【期货热点追踪】沪锡期货一度涨近6%，矿端供应脆弱性与新兴领域需求增长并存，机构分析表示，短期受乐观市场情绪与资金助推影响锡价大幅走高，仍需警惕情绪过热导致的回调风险。

U.S. DIPLOMATS WARNED OVER ONLINE PREDICTION MARKETS AMID UNPREDICTABLE IRAN TALKS - WSJ

The US is awaiting Iran’s response to a proposal aimed at reopening the Strait of Hormuz and ending a conflict that has killed thousands and driven energy prices higher. Iran is expected to respond within days, though it has shown no clear willingness to accept limits on its nuclear program or halt uranium enrichment, as required in the US plan. Washington has delivered a one-page memo that could also lift the blockade on Iranian ports, potentially leading to a month of negotiations toward a peace deal focused on nuclear issues. Trump said the goal is to prevent Iran from obtaining a nuclear weapon and indicated possible escalation if the plan is rejected, while also suggesting a deal could be reached soon. Iran has not formally responded, with state media calling reports speculative and reaffirming its position on enrichment.