Boeing(BA)

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X @Bloomberg
Bloomberg· 2025-07-27 17:31
Breaking: Boeing faces a risk of a strike in its St. Louis defense hub after union workers rejected a contract offer that would boost their wages by 20% over four years https://t.co/tuVYRaHYiv ...
X @Bloomberg
Bloomberg· 2025-07-27 17:28
Boeing faces a risk of a strike in its St. Louis defense hub after union workers rejected a contract offer that would boost their wages by 20% over four years https://t.co/Pqa5vXMkUX ...
波音公司防务部门拒绝四年期合同和涨薪20%的方案。在美国圣路易斯,隶属于IAM的837名当地工人投票,拒绝了(波音)提出的薪酬协议。波音工会面临七天的“冷静期”,(若劳资双方无法达成共识)然后将发生罢工。
news flash· 2025-07-27 17:24
在美国圣路易斯,隶属于IAM的837名当地工人投票,拒绝了(波音)提出的薪酬协议。 波音工会面临七天的"冷静期",(若劳资双方无法达成共识)然后将发生罢工。 波音公司防务部门拒绝四年期合同和涨薪20%的方案。 ...
苹果、亚马逊、微软、Meta等将于本周发布业绩报告





news flash· 2025-07-27 17:11
Group 1 - Multiple companies are scheduled to release their earnings reports throughout the week, indicating a busy earnings season [1] - On Monday, companies like 铿腾电子 are set to report their performance [1] - On Tuesday, Stellantis and AstraZeneca will release their earnings before the European market opens [1] Group 2 - Major U.S. companies such as Boeing, UnitedHealth, and Procter & Gamble are expected to report earnings before the U.S. market opens on Tuesday [1] - Following that, Visa, Booking, and Starbucks will report their earnings after the U.S. market closes on Tuesday [1] - On Wednesday, significant tech companies including Microsoft, Meta Platforms, Qualcomm, and Arm Holdings are scheduled to release their earnings after the U.S. market closes [1] Group 3 - Mastercard is set to report its earnings before the U.S. market opens on Thursday [1] - Apple, Amazon, MicroStrategy, Coinbase, and Coherent will report their earnings after the U.S. market closes on Thursday [1] - On Friday, ExxonMobil, Chevron, and Regeneron Pharmaceuticals are expected to release their earnings before the U.S. market opens [1]
下周资本市场大事提醒:7月中国PMI数据将公布 美联储公布利率决议
news flash· 2025-07-27 14:14
Group 1 - China’s Vice Premier He Lifeng will hold trade talks with the US from July 27 to 30 in Sweden [1] - The National Bureau of Statistics will release the Purchasing Managers' Index (PMI) report on July 31, with June's manufacturing PMI at 49.7%, an increase of 0.2 percentage points from the previous month [1] - The new round of retail fuel price adjustments will take effect on July 29, with domestic gasoline and diesel prices down by 225 yuan and 215 yuan per ton compared to the end of last year, respectively [1] Group 2 - A total of 54 companies will have their restricted shares unlocked next week, amounting to 3.385 billion shares with a total market value of 102.679 billion yuan based on the latest closing price [2] - Three new stocks will be issued next week, including Tianfu Long on the Shanghai main board, Youli Intelligent on the Beijing Stock Exchange, and Guangdong Jianke on the ChiNext [2] - Major US tech companies, including Microsoft and Meta, will report their latest earnings on July 30, while Apple and Amazon will do so on July 31 [2]
'He's showing up.' Things are getting better at Boeing under CEO Ortberg.
CNBC· 2025-07-27 12:00
Core Viewpoint - Boeing is stabilizing under CEO Kelly Ortberg's leadership after years of crises, with significant progress expected to be outlined in the upcoming quarterly results report [2][4]. Financial Performance - Boeing's shares have increased by over 30% this year, indicating positive investor sentiment [2]. - Analysts anticipate that Boeing will halve its second-quarter losses compared to the previous year and expects to generate cash in the second half of the year [3][4]. Production and Delivery - Boeing's aircraft production has increased, with airplane deliveries reaching the highest level in 18 months [3]. - The FAA has capped Boeing's production at 38 Maxes per month, which the company has reached, but to increase to a target of 42, FAA approval is necessary [15]. Leadership and Culture Change - Ortberg, who was brought out of retirement, has implemented significant changes, including cost cuts and a new labor deal after a machinists' strike [6]. - Analysts note a cultural shift within Boeing, with improvements in management and production quality being recognized by airline executives [4][13]. Challenges and Future Outlook - Despite improvements, Boeing still faces challenges, including quality control issues and the need for new aircraft development [10][19]. - The defense unit has also encountered difficulties, and there is pressure to innovate with new jet designs [17][19].
一周重磅日程:中美大事扎堆,美股财报季进入高峰期
华尔街见闻· 2025-07-27 11:14
Group 1 - The core focus of the article is on significant economic events occurring from July 28 to August 3, particularly the US-China trade negotiations and the impending tariff deadline on August 1, which are expected to impact global trade dynamics [1][4][10] - The Federal Reserve's interest rate decision is highly anticipated, with expectations that there will be no rate cuts in July, despite ongoing discussions about economic conditions [13][14][16] - Major US companies, including Microsoft, Meta, Apple, Amazon, Qualcomm, Boeing, and Starbucks, are set to release their earnings reports, which could lead to market volatility [3][25] Group 2 - The article highlights the ongoing trade talks between the US and China, with a focus on the tariffs that are set to take effect on August 1, including a 50% tariff on copper imports [4][6][10] - The article discusses the economic outlook for China, with expectations that the upcoming political bureau meeting will affirm a stable economic environment while acknowledging external pressures [11][12][21] - The article notes that the Japanese central bank is likely to maintain its target interest rate at 0.5%, influenced by ongoing US-Japan trade negotiations and domestic inflation concerns [22][23] Group 3 - Microsoft is expected to report strong earnings driven by its investments in artificial intelligence and operational efficiency, with a target price set at $530 [26] - Meta's second-quarter revenue is projected to reach $44.71 billion, reflecting a 14% year-over-year growth, with a consistent track record of exceeding market expectations [28] - Apple's revenue for the quarter is anticipated to be $90.7 billion, a 5.8% increase from the previous year, primarily due to strong iPhone sales [29] - Amazon's revenue is expected to hit $162 billion, supported by growth in its AWS and retail sectors, despite concerns over tariffs [30][31] - Qualcomm is in the process of acquiring Alphawave for approximately $2.4 billion, pending regulatory approval [32] - Boeing forecasts a significant increase in earnings per share and revenue, driven by strong demand for commercial aircraft [33] - Starbucks is launching free study areas in select stores in China to boost customer traffic amid increasing competition [34] - WuXi AppTec's stock has reached a new high, reflecting strong institutional support and positive market sentiment [35]