格隆汇7月30日｜空中客车：第二季度营收160.7亿欧元，市场预估156.9亿欧元；调整后EBIT15.8亿欧 元，市场预估14.4亿欧元；仍然预测全年调整后EBIT大约70亿欧元。 ...

Group 1 - The core issue facing Airbus is the supply chain challenges, particularly with the company Safran, which is impacting the production increase of the A350 and A220 aircraft [1]

Group 1 - US stock market futures are rising as investors prepare for the Federal Reserve's interest rate decision, economic data updates, and earnings reports from tech giants Microsoft and Meta [1][2] - The Dow Jones Industrial Average futures remain stable, while the S&P 500 futures slightly increased by 0.1% and the Nasdaq 100 futures rose by 0.2% [1] - Starbucks reported a smaller-than-expected decline in US sales, leading to a pre-market stock price increase [2] Group 2 - Boeing, Spotify, Merck, and UnitedHealth Group released their earnings reports, with only Boeing's stock price rising post-announcement [2] - The Federal Reserve is expected to maintain interest rates during its two-day policy meeting, with market attention on the "dot plot" and comments from Chairman Jerome Powell for potential signals of rate cuts later this year [2] - Microsoft and Meta are under scrutiny regarding the effectiveness of their significant investments in artificial intelligence, with their earnings reports due after market close on Wednesday [2] Group 3 - Upcoming earnings reports from Apple and Amazon are anticipated on Thursday, alongside the release of the Personal Consumption Expenditures (PCE) index, which is a favored inflation indicator by the Federal Reserve [2] - The market is also influenced by a deadline set by Trump for trade partners to reach agreements with the US, which is looming this week [2]

Core Points - Boeing reported a net loss of $612 million in Q2 this year, a reduction from a loss of $1.439 billion in the same period last year [2] - The company's revenue for Q2 was $22.75 billion, representing a 35% year-over-year increase, primarily driven by an increase in commercial aircraft deliveries [2] - Boeing delivered 150 commercial aircraft in the quarter, a 63% increase compared to the previous year [2] - The production rate for the 737 model has increased to 38 units per month, with expectations to rise to 42 units per month later this year; the 787 model production is currently at 7 units per month [2] - Boeing's CEO, David Calhoun, stated that the company is undergoing transformations to enhance product safety and quality, with performance showing signs of improvement [2]

国内市场综述 量价齐升 震荡上扬 周二（7 月 29 日）大盘量价齐升，震荡上扬。截至收 盘， 上证综指收于 3609.71 点，上涨 0.33%；深成指 收于 11289.41 点，上涨 0.64%；科创 50 上涨 1.45%； 创业板指上涨 1.86%，万得全 A 成交额共 18293 亿元， 较前一日有所上升。 行业方面，30 个中信一级行业有 15 个行业上涨，其 中通信、钢铁及医药涨幅居前，而农林牧渔、银行及 家电则跌幅较大。概念方面，CRO、光模块 CPO 及西藏 振兴等指数表现活跃。 海外市场综述 美国三大股指全线收跌，道指跌 0.46% 周二美国三大股指全线收跌，道指跌 0.46%，标普 500 指数跌 0.3%，纳指跌 0.38%。联合健康跌超 7%，波音 跌超 4%，领跌道指。万得美国科技七巨头指数跌 0.59%， 脸书跌超 2%，特斯拉、苹果跌超 1%。中概股多数下跌， 小马智行跌逾 8%，理想汽车跌逾 6%。 新闻精要 风险提示 1.稳增长力度不及预期； 2.地缘冲突升级。 分析师：彭竑/钟哲元 登记编码：S1490520090001/ S1490523030001 邮箱：pengh ...

波音高管重申预期其商业部门今年将继续亏损。 ...

诺和诺德跌超21%，公司下调2025年展望；波音涨逾1%，公司第二季度营收同比增长35%；联合健康集 团跌逾5%，下调医疗保险目标范围。 （持续更新中……） 21:30 美股开盘丨三大指数高开 诺和诺德跌超21% | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 英国富时100 | 9147.10 | 65.66 | 0.72% | | 法国CAC40 | 7905.45 | 104.57 | 1.34% | | 德国DAX | 24274.27 | 303.91 | 1.27% | | 意大利富时Ml 41342.34 | | 610.00 | 1.50% | | 欧元区STOXX 5401.09d | | 63.51 | 1.19% | 道指涨0.08%，纳指涨0.52%，标普500指数涨0.26%。诺和诺德跌超21%，公司下调2025年展望；波音 涨逾1%，公司第二季度营收同比增长35%；联合健康集团跌逾5%，下调医疗保险目标范围。 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 道琼斯工业指数 | ...

从中证高端制造50指数持仓的市场板块来看，深圳证券交易所占比52.19%、上海证券交易所占比 47.81%。 从中证高端制造50指数持仓样本的行业来看，工业占比37.06%、信息技术占比30.98%、医药卫生占比 13.98%、可选消费占比12.66%、通信服务占比5.32%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数样 本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 金融界7月29日消息，上证指数低开高走，中证高端制造50指数 (高端造50，932025)报1492.82点。 数据统计显示，中证高端制造50指数近一个月上涨10.15%，近三个月上涨13.05%，年至今上涨6.21%。 据了解，中证高端制造50指数，选取信息技术、通信设备、电力设备、航空航天与国防、机械制造、医 药卫生、环保、汽车及零配件、油气开采等行业的50只有代表性的上市公司证券 ...

波音2025年Q2营收227.5亿美元，去年同期168.66亿美元，市场预期218.44亿美元。 本文源自：金融界AI电报 ...

印度尼西亚国防部宣布，印尼已与土耳其签订合同，向土方购买48架"可汗"战机。两国于26日在土耳其 伊斯坦布尔举行的国际国防工业博览会上签订了相关"执行合同"。声明未披露交易金额和交付时间等合 同细节。(人民财讯) ...