Happy Friday everybody. Seven minutes till we get started with trading here at the New York Stock Exchange to end the week. Let's get to our final mad dash as well.We heard from Boeing in terms of earnings earlier in the week, but you've got some research you want to reference >> right now. There's a very impression piece by Bank of America, one big beautiful Boeing. But here's what matters.When we look back at this week, we're not going to see Meta as much and Microsoft as much, Amazon, Apple. We're going ...

Cambodia will scrap tariffs on US goods and pledged to buy as many as 20 Boeing 737 Max jets in a bid to narrow its trade gap with Washington https://t.co/SBtznGZ6rv ...

Boeing has resumed contract talks with leaders of the union representing some 3,200 factory workers in the St. Louis area, after members resoundingly rejected its initial offer and voted to strike https://t.co/10poo5BCsq ...

Agreement strengthens ATI's role as leading aerospace structures supplierDALLAS, July 31, 2025 /PRNewswire/ -- ATI Inc. (NYSE: ATI) today announced the extension and expansion of its long-term titanium products agreement with The Boeing Company, reinforcing ATI's position as a top supplier of high-performance titanium materials for aerospace.The agreement supports Boeing's full suite of commercial airplane programs—both narrowbody and widebody—with opportunity to grow. ATI is also positioned to serve Boeing ...

公司预计第三季度自由现金流将与第二季度的-2亿美元(不包括DOJ付款)大致一致； 波音预计2025年全年自由现金流为-30亿美元(而市场预期为-34亿美元)，其中包括7亿美元的美国司法部 付款。 其他关键要点：波音现在对关税成本感觉更好。公司之前预计年度关税相关成本将低于5亿美元； 737生产率在本季度达到每月38架。波音计划在2025年晚些时候将这一速度稳定在每月42架之前，请求 FAA批准； 公司相信可以超过2025年最初的737交付预期400架，787生产率最近从每月5架提高到7架； 部分得益于运营效率提升和商用飞机交付量增加，波音(BA.US)第二季度的业绩超出预期，现金流超过 了公司的指导，摩根大通维持对波音债券的"增持"评级。 小摩指出，虽然贸易政策是重要的投资考虑因素，但由于波音积压订单的增加，其主要基于美国的制造 足迹，以及当前贸易谈判中对航空航天和国防行业的有利处理，该行对这一风险感到放心。 对于有耐心的投资者，小摩认为波音30年期债券风险的长期公允价值为T+100个基点，因为随着时间的 推移，公司的信用状况将改善。 ...

据玉渊谭天消息，7月29日，一个由美企高管组成的代表团来到北京，拜访中国贸促会。到访的美企包 括波音、奥的斯、苹果、赛默飞世尔科技等美国制造业、科技企业，涉及的行业都是美国加征关税影响 的重点行业。 近日，美企高管密集访华。 7月30日，商务部部长王文涛在北京会见了包括波音、苹果公司在内的近十家美国企业高管，双方就中 美经贸关系、美资企业在华发展等议题交换意见。会见前，美企代表排队同中方握手寒暄；会见结束 后，美中贸易全国委员会会长谭森专门向中方表达感谢。 中国贸促会发布的消息显示，中国贸促会会长任鸿斌在京会见美中贸易全国委员会董事会主席芮思博率 领的代表团，双方就促进中美工商界交流、服务两国企业等议题进行交流。 同日，王文涛会见美中贸易全国委员会董事会主席芮思博率领的代表团一行。双方就中美经贸关系、美 资企业在华发展等议题交换意见。 王文涛表示，习近平主席指出，中美关系是世界上最重要的双边关系之一，事关两国人民福祉和人类前 途命运。事实证明，中美经贸关系历经风雨，双方仍互为重要经贸伙伴，"脱钩断链"行不通，平等对话 协商才是解决分歧的关键。在两国元首指引下，中美在经贸领域已形成了日内瓦共识和伦敦框架，近两 ...

