Market Overview - The Nikkei 225 index opened slightly higher at 50318.59 points on December 1 but later declined, briefly falling below 50000 points [1] - The KOSPI index opened up by 1.05% at 3967.92 points [1] - Expectations of a Federal Reserve interest rate cut have boosted precious metal prices, with spot gold fluctuating above 4220 and silver reaching a historic high of $57 per ounce [1] - On November 28, U.S. stock markets closed higher, with the Dow Jones up 0.61% at 47716.42 points, the S&P 500 up 0.54% at 6849.09 points, and the Nasdaq up 0.65% at 23365.69 points [1] - The Nasdaq saw a weekly increase of 4.91%, while the Dow Jones and S&P 500 rose by 3.18% and 3.73% respectively [1] European Market Performance - On November 28, all three major European stock indices rose, with the FTSE 100 closing at 9720.51 points, up 0.27% [2] - The CAC40 index in France closed at 8122.71 points, also up 0.29% [2] - The DAX index in Germany rose by 0.29% to close at 23836.79 points [2] - For the week, the FTSE 100 increased by 1.90%, the CAC40 by 1.75%, and the DAX by 3.23% [2] Economic Outlook - The Federal Reserve will enter a "quiet period" ahead of its December meeting, with Chairman Powell expected to speak at a commemorative event without making significant policy statements [3] - Key economic data, including the PCE report, is set to be released, with expectations of a slight increase in overall PCE year-on-year to 2.8% [3] - The Bank of Japan's Governor is scheduled to speak, with market attention on potential signals regarding interest rate hikes [3] - Reports suggest the Bank of Japan is preparing the market for possible rate hikes as concerns over yen depreciation rise [3] Corporate News - Airbus announced that a significant number of A320 series aircraft need to be urgently grounded due to flight control software vulnerabilities to strong solar radiation [4] - Approximately 6000 aircraft are affected and will undergo emergency repairs, leading to potential flight cancellations or delays for several airlines, including Air France, easyJet, American Airlines, JetBlue, and Air New Zealand [4]

新 3 社 主管主办 12月1日现货自银历史首次触及57美元/ 盎司 11月28日美股三大指数集体收涨 市场回顾 11月28日欧洲三大股指全线上涨 一周前瞻 美联储主席鲍威尔将发表讲话 美国9月个人消费支出报告将于周五公布 日本央行行长植田和男将于今日发表演讲 12月1日，日经225指数开盘小幅上涨，报50318.59点，随后走低，一度跌破50000点；韩国综合股价指数（KOSPI）开盘上涨1.05%，报3967.92点。 企业资讯 约6000架空客A320系列客机或因软件问 题紧急停飞 nbtain 【市场回顾】 市场焦点转向即将出炉的诸多经济数据。其中，"美联储最青睐的通胀指标"——美国9月个人消费支出（PCE）报告将于周五公布，预计9月整体PCE同比 涨幅将微升至2.8%，核心PCE价格指数同比涨幅预计将维持在2.9%不变。 近期，美联储降息预期升温，点燃贵金属行情。12月1日亚洲早盘，现货黄金在4220关口上方震荡；现货白银历史首次触及57美元/盎司，日内涨超1%； COMEX白银盘中突破58美元/盎司，日内涨1.47%。 当地时间11月28日，美股因感恩节假期提前3小时收盘，三大指数集体收涨。截至收 ...

Core Viewpoint - Airbus is successfully returning its fleets to normal operations after implementing rapid software changes to address safety concerns, which were executed faster than initially planned [1] Group 1: Operational Updates - Airbus fleets are resuming normal operations as of Monday [1] - The company has made abrupt software changes to enhance safety measures [1] Group 2: Implementation Speed - The software changes were pushed through more quickly than originally expected [1]

【环球时报驻德国特约记者 昭东 环球时报记者 肖震冬】德国《时代周报》11月28日称，欧洲飞机制造商空客公司当天宣布：约6000架空客A320 飞机的飞行控制系统存在安全隐患，必须接受检查。各航空公司不得不在这个周末紧急安装新软件。空客公司表示，强烈的阳光可能会损坏部分 飞机控制系统中的关键数据。这一结论源于对一起A320客机未公开事故的分析。报道称，空客已敦促航空公司采取预防性保护措施，包括及时进 行软件和硬件更新。法国"法兰西24小时"网站11月29日援引空客首席执行官傅里的表态称，修复工作"造成严重的物流挑战和航班延误"，公司为 此致歉。他还表示："目前运营商正在夜以继日地工作，以确保所需的更新尽快部署，使受影响的客机重返蓝天"。 据匿名消息人士称，引发此次召回的事件发生在10月30日一架捷蓝航空从墨西哥坎昆飞往美国新泽西州纽瓦克的航班上。该航班在飞行控制系统 出现故障并突然失控下降高度后，被迫在美国佛罗里达州坦帕紧急降落，多人被送往医院。 巴黎-萨克雷大学天文学者芭芭拉·佩里向《巴黎人报》解释称，空客观察到的这类飞机干扰现象可能是由于太阳发射的带电粒子向地球大气层释 放辐射造成的。虽然大气层起到了一定 ...

