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午間要聞：霍爾木茲海峽暫時對商船開放；奈飛第一季財報強勁，但業績指引令人失望

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-- 週五上午交易時段，美國三大股指大幅上漲，此前伊朗外長賽義德·阿巴斯·阿拉格奇在X電視台表示，在美伊停火協議剩餘期限內，霍爾木茲海峽對商船完全開放。 公司方面，奈飛（NFLX）週四晚間公佈了第一季財報，每股攤薄收益為1.23美元，高於去年同期的0.66美元，也高於FactSet分析師一致預期的0.76美元。第一季營收為122.5億美元，高於去年同期的105.4億美元，也高於FactSet一致預期的121.8億美元。該公司預計第二季每股收益為0.78美元，營收為125.7億美元。 FactSet調查的分析師此前預計第二季每股收益為0.84美元，營收為126.4億美元。該公司還表示，董事長兼聯合創始人里德·哈斯廷斯（Reed Hastings）表示，他將在6月任期屆滿後不再競選連任董事會成員。 Netflix股價在午盤前後下跌9.4%。 英特爾（INTC）股價週五早盤上漲，一度觸及6.97美元，創下自2000年8月以來的最高水準。英特爾股價上漲2.6%。 美國鋁業（AA）週四晚間公佈了第一季調整後每股收益為1.40美元，低於去年同期的2.15美元，也低於FactSet預期的1.53美元。第一季營收為31.9億美元，低於去年同期的33.7億美元，也低於FactSet預期的32.8億美元。美國鋁業股價下跌7.5%。 奧托立夫（Autoliv，ALV）週五公佈了第一季經調整後的每股收益為2.05美元，低於去年同期的2.15美元，但高於FactSet預期的1.83美元。第一季營收為27.5億美元，高於去年同期的25.8億美元，也高於FactSet預期的26.2億美元。該公司表示，預計2026年全年經調整後的營業利潤率約為10.5%至11%，經營現金流約12億美元。奧托立夫股價上漲9.9%。 Truist Financial（TFC）週五公佈了第一季經調整後的每股盈餘為1.09美元，高於去年同期的0.87美元，也高於FactSet預期的1.00美元。第一季營收為51.5億美元，高於去年同期的49億美元，但低於FactSet預期的51.6億美元。 Truist股價上漲1.8%。 五三銀行（Fifth Third Bancorp，股票代號：FITB）週五公佈了第一季財報，稀釋後每股收益為0.15美元，低於去年同期的0.71美元，也低於FactSet先前預測的虧損0.10美元。第一季營收為28.3億美元，高於去年同期的21.4億美元，但低於FactSet先前預測的28.5億美元。五三銀行預計，2026財年全年淨利息收入為87億至88億美元，非利息收入為40億至42億美元。該公司預計，第二季淨利息收入為22億至22.5億美元，非利息收入為10億至10.6億美元。五三銀行股價上漲1.8%。

Price: $97.13, Change: $-10.66, Percent Change: -9.89%

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