智通财经APP获悉，据知情人士透露，波音公司(BA.US)正接近与中国敲定一项多达500架飞机的销售协 议。这笔交易若达成，将终结该公司自2017年美国总统唐纳德·特朗普访华以来的销售停滞局面。 对中国而言，这笔交易将锁定波音和空客的飞机交付名额，这两家公司的交付排期已基本售罄至2030年 代。波音估计，未来20年，作为全球第二大航空市场的中国商用飞机机队规模将增长一倍以上，达到 9755架。 一位知情人士表示，中国最高经济规划机构国家发展和改革委员会近期已向国内航空公司征求购机需求 意见。洽谈聚焦于波音畅销的单通道飞机737 Max系列，这表明中国正为大额订单奠定基础。 波音上一笔对华交易是在2017年11月特朗普首次对华国事访问期间公布，涉及300架单通道和双通道飞 机的订单及承诺，按当时价格计算价值370亿美元。 这笔订单预计将成为一项贸易协议的核心内容，两国曾在2023年接近宣布类似协议。 对波音而言，该公司中国区领导层的空缺令情况更趋复杂。近期，波音中国区负责人Alvin Liu已离职。 知情人士称，Carol Shen已被任命为波音中国临时总裁。波音拒绝就任何潜在交易或管理层变动置评。 自特朗普今 ...

本文源自：金融界AI电报 波音盘前拉升，一度涨超3%。 ...

Boeing is heading closer toward finalizing a deal with China to sell as many as 500 aircraft, sources say https://t.co/ux8I3ZJ0MS ...

Group 1 - Dow futures fell by 0.23%, S&P 500 futures decreased by 0.09%, and Nasdaq futures dropped by 0.02% [1] - Chinese concept stocks mostly rose, with Xiaopeng Motors up 1.08%, NIO up 2.95%, Boss Zhipin up 3.26%, and Miniso up 5.56% [1] - Target's CEO Brian Cornell will step down on February 1 after 11 years due to poor sales performance, with COO Michael Fiddelke taking over [1] - Target has seen sales flat or declining in 9 out of the last 11 quarters, and its stock fell by 0.37% [1] Group 2 - OpenAI's CFO Sarah Friar stated that the company still faces a shortage of computing power, leading to increased demand for GPUs, resulting in a rise in chip stocks [1] - Nvidia rose by 0.4%, AMD increased by 0.72%, and TSMC went up by 0.32% [1] Group 3 - Meta has paused hiring in its AI department after recruiting over 50 researchers and engineers, raising concerns about its ability to return capital to shareholders [2] - Meta's stock fell by 0.21% [2] - Novo Nordisk announced a hiring freeze for non-critical positions globally and is considering layoffs to cut costs [2] - Novo Nordisk's stock rose by 0.24% [2] Group 4 - Delta Airlines confirmed that a Boeing 737 aircraft suffered wing damage during a flight, but no injuries were reported among the 62 passengers and 6 crew members [2] - The aircraft has been grounded for repairs, and the FAA is investigating the incident [2] - Delta's stock fell by 0.08%, while Boeing's stock decreased by 0.27% [2] Group 5 - Johnson & Johnson announced a $2 billion investment in North Carolina to build a new factory, aimed at expanding its production in the U.S. to avoid potential drug import tariffs [3] - Johnson & Johnson's stock fell by 0.29% [3]

Core Points - A Delta Airlines Boeing 737 experienced a wing flap failure mid-flight, with parts detaching while en route from Orlando International Airport to Austin-Bergstrom International Airport [2] - The aircraft safely landed at its intended destination despite the incident, carrying 62 passengers and 6 crew members [2] - Passengers reported severe turbulence during the incident [3] Company Response - Delta Airlines confirmed the issue with the wing flap and has grounded the affected aircraft for maintenance [4] - The damaged flap is a movable device on the wing's edge that adjusts lift, and its failure can significantly impact pilot control, potentially leading to severe accidents [4]

Core Points - A Delta Airlines Boeing 737 experienced partial wing detachment during flight, causing alarm among passengers [1][2] - The flight, Delta Airlines Flight 1893, was en route from Orlando International Airport to Austin-Bergstrom International Airport when the incident occurred [2] - Passengers reported severe turbulence and were informed by others that part of the wing was damaged, leading to fears of a potential crash [2] - Delta Airlines confirmed that a portion of the left wing flap was missing upon landing, and the aircraft has been grounded for inspection [2] - There were 62 passengers and 6 crew members on board, with no injuries reported; the FAA is investigating the incident [2]

