800亿美元“黄金大迁徙”落幕！

Group 1 - A significant and prolonged arbitrage trading activity has led to the inflow of hundreds of billions of dollars worth of gold and silver into the U.S. [1] - The announcement of tariff exemptions for precious metals by Trump abruptly halted the "money-absorbing frenzy" in the U.S. precious metals market [1] - The premium between New York gold prices and global benchmark prices surged due to traders weighing the risks of potential tariffs, incentivizing banks and traders to transport large amounts of gold to the U.S. [1][2] Group 2 - The U.S. precious metals inventory has reached an all-time high, with gold inventory increasing by 26.5 million ounces and silver inventory by 174.6 million ounces since late November [2] - The total value of the inflow of precious metals into the U.S. exceeds $80 billion at current prices [2] - The surge in gold imports has contributed to a record trade deficit in January, prompting economists to exclude gold data from GDP calculations [2] Group 3 - The influx of gold into the U.S. was primarily driven by concerns over potential comprehensive import tariffs on precious metals [3] - The significant price discrepancy created profitable arbitrage opportunities for traders, leading to a rush to transfer metals from London to New York [3]