港股有色金屬股持續走低，洛陽鉬業(03993.HK)、江西銅業股份(00358.HK)跌超6%，五礦資源(01208.HK)跌超5%，金力永磁(06680.HK)跌超4%。

U.S. Secretary of State Rubio will attend a Gulf Cooperation Council meeting in Bahrain, State Department spokesperson said.

Iran’s deputy foreign minister, who heads the Iranian technical negotiation delegation, said consensus from the Swiss four‑party talks establishes a high‑level supervisory committee for follow‑up Iran‑US negotiations, comprising Iran’s parliament speaker, Iran’s foreign minister, the US vice president, Pakistan’s prime minister and the Qatari prime minister. Four working groups will cover sanctions relief, nuclear issues, reconstruction and economic development, and monitoring and implementation. Parties agreed to set up a liaison point between Iran and the US to safeguard commercial shipping through the Strait of Hormuz and to create a Lebanon de‑escalation cell involving Iran, the US, Pakistan and Qatar; the four technical delegation heads will supervise the working groups and report to the high‑level committee. Negotiators also followed up on issuing a general licence for sales of Iranian oil, petrochemical products, derivatives and related services and on unfreezing Iranian assets; the US has issued related sales licences and posted them on the US Treasury OFAC website. Parties agreed to activate a previously signed frozen‑funds release arrangement totalling $12bn, split into two $6bn tranches, and to move immediately to execution.