10:30|上金所沪银走强,现货银触及69,TIPS见26日

10:30|上金所沪银走强,现货银触及69,TIPS见26日

覆盖02:30至10:30窗口:上金所与上期所日盘金银走强,美债TIPS实际收益率见8月26日上行,iShares SLV持仓切换至26日,路透与财联社更新亚盘金银报价;并记录GLD全量与COMEX缺口。

{ "window_start_utc": "2026-08-26T18:30:00Z", "window_end_utc": "2026-08-27T02:30:00Z", "timezone": "Asia/Shanghai", "events": [ { "event_id": "SGE-AU-20260827-day-delayed-au9999-100185", "event_type": "macro_release", "title": "上金所延时 Au99.99 报 1001.85 元走强", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-27T02:30:00Z", "asset_keys": [ "AU" ], "direction_score": { "AU": 2 }, "confidence": 97, "horizon": "intraday", "raw_facts": "上海黄金交易所「2026 年 08 月 27 日延时行情」表:Au99.99 最新价 1001.85 CNY/g,最高价 1002.0 CNY/g,最低价 991.0 CNY/g,今开盘 999.0 CNY/g。相对上一期 02:30 延时快照最新价 995.0 CNY/g 回升 6.85 CNY/g;会话最高价由 1001.0 上移至 1002.0。页面标注「2026 年 08 月 27 日延时行情」,未提供精确发布时间。raw_facts 日期原文:2026 年 08 月 27 日。", "transmission_chain": "上金所延时 Au99.99 报 1001.85 CNY/g 并较前一快照回升 6.85→国内现货黄金日盘报价走强→AU 短线价格偏多", "invalidation_conditions": "上金所后续修正 2026-08-27 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-20260827-day-delayed-autd-10015", "event_type": "macro_release", "title": "上金所延时 Au(T+D)报 1001.5 元走强", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-27T02:30:00Z", "asset_keys": [ "AU" ], "direction_score": { "AU": 2 }, "confidence": 97, "horizon": "intraday", "raw_facts": "同一上金所延时行情表:Au(T+D)最新价 1001.5 CNY/g,最高价 1001.8 CNY/g,最低价 989.38 CNY/g,今开盘 998.5 CNY/g。相对上一期 02:30 延时快照最新价 994.87 CNY/g 回升 6.63 CNY/g;会话最高价由 1000.0 上移至 1001.8。页面标注「2026 年 08 月 27 日延时行情」。raw_facts 日期原文:2026 年 08 月 27 日。", "transmission_chain": "延时 Au(T+D)报 1001.5 CNY/g 并较前一快照回升 6.63→国内黄金延期合约日盘报价走强→AU 短线延期端偏多", "invalidation_conditions": "上金所后续修正 2026-08-27 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-20260827-day-delayed-agtd-16901", "event_type": "macro_release", "title": "上金所延时 Ag(T+D)报 16901 元大涨", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-27T02:30:00Z", "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 16901.0 CNY/kg,最高价 16918.0 CNY/kg,最低价 16401.0 CNY/kg,今开盘 16705.0 CNY/kg。相对上一期 02:30 延时快照最新价 16540.0 CNY/kg 回升 361.0 CNY/kg;会话最高价由 16780.0 上移至 16918.0。页面标注「2026 年 08 月 27 日延时行情」。raw_facts 日期原文:2026 年 08 月 27 日。", "transmission_chain": "延时 Ag(T+D)报 16901.0 CNY/kg 并较前一快照回升 361.0→国内白银延期合约日盘报价大幅走强→AG 短线价格偏多", "invalidation_conditions": "上金所后续修正 2026-08-27 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": "SHFE-AU-20260827-au2610-intraday-100526", "event_type": "macro_release", "title": "上期所 AU2610 盘中高见 1005.26 元", "event_time_utc": "2026-08-27T02:40:02Z", "event_time_quality": "exact", "published_at_utc": "2026-08-27T02:40:02Z", "asset_keys": [ "AU" ], "direction_score": { "AU": 1 }, "confidence": 96, "horizon": "intraday", "raw_facts": "上海期货交易所日交易快讯 kx20260827.dat(update_date 20260827 10:40:02 Asia/Shanghai):黄金 AU2610 开盘 1001、最高 1005.26、最低 992.18、前结算 1003.08;收盘/结算字段盘中仍空;持仓 193403 手、持仓变化-3483;成交量 265648。