贵金属日报-20260330

Report Industry Investment Rating - Gold and silver are rated ★★★, indicating a clearer long/short trend and a relatively appropriate investment opportunity currently [1] Core View of the Report - Today, precious metals continued to fluctuate. The US - Iran war remains in a state of fighting while negotiating. The two sides' cease - fire demands have great differences, and the war is difficult to stop in the short term. Market sentiment fluctuates around relevant information of the US - Iran war, and systemic risks still exist. Precious metals are oscillating and waiting for further clarity of the war situation. This week, the US will release a series of key economic data, and the market expects that the Fed will not cut interest rates and may even raise them before June 2027 [1] Summary According to Related Contents US - Iran War Situation - The US put forward a 15 - point cease - fire plan to Iran, including Iran's commitment not to develop nuclear weapons, stop uranium enrichment, give up supporting "agents", open the Strait of Hormuz, and limit the number and range of ballistic missiles. Iran put forward five conditions, including ending all aggressive assassination acts, ensuring no recurrence of war, compensating for war losses, ending the war on all fronts, and recognizing Iran's sovereignty over the Strait of Hormuz. The two sides' demands have great differences, and the war is hard to stop in the short term [1] Other Regional Military Actions - The Houthi armed forces in Yemen launched their first attack on Israel since the war broke out and announced a second - round strike, using cruise missiles, drones, and ballistic missiles, targeting important facilities in southern Israel. The Houthi spokesman said military actions will continue until the US and Israel "stop aggression" [2] Strait of Hormuz Situation - Iran allowed Malaysian stranded oil tankers to pass through the Strait of Hormuz; Thailand reached an agreement with Iran on the passage of its oil tankers; two LPG tankers bound for India passed through the Strait of Hormuz; Pakistan said Iran agreed to let 20 more Pakistani ships pass [2]