金价屡创新高，多国为何不想再把黄金放在美英？专家解析背后三个因素

Core Viewpoint - The global demand for gold is increasing as geopolitical uncertainties rise, leading to a historical peak in gold prices and prompting many countries to repatriate their gold reserves from abroad [1][4][9]. Group 1: Gold Price and Market Dynamics - On April 21, the Shanghai Futures Exchange saw gold futures surpass 800 yuan per gram, marking a new historical high [1]. - The international gold price has reached new heights due to the U.S. government's imposition of tariffs, which has heightened gold's appeal as a safe-haven asset amid global trade disruptions [1]. Group 2: Global Gold Reserves Management - Many central banks are accelerating the repatriation of gold reserves stored in the U.S. and U.K. due to rising geopolitical uncertainties and concerns over the safety of overseas assets [4][9]. - The World Gold Council reported that the U.S. holds the largest gold reserves at 8,133.46 tons, significantly more than Germany, which ranks second [5][9]. - As of March 2024, China's gold reserves stand at 2,279.56 tons, with a continuous increase noted this year [5]. Group 3: Trends in Gold Storage - Different countries have varying strategies for gold storage, with the U.S., France, and Russia primarily keeping their gold reserves domestically [6]. - As of March 2023, the U.S. and U.K. together stored approximately 53% of the world's gold reserves, with significant portions of other countries' reserves also held in these nations [6]. Group 4: Shift in Financial Sovereignty - The rise in geopolitical uncertainties has led to a heightened awareness of "financial sovereignty," prompting countries to view gold reserves as strategic assets rather than mere reserve assets [10]. - The trend of diversifying international reserves is becoming more pronounced, with many emerging economies adjusting their foreign exchange reserve structures to include more gold and non-U.S. dollar assets [10]. Group 5: U.S. Gold Reserve Scrutiny - There is ongoing scrutiny regarding the actual gold reserves held by the U.S., particularly at Fort Knox, with public figures questioning the transparency and security of these reserves [11][13]. - Despite calls for an audit of the U.S. gold reserves, no significant progress has been made in this regard over the past two months [13][14].