【期货热点追踪】国内原油系期货价格全线走低，卡塔尔官员称以媒报道不实，美国与伊朗正与调解方讨论协议细节，原油市场究竟在恐慌什么？点击阅读。

据阿联酋媒体“Eram News”报道，熟悉美伊调停进程的外交消息人士周一表示，美国人在附于卡塔尔提案的一份文件中提议，通过一项分阶段协议部分解除封锁，协议将以霍尔木兹海峡重新开放为起点。之后下一阶段将围绕核问题展开渐进式谈判，其中包括解除制裁，以及分阶段解冻伊朗被冻结的资金。全面核协议签署后，解冻比例可能达到30%。消息人士还表示，德黑兰尚未向调停方回应美国的提议，仍在等待其认为必要的承诺，才会同意讨论霍尔木兹海峡的航行安排，并将此与解除封锁和推进资金解冻的进程联系起来。消息人士还指出，德黑兰要求华盛顿首先在“海峡换封锁”的框架下作出明确承诺，然后才会转向讨论其他议题。伊朗目前仍避免明确说明这些其他议题的具体性质，也不愿将其纳入谈判框架。而美国拒绝明确承诺将解除封锁纳入任何仅限于重新开放霍尔木兹海峡的协议之中。这使得与德黑兰举行直接谈判的前景更加复杂。伊朗还坚持要求美国从其在阿拉伯海和阿曼湾附近的海域撤军。 （以上内容暂未得到英文主流媒体跟进，请注意甄别）

Houthi rebels struck a landmark building in the Riyadh Financial District (KAFD), disrupting Riyadh’s plan to return to normal roughly a month after a deadly strike on Riyadh airport that halted travel and forced event cancellations. KAFD houses the Public Investment Fund (PIF), the Saudi stock exchange and global consultancies and asset managers including Goldman Sachs and Brookfield, raising confidence risks for international firms already hit by months of regional conflict. The attack occurred during a remote-working period, limiting immediate operational impact. The escalation could further increase political pressure on Crown Prince Mohammed bin Salman as he seeks to advance a multi-trillion-dollar economic diversification program. Saudi authorities have delayed or cancelled major events in the past month, including the AFC Asian Cup and the Future Investment Initiative, which had been expected to support the economy and attract foreign investment.