全球新闻采集归档｜2026年8月2日20:00—8月3日08:00｜总索引

北京时间 2026 年 8 月 2 日 20:00—8 月 3 日 08:00 的四个分篇均已完成统一字段、事件去重和来源缺口登记。本期全局为部分采集：可核验主记录 19 条，转载 24 条，排除 47 条；境内公司公告入口没有返回可读详情，海外和商品侧仍有多项一手页面未取得。

全局统计恒等式为 90 = 19 + 24 + 47。四篇使用同一时间边界；窗口外材料只进入转载或排除账，不因跨篇复扫重复占用主记录。industry_coverage 采用 counting_method=non_exclusive，同一主记录可以计入多个行业，行业数量不可直接相加。

窗口内没有可核验新增政策/监管主记录。人民银行和外汇局下半年会议已在上一期出现，本轮计入跨期转载；证监会、发改委、财政部、商务部、海关、工信部等部分入口为动态壳、超时、403 或 404。分篇账本为 20 = 0 + 10 + 10，来源失败 12 条。

巨潮和深交所公告入口超时，上交所只返回栏目导航，没有取得窗口内具体公告详情或可读 PDF。本篇不把 8 月 3 日披露日边界候选写成公司事实，账本为 0 = 0 + 0 + 0，来源失败 3 条。

主记录 4 条：日本财务省确认日美协调买入日元干预；产经新闻记录特朗普非正式表态；CBS 播出 Hugging Face CEO 对 AI 代理攻击的访谈；Fuse 经新闻稿载体披露与 NNSS 签署五年 CRADA。四条分别保留官方、媒体、访谈和二手公司公告身份，账本为 34 = 4 + 7 + 23。

主记录 15 条，涉及 OPEC+ 产量安排、油价与炼化、霍尔木兹和红海通行、俄罗斯影子船队、帕克什核电、LNG 损失测算、俄乌炼厂与粮食出口、铜钴交易、锂、煤炭和电网负荷。OPEC 页面是一手来源；IEA、UKMTO、公司公告和国家电网原文缺口逐条保留。账本为 36 = 15 + 7 + 14。

以下计数只统计 19 条去重主记录，采用非互斥标签。天然气、LNG、炼化、铜、铝、锂独立统计；黄金只在商品篇周报条目正文出现，因此计 1，不据此添加其他关联行业。

