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洛杉矶的武松
Without time,we do not exist.
IP属地:山东
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洛杉矶的武松
2021-01-26
$游戏驿站(GME)$
精彩
洛杉矶的武松
2021-01-20
$理想汽车(LI)$
幸好跑了[真香]
洛杉矶的武松
2021-01-20
$理想汽车(LI)$
垃圾不玩了
洛杉矶的武松
2021-01-20
$理想汽车(LI)$
慢热型
洛杉矶的武松
2020-12-31
666
广汽蔚来删除“接受数字货币支付购车款”微博
洛杉矶的武松
2020-12-28
$理想汽车(LI)$
牛起来吧
洛杉矶的武松
2020-12-17
$瑞幸咖啡(LK)$
这可以交易了?
洛杉矶的武松
2020-12-16
$理想汽车(LI)$
怎么老半死不活的[捂脸]
洛杉矶的武松
2020-12-10
$一起教育科技(YQ)$
今天可以下来了
洛杉矶的武松
2020-12-10
$苹果(AAPL)$
这水跳的
洛杉矶的武松
2020-12-10
$理想汽车(LI)$
三傻还是你牛逼啊
洛杉矶的武松
2020-12-09
$辉瑞(PFE)$
感觉今晚会跌
洛杉矶的武松
2020-12-09
$理想汽车(LI)$
会新高的
$蔚来(NIO)$
洛杉矶的武松
2020-12-09
$苹果(AAPL)$
要破125?
洛杉矶的武松
2020-12-08
$理想汽车(LI)$
你可以弹的稍微慢点。一周到60就可以。
洛杉矶的武松
2020-12-08
$特斯拉(TSLA)$
排队增发。瞬间下跌。然后抄底。然后反弹...同样剧本的连续剧么?
@小鹏汽车
@理想汽车
洛杉矶的武松
2020-12-08
$理想汽车(LI)$
理想会超小鹏么?[笑哭]
洛杉矶的武松
2020-12-08
$理想汽车(LI)$
今天什么剧情?
洛杉矶的武松
2020-12-08
其他都太高了。看看还是买你吧
波音现在已经可以买入了吗?
洛杉矶的武松
2020-12-07
$理想汽车(LI)$
这种妖股竟然有人敢做空?不知道🤷♂️背后强大的力量?
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>今天什么剧情?","text":"$理想汽车(LI)$今天什么剧情?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/392887791","isVote":1,"tweetType":1,"viewCount":1516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392336457,"gmtCreate":1607360555979,"gmtModify":1703847440785,"author":{"id":"3499853931926233","authorId":"3499853931926233","name":"洛杉矶的武松","avatar":"https://static.tigerbbs.com/37d22372f390a7bcfb01f37ee7ac04f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3499853931926233","idStr":"3499853931926233"},"themes":[],"htmlText":"其他都太高了。看看还是买你吧","listText":"其他都太高了。看看还是买你吧","text":"其他都太高了。看看还是买你吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392336457","repostId":"2089016420","repostType":2,"repost":{"id":"2089016420","pubTimestamp":1607344032,"share":"https://www.laohu8.com/m/news/2089016420?lang=&edition=full","pubTime":"2020-12-07 20:27","market":"hk","language":"zh","title":"波音现在已经可以买入了吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=2089016420","media":"猛兽财经","summary":"停飞近20个月的波音737 MAX客机终于复飞,消息刺激波音(BA.US)股价上涨,截止12月2日收盘已上涨超过45%,然而困扰公司的难题似乎还...","content":"<p>停飞近20个月的<a href=\"https://laohu8.com/S/BA\">波音</a>737 MAX客机终于复飞,消息刺激波音(BA.US)股价上涨,截止12月2日收盘已上涨超过45%,然而困扰公司的难题似乎还未完全消除,当前是否应该追入,先要衡量波音前景如何。