第一财经每日早间精选热点新闻，点击「听新闻」，一键收听。 【今日推荐】 政治局会议定调下半年经济工作：宏观政策持续发力、适时加力 中共中央政治局7月30日召开会议。分析研究当前经济形势，部署下半年经济工作。政治局会议对当前 经济形势作出判断，认为今年我国经济展现强大活力和韧性，同时面临不少风险挑战。会议提出下半年 宏观政策要持续发力、适时加力。落实落细更加积极的财政政策和适度宽松的货币政策，充分释放政策 效应。会议还对下半年有效释放内需潜力、坚定不移深化改革、稳住外贸外资基本盘、持续防范化解重 点领域风险、扎实做好民生保障工作、充分调动各方面积极性等方面的重点工作作出具体部署。 特朗普宣布8月1日起对进口半成品铜等产品征收50%关税 当地时间7月30日，美国白宫表示，美国总统特朗普签署了一项公告，宣布对几类进口铜产品征收关 税。公告显示，将自8月1日起对进口半成品铜产品（例如铜管、铜线、铜棒、铜板和铜管）及铜密集型 衍生产品（例如管件、电缆、连接器和电气元件）普遍征收50%的关税。白宫表示，铜输入材料（例如 铜矿石、精矿、锍铜、阴极铜和阳极铜）和铜废料不受"232条款"或对等关税约束。 持用中国护照可免签或落 ...

Boeing Co.’s BA second-quarter results on Tuesday revealed a wider-than-anticipated loss, despite strong revenue driven by a significant jump in commercial aircraft deliveries and an expanding order backlog.This mixed financial performance underscores the aerospace giant’s ongoing efforts to stabilize operations amid persistent industry challenges.Despite the quarterly earnings per share (EPS) miss, Wall Street analysts largely maintain a bullish outlook on Boeing. They cite solid delivery momentum, a stron ...

Core Viewpoint - The meeting between Wang Yi and the US-China Business Council delegation emphasizes the importance of stable and healthy US-China relations, highlighting mutual respect, cooperation, and win-win principles as essential for both nations' development [4][6]. Group 1: Economic Cooperation - Wang Yi stated that China will continue to expand high-level opening-up and create a market-oriented, law-based, and international business environment, encouraging US companies to invest in China for mutual benefits [6][11]. - The US-China Business Council representatives expressed optimism about China's commitment to further opening up, which is crucial for foreign enterprises, including those from the US, to invest and operate in China [6][11]. - Wang Wentao emphasized that the US and China remain important economic partners despite challenges, and that dialogue and consultation are key to resolving differences [11]. Group 2: Strategic Communication - Both sides agreed on the necessity of establishing more communication channels to avoid misunderstandings and manage differences, aiming for a stronger, balanced, and mutually beneficial relationship [4][7]. - The representatives from the US business community indicated their commitment to deepening trade, investment, and cooperation in various sectors, including technology and healthcare, contributing to China's high-quality development [6][11]. - Wang Yi and Wang Wentao both highlighted the importance of maintaining stable and sustainable economic relations, with a focus on equal dialogue and collaboration [11].

Core Viewpoint - Boeing's certification for the 737 Max 7 and Max 10 has been delayed to 2026, impacting the company's turnaround efforts under CEO Kelly Ortberg [1][2]. Group 1: Certification Delays - The certification for the Max 7 and Max 10 was initially expected in 2022 but has now been pushed to 2026 due to complications with the engine anti-ice system [1][2]. - The Federal Aviation Administration (FAA) had previously warned about potential overheating issues with the engine, leading Boeing to withdraw a request for an exemption [3]. Group 2: Design and Engineering Challenges - Boeing is exploring different design paths to address the de-icing requirements, as the initial engineering designs did not meet the anticipated timeline [4][8]. - The company has acknowledged issues with the design implementation, necessitating additional design changes [8]. Group 3: Financial Performance - Boeing reported quarterly revenues of $22.7 billion, exceeding expectations, but also recorded a net loss of $612 million [9]. - The company's share price fell approximately 4% following the announcement but remains over 30% higher since the beginning of the year [11]. Group 4: Other Aircraft Developments - Boeing is also working on the certification of the 777X, which is now expected to enter service in 2026, with ongoing flight testing showing no new technical issues [9].