Group 1: Hong Kong Stocks - Chow Sang Sang (00116) surged over 18%, expecting a mid-term profit attributable to shareholders of approximately HKD 900 million to 920 million [1] - XPeng Motors (09868) rose over 4%, reporting a 125.3% year-on-year revenue growth in Q2, achieving a historical high for a single quarter [1] - Sunny Optical Technology (02382) increased over 6%, with a 52.56% year-on-year rise in mid-term profit attributable to shareholders for the six months ending June 30, 2025 [1] - China Gold International (02099) gained over 3%, reporting a turnaround to profitability in the first half of 2025, supported by a rich resource reserve and stable production [1] - Hansoh Pharmaceutical (03692) fell over 8%, announcing a 6.5% discount on a placement to raise nearly HKD 3.9 billion for innovative drug development [1] - Pop Mart (09992) rose over 6%, with adjusted net profit in the first half of 2025 increasing 3.6 times year-on-year [1] - Kunlun Energy (00135) dropped over 3%, reporting a 4.36% year-on-year decrease in mid-term profit attributable to shareholders for the first half of 2025 [1] Group 2: Other Stocks - Gilead Sciences (01672) fell over 8%, announcing a placement to raise a net amount of HKD 468 million, while its controlling shareholder cashed out nearly HKD 390 million [2] - Yixin Group (02858) rose over 1%, reporting a 28% year-on-year increase in adjusted net profit for the first half of 2025, with financial technology revenue soaring 124% [2] - Lithium stocks declined, with Ganfeng Lithium (01772) and Tianqi Lithium (09696) both dropping nearly 6%, amid inventory pressure in the lithium carbonate spot market [2] Group 3: US Stocks - Palo Alto Networks (PANW.US) rose 3.06%, exceeding expectations in Q4 earnings and providing optimistic guidance for future earnings [3] - BHP Group (BHP.US) increased 0.51%, reporting dividends exceeding expectations despite weak iron ore and coal prices [3] - NIO (NIO.US) rose 4.11%, with its L90 model delivering 6,400 units in 20 days since launch, with the factory operating at full capacity [3] - New Oriental (EDU.US) fell 2.79%, influenced by a drop in Oriental Selection's stock, while denying regulatory investigation rumors [3] - Viking Therapeutics (VKTX.US) plummeted 42.12% after reporting adverse side effects in its experimental obesity drug trials [4] - Arm (ARM.US) dropped 5.00%, as it hired Amazon's AI chip director to advance its chip development plans [4] - Home Depot (HD.US) rose 3.17%, reaching a new high since January, with Q2 net sales meeting market expectations [4] - Best Buy (BBY.US) increased 3.20%, launching a third-party online shopping platform to expand product variety [4] - Nexstar Media Group (NXST.US) rose 0.65%, announcing a $6.2 billion acquisition of Tegna [4] - Aurora Innovation (AUR.US) fell over 8%, closing down 7.14% after a short-seller report questioned its profit potential [5] - Boeing (BA.US) dropped 3.19%, with Airbus A320 deliveries expected to surpass Boeing's soon [5]

Core Viewpoint - The article discusses the impact of increasing tariffs on U.S. companies, highlighting the complexities of cost absorption and pricing strategies in response to tariff pressures. Group 1: Tariff Impact on Inflation and Cost Distribution - The effective tariff rate in the U.S. has risen to 10.6%, with theoretical rates potentially reaching 16-17% [2][4] - Concerns about inflation have not materialized as expected, with CPI increases remaining below projections for the past four months [2][4] - The distribution of tariff costs among exporters, U.S. companies, and consumers will significantly influence the overall economic pressure [6] Group 2: Company Behavior Under Tariff Pressures - The article analyzes U.S. companies' responses to tariffs through earnings calls, focusing on industries with high overseas dependency and various supply chain stages [7][10] - Companies are categorized based on their reliance on imports and their position in the supply chain, affecting how they experience tariff impacts [7][10] Group 3: Pricing Strategies and Cost Absorption - Companies are generally cautious in passing on tariff costs to consumers, with many opting to absorb costs initially [12][13] - Essential goods see slower and smaller price increases due to lower price elasticity, while discretionary items experience more aggressive pricing adjustments [14][15] - Companies like Walmart and Kroger are particularly careful about passing on costs for essential items, while others in discretionary sectors are more proactive [14][15] Group 4: Supply Chain Adjustments - Companies are negotiating with suppliers and adjusting supply chains to mitigate tariff impacts, with many reducing reliance on Chinese imports [16] - Retailers like Home Depot and Best Buy have significantly decreased their sourcing from China, while increasing imports from countries like Vietnam and Taiwan [16] - Some manufacturers are investing in U.S. production to counteract long-term trade risks [16] Group 5: Financial Impact of Tariffs - Tariffs have led to an average profit margin decline of 1.2% across sampled companies, with manufacturers bearing a larger share of the cost [18][19] - The impact varies by sector, with manufacturers experiencing more significant cost absorption compared to retailers [19][20] - Retailers have more flexibility in adjusting product offerings to mitigate tariff impacts, while manufacturers face higher costs due to direct exposure to imported materials [20] Group 6: Demand Trends and Consumer Behavior - There is a noted shift towards value-oriented consumption as consumers react to rising prices due to tariffs [21] - Durable goods saw a temporary spike in demand as consumers rushed to purchase before anticipated price increases, leading to potential future demand declines [21][22]

Group 1 - Boeing's stock fell over 2%, closing at $227.13 [1] - According to Cirium, as of early August, the cumulative delivery of the A320 series reached 12,155 units, just 20 units behind Boeing [1] - Airbus is expected to surpass Boeing in deliveries as early as next month, marking the A320 as the highest delivered commercial aircraft in history [1] Group 2 - Airbus CEO Guillaume Faury is planning the next generation of aircraft, with the A320 successor expected to enter service in the mid-2030s [1] - This indicates that the competition for dominance in the aviation market has already begun [1]

Group 1 - Boeing's stock fell over 2%, closing at $227.13 [1] - According to Cirium, as of early August this year, the cumulative delivery of the A320 series reached 12,155 units, just 20 units less than Boeing [1] - Airbus is expected to surpass Boeing in deliveries as early as next month, marking the A320 as the highest delivered commercial aircraft in history [1] Group 2 - Airbus CEO Guillaume Faury is planning the next generation of aircraft, with the A320 successor expected to enter service in the mid-2030s [1] - This indicates that the competition for dominance in the aviation market has already begun [1]