</p>\n<p>首先,刺激波音股价近来走强的最主要消息是波音737 MAX复飞的消息,该型号飞机自2019年5月因接连2次严重空中事故而停飞,波音在停飞后前9个月因维护该型号飞机及相关停飞所涉收入便令波音损失了超过150亿美元。波音4275架飞机订单当中有78%属于737传统或MAX型号,其中尤其以MAX型号为主,估计所有飞机订单总价值超过3000亿美元。</p>\n<p><b>复飞象征意义大于实际</b></p>\n<p>随着飞机工程问题得到监管机构通过核准,当前波音的重点便转向交付问题。波音在停飞期间制造了400多架飞机,现在需要交付给客户,然而由于公共卫生事件对航空业造成的打击,航空公司在近乎0需求下,已削减机队规模。 根据<a href=\"https://laohu8.com/S/UBS\">瑞银</a>预测,波音公司在737 MAX停飞期间已有约500架飞机订单被取消。</p>\n<p>面对此情况,波音公司要成功出售库存,就要先减价。事实上,在停飞前,737 MAX曾被大肆宣传为有史以来最畅销的飞机之一,但即使重新获得监管认证,往后销量肯定会大不如前。波音曾希望到现在每月能生产多达55架飞机,但实际上因为停飞及公共卫生事件,2020年全年总生产量可能少于80架。从供应商获得的消息,波音公司的目标是在2022年才将生产量逐步恢复到每月31架水平,即较原先的计划要低得多。</p>\n<p><b>飞机销售滞后于旅游复苏</b></p>\n<p>737 MAX停飞并非波音要面对的唯一难题。公共卫生事件导致国际旅行需求萎缩,对波音787 客机的打击同样巨大,而波音本想借787填补737停飞带来的影响。波音在10月初表示计划关闭现有两条787装配线中的其中一条,将每月产量从14架减少至10架,到2021年中每月产量仅6架。此外,波音公司将其新版本的777的首发时间推迟了一年,并计划停产标志性的747。</p>\n<p>然而这生产速度看似依然过快。波音10月份只交付了4架787,9月份则交付了7架,这意味目前的生产率仍远超需求,因此估计波音未来将加快缩减产量规模。基于公共卫生事件,波音已将未来10年的总交付量预测下调了10%,尽管原先20年增长预测仍属稳定,但预示投资者要等待更长的时间才能迎来复苏。</p>\n<p>原本市场预期随着疫苗快将面世,波音的订单会趋于稳定,然而事实上航空公司与波音相继协商推迟飞机的交付,波音的订单显然短期都未能稳定。尽管延期总比取消好,但波音的库存较多,意味未来几年的收入也会受压。</p>\n<p><b>预计复苏需多年</b></p>\n<p>公共卫生事件的影响可能要用1年的时间克服,但更严峻的问题是,波音的净债务比737 MAX停飞之前高4倍。此外,坠机事件调查揭发波音文化问题,将可能引发股东诉讼,甚至是需要整整一代管理层任期的时间才能完全摆脱的困境。</p>\n<p>在波音股价强劲反弹下,波音当前价格仍比737 MAX停飞前低约50%,除非又有新灾难爆发,否则波音都不会再跌回谷底。然而由于波音所面临的挑战以及飞机销售等因素超出其控制范围,相信波音复苏的时间可能比原先希望的要长得多。波音已安然度过危机,但复苏之路漫长,当下没有理由对波音前景兴奋,故不建议追高。</p>","source":"lsy1586862168255","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>波音现在已经可以买入了吗?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n波音现在已经可以买入了吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-07 20:27 北京时间 <a href=https://mp.weixin.qq.com/s/NCCVQEmZMxRjrIaSp2Myrw><strong>猛兽财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>停飞近20个月的波音737 MAX客机终于复飞,消息刺激波音(BA.US)股价上涨,截止12月2日收盘已上涨超过45%,然而困扰公司的难题似乎还未完全消除,当前是否应该追入,先要衡量波音前景如何。\n首先,刺激波音股价近来走强的最主要消息是波音737 MAX复飞的消息,该型号飞机自2019年5月因接连2次严重空中事故而停飞,波音在停飞后前9个月因维护该型号飞机及相关停飞所涉收入便令波音损失了超过...