美国，将对金条征关税？

Core Viewpoint - The recent classification of gold bars by the U.S. Customs and Border Protection (CBP) as taxable items could disrupt the global gold market and significantly impact Switzerland, the largest refining center for gold [1][3]. Group 1: Tariff Implications - The U.S. currently imposes a 39% tariff on Swiss goods, with gold being a major export from Switzerland to the U.S. [2]. - Switzerland exported $61.5 billion worth of gold to the U.S. in the last six months of the previous year, which could result in approximately $24 billion in tariffs based on current rates [3]. - The price of gold has risen by 27% since the end of last year, reaching a historical high of $3,500 per ounce, driven by inflation concerns, tariff risks, and the weakening of the dollar [3]. Group 2: Market Reactions - The classification of gold bars as taxable items may lead to a significant decline in gold trade between Switzerland and the U.S., as indicated by Christoph Wild, president of the Swiss Precious Metals Manufacturers and Traders Association [4]. - Due to the uncertainty surrounding tariffs, several Swiss gold refiners have temporarily reduced or halted exports to the U.S. [5]. Group 3: Customs Code Importance - The one-kilogram gold bar is the most commonly traded item on the New York futures market and constitutes a substantial portion of Switzerland's gold exports to the U.S. [4]. - Earlier this year, traders rushed to import gold into the U.S. before the implementation of reciprocal tariffs, leading to record-high gold inventories in New York and a temporary shortage in London [4]. - The new CBP document challenges the previous understanding that certain gold products could be exempt from tariffs, highlighting the complexities of customs code classifications [4].