瑞士对美黄金出口暴跌99%！关税恐慌杀伤力惊人

Core Insights - Switzerland's gold exports to the U.S. experienced a historic drop in August due to a temporary tariff decision by the U.S. government, leading to market panic [1][4] - The U.S. imposed tariffs on 1-kilogram and 100-ounce gold bars, causing Swiss gold exports to plummet from over 30 tons in July to just 0.3 tons in August, a 99% decrease [1][4] - The overall Swiss exports to the U.S. fell by 22% month-on-month, with gold exports dragging down the total performance [4] Export Dynamics - The tariff decision resulted in a significant decline in Swiss gold exports, with total gold exports decreasing by 19% to less than 105 tons in August [4] - In contrast, gold exports to China surged more than twofold to 35 tons, indicating a rapid adjustment in supply chains [4] Supply Chain Vulnerability - The incident highlighted the fragility of the global gold supply chain, as Swiss refineries play a crucial role in converting European gold into U.S. standard products [4] - The disruption in Swiss gold exports not only increased procurement costs in the U.S. but also raised concerns about potential short squeezes in the COMEX market [4] Government Response - Although the Trump administration eventually exempted gold bars from tariffs, the Swiss government initiated contingency plans, including proposals to establish refining facilities in the U.S. to balance trade flows [5]