2026-08-14 09:30|央行购金更新,金油回落

2026-08-14 09:30|央行购金更新,金油回落

覆盖北京时间2026年8月14日01:30至09:30,记录路透更新的二季度央行净购金289吨、中国央行7月净购金20吨、初请失业金224000人及金油跌幅,并披露ETF、库存仓单和实际收益率核验缺口。

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吨,超过前一季度五倍,为第二季度历史最高。" }, "transmission_chain": "央行二季度净购金达到 289 吨且创第二季度纪录→官方部门对黄金储备的持续需求上升→AU 中期获得正向支撑", "invalidation_conditions": "World Gold Council 后续修订二季度净购金数据,或后续月度数据转为官方部门净售出并持续抵消该增量时,本事件的正向传导失效", "source_urls": ["[https://www.[reuters.com/commentary/reuters-open-interest/central-banks-spearhead-renewed-gold-rush-2026-08-13/](https://www.reuters.com/commentary/reuters-open-interest/central-banks-spearhead-renewed-gold-rush-2026-08-13/)](https://reuters.com/commentary/reuters-open-interest/central-banks-spearhead-renewed-gold-rush-2026-08-13/](https://www.reuters.com/commentary/reuters-open-interest/central-banks-spearhead-renewed-gold-rush-2026-08-13/))"], "source_tier": "B" }, { "event_id": "reuters-AU-20260813-china-reserves-july-20t", "event_type": "central_bank", "title": "中国央行 7 月净购金 20 吨", "published_at_utc": "2026-08-13T23:30:25.371Z", "event_time_utc": null, "event_time_quality": "day_only", "asset_keys": ["AU"], "status": "new", "confidence": 95, "direction_score": {"AU": 2}, "horizon": "weeks", "raw_facts": { "source_date": "2026-08-13", "source_published_at_utc": "2026-08-13T13:00:22.225Z", "source_updated_at_utc": "2026-08-13T23:30:25.371Z", "source_period": "2026-07", "china_central_bank_net_gold_purchase_tonnes": 20, "month_over_month_change_percent": 0.9, "china_gold_reserves_tonnes": 2377.5, "largest_monthly_increase_since": "2023-10", "source_context": "Reuters 更新的评论文章称,中国央行 2026 年 7 月净购金 20 公吨,较前月增加 0.9%,黄金储备升至 2377.5 吨;按吨数和增幅计均为 2023 年 10 月以来最大月度增量。" }, "transmission_chain": "中国央行 7 月净购金 20 吨且储备升至 2377.5 吨→官方部门需求与储备多元化信号增强→AU 数周维度获得正向传导", "invalidation_conditions": "中国央行后续公布的修订值低于 20 吨,或随后月份转为减持并持续逆转储备增持趋势时,本事件的正向传导失效", "source_urls": ["[https://www.[reuters.com/commentary/reuters-open-interest/central-banks-spearhead-renewed-gold-rush-2026-08-13/](https://www.reuters.com/commentary/reuters-open-interest/central-banks-spearhead-renewed-gold-rush-2026-08-13/)](https://reuters.com/commentary/reuters-open-interest/central-banks-spearhead-renewed-gold-rush-2026-08-13/](https://www.reuters.com/commentary/reuters-open-interest/central-banks-spearhead-renewed-gold-rush-2026-08-13/))"], "source_tier": "B" }, { "event_id": "reuters-AU-20260813-gold-market-move-minus1pct", "event_type": "macro_release", "title": "路透总结:金价当日跌 1%", "published_at_utc": "2026-08-13T21:00:26.133Z", "event_time_utc": null, "event_time_quality": "day_only", "asset_keys": ["AU"], "status": "new", "confidence": 91, "direction_score": {"AU": -1}, "horizon": "intraday", "raw_facts": { "source_date": "2026-08-13", "source_published_at_utc": "2026-08-13T21:00:26.133Z", "gold_change_percent": -1.0, "unit": "percent", "source_context": "Reuters Trading Day 文章的 Key Market Moves 列示 COMMODITIES/METALS 中的 gold 为-1%。" }, "transmission_chain": "路透晚间市场摘要记录金价当日下跌 1%→短线价格动能与避险买盘边际减弱→AU 盘中方向偏弱", "invalidation_conditions": "后续窗口金价收复该跌幅并出现新的上行价格状态时,本事件的短线偏弱传导失效", "source_urls": ["[https://www.