相对上一交易日收盘快讯(AU2610 收盘 1003、结算 1003.08、持仓变化-4198)为 2026-08-27 日盘盘中新读数。", "transmission_chain": "沪金主力 AU2610 盘中最高上探 1005.26 且持仓减少 3483 手→国内黄金期货价格修复但仓位继续回落→AU 短线价格偏多、仓位偏空", "invalidation_conditions": "上期所后续修正 20260827 日交易快讯,或收盘结算价发布后取代该盘中快照时,当前事件失效。", "source_urls": [ "https://www.shfe.com.cn/data/tradedata/future/dailydata/kx20260827.dat" ], "source_tier": "A" }, { "event_id": "SHFE-AG-20260827-ag2610-intraday-16977", "event_type": "macro_release", "title": "上期所 AG2610 盘中高见 16977 元", "event_time_utc": "2026-08-27T02:40:02Z", "event_time_quality": "exact", "published_at_utc": "2026-08-27T02:40:02Z", "asset_keys": [ "AG" ], "direction_score": { "AG": 2 }, "confidence": 96, "horizon": "intraday", "raw_facts": "同一上期所日交易快讯 kx20260827.dat(update_date 20260827 10:40:02 Asia/Shanghai):白银 AG2610 开盘 16659、最高 16977、最低 16445、前结算 16670;收盘/结算字段盘中仍空;持仓 273192 手、持仓变化+3212;成交量 526349。相对上一交易日收盘快讯(AG2610 收盘 16756、结算 16670、持仓变化-12263)为 2026-08-27 日盘盘中新读数。", "transmission_chain": "沪银主力 AG2610 盘中最高上探 16977 且持仓增加 3212 手→国内白银期货价格与仓位同步走强→AG 短线价格与仓位偏多", "invalidation_conditions": "上期所后续修正 20260827 日交易快讯,或收盘结算价发布后取代该盘中快照时,当前事件失效。", "source_urls": [ "https://www.shfe.com.cn/data/tradedata/future/dailydata/kx20260827.dat" ], "source_tier": "A" }, { "event_id": "Treasury-AU-20260826-tips-real-yield", "event_type": "real_rate", "title": "美债 TIPS 实际收益率 8 月 26 日上行", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-27T02:30:00Z", "asset_keys": [ "AU", "AG" ], "direction_score": { "AU": -1, "AG": -1 }, "confidence": 98, "horizon": "days", "raw_facts": "美国财政部 Daily Treasury Real Yield Curve Rates CSV:08/26/2026 行 5Y 2.06、7Y 2.18、10Y 2.34、20Y 2.71、30Y 2.92。相对上一期已发 08/25/2026 行(5Y 2.04、7Y 2.16、10Y 2.32、20Y 2.70、30Y 2.92),5Y/7Y/10Y 约上行 2bp、20Y 上行 1bp、30Y 持平。上一期 02:30 覆盖缺口仍记最新为 08/25;本窗口 CSV 已出现 08/26 新行。XML feed updated 2026-08-26T15:49:15Z。raw_facts 日期原文:08/26/2026。", "transmission_chain": "TIPS 实际收益率曲线 8 月 26 日较 25 日小幅上行→实际利率对贵金属持有成本略升→AU/AG 中期利率驱动偏空", "invalidation_conditions": "美国财政部后续修正或撤回 08/26/2026 实际收益率行时,当前事件失效。", "source_urls": [ "[https://home.[treasury.gov/resource-center/data-chart-center/interest-rates/daily-treasury-rates.csv/2026/all?field_tdr_date_value=2026&type=daily_treasury_real_yield_curve&utm=&page=&_format=csv](https://home.treasury.gov/resource-center/data-chart-center/interest-rates/daily-treasury-rates.csv/2026/all?field_tdr_date_value=2026&type=daily_treasury_real_yield_curve&utm=&page=&_format=csv)](https://treasury.gov/resource-center/data-chart-center/interest-rates/daily-treasury-rates.csv/2026/all?field_tdr_date_value=2026&type=daily_treasury_real_yield_curve&utm=&page=&_format=csv](https://home.treasury.gov/resource-center/data-chart-center/interest-rates/daily-treasury-rates.csv/2026/all?field_tdr_date_value=2026&type=daily_treasury_real_yield_curve&utm=&page=&_format=csv))", "[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" }, { "event_id": "iShares-AG-20260826-slv-ounces-trust", "event_type": "etf_flow", "title": "iShares SLV 信托持仓切换至 8 月 26 日", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-27T02:30:00Z", "asset_keys": [ "AG" ], "direction_score": { "AG": 0 }, "confidence": 97, "horizon": "days", "raw_facts": "iShares Silver Trust 官网 Key Facts:Ounces in Trust 493,923,098.00 as of Aug 26, 2026;Tonnes in Trust 15,362.73;Net Assets of Fund $33,820,075,545;Shares Outstanding 546,450,000;NAV $61.8952(1-Day NAV Change +$0.57 / +0.93%)。相对上一期已发 as of Aug 25, 2026 Ounces in Trust 493,923,098.00,细盎司同值、贸易日字段推进至 8 月 26 日。JPM 托管 SLV 清单上一期已发 As at:26-August-2026 Total Fine Ounces 493,923,791.900,与官网细盎司口径接近。