Spot gold opened slightly higher on Monday at $4,380.58/oz. WTI crude opened higher at $81.66/bbl.

据沙特媒体哈达斯（Alhadath）报道，埃及总统在阿拉曼市接见了特朗普总统特使贾里德·库什纳，双方讨论了各方根据加沙协议履行各自义务的必要性。 另据阿拉比亚电视台援引消息人士称，库什纳今日将与哈马斯就推动加沙管理委员会接管职责一事进行讨论，委员会的加沙高级代表马拉迪诺夫以及土耳其、埃及和卡塔尔代表将参加会谈。库什纳与哈马斯代表团将讨论国际稳定部队、以色列撤军以及人道主义援助等问题，目标是落实特朗普计划，而不是重新就计划谈判，将重点讨论结束加沙暴力循环的必要性。

Oil rose modestly on Monday as traders searched for a fresh catalyst. Israel launched a new round of strikes on Lebanon and the US may impose fresh sanctions on Iran, heightening geopolitical uncertainty. Capital.com senior analyst Kyle Rodda said geopolitical uncertainty remains the largest downside risk to markets, intermittently weighing on sentiment despite relatively limited regional military activity and lower peripheral volatility. Fighting around Iran could further complicate stalled US‑Iran talks; both sides appear ready to formally end the ceasefire, but there has been no clear progress on the Strait of Hormuz and the US is preparing an "economic isolation" plan.