派杰投资：将SpaceX(SPCX.O)目标价从156美元下调至140美元。

Hezbollah leader Naim Qassem said the Lebanese government must stop making pointless concessions via direct talks with Israel, which he said have produced only shame, humiliation and disappointment and effectively handed everything to Israel. He said a US‑Iran memorandum of understanding remains the only path to securing Israeli withdrawal.

A distinguished foreign-policy fellow at the Washington Institute for Near East Policy said the market-relevant negotiations are Iran-Oman consultations over the Strait of Hormuz, not US‑Iran peace talks. He said Iran has concluded direct talks with the US are not worth pursuing because it cannot trust US commitments, noting Trump has threatened to destroy Iran five or six times but backed down at the 11th hour, and that it is therefore hard to believe any US‑Iran agreement on nuclear or Strait of Hormuz issues is forthcoming.