跨国事件按实体标签非互斥计数，不能把国家数字相加当作主记录数量。

{ "report_title":"全球新闻采集归档｜2026 年 8 月 2 日 20:00—8 月 3 日 08:00｜总索引", "collection_window":{"timezone":"Asia/Shanghai","start":"2026-08-02 20:00:00+08:00","end":"2026-08-03 08:00:00+08:00"}, "status":"partial", "statistics":{"raw_news_count":90,"deduplicated_event_count":19,"reprint_count":24,"excluded_count":47,"source_count":51,"official_source_count":21,"source_failures":26,"ledger_identity":"90 = 19 + 24 + 47"}, "split_reports":[ {"report_title":"中国政策与监管篇","status":"completed","raw_news_count":20,"deduplicated_event_count":0,"reprint_count":10,"excluded_count":10,"source_failures":12,"content_id":null}, {"report_title":"中国行业与公司公告篇","status":"completed_partial","raw_news_count":0,"deduplicated_event_count":0,"reprint_count":0,"excluded_count":0,"source_failures":3,"content_id":null}, {"report_title":"海外科技与宏观篇","status":"completed","raw_news_count":34,"deduplicated_event_count":4,"reprint_count":7,"excluded_count":23,"source_failures":7,"content_id":null}, {"report_title":"商品能源与地缘篇","status":"completed","raw_news_count":36,"deduplicated_event_count":15,"reprint_count":7,"excluded_count":14,"source_failures":4,"content_id":null} ], "records":[], "reprint_records":[ {"id":"POL-R-001","assigned_report":"中国政策与监管篇","title":"中国人民银行召开 2026 年下半年工作会议","reason":"上一期已归档，跨期重复"},{"id":"POL-R-002","assigned_report":"中国政策与监管篇","title":"国家外汇管理局召开 2026 年下半年外汇管理工作交流会","reason":"上一期已归档，跨期重复"},{"id":"POL-R-003","assigned_report":"中国政策与监管篇","title":"关于健全金融机构治理的实施意见","reason":"窗口外"},{"id":"POL-R-004","assigned_report":"中国政策与监管篇","title":"焦炭期权注册","reason":"窗口外"},{"id":"POL-R-005","assigned_report":"中国政策与监管篇","title":"发改委 7 月份新闻发布会","reason":"窗口外"},{"id":"POL-R-006","assigned_report":"中国政策与监管篇","title":"7 月 31 日国内成品油价格调整","reason":"窗口外"},{"id":"POL-R-007","assigned_report":"中国政策与监管篇","title":"全国财政法治建设工作会议","reason":"窗口外"},{"id":"POL-R-008","assigned_report":"中国政策与监管篇","title":"豌豆淀粉反倾销调查期限延长","reason":"窗口外"},{"id":"POL-R-009","assigned_report":"中国政策与监管篇","title":"7 月中国采购经理指数","reason":"窗口外"},{"id":"POL-R-010","assigned_report":"中国政策与监管篇","title":"海关总署媒体聚焦","reason":"窗口外"}, {"id":"OV-R-001","assigned_report":"海外科技与宏观篇","title":"EU AI Act 透明度规则生效","reason":"上一期已登记"},{"id":"OV-R-002","assigned_report":"海外科技与宏观篇","title":"OpenAI Astra 数学进展","reason":"窗口外"},{"id":"OV-R-003","assigned_report":"海外科技与宏观篇","title":"Reuters 日美联合干预预告","reason":"被官方声明覆盖"},{"id":"OV-R-004","assigned_report":"海外科技与宏观篇","title":"白宫前沿 AI 框架截止日","reason":"窗口外"},{"id":"OV-R-005","assigned_report":"海外科技与宏观篇","title":"微软模型可替代性表态","reason":"窗口外综述"},{"id":"OV-R-006","assigned_report":"海外科技与宏观篇","title":"TechCrunch Mobility 综述","reason":"底层事实窗口外"},{"id":"OV-R-007","assigned_report":"海外科技与宏观篇","title":"Google AI Studio 移动应用取消","reason":"窗口外"}, {"id":"R1","assigned_report":"商品能源与地缘篇","title":"GasLog Shanghai 受损","reason":"上一轮已登记"},{"id":"R2","assigned_report":"商品能源与地缘篇","title":"Yanina 