13:37:00Z", "spot_gold": { "price_usd_per_ounce": 4393.69, "change_percent": 0.1 }, "session_high_gold": { "price_usd_per_ounce": 4434.84, "comparison": "highest level since June 5" }, "us_gold_futures": { "price_usd_per_ounce": 4453.4, "change_percent": 0.8 }, "source_context": "Reuters reported that spot gold was up 0.1% to 4,393.69 US dollars per ounce at 1337 GMT after reaching 4,434.84 US dollars, while U.S. gold futures rose 0.8% to 4,453.40 US dollars.", "supersedes_event_id": "reuters-AU-20260811-gold-0548gmt" }, "transmission_chain": "现货金在盘中高点后仍报涨 0.1%→短线买盘保持但高位波动扩大→AU 日内方向偏强", "invalidation_conditions": "后续同口径现货金跌破 4393.69 美元且盘中高点 4434.84 美元无法重新收复时，本次短线偏强更新失效", "source_urls": [ "[https://www.[reuters.com/world/india/gold-rises-third-straight-session-inflation-prints-focus-2026-08-11/](https://www.reuters.com/world/india/gold-rises-third-straight-session-inflation-prints-focus-2026-08-11/)](https://reuters.com/world/india/gold-rises-third-straight-session-inflation-prints-focus-2026-08-11/](https://www.reuters.com/world/india/gold-rises-third-straight-session-inflation-prints-focus-2026-08-11/))" ], "source_tier": "B" }, { "event_id": "reuters-AG-20260811-silver-1337gmt", "event_type": "macro_release", "title": "路透报现货银跌 1.4%至 64.81 美元", "published_at_utc": "2026-08-11T00:48:37.555Z", "event_time_utc": "2026-08-11T13:37:00Z", "event_time_quality": "exact", "asset_keys": [ "AG" ], "status": "updated", "confidence": 98, "direction_score": { "AG": -1 }, "horizon": "intraday", "raw_facts": { "source_page_published_at_utc": "2026-08-11T00:48:37.555Z", "source_page_updated_at_utc": "2026-08-11T13:52:43.080Z", "snapshot_time_utc": "2026-08-11T13:37:00Z", "spot_silver": { "price_usd_per_ounce": 64.81, "change_percent": -1.4 }, "source_context": "Reuters reported that spot silver slipped 1.4% to 64.81 US dollars per ounce.", "supersedes_event_id": "reuters-AG-20260811-silver-0548gmt" }, "transmission_chain": "现货银跌 1.4%而黄金报涨→贵金属买盘继续分化、工业属性资产相对承压→AG 短线弱于 AU", "invalidation_conditions": "后续同口径现货银重新站上 64.81 美元并相对黄金转强时，本次短线偏弱更新失效", "source_urls": [ "[https://www.[reuters.com/world/india/gold-rises-third-straight-session-inflation-prints-focus-2026-08-11/](https://www.reuters.com/world/india/gold-rises-third-straight-session-inflation-prints-focus-2026-08-11/)](https://reuters.com/world/india/gold-rises-third-straight-session-inflation-prints-focus-2026-08-11/](https://www.reuters.com/world/india/gold-rises-third-straight-session-inflation-prints-focus-2026-08-11/))" ], "source_tier": "B" }, { "event_id": "reuters-AUAG-20260811-hormuz-arrangement-0952et", "event_type": "geopolitics", "title": "路透称伊美接近某种安排", "published_at_utc": "2026-08-11T10:25:41.135Z", "event_time_utc": "2026-08-11T13:52:00Z", "event_time_quality": "exact", "asset_keys": [ "AU", "AG" ], "status": "new", "confidence": 90, "direction_score": { "AU": -1, "AG": 0 }, "horizon": "days", "raw_facts": { "source_page_published_at_utc": "2026-08-11T10:25:41.135Z", "source_page_updated_at_utc": "2026-08-11T14:29:56.801Z", "snapshot_time_utc": "2026-08-11T13:52:00Z", "reported_us_iran_status": "a report suggested the United States and Iran were close to some sort of an arrangement", "qatar_foreign_ministry_status": "Iran-Oman talks on shipping in the Strait of Hormuz were described as being in an advanced stage", "brent_status": "Brent crude futures turned lower after reaching their highest level in over a week", "source_context": "Reuters reported that markets assessed indications of a possible U.S.-Iran arrangement; Qatar said Iran-Oman shipping talks were at an advanced stage, and Brent turned lower after a more-than-one-week high." }, "transmission_chain": "伊美安排与霍尔木兹航运谈判被报道接近推进→能源运输中断与避险溢价预期边际回落→AU 避险溢价偏弱，AG 方向取决于工业需求与风险偏好", "invalidation_conditions": "后续官方否认安排、谈判破裂或航运量继续低于 10 日均值时，本次地缘缓和方向失效", "source_urls": [ "[https://www.