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/NCCVQEmZMxRjrIaSp2Myrw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7516c38ea02d98e65a9c10db321d856b","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/NCCVQEmZMxRjrIaSp2Myrw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2089016420","content_text":"停飞近20个月的波音737 MAX客机终于复飞,消息刺激波音(BA.US)股价上涨,截止12月2日收盘已上涨超过45%,然而困扰公司的难题似乎还未完全消除,当前是否应该追入,先要衡量波音前景如何。\n首先,刺激波音股价近来走强的最主要消息是波音737 MAX复飞的消息,该型号飞机自2019年5月因接连2次严重空中事故而停飞,波音在停飞后前9个月因维护该型号飞机及相关停飞所涉收入便令波音损失了超过150亿美元。波音4275架飞机订单当中有78%属于737传统或MAX型号,其中尤其以MAX型号为主,估计所有飞机订单总价值超过3000亿美元。\n复飞象征意义大于实际\n随着飞机工程问题得到监管机构通过核准,当前波音的重点便转向交付问题。波音在停飞期间制造了400多架飞机,现在需要交付给客户,然而由于公共卫生事件对航空业造成的打击,航空公司在近乎0需求下,已削减机队规模。 根据瑞银预测,波音公司在737 MAX停飞期间已有约500架飞机订单被取消。\n面对此情况,波音公司要成功出售库存,就要先减价。事实上,在停飞前,737 MAX曾被大肆宣传为有史以来最畅销的飞机之一,但即使重新获得监管认证,往后销量肯定会大不如前。波音曾希望到现在每月能生产多达55架飞机,但实际上因为停飞及公共卫生事件,2020年全年总生产量可能少于80架。从供应商获得的消息,波音公司的目标是在2022年才将生产量逐步恢复到每月31架水平,即较原先的计划要低得多。\n飞机销售滞后于旅游复苏\n737 MAX停飞并非波音要面对的唯一难题。公共卫生事件导致国际旅行需求萎缩,对波音787 客机的打击同样巨大,而波音本想借787填补737停飞带来的影响。波音在10月初表示计划关闭现有两条787装配线中的其中一条,将每月产量从14架减少至10架,到2021年中每月产量仅6架。此外,波音公司将其新版本的777的首发时间推迟了一年,并计划停产标志性的747。\n然而这生产速度看似依然过快。波音10月份只交付了4架787,9月份则交付了7架,这意味目前的生产率仍远超需求,因此估计波音未来将加快缩减产量规模。基于公共卫生事件,波音已将未来10年的总交付量预测下调了10%,尽管原先20年增长预测仍属稳定,但预示投资者要等待更长的时间才能迎来复苏。\n原本市场预期随着疫苗快将面世,波音的订单会趋于稳定,然而事实上航空公司与波音相继协商推迟飞机的交付,波音的订单显然短期都未能稳定。尽管延期总比取消好,但波音的库存较多,意味未来几年的收入也会受压。\n预计复苏需多年\n公共卫生事件的影响可能要用1年的时间克服,但更严峻的问题是,波音的净债务比737 MAX停飞之前高4倍。此外,坠机事件调查揭发波音文化问题,将可能引发股东诉讼,甚至是需要整整一代管理层任期的时间才能完全摆脱的困境。\n在波音股价强劲反弹下,波音当前价格仍比737 MAX停飞前低约50%,除非又有新灾难爆发,否则波音都不会再跌回谷底。然而由于波音所面临的挑战以及飞机销售等因素超出其控制范围,相信波音复苏的时间可能比原先希望的要长得多。波音已安然度过危机,但复苏之路漫长,当下没有理由对波音前景兴奋,故不建议追高。","news_type":1},"isVote":1,"tweetType":1,"viewCount":910,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392945561,"gmtCreate":1607355245153,"gmtModify":1703847387890,"author":{"id":"3499853931926233","authorId":"3499853931926233","name":"洛杉矶的武松","avatar":"https://static.tigerbbs.com/37d22372f390a7bcfb01f37ee7ac04f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3499853931926233","idStr":"3499853931926233"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>这种妖股竟然有人敢做空?不知道🤷♂️背后强大的力量?","listText":"<a 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力挺蔚来谁用谁知道 没法解释","listText":"$蔚来汽车(NIO)$ 力挺蔚来谁用谁知道 没法解释","text":"$蔚来汽车(NIO)$ 力挺蔚来谁用谁知道 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