黑海沉没","reason":"上一轮已登记"},{"id":"R3","assigned_report":"商品能源与地缘篇","title":"胡塞否认红海收费","reason":"跨期重复"},{"id":"R4","assigned_report":"商品能源与地缘篇","title":"土伊管道续约","reason":"跨期重复"},{"id":"R5","assigned_report":"商品能源与地缘篇","title":"意大利护卫舰红海护航","reason":"跨期重复"},{"id":"R6","assigned_report":"商品能源与地缘篇","title":"特朗普伊朗战争框架","reason":"跨期重复"},{"id":"R7","assigned_report":"商品能源与地缘篇","title":"帕克什停堆预警","reason":"被本期状态记录覆盖"} ], "excluded_records":[ {"id":"POL-EX-001","assigned_report":"中国政策与监管篇","reason":"8 月 3 日公司公告批次，转交中国行业篇"},{"id":"POL-EX-002","assigned_report":"中国政策与监管篇","reason":"上交所接口 0 条，无候选"},{"id":"POL-EX-003","assigned_report":"中国政策与监管篇","reason":"深交所接口 HTTP500，无候选"},{"id":"POL-EX-004","assigned_report":"中国政策与监管篇","reason":"7 月 3 日窗口外"},{"id":"POL-EX-005","assigned_report":"中国政策与监管篇","reason":"7 月 31 日窗口外"},{"id":"POL-EX-006","assigned_report":"中国政策与监管篇","reason":"地方政策窗口外"},{"id":"POL-EX-007","assigned_report":"中国政策与监管篇","reason":"自然灾害，非政策"},{"id":"POL-EX-008","assigned_report":"中国政策与监管篇","reason":"平台功能，非政策"},{"id":"POL-EX-009","assigned_report":"中国政策与监管篇","reason":"7 月 31 日窗口外"},{"id":"POL-EX-010","assigned_report":"中国政策与监管篇","reason":"窗口外且未逐条开详情"}, {"id":"OV-EX-001","assigned_report":"海外科技与宏观篇","reason":"窗口外"},{"id":"OV-EX-002","assigned_report":"海外科技与宏观篇","reason":"窗口外"},{"id":"OV-EX-003","assigned_report":"海外科技与宏观篇","reason":"窗口外"},{"id":"OV-EX-004","assigned_report":"海外科技与宏观篇","reason":"底层事件 7 月发生"},{"id":"OV-EX-005","assigned_report":"海外科技与宏观篇","reason":"窗口外"},{"id":"OV-EX-006","assigned_report":"海外科技与宏观篇","reason":"窗口外"},{"id":"OV-EX-007","assigned_report":"海外科技与宏观篇","reason":"不在窗口内"},{"id":"OV-EX-008","assigned_report":"海外科技与宏观篇","reason":"窗口外"},{"id":"OV-EX-009","assigned_report":"海外科技与宏观篇","reason":"窗口外"},{"id":"OV-EX-010","assigned_report":"海外科技与宏观篇","reason":"观点分析"},{"id":"OV-EX-011","assigned_report":"海外科技与宏观篇","reason":"市场分析"},{"id":"OV-EX-012","assigned_report":"海外科技与宏观篇","reason":"评论文章"},{"id":"OV-EX-013","assigned_report":"海外科技与宏观篇","reason":"付费墙/市场分析"},{"id":"OV-EX-014","assigned_report":"海外科技与宏观篇","reason":"跨卷"},{"id":"OV-EX-015","assigned_report":"海外科技与宏观篇","reason":"跨卷"},{"id":"OV-EX-016","assigned_report":"海外科技与宏观篇","reason":"跨卷"},{"id":"OV-EX-017","assigned_report":"海外科技与宏观篇","reason":"窗口外"},{"id":"OV-EX-018","assigned_report":"海外科技与宏观篇","reason":"非科技/宏观事件"},{"id":"OV-EX-019","assigned_report":"海外科技与宏观篇","reason":"窗口外且低价值"},{"id":"OV-EX-020","assigned_report":"海外科技与宏观篇","reason":"窗口外"},{"id":"OV-EX-021","assigned_report":"海外科技与宏观篇","reason":"时间无法确认"},{"id":"OV-EX-022","assigned_report":"海外科技与宏观篇","reason":"平行转发"},{"id":"OV-EX-023","assigned_report":"海外科技与宏观篇","reason":"旧公告"}, {"id":"E1","assigned_report":"商品能源与地缘篇","reason":"窗口外"},{"id":"E2","assigned_report":"商品能源与地缘篇","reason":"窗口外"},{"id":"E3","assigned_report":"商品能源与地缘篇","reason":"非可靠来源"},{"id":"E4","assigned_report":"商品能源与地缘篇","reason":"动态壳无数值"},{"id":"E5","assigned_report":"商品能源与地缘篇","reason":"7 