關於美伊達成協議的可能性，中東研究所的艾倫·艾爾表示：“我不覺得一定會談成。但如果真能成，可能阿曼和海合會那些國家會同意伊朗對過霍爾木茲海峽收一筆象徵性的費用，至少短期內先這樣。而美國這邊，特朗普政府只想止損脫身，所以可能會同意。”艾爾說，特朗普到時候會說伊朗承諾不發展核武器了，然後從戰爭裏撤出，去忙別的事。最好的、也是最現實的情況，就是作爲伊朗跟阿曼和海合會國家之間協議的一部分，伊朗至少在短期內拿到海峽的行政控制權。

London Metal Exchange (LME) inventories: copper down 5,825 tonnes, lead down 2,825 tonnes, aluminium down 1,750 tonnes, nickel down 1,296 tonnes, tin down 50 tonnes, zinc up 25 tonnes.

KOSPI and KOSDAQ diverged sharply as KOSPI pulled back after a prior surge while KOSDAQ rallied over 4% intraday, triggering a buy-side program-trading pause, Korea Exchange data show. Retail investors net bought 6.4338 tln won on the KOSPI, while foreign and institutional investors net sold 3.8708 tln won and 2.66 tln won, respectively. On KOSDAQ, retail and institutional investors net bought 598 bln won and 1,629 bln won, while foreigners net sold 2,305 bln won. On the 31st of last month Samsung Electronics and SK Hynix jumped 26.81% and 29.95%; Daeshin Securities said rapid gains prompted foreign profit-taking. Both names fell about 8% today. Cash rotated from semiconductors into pharmaceuticals, biotech and robotics, with Peptron hitting the daily upper limit and Alteogen, LigaChem Biosciences, ABL Bio and Sam Chun Dang Pharm posting gains.