谁让金价飙升？全球加速去美元化，加拿大矿业CEO：和特朗普有关，剧本都写不出来

Core Insights - International gold prices have recently reached a historic high, surpassing $4,000 per ounce, with a peak at $4,014.60, marking the most significant surge since the 1970s [2] Group 1: Economic Factors Influencing Gold Prices - The ongoing U.S. government shutdown, which has entered its second week due to budget disagreements, has delayed important economic data releases, increasing investor anxiety and contributing to rising gold prices [4] - Analysts attribute the weakening of the U.S. dollar to President Trump's tariff policies, growing structural deficits, and challenges to the Federal Reserve's independence, which have collectively driven investors towards gold as a safe haven [6][8] - Since April, when Trump announced new tariffs, gold prices have increased by over one-third [8] Group 2: Central Bank Behavior and Market Trends - A significant trend of "de-dollarization" is emerging, with central banks around the world increasingly accumulating physical gold instead of relying on U.S. Treasury bonds, purchasing over 1,000 tons of gold annually since 2022, compared to an average of 481 tons from 2010 to 2021 [9] - The number of clients seeking gold investments has doubled for some dealers, indicating a growing trend among investors, banks, and wealthy families to view gold as a hedge against global economic uncertainty [9] Group 3: Environmental and Social Impacts - The surge in gold prices has led to an illegal gold rush in Peru, resulting in the destruction of 140,000 hectares of rainforest and the pollution of 225 rivers with mercury, posing severe threats to local indigenous communities [10][12]