月 29 日窗口外"},{"id":"E6","assigned_report":"商品能源与地缘篇","reason":"8 月 3 日 08:05 晚于窗口"},{"id":"E7","assigned_report":"商品能源与地缘篇","reason":"8 月 2 日 19:51 早于窗口"},{"id":"E8","assigned_report":"商品能源与地缘篇","reason":"窗口外"},{"id":"E9","assigned_report":"商品能源与地缘篇","reason":"窗口外"},{"id":"E10","assigned_report":"商品能源与地缘篇","reason":"窗口外"},{"id":"E11","assigned_report":"商品能源与地缘篇","reason":"AI 聚合且数据冲突"},{"id":"E12","assigned_report":"商品能源与地缘篇","reason":"窗口外"},{"id":"E13","assigned_report":"商品能源与地缘篇","reason":"窗口外且非直接事件"},{"id":"E14","assigned_report":"商品能源与地缘篇","reason":"7 月 30 日窗口外"} ], "source_failure_details":[{"unit":"中国政策与监管篇","source":"外汇局新闻栏目","attempted_url":"https://www.safe.gov.cn/safe/xwfb/index.html","failed_at":"2026-08-03 08:13:00+08:00","reason":"超时/404"},{"unit":"中国政策与监管篇","source":"海关公告通道","attempted_url":"https://www.customs.gov.cn/customs/tzgg34/","failed_at":"2026-08-03 08:14:00+08:00","reason":"超时/HTTP000"},{"unit":"中国政策与监管篇","source":"证监会列表","attempted_url":"http://www.csrc.gov.cn/csrc/c100028/common_list.shtml","failed_at":"2026-08-03 08:10:00+08:00","reason":"旧存档或动态壳"},{"unit":"中国政策与监管篇","source":"深交所接口","attempted_url":"http://www.szse.cn/api/disc/announcement/annList","failed_at":"2026-08-03 08:17:00+08:00","reason":"HTTP500"},{"unit":"中国行业与公司公告篇","source":"巨潮资讯","attempted_url":"https://www.cninfo.com.cn/new/commonUrl?url=disclosure/list","failed_at":"2026-08-03 08:00:00+08:00","reason":"超时"},{"unit":"中国行业与公司公告篇","source":"深交所公告入口","attempted_url":"https://www.szse.cn/disclosure/listed/bulletin/index.html","failed_at":"2026-08-03 08:00:00+08:00","reason":"超时"},{"unit":"中国行业与公司公告篇","source":"上交所公告栏目","attempted_url":"https://www.sse.com.cn/disclosure/listedinfo/announcement/#/","failed_at":"2026-08-03 08:00:00+08:00","reason":"只返回导航页"},{"unit":"海外科技与宏观篇","source":"欧盟 Press corner","attempted_url":"https://ec.europa.eu/commission/presscorner/home/en","failed_at":"2026-08-03 08:11:00+08:00","reason":"SPA 空壳"},{"unit":"海外科技与宏观篇","source":"Yahoo Tech 转载","attempted_url":"[https://tech.[yahoo.com/cybersecurity/articles/hugging-face-ceo-calls-hack-190812638.html](https://tech.yahoo.com/cybersecurity/articles/hugging-face-ceo-calls-hack-190812638.html)](https://yahoo.com/cybersecurity/articles/hugging-face-ceo-calls-hack-190812638.html](https://tech.yahoo.com/cybersecurity/articles/hugging-face-ceo-calls-hack-190812638.html))","failed_at":"2026-08-03 08:14:00+08:00","reason":"正文空壳"},{"unit":"海外科技与宏观篇","source":"美联储索引","attempted_url":"[https://www.[federalreserve.gov/newsevents/pressreleases.htm](https://www.federalreserve.gov/newsevents/pressreleases.htm)](https://federalreserve.gov/newsevents/pressreleases.htm](https://www.federalreserve.gov/newsevents/pressreleases.htm))","failed_at":"2026-08-03 08:15:00+08:00","reason":"旧归档索引"},{"unit":"海外科技与宏观篇","source":"美国财政部","attempted_url":"[https://home.