关税重磅！特朗普宣布：豁免！

Core Viewpoint - The U.S. government, under President Trump, has announced exemptions from global tariffs for gold bars and certain metals, while imposing tariffs on silicone products, aiming to facilitate trade agreements and protect national security [2][3][4]. Group 1: Tariff Adjustments - The U.S. has exempted gold bars, graphite, tungsten, and uranium from tariffs, while extending tariffs to silicone products and other materials like resins and aluminum hydroxide [3]. - This adjustment is expected to accelerate the implementation of tailored trade agreements with other countries, making it easier to remove tariffs on specific products [3]. Group 2: Market Reactions - Following the announcement, gold prices surged, with spot gold reaching $3600 per ounce and COMEX gold futures exceeding $3655 per ounce [4]. - Concerns over U.S. employment data and potential interest rate cuts have led to a bullish outlook for gold, as investors anticipate a shift towards gold as a safe-haven asset [7]. Group 3: Future Projections - Goldman Sachs has projected that if the credibility of the Federal Reserve is compromised, gold prices could soar to nearly $5000 per ounce, as investors seek alternatives to U.S. Treasury bonds [8]. - The potential for inflation and a decline in the dollar's reserve currency status could further enhance gold's appeal as a store of value [8].