A股液冷服务器板块活跃，大元泵业、英维克、康盛股份、金富科技涨停，方盛股份涨超25%，高澜股份涨超15%。

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.

The U.S. Interior Department said it will cut bond requirements for oil and gas firms drilling on federal lands by 95%, lowering required bonds for onshore federal leases from $500,000 under the Biden administration to $25,000 to encourage more energy exploration. The bonds are intended to ensure plugging and cleanup costs are not borne by taxpayers. The policy will enter a 60-day public comment period after publication in the Federal Register. Interior also said it will remove certain provisions from waste‑minimization rules that apply to drilling permit applications and will clarify related definitions.