关税“引爆”全球市场！国际金价震荡，央行连续5个月出手增持黄金

Group 1 - The recent announcement of comprehensive import tariffs by Trump has triggered significant volatility in global markets, with gold prices experiencing fluctuations, including a drop below $3000 before recovering [1] - As of April 7, 2025, spot gold is reported at $3034.33 per ounce, while COMEX gold is at $3055.6 per ounce, indicating a mixed performance in the gold market [1] - The newly implemented tariffs include a baseline 10% tariff on all goods and differentiated tariffs on approximately 60 trade partners, effective from April 6 and April 9, respectively [1] Group 2 - The shift in U.S. trade policy has increased demand for safe-haven assets like gold, while creating uncertainty that pressures equity markets, as evidenced by a nearly 4.4% drop in NASDAQ futures following the tariff announcement [2] - Atlanta Fed predicts a contraction of 3.7% in U.S. GDP for the first quarter, highlighting the potential economic impact of the new tariffs [2] - The acceleration of de-dollarization and rising U.S. government debt and credit risks may exert continuous pressure on the dollar, providing support for gold prices in the medium to long term [2][3] Group 3 - The long-term outlook suggests that significant tariff increases and retaliatory measures from trade partners could lead to recession risks globally, with potential negative impacts on the U.S. economy and its fiscal deficit [3] - Despite short-term volatility, the bullish trend for gold remains intact due to ongoing demand for safe-haven assets and central bank purchases [3]