【期貨熱點追蹤】馬棕油期貨價格反彈，印度全面上調主要食用油進口基準價，市場正高度關注印度加價後的補庫力度......點擊閱讀文章。

Axios reports three sources say CIA Director John Ratcliffe told Trump and other senior officials that, based on collected intelligence, Iran is unlikely to make the nuclear concessions the US is seeking in any final deal. Ratcliffe was not the only skeptic: Secretary of State Rubio and Defense Secretary Hegseth privately raised concerns, while Vice President Pence and envoys Witkoff and Kushner supported the agreement. Ahead of a Sunday announcement, senior officials reviewed intelligence showing discrepancies between Iranian internal discussions and their statements to mediators and the US, leading Ratcliffe and Rubio to conclude Iran probably would not accept the US’s demanded nuclear measures.

Mainland A-shares closed mixed after intraday swings. Shanghai Composite fell 0.11%, Shenzhen Composite rose 0.93%, ChiNext gained 1.72% and the Beijing Stock Exchange 50 added 1.03%. Turnover across Shanghai and Shenzhen was CNY3.06 tln, up CNY33.5 bln from the previous session. Battery-related sectors led gains: EVE Energy and Lead Intelligent each climbed over 13%, and Fengyuan Gufen hit the daily limit. Supercapacitor names, including Jianghai, saw strong moves with multiple limit-ups. Power-grid equipment stocks were active; China XD Electric recorded a second consecutive limit-up, while Wangbian Electric and Great Wall Electric also hit limit-up. Weakness concentrated in ports and shipping: COSCO Shipping Energy fell nearly 9%, China Merchants Shipping dropped more than 6%, with China Merchants Nanyou and Qingdao Port among the laggards. Airport and airline-related stocks underperformed, led by Xiamen Airport, Spring Airlines and Juneyao Air.