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花旗集團第一季業績超乎預期，營收大幅成長

-- 花旗集團(C)第一季業績超越華爾街預期，主要得益於固定收益和投資銀行業務收入的兩位數成長。 截至3月的第一季，每股盈餘從去年同期的1.96美元增至3.06美元，高於FactSet調查的2.63美元的普遍預期。淨收入成長14%至246.3億美元，高於華爾街預期的235.3億美元。 執行長簡·弗雷澤(Jane Fraser)週二在一份聲明中表示：“我們在2026年開局非常強勁。” 花旗集團股價在午後交易中上漲3%，年初至今累計漲幅達11%。 市場業務收入飆升19%至72.5億美元，主要得益於固定收益和股票市場的強勁成長。服務業務收入成長17%至61億美元，主要得益於財資和貿易解決方案以及證券服務業務的兩位數成長。 銀行業務收入成長15%至17.7億美元，主要得益於投資銀行業務兩位數的成長，抵銷了企業貸款業務的下滑。財富管理業務收入成長11%至30.7億美元，美國消費信用卡收入成長4%至47.6億美元。 摩根大通(JPM)週二公佈的第一季業績優於預期，而富國銀行(WFC)的收入則低於市場預期。高盛(GS)週一公佈的第一季業績也高於市場預期。 花旗集團表示，預計2026年不計市場因素的淨利息收入將年增5%至6%，主要得益於服務、銀行和財富管理業務的持續成長動能。 弗雷澤表示，該公司仍「非常有希望」實現今年10%至11%的有形普通股回報率目標。 「我們已經進入資產剝離的最後階段，90%的轉型計劃現在都已達到或接近目標狀態，」她說。

Price: $129.79, Change: $+3.51, Percent Change: +2.78%

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