event-trade登录编辑
EIA Weekly Petroleum Status ReportDoubao · 实盘不做把握 5/10不做原因:已被定价
北京时间·🕒 发布 10-15(美东日)仅日期·时区推断·⟳ 抓取 02:13:39回填·⚡ 决策 10-16 02:18:48·11.7 天前

EIA周报抓取内容仅为目录无库存数据;实际当周原油大降855.7万桶但已发布并被市场消化

信号本身为无数据的目录页,不构成增量事实;联网还原的实际库存数据(原油大降855.7万桶)虽偏多,但属官方例行周报,发布时点早于信号且已被Reuters、Dow Jones/Morningstar等广泛传播,美股盘中油价与能源股已完成首轮重定价,追入无正期望;直接标的为商品期货,股票载体弹性间接。

📄 原文EIA Weekly Petroleum Status Report↗ 原文
Weekly Petroleum Status Report: October 15, 2026
| Highlights | | | Weekly Petroleum Status Report Highlights | | | | | Tables | | | | 1 | U.S. Petroleum Balance Sheet…
不做 United States Oil Fund (USO)(USO.US)
信号正文无任何库存数字(仅目录页),不构成增量事件;实际原油-855.7万桶偏多数据为EIA例行披露,在信号到达(14:16 ET)时已发布并被Reuters、Dow Jones等广泛报道,盘中价格已消化;且去库由出口/产量短期下滑驱动、汽油累库,质量存疑,追多无正期望。
不做 Energy Select Sector SPDR (XLE)(XLE.US)
能源股对单周库存弹性间接,数据已在当日盘中定价,无个股级基本面增量与可执行edge。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

结论摘要

抓到的EIA周报正文只有目录、没有任何库存数字,信号层面无增量信息;实际数据(原油库存-855.7万桶、产量-30万桶/日)虽偏多,但在信号到达时已公开并被媒体充分报道、价格已消化,且无合适股票级可交易载体,故不做。

🔎 新鲜度:最早出现 2026-10-15 · 扩散 high · price-in 风险 high ↗ ↗ ↗

消息传播链

  1. 节点

关键理由

  • 实际周报显示商业原油库存大降855.7万桶(-2.02%)且产量减少30万桶/日,方向上偏多原油
  • 但该数据为例行官方披露、发布早于本信号且已被主流财经媒体广泛报道

主要风险

  • 库存大降主要由出口与产量短期下滑驱动,可能含暂时性扰动,不代表持续去库
  • 信号抓取缺失全部Highlights数字,若据外部还原数据交易存在口径与时点误差

反向证据

  • 做多前查反向 · 来源 web · 日期 2026-10-15 · 影响 weakens
    库存下降伴随出口大降19.5万桶/日和产量减30万桶/日,且汽油库存反而增加,去库质量存疑、可能为暂时性供给扰动而非需求走强
    检索:EIA crude draw October 2026 production exports decline temporary gasoline build 原文 ↗

先例如何影响了这次决策

对本次决策的影响:先例与数据性质均指向不做:价格已在盘中消化,ENTER缺乏剩余edge

方向:无可对照先例;EIA周度库存为高频宏观数据,单次意外去库通常在发布当根日内基本定价,股票层面反应弱且噪声大

涨幅量级:未构建先例面板,不用单次库存数据校准个股tp/sl

形态:例行数据行情通常表现为发布瞬间的期货跳变,随后能源股跟随性衰减;无个股级高相似先例支撑追入

工具执行结果 · 成功 3 · 降级 0 · 失败 0 · 取消 0
  1. search_processed_events 成功 stock_tools HTTP · 12 ms
    {"result": "search_processed_events:agent query=`eia weekly petroleum status report 2026-10-15 crude oil stocks | eia 周度石油库存报告 2026年10月15日 原油库存`;结构化索引覆盖完整 72 小时;旧记录兼容扫描近 0.0/72 小时、0 条本臂决策(完整),返回 0 条候选。未命中只表示这些 agent query 表达式没有召回候选,不能据此证明消息首发或不是重复;按当前事件继续正常研判。"}
  2. web_search 成功 doubao_search · 1,247 ms
    豆包搜索结果(原始查询:EIA Weekly Petroleum Status Report October 15 2026 crude oil inventories change barrels;API SearchType:web)
  3. web_search 成功 doubao_search · 1,196 ms
    豆包搜索结果(原始查询:EIA 原油库存 2026年10月15日 当周 变化 汽油 馏分油;API SearchType:web)

