铂：有所修复钯：震荡为主

1. Report Industry Investment Rating - No relevant content provided. 2. Core Viewpoints of the Report - The price of palladium is expected to be mainly volatile, while the price of platinum is expected to show some recovery [2] - The trend strength of platinum is 0, and the trend strength of palladium is also 0, indicating a neutral outlook for both [3] 3. Summary by Related Catalog 3.1 Macro and Industry News - Japan's government is considering intervening in the oil futures market [4] - The US has warned the EU that it will lose preferential access to liquefied natural gas if it fails to pass a trade agreement [4] - Regarding the Fed's stance, Goolsbee believes inflation is the primary risk, leaving the door open for rate hikes while still retaining the possibility of rate cuts this year. Mester thinks rate hikes may be needed if there are second - round inflation effects and wage increases, but currently doesn't see it as necessary and expects four rate cuts in 2026. Daly warns that too much forward guidance can create a false sense of certainty [4] - On the Iran situation, Trump claims to have had productive talks with Iran, pausing attacks on Iranian energy facilities for five days, and says an agreement could be reached in five days with 15 points of consensus. However, Iran's foreign ministry, senior leadership, and media deny having negotiations with the US. Israel's prime minister says Israel will continue to attack Iran and Lebanon, and Trump hopes to use military results to reach an agreement. Iran says it has full control of the Strait of Hormuz and doesn't need to deploy mines. Iran has received messages from friendly countries about US - requested peace talks and responded according to its principles, and the US - Iran communication has occurred through Egypt and Turkey, but the US hasn't accepted Iran's core conditions [4]