kallas said she recently held talks with Iranian and Gulf counterparts. EU foreign ministers will meet today to discuss how the EU should closely engage in the next phase.

JP Morgan Asset Management's EMEA chief market strategist Karen Ward said a sharp fall in oil could power equities by reigniting the rotation halted by the Iran conflict. As a U.S.-Iran agreement takes shape, she said oil could fall to $70/bbl in the coming weeks. Supply upside may come not only from Iran but from weakening OPEC cohesion and Gulf producers monetizing reserves, creating a material tailwind for stocks and potentially prompting central banks to cut rates. Ward added the sector- and regional-rotation seen last year was interrupted on Feb. 27 but is now re-emerging as the shock fades.

A股電子競技概念板塊震盪拉昇，遊族網絡封板漲停，冠捷科技漲近7%，倍輕鬆漲超5%，雷神科技、天鍵股份、順網科技、巨人網絡等跟漲。