黄金飙涨！美国开市客兴起“淘金热”

Core Viewpoint - Costco has seen a significant increase in demand for gold products, with sales of gold bars and coins estimated to reach between $100 million to $200 million per month, driven by a unique membership model and limited purchase options [3][8]. Group 1: Sales Performance - In the latest quarter ending November 23, gold and jewelry sales were among the product categories that achieved double-digit growth [3]. - Costco's overall sales increased by 15.6% year-over-year, with a previous year's growth of 16.1% [8]. - The price of gold bars sold by Costco has risen significantly, with examples showing increases from around $1,950-$1,980 per ounce to approximately $4,200, reflecting a growth of over 100% [3][8]. Group 2: Membership and Demand - The membership structure of Costco has effectively stimulated demand for gold products, with some customers registering for membership specifically to purchase gold [9]. - The pricing strategy for gold bars is competitive, with a markup of only 2% to 3% over spot prices, making it more accessible compared to traditional dealers [9]. - The limited purchase policy (maximum of 4 items per transaction and per 24 hours) has created a sense of urgency and exclusivity, further driving demand [3][9]. Group 3: Future Prospects - Industry experts predict that if economic uncertainty continues, Costco's precious metals business could exceed $3 billion in annual sales by 2027, enhancing the company's profitability [11]. - There are indications that Costco may expand its precious metals product line to include platinum or themed collectibles to maintain growth momentum [10][11].