[treasury.gov/news/press-releases](https://home.treasury.gov/news/press-releases)](https://treasury.gov/news/press-releases](https://home.treasury.gov/news/press-releases))","failed_at":"2026-08-03 08:15:00+08:00","reason":"无对应正式声明"},{"unit":"商品能源与地缘篇","source":"Anadolu 能源终端","attempted_url":"https://www.aa.com.tr/en/energy/electricity/spot-market-electricity-prices-for-monday-aug-3/58734","failed_at":"2026-08-03 08:00:00+08:00","reason":"JS 动态壳"},{"unit":"商品能源与地缘篇","source":"OPEC 精确时间","attempted_url":"[https://www.[opec.org/pr-detail/1854611-2-august-2026.html](https://www.opec.org/pr-detail/1854611-2-august-2026.html)](https://opec.org/pr-detail/1854611-2-august-2026.html](https://www.opec.org/pr-detail/1854611-2-august-2026.html))","failed_at":"2026-08-03 08:00:00+08:00","reason":"只披露日期"},{"unit":"商品能源与地缘篇","source":"IEA 原始测算","attempted_url":"[https://www.[iea.org/topics/the-middle-east-and-global-energy-markets](https://www.iea.org/topics/the-middle-east-and-global-energy-markets)](https://iea.org/topics/the-middle-east-and-global-energy-markets](https://www.iea.org/topics/the-middle-east-and-global-energy-markets))","failed_at":"2026-08-03 08:00:00+08:00","reason":"测算原文未独立取得"},{"unit":"商品能源与地缘篇","source":"UKMTO/洛阳钼业/国家电网","attempted_url":null,"failed_at":"2026-08-03 08:00:00+08:00","reason":"对应原始正文未独立抓取"}], "industry_coverage":{"counting_method":"non_exclusive","items":[{"industry":"半导体","count":0},{"industry":"人工智能","count":1},{"industry":"算力","count":0},{"industry":"通信","count":0},{"industry":"消费电子","count":0},{"industry":"机器人","count":0},{"industry":"机械设备","count":0},{"industry":"汽车","count":0},{"industry":"动力电池","count":0},{"industry":"光伏","count":0},{"industry":"风电","count":0},{"industry":"储能","count":0},{"industry":"电网","count":1},{"industry":"核电","count":2},{"industry":"煤炭","count":1},{"industry":"石油","count":8},{"industry":"天然气","count":1},{"industry":"LNG","count":3},{"industry":"炼化","count":2},{"industry":"化工","count":0},{"industry":"钢铁","count":0},{"industry":"有色金属","count":2},{"industry":"铜","count":2},{"industry":"铝","count":1},{"industry":"锂","count":1},{"industry":"稀土","count":1},{"industry":"黄金","count":1},{"industry":"医药","count":0},{"industry":"医疗器械","count":0},{"industry":"银行","count":2},{"industry":"保险","count":0},{"industry":"券商","count":0},{"industry":"房地产","count":0},{"industry":"建筑建材","count":0},{"industry":"食品饮料","count":0},{"industry":"家电","count":0},{"industry":"零售","count":0},{"industry":"农业","count":1},{"industry":"军工","count":0},{"industry":"商业航天","count":0},{"industry":"低空经济","count":0},{"industry":"传媒","count":0},{"industry":"游戏","count":0},{"industry":"旅游","count":0},{"industry":"航空","count":0},{"industry":"航运","count":5},{"industry":"港口","count":0},{"industry":"环保","count":0},{"industry":"公共事业","count":2}]}, "country_coverage":{"中国":3,"美国":6,"日本":2,"伊朗":4,"卡塔尔/阿联酋":3,"俄罗斯/乌克兰":4,"欧盟":1,"匈牙利":1,"阿曼/也门/沙特":3,"国际组织/全球市场":6} }