Group 1 - The article does not provide any relevant content regarding the company or industry [1]

Core Insights - Boeing Co. is eliminating approximately 300 supply chain jobs from its defense division, notifying affected workers this week [1] - The job cuts are part of a broader trend where companies like Amazon and UPS are also reducing their workforce [1] - Boeing is still hiring, with over 1,300 job openings available, and is assisting affected employees in finding other positions within the company [2] Workforce Overview - Boeing's headcount was 182,000 at the end of 2025, an increase of about 10,000 workers from the previous year [3] - The company has been hiring to integrate Spirit AeroSystems Holdings Inc., increase commercial jet production, and begin work on the B-47 fighter jet for the Pentagon [3] - Earlier reports on Boeing's staff reduction did not specify the number of jobs being cut [3]

Market Overview - The Hang Seng Index is expected to hold at 26,000 points, influenced by the hawkish stance of the newly appointed Federal Reserve Chairman and a rebound in the US dollar index, which has led to market adjustments in commodities [2] - The Chinese GDP growth target for 2026 is anticipated to be set between 4.5% and 5%, lower than the previous target of around 5% for 2025, as local governments have begun to lower their GDP targets ahead of the Two Sessions [2] - Regulatory measures have been implemented to cool the market, including increased financing margin ratios on the Shanghai and Shenzhen stock exchanges, which has led to a collective reduction in leverage across the three markets [2] Sector Focus - Macau gaming stocks are favored in the short term due to January's gambling revenue exceeding expectations, with the upcoming Spring Festival serving as a catalyst for growth [3] Macro Focus - China's January RatingDog services PMI rose to 52.3, indicating an acceleration in service sector expansion, with new export orders showing strong growth [7] - The People's Bank of China emphasizes the need to support domestic demand and technological innovation in its 2026 credit market work [7] - The US ADP reported a lower-than-expected increase of 22,000 private sector jobs in January, indicating potential labor market weaknesses [7] Company News - Walden Materials (9981) is launching an IPO to raise approximately HKD 28 billion, with a share price capped at HKD 20.09 [9] - Baidu Group (9888) plans to repurchase USD 5 billion in shares and will announce its first dividend this year [9] - Meituan (3690) and Tencent (0700) are taking measures to regulate promotional activities on their platforms, reflecting a tightening of marketing practices [9] - BYD (1211) reported a tenfold increase in electric vehicle sales in Germany, significantly outperforming Tesla [9] - Tesla (TSLA.US) saw a 9.3% increase in electric vehicle sales in China but a 57% drop in the UK market [9]

Boeing is cutting about 300 supply-chain jobs from its defense unit and will notify affected employees this week, Bloomberg News reported on Wednesday, citing a person familiar with the matter. ...

Core Viewpoint - SAS AB is negotiating with Boeing and Airbus for a significant order of widebody jets, reflecting the airline's confidence in the increasing demand for long-haul travel [1] Group 1: Company Strategy - The CEO of SAS AB indicated that the airline is betting on a rise in long-haul travel demand, which is driving the discussions for a large aircraft order [1] Group 2: Industry Outlook - The ongoing talks with major aircraft manufacturers suggest a positive outlook for the long-haul travel segment within the airline industry, as carriers prepare for a potential increase in passenger numbers [1]

Core Viewpoint - The UK's aviation authority is seeking an explanation from Air India regarding the safety of a Boeing Dreamliner passenger jet that was grounded upon arrival in India after taking off from London [1] Group 1: Safety Concerns - The Boeing Dreamliner passenger jet was grounded in India for safety checks, raising concerns about its operational safety [1] - The incident highlights potential regulatory scrutiny and safety compliance issues for Air India [1] Group 2: Regulatory Actions - The UK's aviation authority is actively involved in investigating the circumstances surrounding the flight, indicating a proactive regulatory approach [1] - Air India is required to provide a detailed explanation, which may impact its operational procedures and regulatory standing [1]

