Spot palladium fell 3% intraday to $1,229.42 per ounce.

The Financial Times reports European governments are discussing a new collective mechanism to respond to Russian aggression that falls below the threshold for an armed attack. Some states say existing tools have failed to deter Russia's hybrid tactics—sabotage, arson and measures to foment instability—and while views differ on specific responses, an increasing number favour a coordinated mechanism to act against incidents that would not trigger NATO's Article 5 collective‑defense clause. EU defence commissioner Kubilius said: If we are facing hybrid warfare, we need hybrid defence…we will study how to define the instruments we need to be prepared to use. EU defence ministers meet in Brussels on Monday to consider a Commission proposal for an emergency security pact that could be triggered to coordinate responses; the mechanism would be similar to consultations under NATO's Article 4.

国内新闻： 1. 韩正出席第81届联合国大会一般性辩论并发表讲话。 2. 中国移动、中国电信、中国联通集中叫停“0元购机”。 3. 中国信通院何阳：我国初步具备开展算力期货研究条件。 4. 中国人民解放军南部战区位黄岩岛周边海空域组织海空联合演训。 国际新闻： 1. 贝森特敦促美联储对通胀前景保持开放态度。 2. 民调：默茨领导的联盟党支持率跌至议会选举期以来最低。 3. 法国极右翼政党国民联盟称首次达到在参议院组建党团门槛。 4. 英国疏散美军所用基地附近居民，多人涉爆炸物被捕；特朗普称此次逮捕行动是件好事。 5. 中东局势— ①伊朗称在霍尔木兹海峡捕获美国无人潜航器。 ②特朗普预计本周与伊朗进行更多会谈或，特朗普称伊朗想达成协议，但不是其想要的协议，伊朗要价过高。 ③美媒援引消息人士称，预计美伊之间最早可能于周一在纽约进行新一轮间接对话。 ④伊媒援引消息人士称，伊朗外长完成既定行程后将于周二回国，代表团没有与美在纽约举行会谈的计划。 ⑤利比亚主要输油管道恢复输送原油。 ⑥伊朗总统称愿促胡塞与沙特和谈。 ⑦特朗普称一直在考虑是否恢复对伊打击。