美伊伊斯坦布尔关键会谈进入“最后窗口”，原油与黄金市场屏息以待

Core Viewpoint - The upcoming meeting between U.S. and Iranian officials on February 6, 2026, in Istanbul is seen as a critical opportunity to restart stalled nuclear negotiations and ease escalating tensions in the Middle East, with significant implications for global oil supply and safe-haven assets like gold [1][2] Group 1: Meeting Details - The meeting will be coordinated by Turkey and will include U.S. Special Envoy Steve Vitkoff, Jared Kushner, and Iranian Foreign Minister Abbas Araghchi, with participation from other regional powers expected [1] - This will be the first public contact between U.S. and Iranian officials since recent tensions escalated, with President Trump employing a dual strategy of diplomacy and military pressure [1] Group 2: Regional Dynamics - Iranian President Pezeshkian has shown a more moderate stance, indicating a willingness to negotiate under conditions of "dignity and fairness," influenced by the mediation efforts of regional powers like Turkey, Saudi Arabia, Qatar, and Egypt [2] - The Iranian leadership has warned that any attack on the country could lead to a "regional war," highlighting the high stakes involved in the negotiations [2] Group 3: Market Implications - Signs of easing U.S.-Iran relations have provided some stability to the volatile international energy markets, with analysts noting that the Istanbul talks signal a willingness from both Tehran and Washington to manage the crisis through dialogue [2] - The outcome of the February 6 meeting is crucial for determining whether Iranian oil can return to the international market in compliance with regulations, which will significantly reshape long-term investment logic in the context of Middle Eastern geopolitics [2]