股价表现与评级调整 - 波音公司股价上涨1 3%至209 80美元 因美国银行证券将评级从"中性"上调至"买入"并将目标价从185美元大幅上调至260美元 创下华尔街最高目标价 [1] - 分析师认为近期来自英国和中东的飞机订单以及中美贸易紧张局势缓和是评级上调的关键因素 公司可能受益于特朗普总统不断变化的贸易政策 [1] - 公司股价年内累计上涨19 4% 接近2024年2月以来首次突破210美元关口 且逼近5月29日创下的52周高点212 28美元 [2] 期权市场情绪 - 尽管技术面表现强劲 但期权交易员仍保持谨慎 波音股票的Schaeffer看跌/看涨未平仓合约比率(SOIR)为0 97 处于年度读数第97百分位 [3] - 该数据表明短期期权交易员的悲观情绪达到罕见水平 若这种情绪逆转可能推动股价进一步上涨 [3] 订单与贸易环境 - 近期获得英国和中东地区的新飞机订单 显示市场需求回暖 [1] - 中美贸易紧张局势缓解为公司创造更有利的运营环境 [1]

Bank of America has upgraded Boeing (NYSE: BA) to a Buy rating from Neutral, raising its price target to $260, a Street-high projection from the previous $185. The call comes as Boeing begins to regain momentum across global markets, buoyed by geopolitical tailwinds and a shift in its strategic perception.Ronald Epstein, aerospace analyst at BofA, sees recent international aircraft deals as signaling a broader political trend. “Boeing aircraft have emerged as the favored trade tool for the Trump Administrat ...

Tata Group’s Air India is in talks with Airbus and Boeing for a major new aircraft order including some 200 extra single-aisle planes, topping up a mammoth deal in 2023 as the former state carrier pursues a multi-billion-dollar revamp, industry sources said.The order discussions, which two of the sources said could involve hundreds of airplanes in total spread across various sizes, expand on previously reported discussions for a further batch of large wide-body aircraft, they told Reuters.In those talks, Bo ...

波音公司进展与挑战 - 阿联酋航空总裁表示波音在新CEO领导下展现出更强决心解决诸多问题 管理层对复苏持谨慎乐观态度 [1] - 波音正努力稳定并提高产量 此前因质量危机和劳工罢工导致大部分飞机停产 [2] - 波音777X宽体机交付时间推迟至2026年 比原计划晚6年 阿联酋航空订购了205架该机型 [4] 飞机制造业供应链问题 - 航空业仍面临长期航空航天供应链问题 制造商被敦促承担责任 [6] - 空客警告客户其供应链积压问题可能导致额外3年交付延迟 [7] - 行业高度整合 但大型航空航天公司未能消除被收购小单位的低效问题 [8] 阿联酋航空运营动态 - 未观察到特朗普关税战导致需求模式变化 [8][12] - 预计发动机供应商GE Aerospace将自行吸收大部分关税影响 [9] - 对劳斯莱斯发动机在炎热气候下的维护问题表示不满 但认为海湾地区仍存在合作机会 [12][13] 飞机制造商交付延迟 - 波音和空客新飞机交付延迟数月甚至数年 影响航空公司升级节油机型计划 [5][10] - 777X具体交付窗口为2026年下半年至2027年第一季度 波音对该项目进展态度转趋积极 [4][5] - 劳斯莱斯动力A350-1000交易能否在2023年迪拜航展前达成尚不确定 [13]

波音公司表示，取代737Max的新机型不是优先事项。 ...

Why bet on a maybe Boeing turnaround when Airbus has already, definitively turned the corner?"The ULA Vulcan program has performed unsatisfactorily this past year." That was the headline from a House Armed Services Committee Subcommittee on Strategic Forces hearing on United Launch Alliance's (ULA) performance in space launch last week. As Ars Technica reports, Major General Stephen G. Purdy, acting assistant secretary of the Air Force for Space Acquisition and Integration, took ULA, a joint venture between ...

The Department of Justice (DOJ) has reportedly informed victims’ families of two fatal Boeing 737 MAX8 aircraft crashes that it is dismissing criminal fraud charges against the airplane manufacturer, though families plan to object to the filing.Clifford Law Offices said in a news release that the DOJ sent a letter to families on Thursday, informing them the government agency had filed a motion to dismiss the criminal fraud matter against Boeing.Instead, the DOJ said it filed a non-prosecution agreement (NPA ...

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Boeing CEO Kelly Ortberg said the company could win two 737 MAX production increases in 2025 from US authorities Deficiencies. Boeing is eyeing approvals for significantly higher production of the 737 MAX in 2025 after US authorities allowed increased output on the 787 plane, the company's CEO said Thursday. Boeing CEO Kelly O ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

公司管理层背景 - CEO Kelly Ortberg在加入波音前长期作为供应商与公司合作 对波音有外部视角的深入了解 [4] - 现任CEO任职时间从2024年8月8日开始 至今约10个月 [3][4] 公司近期挑战与进展 - 管理层上任初期面临罢工事件 解决劳资纠纷是优先事项 [4] - 核心任务包括恢复资产负债表健康 目前已制定复苏计划并取得进展 [4] - 业务稳定计划重点涉及生产线产能爬坡 具体细节将在后续讨论 [4] 行业认知与管理层预期 - CEO表示公司现状与外部认知基本一致 未出现重大预期偏差 [4] - 供应链背景的管理层对波音运营问题有预先判断 [4]