[reuters.com/business/wall-st-futures-muted-us-iran-impasse-lifts-oil-prices-2026-08-11/](https://www.reuters.com/business/wall-st-futures-muted-us-iran-impasse-lifts-oil-prices-2026-08-11/)](https://reuters.com/business/wall-st-futures-muted-us-iran-impasse-lifts-oil-prices-2026-08-11/](https://www.reuters.com/business/wall-st-futures-muted-us-iran-impasse-lifts-oil-prices-2026-08-11/))" ], "source_tier": "B" }, { "event_id": "sge-AU-20260811-au-td-weekly-0803-0807", "event_type": "macro_release", "title": "上金所 AU(T+D)周涨 4.87%", "published_at_utc": "2026-08-11T00:00:00Z", "event_time_utc": null, "event_time_quality": "day_only", "asset_keys": [ "AU" ], "status": "new", "confidence": 100, "direction_score": { "AU": 1 }, "horizon": "weeks", "raw_facts": { "source_publication_date": "2026-08-11", "publication_time_not_stated": true, "data_period_start": "2026-08-03", "data_period_end": "2026-08-07", "contract": "Au(T+D)", "price_unit": "元/克", "weekly_open": 881.5, "weekly_high": 934.46, "weekly_low": 874.78, "weekly_close": 930.59, "weekly_change": 43.23, "weekly_change_percent": 4.87, "weighted_average_price": 904.49, "volume_kg": 185550.0, "turnover_cny": 167828527720.0, "open_interest_hands": 220316, "source_context": "上海黄金交易所 2026 年第 30 期行情周报（2026-08-03 至 2026-08-07）列示 Au(T+D)周收盘 930.59 元/克，周涨 43.23 元/克、4.87%，成交量 185550.00 千克，周末持仓 220316 手。" }, "transmission_chain": "上金所 Au(T+D)周收盘较周初上涨 4.87%且持仓周末为 220316 手→国内黄金合约动量与资金参与度上升→AU 周线价格偏强", "invalidation_conditions": "后续同口径 Au(T+D)周收盘跌回 930.59 元/克以下且持仓同步显著下降时，本次周线偏强事实的价格传导失效", "source_urls": [ "https://sge.com.cn/sjzx/hqzb/10007503", "https://www.sge.com.cn/upload/file/202608/11/e05d9ae3cc8444f0bf786212ffca7929.pdf" ], "source_tier": "A" }, { "event_id": "sge-AG-20260811-ag-td-weekly-0803-0807", "event_type": "macro_release", "title": "上金所 AG(T+D)周涨 9.04%", "published_at_utc": "2026-08-11T00:00:00Z", "event_time_utc": null, "event_time_quality": "day_only", "asset_keys": [ "AG" ], "status": "new", "confidence": 100, "direction_score": { "AG": 1 }, "horizon": "weeks", "raw_facts": { "source_publication_date": "2026-08-11", "publication_time_not_stated": true, "data_period_start": "2026-08-03", "data_period_end": "2026-08-07", "contract": "Ag(T+D)", "price_unit": "元/千克", "weekly_open": 14100, "weekly_high": 15596, "weekly_low": 13764, "weekly_close": 15522, "weekly_change": 1287, "weekly_change_percent": 9.04, "weighted_average_price": 14744, "volume_kg": 1379790.0, "turnover_cny": 20342987854.0, "open_interest_hands": 2959312, "source_context": "上海黄金交易所 2026 年第 30 期行情周报（2026-08-03 至 2026-08-07）列示 Ag(T+D)周收盘 15522 元/千克，周涨 1287 元/千克、9.04%，成交量 1379790.00 千克，周末持仓 2959312 手。" }, "transmission_chain": "上金所 Ag(T+D)周收盘较周初上涨 9.04%且成交量达 1379790.00 千克→白银国内合约动量与交易参与度上升→AG 周线价格偏强", "invalidation_conditions": "后续同口径 Ag(T+D)周收盘跌回 15522 元/千克以下且持仓同步显著下降时，本次周线偏强事实的价格传导失效", "source_urls": [ "https://sge.com.cn/sjzx/hqzb/10007503", "https://www.sge.com.cn/upload/file/202608/11/e05d9ae3cc8444f0bf786212ffca7929.pdf" ], "source_tier": "A" }, { "event_id": "sge-AG-20260811-silver-stock-0803-0807", "event_type": "inventory", "title": "上金所白银库存增 4245 千克", "published_at_utc": "2026-08-11T00:00:00Z", "event_time_utc": null, "event_time_quality": "day_only", "asset_keys": [ "AG" ], "status": "new", "confidence": 100, "direction_score": { "AG": -1 }, "horizon": "weeks", "raw_facts": { "source_publication_date": "2026-08-11", "publication_time_not_stated": true, "data_period_start": "2026-08-03", "data_period_end": "2026-08-07", "warehouse_inventory_unit": "千克", "silver_inventory_previous": 