Boeing(US:BA) 智通财经网·2025-12-23 14:31Group 1 - The core capital goods orders in the U.S. increased by 0.5% month-on-month in October, with September's growth revised up to 1.1%, indicating resilience in business equipment investment at the start of Q4 [1] - Core capital goods shipments also rose by 0.7% month-on-month in October, following a significant increase of 1.2% in September, reflecting steady procurement and delivery pace in business equipment [1] - The report's release was delayed due to a 43-day government shutdown, and while import tariffs pose challenges to manufacturing, AI-related investments are providing support to certain sectors [1] Group 2 - Broader durable goods orders in the U.S. fell by 2.2% month-on-month in October, contrasting with a 0.7% increase in September, primarily due to a significant decline of 32.4% in non-defense aircraft and parts orders [2] - Boeing reported only 15 new aircraft orders in October, a sharp decrease from 96 orders in September, highlighting the struggles in the aerospace sector [2]