突然！俄罗斯，遭袭！

Group 1 - Ukraine's armed forces conducted a strike on the Saratov oil refinery in Russia, which is a key fuel infrastructure responsible for supplying oil products to the Russian military, with an annual processing capacity of 7 million tons of crude oil [2][3] - The attack occurred just before a planned meeting between US President Trump and Russian President Putin, indicating Ukraine's stance on the upcoming negotiations [2][5] - The strike on the Saratov refinery follows a previous attack on the Ryazan refinery, which is one of Russia's largest, resulting in a significant reduction in its crude oil intake [4] Group 2 - The potential outcomes of the upcoming US-Russia summit may focus on short-term goals such as ceasefire agreements, which could lead to temporary emotional reactions in major asset classes, including a potential decline in geopolitical risk premiums for gold, oil, and the US dollar [2][6] - If substantial breakthroughs are achieved regarding sanctions on Russia, it could have a more significant impact on major assets, particularly in the energy sector, where the restoration of energy supply to Europe remains uncertain [7] - In the metals sector, the lifting of sanctions could lead to expected changes in prices for copper, aluminum, and nickel, while in the grain sector, a ceasefire could result in the lifting of Russia's grain export restrictions [7]