798345.0, "silver_inventory_change": 4245.0, "silver_inventory_current": 802590.0, "source_context": "上海黄金交易所指定仓库库存周报列示白银上周库存 798345.00 千克，本周增加 4245.00 千克，本周库存 802590.00 千克。" }, "transmission_chain": "上金所指定仓库白银库存周增 4245 千克至 802590 千克→可交割显性库存边际增加→AG 库存压力方向偏弱", "invalidation_conditions": "后续库存减少超过 4245 千克并伴随现货或合约升水扩大时，本次库存偏弱传导失效", "source_urls": [ "https://sge.com.cn/sjzx/hqzb/10007503", "https://www.sge.com.cn/upload/file/202608/11/e05d9ae3cc8444f0bf786212ffca7929.pdf" ], "source_tier": "A" }, { "event_id": "sge-AU-20260811-au9999-daily", "event_type": "macro_release", "title": "上金所 AU99.99 收 946.70 元/克", "published_at_utc": "2026-08-11T00:00:00Z", "event_time_utc": null, "event_time_quality": "day_only", "asset_keys": [ "AU" ], "status": "new", "confidence": 100, "direction_score": { "AU": 1 }, "horizon": "intraday", "raw_facts": { "source_date": "2026-08-11", "publication_time_not_stated": true, "contract": "Au99.99", "price_unit": "元/克", "open": 940.0, "high": 965.0, "low": 938.0, "close": 946.7, "change": 2.03, "change_percent": 0.21, "weighted_average_price": 954.19, "volume_kg": 4812.98, "turnover_cny": 4592537272.8, "market_position_hands": null, "source_context": "上海黄金交易所每日交易行情列示 2026-08-11 Au99.99 开盘 940.00、最高 965.00、最低 938.00、收盘 946.70 元/克，涨 2.03 元/克、0.21%，加权平均价 954.19 元/克，成交 4812.98 千克。" }, "transmission_chain": "上金所 Au99.99 日收上涨 0.21%且日内高点 965.00 元/克→国内现货金价短线维持强势但波动区间扩大→AU 日内偏强", "invalidation_conditions": "后续同口径 Au99.99 收盘跌破 946.70 元/克且成交量不增时，本次日行情偏强方向失效", "source_urls": [ "https://sge.com.cn/sjzx/quotation_daily_new?start_date=2026-08-11&end_date=2026-08-11" ], "source_tier": "A" }, { "event_id": "sge-AG-20260811-ag9999-daily", "event_type": "macro_release", "title": "上金所 Ag99.99 收 15787 元/千克", "published_at_utc": "2026-08-11T00:00:00Z", "event_time_utc": null, "event_time_quality": "day_only", "asset_keys": [ "AG" ], "status": "new", "confidence": 100, "direction_score": { "AG": 1 }, "horizon": "intraday", "raw_facts": { "source_date": "2026-08-11", "publication_time_not_stated": true, "contract": "Ag99.99", "price_unit": "元/千克", "open": 15797.0, "high": 15797.0, "low": 15775.0, "close": 15787.0, "change": 87.0, "change_percent": 0.55, "weighted_average_price": 15787.0, "volume_kg": 270.0, "turnover_cny": 4262550.0, "market_position_hands": 18, "source_context": "上海黄金交易所每日交易行情列示 2026-08-11 Ag99.99 开盘 15797.00、最高 15797.00、最低 15775.00、收盘 15787.00 元/千克，涨 87.00 元/千克、0.55%，加权平均价 15787.00 元/千克，成交 270.00 千克。" }, "transmission_chain": "上金所 Ag99.99 日收上涨 0.55%→国内白银现货价格短线偏强但成交量仅 270 千克→AG 日内方向偏强、流动性信号有限", "invalidation_conditions": "后续同口径 Ag99.99 收盘跌破 15787 元/千克且现货成交不放大时，本次日行情偏强方向失效", "source_urls": [ "https://sge.com.cn/sjzx/quotation_daily_new?start_date=2026-08-11&end_date=2026-08-11" ], "source_tier": "A" } ], "coverage_gaps": [ { "scope": "GLD/SLV 每日持仓变动", "status": "unverified", "reason": "本轮改走基金发行人官方产品页：SPDR GLD 页面的持仓、净值和份额字段均返回 AWAITING，未给出带日期的日持仓；iShares SLV 页面仅给出截至 2026-08-10 的净资产、NAV 和信托白银盎司数，未给出 2026-08-11 窗口内的日持仓变动，因此未将其作为本窗口事件。", "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://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))" ] }, { "scope": "COMEX 金银库存分级与 SHFE AU/AG 仓单", "status": "unverified", "reason": "本轮改走 CME 公开 Metals 入口并检索 SHFE 2026-08-11 直达公告；CME 公开检索未取得可核验的 COMEX 金银库存分级报告，SHFE 直达公告仅为异常交易监管措施、不含 AU/AG 仓单数字，未以入口壳、搜索摘要或无关公告替代库存事实。", "source_urls": [ "[https://www.[cmegroup.com/markets/metals/base/aluminum.html](https://www.cmegroup.com/markets/metals/base/aluminum.html)](https://cmegroup.com/markets/metals/base/aluminum.html](https://www.cmegroup.com/markets/metals/base/aluminum.html))", "https://www.shfe.com.cn/publicnotice/notice/202608/t20260811_832928.html" ] } ] }