金磚國家和黃金：獲勝的戰略賭注

2024年，金磚四國的黃金儲量的力量增加了，集體積累了4,800噸貴金屬。

Gold is no longer a safe haven; it has become an instrument of economic power. In 2024, the BRICS massively accumulated the precious metal, anticipating a tightening of American trade policies. A bet that paid off, as the new tariff increases announced by Donald Trump triggered a historic surge in the gold price. As the trade war deepens, the yellow metal is emerging as the monetary weapon of emerging powers against dollar hegemony.

黃金不再是避風港。它已成為經濟力量的工具。在2024年，金磚四國大量積累了貴金屬，預計美國貿易政策會加劇。賭注獲得了回報，隨著唐納德·特朗普（Donald Trump）宣布的新關稅提高引發了歷史性的黃金價格。隨著貿易戰爭的加深，黃色金屬正在成為新興霸權的貨幣武器。

The BRICS and Gold: A Winning Strategic Bet

金磚國家和黃金：獲勝的戰略賭注

The year 2024 saw a rise in the power of the BRICS gold reserves, with a collective accumulation of 4,800 tons of the precious metal.

2024年，金磚四國儲備的力量增加了，集體積累了4,800噸貴金屬。

This strategy was part of a de-dollarization dynamic, aiming to reduce the economic dependence of these nations on the greenback. The initiative, viewed with skepticism by some analysts, took on a whole new dimension following the announcements from Washington.

該策略是剝奪銷售動態的一部分，旨在減少這些國家對綠色的經濟依賴性。在華盛頓的公告之後，一些分析師對一些分析師懷疑的倡議呈現了一個全新的維度。

In March 2025, Donald Trump confirmed the application of customs tariffs that could reach 150% on several countries, including BRICS nations, due to their trade policies deemed hostile to American interests.

2025年3月，唐納德·特朗普（Donald Trump）確認，由於其貿易政策被認為是敵對的，這些海關關稅可能會在包括金磚四國在內的幾個國家 /地區達到150％的關稅。

This decision generated massive uncertainty in the financial markets, prompting many investors to turn to gold. Thus, the price of the precious metal has soared 14% since the beginning of the year.

這一決定在金融市場上產生了巨大的不確定性，促使許多投資者轉向黃金。因此，自今年年初以來，貴金屬的價格飆升了14％。

Several factors explain the success of the BRICS strategy:

幾個因素解釋了金磚國家戰略的成功：

• The Trump administration's economic aggression inadvertently accelerated the BRICS' monetary diversification movement, which now sees its gold stock becoming a major strategic asset.

•特朗普政府的經濟侵略無意中加速了金磚四國的貨幣多元化運動，現在，它的黃金股票已成為主要的戰略資產。

Towards a New Monetary Order? The BRICS Accelerate De-dollarization

邁向新的貨幣訂單？金磚國家加速付費

If the accumulation of gold by the BRICS has so far been viewed as a precautionary measure, the recent tariff increases could accelerate a more radical shift.

如果迄今為止，金磚四國的積累被視為預防措施，那麼最近的關稅增加可能會加速更加激進的轉變。

Furthermore, advanced discussions are taking place regarding the creation of a gold-backed stablecoin, which would serve as a new alternative for dollar transactions.

此外，正在就創建金牌的穩定幣進行高級討論，這將是美元交易的新替代方案。

Such a project would allow emerging economies to escape American sanctions and develop a financial system independent of Washington's control.

這樣的項目將使新興經濟體能夠逃脫美國的製裁併發展獨立於華盛頓控制的金融體系。

Gold remains the only currency that does not depend on any central bank and whose value is dictated by no government. This initiative, if realized, could weaken the hegemony of the dollar and pave the way for a multipolar monetary system.

黃金仍然是唯一不依賴任何中央銀行且其價值不由政府決定的貨幣。如果意識到這項倡議，可以削弱美元的霸權，並為多極貨幣體系鋪平道路。

The surge in gold prices is not a conjunctural phenomenon. It marks a paradigm shift, where the BRICS nations, far from being affected by American economic pressure, could actually derive a strategic advantage from it. While the Trump administration seeks to tighten its control over the global economy, it could, paradoxically, accelerate the decline of the dollar as the sole international reserve currency.

黃金價格上漲不是一個結合現象。它標誌著範式的轉變，金磚國家不受美國經濟壓力的影響，實際上可以從中獲得戰略優勢。儘管特朗普政府試圖收緊對全球經濟的控制，但自相矛盾的是，它可以加速美元作為唯一的國際儲備貨幣的下降。