[reuters.com/commentary/reuters-open-interest/global-markets-trading-day-graphic-2026-08-13/](https://www.reuters.com/commentary/reuters-open-interest/global-markets-trading-day-graphic-2026-08-13/)](https://reuters.com/commentary/reuters-open-interest/global-markets-trading-day-graphic-2026-08-13/](https://www.reuters.com/commentary/reuters-open-interest/global-markets-trading-day-graphic-2026-08-13/))"], "source_tier": "B" }, { "event_id": "reuters-AUAG-20260813-oil-market-move-minus2pct", "event_type": "supply_demand", "title": "路透总结:油价当日跌 2%", "published_at_utc": "2026-08-13T21:00:26.133Z", "event_time_utc": null, "event_time_quality": "day_only", "asset_keys": ["AU", "AG"], "status": "new", "confidence": 89, "direction_score": {"AU": -1, "AG": 0}, "horizon": "days", "raw_facts": { "source_date": "2026-08-13", "source_published_at_utc": "2026-08-13T21:00:26.133Z", "oil_change_percent": -2.0, "unit": "percent", "source_context": "Reuters Trading Day 文章的 Key Market Moves 列示 COMMODITIES/METALS 中的 oil 为-2%。" }, "transmission_chain": "路透晚间市场摘要记录油价下跌 2%→能源成本与通胀预期边际回落,白银工业需求方向仍受需求端抵消→AU 短线偏弱、AG 方向中性", "invalidation_conditions": "后续库存下降、供给中断或需求预期回升重新推高油价时,本事件的偏弱传导失效", "source_urls": ["[https://www.[reuters.com/commentary/reuters-open-interest/global-markets-trading-day-graphic-2026-08-13/](https://www.reuters.com/commentary/reuters-open-interest/global-markets-trading-day-graphic-2026-08-13/)](https://reuters.com/commentary/reuters-open-interest/global-markets-trading-day-graphic-2026-08-13/](https://www.reuters.com/commentary/reuters-open-interest/global-markets-trading-day-graphic-2026-08-13/))"], "source_tier": "B" }, { "event_id": "reuters-AUAG-20260813-jobless-claims-224k", "event_type": "macro_release", "title": "美国初请失业金 224000 人", "published_at_utc": "2026-08-13T21:00:26.133Z", "event_time_utc": null, "event_time_quality": "day_only", "asset_keys": ["AU", "AG"], "status": "new", "confidence": 93, "direction_score": {"AU": -1, "AG": -1}, "horizon": "days", "raw_facts": { "source_date": "2026-08-13", "source_published_at_utc": "2026-08-13T21:00:26.133Z", "actual": 224000, "actual_unit": "persons", "consensus": 228000, "consensus_unit": "persons", "prior": null, "prior_status": "Reuters 该篇晚间摘要未提供前值", "source_context": "Reuters Trading Day 文章称,美国周度初请失业金为 224000 人,预期为 228000 人。" }, "transmission_chain": "初请失业金 224000 人低于预期 228000 人→劳动力市场韧性与联储维持偏紧的可能性边际上升→AU 与 AG 短线承压", "invalidation_conditions": "后续就业数据下修、失业率上升或联储表态重新压低利率预期时,本事件的偏弱传导失效", "source_urls": ["[https://www.[reuters.com/commentary/reuters-open-interest/global-markets-trading-day-graphic-2026-08-13/](https://www.reuters.com/commentary/reuters-open-interest/global-markets-trading-day-graphic-2026-08-13/)](https://reuters.com/commentary/reuters-open-interest/global-markets-trading-day-graphic-2026-08-13/](https://www.reuters.com/commentary/reuters-open-interest/global-markets-trading-day-graphic-2026-08-13/))"], "source_tier": "B" } ], "coverage_gaps": [ { "scope": "GLD/SLV 每日持仓变动", "status": "unverified", "reason": "本轮增加查找 Reuters 与独立搜索结果中的基金行情入口,并复核可追溯的发行人页面;未取得能证明属于 2026-08-13T17:30:00Z—2026-08-14T01:30:00Z 窗口的 GLD/SLV 持仓变动数字及发布时间,故未入流。" }, { "scope": "COMEX 金银库存分级、SHFE AU/AG 仓单与 SGE 出入库", "status": "unverified", "reason": "本轮增加查找 Reuters 数值性转述、官方站内检索与公开搜索入口;仍未取得窗口内 COMEX 分级库存、SHFE 仓单或 SGE 出入库数字及可核验发布时间,故未用入口页面或交割条款替代。" }, { "scope": "美国财政部实际收益率日值", "status": "unverified", "reason": "本轮改查美国财政部 Daily Treasury Par Real Yield Curve Rates 官方 TextView;页面可见最新数据日期,但未提供能把该数据发布时间定位到本窗口的证据,故未将数据日期冒充窗口事件。" } ] }
贵金属结构化事件流

贵金属结构化事件流

把影响黄金白银的场外事件压缩成严格 JSON 事实流,供程序化交易系统消费;不含技术分析与操作建议。

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