美股异动 | 波音(BA.US)涨2% 高盛称中国交付暂停影响有限

智通财经2025-04-17

智通财经APP获悉，周四，波音(BA.US)涨2%，报159.76美元。消息面上，高盛分析师Noah Poponak表示，中国航空公司被指示暂停进一步的波音飞机交付，原因是中美之间的贸易紧张局势仍在继续。预计这对波音的影响将非常有限，因为自特朗普政府以来，中国基本上已停止接收交付和下订单。波音此前表示，凭借其他地区的可观增长和替换需求，能够在没有中国订单的情况下维持多年交付计划。

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