伊朗议会议长兼首席谈判代表 Mohammad Bagher Ghalibaf 表示，德黑兰不会在“美国威胁的阴影下”进行谈判——这让市场的地缘政治风险持续升温。
伊朗国家媒体也释放强硬信号，但 The Wall Street Journal 报道称，伊朗可能仍将在本周派代表团前往巴基斯坦，暗示或存在“幕后外交”。
对外汇和风险资产而言，这种矛盾信号至关重要：在周三停火到期前，美伊谈判是否重启仍不明朗，预计将使油价维持波动、美元偏强，以及避险资产（如黄金/日元）受到支撑。
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