原文全文

展开原文 · 3,536 字
| Highlights |

| | Weekly Petroleum Status Report Highlights | | | |

| Tables | | |

| 1 | U.S. Petroleum Balance Sheet | | CSV | PDF |

| 2 | U.S. Inputs and Production by PAD District | | CSV | PDF |

| 3 | Refiner and Blender Net Production | | CSV | PDF |

| 4 | Stocks of Crude Oil by PAD District, and Stocks of Petroleum Products, U.S. Totals | | CSV | PDF |

| 5 | Stocks of Total Motor Gasoline and Fuel Ethanol by PAD District | | CSV | PDF |

| 5A | Stocks of Total Motor Gasoline and Fuel Ethanol by PAD District with Total Gasoline by Sub-PADD | | CSV | |

| 6 | Stocks of Distillate, Kerosene-Type Jet Fuel, Residual Fuel Oil, and Propane/Propylene by PAD District | | CSV | PDF |

| 7 | Imports of Crude Oil and Total Products by PAD District | | CSV | PDF |

| 8 | Preliminary Crude Imports by Country of Origin | | CSV | PDF |

| 9 | U.S. and PAD District Weekly Estimates | | CSV | PDF |

| 10 | U.S. World Crude Oil Prices - Discontinued | | CSV | PDF |

| 11 | Spot Prices of Crude Oil, Motor Gasoline, and Heating Oil | | CSV | PDF |

| 12 | Spot Prices of Ultra-Low Sulfur Diesel Fuel, Kerosene-Type Jet Fuel, and Propane | | CSV | PDF |

| 13 | NYMEX Futures Prices of Crude Oil, Motor Gasoline, and No. 2 Heating Oil - Discontinued | | CSV | PDF |

| 14 | U.S. Retail Motor Gasoline and On-Highway Diesel Fuel Prices | | CSV | PDF |

| Figures | | |

| 1 | Stocks of Crude Oil by PAD District | | | PDF |

| 2 | Stocks of Total Motor Gasoline by PAD District | | | PDF |

| 3 | Stocks of Distillate Fuel Oil by PAD District | | | PDF |

| 4 | Stocks of Kerosene-Type Jet Fuel by PAD District | | | PDF |

| 5 | Stocks of Residual Fuel Oil by PAD District | | | PDF |

| 6 | Stocks of Propane/Propylene by PAD District | | | PDF |

| 7 | Daily Crude Oil and Petroleum Product Spot Prices | | | PDF |

| 8 | Daily Trans-Atlantic Spot Product Price Differentials: New York Harbor less Rotterdam (ARA) - Discontinued | | | PDF |

| 9 | Daily Futures Price Differentials: First Delivery Month Less Second Delivery Month | | | PDF |

| 10 | U.S. Average Retail Regular Motor Gasoline and On-Highway Diesel Fuel Prices | | | PDF |

| Appendices |

| A | Petroleum Supply Summary | | | PDF |

| B | Explanatory Notes | | | PDF |

| C | Northeast Reserves | | | PDF |

| D | Statistical Methodology of Estimating Petroleum Exports Using Data from U.S. Customs and Border Protection | | | PDF |


| E | Errata as of December 22, 2023 | | XLS | PDF |

| Sources and Glossary |

| | Weekly Petroleum Status Report Sources | | | PDF |


| | EIA Glossary | | | |

决策记录链 · 只追加

每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。

  1. b7155b58e1 · 2026-10-16 02:18 · doubao / doubao-seed-evolving-latest-version · 策略包 2226518bfdee当前