傑富瑞：將奈飛(NFLX.O)目標價從128美元下調至110美元。

據福克斯新聞：美國衆議院議長約翰遜表示，他在白宮戰情室與特朗普及高層官員進行了會面，隨後美國軍隊發起了被描述爲自衛的打擊伊朗行動。 約翰遜也稱此次行動“比例適當且有限”，目標是雷達、導彈和指揮控制設施。

May US CPI showed headline inflation at a three-year high but core prices rose more modestly, reducing near-term Fed rate-hike pressure. Today’s CPI and tomorrow’s PPI will influence the Fed’s stance ahead of next week’s policy meeting. Before the CPI print, CME FedWatch priced a 70% chance of a hike by end-2026; markets now see a rate move next week as highly unlikely and put the probability of a July hike at 13%. Near-term focus is whether the Fed will explicitly shift from an easing bias toward neutral or tightening; this week’s inflation prints and developments in US–Iran talks could tip that balance.