股市疯涨，黄金日元齐飞，资金究竟在布局些什么？三重利好碰上“五月魔咒”，美股接下来是逃顶还是接力？一文拆解五月最重要主线！

The White House is close to a one-page MOU with Iran to end the war and launch nuclear talks, according to U.S. officials and sources. Iran is expected to respond within 48 hours, though no deal is finalized, and this is said to be the closest point since the conflict began. Key terms under discussion: • Iran: halt uranium enrichment (12–15 years proposed; Iran 5, U.S. 20), commit not to pursue nuclear weapons, accept enhanced UN inspections, possibly transfer highly enriched uranium abroad, and restrict underground facilities. • U.S.: gradual lifting of sanctions and release of billions in frozen assets. • Both sides: easing restrictions on Strait of Hormuz transit. The MOU would end hostilities and trigger 30 days of talks (likely in Islamabad or Geneva), during which maritime restrictions could be eased but reinstated if talks fail. Trump reportedly paused escalation plans amid progress, though skepticism remains over Iran’s internal divisions. Marco Rubio said no immediate written deal is needed, calling talks complex and uncertain.

据以色列Now 14新闻报道，真主党拉德万部队指挥官马尔基·布卢特在贝鲁特身亡。