Production & Delivery - Airbus faces a new challenge as it tries to meet an ambitious aircraft delivery target in the last month of the year [1]

Core Viewpoint - Airbus A320 series aircraft are facing urgent groundings due to flight control software vulnerabilities to strong solar radiation, with recovery efforts expected to be completed by November 30 [1] Group 1: Impact on Airlines - Multiple airlines globally are working to restore affected software to a previous version that is not susceptible to solar radiation [1] - American Airlines has completed necessary software repairs and has resumed operations for affected aircraft [3] - United Airlines reported that several of its aircraft are affected, leading to "minor delays" in some flights [3] - Delta Airlines indicated that fewer than 50 of its A320 fleet are impacted [3] Group 2: International Responses - Singapore Airlines' low-cost subsidiary Scoot plans to complete repairs on over 20 affected aircraft by November 29 [5] - Lufthansa has mostly completed software updates and does not anticipate flight cancellations [5] - Air France has resumed operations for all flights except for some in the Caribbean, having canceled 35 flights on November 28 [5] Group 3: Technical Details - Airbus stated that strong solar radiation could compromise critical data for flight control systems, necessitating a software downgrade or repair to a previous version [7] - Most aircraft can resolve the issue through software downgrades, while a small number of older aircraft may require hardware replacements, which could take several weeks [7]

Core Points - Airbus has announced an emergency recall of 6,000 A320 aircraft due to a flight control software issue, leading to the cancellation of hundreds of flights globally [1][2] - The A320 series is the most delivered aircraft model in the industry, with approximately 3,000 of these planes in the air at the time of the recall announcement [1] - The recall was triggered by a flight incident on October 30, where a JetBlue A320 experienced a control system failure, resulting in an emergency landing [2] Impact on Airlines - All Nippon Airways canceled 95 flights, affecting around 13,500 passengers [1] - Colombia's airline reported that over 70% of its fleet was impacted and has suspended ticket sales until December 8 [1] - Several airlines, including United Airlines, Delta Air Lines, and Air India, have completed or are close to completing the necessary software updates [1] - Most affected aircraft can undergo simple software updates before the next flight, but about 900 planes will require longer hardware updates and will need to be grounded [1]

Core Viewpoint - The European Union Aviation Safety Agency (EASA) issued an emergency airworthiness directive requiring the immediate grounding of all affected Airbus A320 aircraft due to flight control software vulnerabilities to strong solar radiation [1] Group 1: EASA Directive - EASA's directive is a response to Airbus's report regarding a significant number of A320 series aircraft needing urgent grounding and implementation of existing software and/or hardware protective measures to ensure fleet safety [1] - Approximately 6,000 aircraft are reported to be affected and will require urgent maintenance [1] Group 2: Airbus Response - Airbus has stated that the affected A320 aircraft will be recalled for maintenance, but Airbus China clarified that this statement is inaccurate, indicating that only local software adjustments are necessary [1]

Core Points - A software glitch in Airbus A320 jets led to a partial recall, affecting hundreds of flights in Asia and Europe, and posing a risk to US travel during a peak travel weekend [1][11] - Airlines worked quickly to address the issue, with many reporting minimal operational impact after reverting to previous software versions [2][3] Group 1: Software Glitch and Impact - Airbus identified that high levels of solar radiation could corrupt essential flight control data in A320 family aircraft, prompting the need for software updates [7] - The glitch affected over 6,000 aircraft, which is more than half of the global A320 fleet, potentially risking vital flight control data [11] - Airlines such as American Airlines, IndiGo, and easyJet reverted to earlier software versions to maintain normal operations [3] Group 2: Airline Responses - IndiGo completed mandatory system upgrades across its entire A320 fleet, ensuring compliance with safety requirements [4] - Air India successfully updated over 90% of its A320 aircraft, while Flyadeal repaired all 13 affected jets and resumed operations [5] - US Transportation Secretary Sean Duffy indicated that impacted American carriers were on track to complete necessary work by the Sunday midnight deadline, minimizing expected disruptions [6] Group 3: Operational Details - The software update process involved reverting to earlier versions, which could take 2 to 3 hours for data upload, while up to 1,000 older jets required physical hardware upgrades and were grounded [9] - Following the alert, airlines worked overnight to rectify the issue, with many reporting no significant impact on their operations [2][3]

Core Points - Airbus announced a significant number of A320 aircraft are grounded due to flight control software vulnerability to strong solar radiation [1][3] - Approximately 6,000 aircraft are affected and will undergo urgent repairs [1][3] Group 1: Incident Details - Analysis of a recent incident involving an A320 aircraft revealed that strong solar radiation could corrupt critical data relied upon by the flight control system [3] - The incident referenced involved a JetBlue Airways A320 that experienced a sudden altitude drop on October 30, injuring several passengers [3] Group 2: Impact on Airlines - Over half of the global A320 fleet is impacted, leading to flight cancellations and delays for multiple airlines [5] - American Airlines, the largest A320 operator, reported that about 340 of its 480 A320 aircraft require repairs, with most expected to be completed by November 29 [5] - Avianca Airlines indicated that over 70% of its fleet, approximately 100 aircraft, will face significant disruptions in the next 10 days, prompting a suspension of ticket sales until December 8 [5] Group 3: Repair and Maintenance Challenges - The repair process primarily involves reverting to an earlier software version, which is relatively simple, but requires aircraft to be moved to maintenance centers [3][5] - Approximately 1,000 aircraft will need hardware replacements, with operations expected to take several weeks [3] - The current peak travel season and a backlog of aircraft awaiting engine repairs or inspections may exacerbate the situation, leading to widespread flight disruptions [5]