早盘开盘，国内期货主力合约涨跌不一，集运欧线、PTA、聚氯乙烯（PVC）、焦煤、对二甲苯、短纤涨超2%，焦炭涨近2%，瓶片涨超1%，苯乙烯（EB）涨近1%。跌幅方面，沪银跌超2%，SC原油、低硫燃料油（LU）跌近2%，沪金、燃料油、沪铝跌超1%，液化石油气（LPG）、沥青、20号胶跌近1%。

Commonwealth Bank analyst Madison Cartwright says US-Iran talks remain fragile; diplomatic momentum could reopen Strait of Hormuz but details unclear; recent small skirmishes; insurance levels and Iranian transit fees unresolved; US unlikely to restart hostilities, willing to make concessions while keeping economic and political pressure

According to China Trade Remedy Information Net, on May 27, 2026 the US International Trade Commission (ITC) announced a partial final determination in investigation 337-TA-1494 concerning Certain Tunnel‑Oxide Passivated Contact (TOPCon) Solar Cells, Modules, Panels, Components Thereof, and Products Containing Same. The ITC declined to review the administrative law judge’s initial determination No.7 dated April 27, 2026, thereby approving BYD America LLC to intervene as a third party (intervene).