黄金市场突传大消息！美国海关文件：对一公斤金条征关税，恐颠覆全球金条市场

Core Viewpoint - The U.S. decision to impose tariffs on imported gold bars, specifically one-kilogram and 100-ounce bars, could disrupt the global gold bar market and negatively impact Switzerland, the largest gold refining center [1][3]. Group 1: Tariff Implications - The U.S. Customs and Border Protection (CBP) has classified one-kilogram and 100-ounce gold bars under taxable customs codes, contrasting with previous industry expectations that these bars would be exempt from tariffs [3]. - The newly imposed 39% tariff on Swiss imports, including gold, has strained U.S.-Switzerland relations, as gold is one of Switzerland's largest exports to the U.S. [3][4]. - Christoph Wild, president of the Swiss Precious Metals Manufacturers and Traders Association, stated that the tariff decision represents another blow to Swiss-U.S. gold trade, complicating the fulfillment of U.S. gold demand [3]. Group 2: Market Dynamics - The global gold trade typically flows in a triangular pattern, with large gold bars transported from London to New York via Switzerland, where they are re-melted into different sizes [4]. - The gold price has seen a historic increase, rising 27% since the end of 2024, reaching a peak of $3,500 per ounce, driven by inflation concerns, government debt levels, and the depreciation of the U.S. dollar [4]. - In the 12 months leading up to June, Switzerland exported $61.5 billion worth of gold to the U.S., which will incur an additional $24 billion in tariffs under the new 39% rate [4].