$波音(BA)$ 波_老虎社区_美港股上老虎 - 老虎社区

市场先生的灰犀牛与黑天鹅

$波音(BA)$ 波音这季度的报表和年报肯定不好看，甚至有可能比预期还要差，大家注意仓位，不行，就财报后结合明年的预期再判断。现在波音除了交付业绩不佳，库存严重，大量赔偿外，最大的问题就是修复和美监管的关系，尽快实现737Max的复飞，同时更新737Max的安全系统，必须严格做到万无一失才行。再出一回乱子，股价就不是破300这么简单的了。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

xbd
2020-01-03
xbd
瞎bb 这么说波音不卖飞机了去哪儿买？
- 市场先生的灰犀牛与黑天鹅:
  额……你看新闻么，737Max还有300多架的库存，美监管不批准复飞，它就卖不出去啊亲，而且已经决定停产737Max了，这么多库存，占据了超级多的资金，这都是资产负债表上非常不好的因素。你问的很好，不卖了，上哪儿买？航空公司要么买其它系列更大的飞机，要么老飞机继续用，要么买空客，各大航空公司因为737Max停航已经损失惨重了。
- Alexa:
  你忘了还有个空客？
美股小韭菜
2020-01-04
美股小韭菜
轻仓bet，不慌
专业赌财报
2020-01-06
专业赌财报
敢不买？等着特朗普制裁吧

发表看法

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