raw_facts 日期原文:as of Aug 26, 2026。", "transmission_chain": "SLV 官网信托持仓日期推进至 Aug 26 且细盎司维持 493,923,098.00→白银 ETF 全信托端未见新增流出或流入→AG 持仓驱动中性", "invalidation_conditions": "iShares 后续更正 Aug 26 持仓字段,或给出与该细盎司显著冲突的新贸易日读数时,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-462414", "event_type": "macro_release", "title": "路透:现货金反弹 0.7%至 4624.14 美元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-27T02:01:01.360Z", "asset_keys": [ "AU" ], "direction_score": { "AU": 2 }, "confidence": 93, "horizon": "intraday", "raw_facts": "Reuters 稿「Asian stocks rise for third day as Nvidia beats」正文:Gold rallied 0.7% to $4,624.14 after a pullback on Wednesday。页面 meta article:published_time=2026-08-27T01:59:28.335Z,article:modified_time=2026-08-27T02:01:01.360Z。相对上一期 02:30 已发现货金 4594.84(1531 GMT),本 4624.14 为亚盘窗口内更新报价;同稿未给出精确 GMT 报价时刻,亦未报现货银。raw_facts 日期原文:Singapore, Aug 27, 2026。", "transmission_chain": "现货金报 4624.14 美元/盎司(+0.7%)并在周三回调后反弹→国际金价短线修复→AU 短线价格偏多", "invalidation_conditions": "路透后续更正该条报价,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/china/global-markets-wrapup-1-2026-08-27/](https://www.reuters.com/world/china/global-markets-wrapup-1-2026-08-27/)](https://reuters.com/world/china/global-markets-wrapup-1-2026-08-27/](https://www.reuters.com/world/china/global-markets-wrapup-1-2026-08-27/))" ], "source_tier": "B" }, { "event_id": "CLS-AG-20260827-spot-silver-6878", "event_type": "macro_release", "title": "财联社:现货银报 68.78 美元涨 1%", "event_time_utc": "2026-08-26T22:20:42Z", "event_time_quality": "exact", "published_at_utc": "2026-08-26T22:20:42Z", "asset_keys": [ "AG" ], "direction_score": { "AG": 2 }, "confidence": 94, "horizon": "intraday", "raw_facts": "财联社电报 detail/2465596 页面标注时间「2026 年 08 月 27 日 06:20:42」:财联社 8 月 27 日电,现货白银日内涨幅扩大至 1%,报 68.78 美元/盎司。相对上一期 02:30 已发路透现货银 67.91,本 68.78 为窗口内新报价。", "transmission_chain": "现货白银报 68.78 美元/盎司(日内涨幅扩大至 1%)→国际银价自前一欧美盘低位回升→AG 短线价格偏多", "invalidation_conditions": "财联社后续更正该电报报价,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.cls.cn/detail/2465596" ], "source_tier": "B" }, { "event_id": "CLS-AG-20260827-spot-silver-69", "event_type": "macro_release", "title": "财联社:现货银触及 69 美元涨 1.32%", "event_time_utc": "2026-08-26T23:27:26Z", "event_time_quality": "exact", "published_at_utc": "2026-08-26T23:27:26Z", "asset_keys": [ "AG" ], "direction_score": { "AG": 2 }, "confidence": 94, "horizon": "intraday", "raw_facts": "财联社电报 detail/2465613 页面标注时间「2026 年 08 月 27 日 07:27:26」:财联社 8 月 27 日电,现货白银向上触及 69 美元/盎司,日内上涨 1.32%。相对同窗口稍早 06:20:42 电报的 68.78,本条为继续上行触及 69 的更新值。", "transmission_chain": "现货白银向上触及 69 美元/盎司(日内上涨 1.32%)→国际银价短线动能延续→AG 短线价格偏多", "invalidation_conditions": "财联社后续更正该电报报价,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.cls.cn/detail/2465613" ], "source_tier": "B" } ], "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。JPM GLD 清单仍 As at:26-August-2026、Total Fine Ounces 31,294,117.625(上一期 02:30 已入流);HSBC GLD 清单仍 As Of C.O.B 26 August 2026、Fine 2,411,823.374(更早窗口已入流)。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 403 反爬 JSON。本轮另试:复拉 XLS 直链。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 20260827 仓单日报", "status": "未交付", "detail": "dailystock_20260827/ZH/all.html 本窗口返回 WAF/验证页;stock_ag_20260827.dat 返回 404。日盘尚未收盘,仓单日报通常在收盘后更新;未把旧日仓单冒充本窗口新事件。", "source_urls": [ "https://www.shfe.com.cn/data/tradedata/future/stockdata/dailystock_20260827/ZH/all.html", "https://www.shfe.com.cn/data/tradedata/future/dailydata/stock_ag_20260827.dat" ] } ] }

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