Core Insights - Boeing's shares have increased by 2.2% over the past month, while the Zacks Aerospace-Defense industry has grown by 3% [1][2] - The company is one of the largest U.S. commercial aircraft manufacturers, with a positive outlook for both its commercial and defense segments [1][3] Commercial Aerospace - Boeing is experiencing strong demand in commercial aerospace, evidenced by solid aircraft orders and deliveries [3] - In Q4 2025, Boeing recorded 336 net commercial airplane orders, which is expected to enhance revenue performance in the long term [4][6] - The company has secured significant orders from Air Cambodia and Alaska Airlines, further boosting its order backlog and revenue visibility [7][8] Defense and Space Segment - Boeing's Defense, Space & Security (BDS) unit booked $15 billion in orders during Q4 2025, contributing to a backlog of $85 billion as of December 31, 2025 [4][6] - The defense segment is expected to benefit from the U.S. government's focus on strengthening defense and space systems [2][20] Challenges - Despite strong growth potential, Boeing faces challenges such as supply-chain disruptions that affect aircraft deliveries and increase production costs [9][10] - The company experienced $11.09 billion in aircraft order cancellations in 2025, impacting revenue potential [10] Financial Performance - The Zacks Consensus Estimate for Boeing's 2026 earnings per share (EPS) has decreased by 37.11% over the past 60 days [11] - Boeing's trailing 12-month return on equity (ROE) stands at 360.39%, significantly higher than the industry average of 10.99% [15] - Boeing's trailing 12-month price/book (P/B) ratio is 32.51X, which is a premium compared to the industry's average of 6.96X [17] Investment Outlook - Boeing's strong demand across its commercial, defense, and space businesses is driving revenue growth and expanding backlogs [20] - However, due to negative earnings estimates and high valuation, new investors are advised to wait for a better entry point, while existing investors may consider retaining their holdings [21]

周一（2月2日）美股盘前，稀土概念明显走强。 截至发稿，NioCorp Developments盘前涨近9%，Critical Metals涨超7%，TMC the metals、 American Resources、United States Antimony涨逾6%，USA Rare Earth涨近6%、MP Materials涨近 5%。 | 代码 | 名称 | 盘前治失幅\ | | --- | --- | --- | | NB | NioCorp Developments | 8.98% | | CRML | Critical Metals | 7.52% | | TMC | TMC the metals | 6.50% | | AREC | American Resources | 6.01% | | UAMY | United States Antimony | 6.00% | | USAR | USA Rare Earth | 5.71% | | MP | MP Materials | 4.88% | | PPTA | Perpetua Resources | 4.13% | | UUUU | ...

免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。 观点网讯：2月4日，波音公司负责商业营销的副总裁达伦-胡尔斯特在新加坡航展期间表示，预计今年 上半年开始交付改进型787-9和787-10梦想飞机。 据介绍，此次宽体飞机最大起飞重量的改进，可使航空公司的飞行距离增加400英里，或增加5至6吨的 载货量。胡尔斯特同时透露，该公司预计较大型的777X将在今年下半年通过认证，但可能要到明年才 能投入使用。 ...

波音公司的一位高管周三表示，预计将于今年上半年开始向航空公司交付改进型787-9和787-10梦想飞 机，从而实现更长的飞行时间或更强的货运能力。 波音公司的一位高管周三表示，预计将于今年上半年开始向航空公司交付改进型787-9和787-10梦想飞 机，从而实现更长的飞行时间或更强的货运能力。 波音公司负责商业营销的副总裁达伦-胡尔斯特（Darren Hulst）表示，宽体飞机最大起飞重量的改进将 使航空公司的飞行距离增加400英里（643公里），或增加5至6吨的载货量。 "这些飞机实际上已经进入生产系统，正在通过认证，我们预计这些飞机将从今年上半年开始交付，"他 在新加坡航展期间对记者说。 胡尔斯特还表示，该飞机制造商预计较大型的777X将在今年下半年通过认证，但可能要到明年才能投 入使用。 责任编辑：王永生 胡尔斯特还表示，该飞机制造商预计较大型的777X将在今年下半年通过认证，但可能要到明年才能投 入使用。 波音公司负责商业营销的副总裁达伦-胡尔斯特（Darren Hulst）表示，宽体飞机最大起飞重量的改进将 使航空公司的飞行距离增加400英里（643公里），或增加5至6吨的载货量。 责任编辑：王永生 ...