今天，国产大飞机C919再添一条定期商业航线！上午9:28，由机号为B-657T的国产大飞机C919执行的 MU5331航班，从上海虹桥国际机场起飞，历经近2小时飞行，于11:31顺利抵达深圳宝安机场。这标志 着国产大飞机C919正式投入上海虹桥—深圳直达往返航线运营。当日，往返首航航班均接近满座。(央 视新闻) ...

金十数据5月18日讯，今天，国产大飞机C919再添一条定期商业航线！上午9:28，由机号为B-657T的国 产大飞机C919执行的MU5331航班，从上海虹桥国际机场起飞，历经近2小时飞行，于11:31顺利抵达深 圳宝安机场。这标志着国产大飞机C919正式投入上海虹桥—深圳直达往返航线运营。当日，往返首航 航班均接近满座。据悉，由C919机型执行的上海虹桥—深圳航班，自5月19日起将执飞 MU5351/MU5360往返航班，每日往返一班。去程航班号MU5351，17:40从上海虹桥起飞，20:05抵达深 圳；回程航班号MU5360，21:30从深圳起飞，23:55抵达上海虹桥。 （央视新闻） C919航线上新！今起开通上海虹桥—深圳直达往返航班 ...

Core Viewpoint - The article discusses President Trump's recent Middle East visit, highlighting the signing of over $1 trillion in commercial agreements with Saudi Arabia, Qatar, and the UAE, aimed at strengthening economic cooperation and attracting investments to the U.S. [1][4] Group 1: Investment Commitments - Saudi Arabia committed to investing $600 billion in the U.S. over the next four years, although Trump sought to increase this to $1 trillion [4] - Qatar signed agreements worth over $243.5 billion, including a $96 billion deal for Boeing aircraft [4] - The UAE reached agreements exceeding $200 billion, covering aircraft purchases and energy projects [4] Group 2: Strategic Goals - Trump's visit aimed to enhance U.S.-Gulf relations and alleviate domestic political pressures by showcasing significant investment commitments [1][5] - The agreements are seen as a response to Trump's personality and political needs, reflecting Gulf leaders' understanding of his character [1][5] Group 3: Skepticism on Implementation - Analysts express doubts about the actual realization of the announced investment figures, suggesting they may be inflated or based on prior commitments [7][8] - Historical context indicates that previous agreements, such as the $350 billion deal from Trump's 2017 visit, have not been fully realized [7][8] - Economic data shows that U.S. exports to Saudi Arabia from 2017 to 2020 totaled only $92 billion, raising questions about the feasibility of the $600 billion commitment [8]

Group 1 - The core viewpoint of the articles highlights the potential for high-value agreements signed by the U.S. with Gulf countries to become "unfinished projects" rather than actualized investments [1][5] - During President Trump's visit to the Middle East, over $1 trillion in commercial agreements were signed with Saudi Arabia, Qatar, and the UAE, covering sectors such as defense, aviation, energy, and artificial intelligence [1][3] - The visit aimed to strengthen economic cooperation between the U.S. and Gulf nations, with a focus on attracting increased investments from these countries [1][4] Group 2 - Saudi Arabia committed to a $600 billion investment over four years, although Trump sought to increase this to $1 trillion [3][5] - Qatar signed agreements worth over $243.5 billion, including a $96 billion deal for Boeing aircraft [3] - The UAE reached agreements exceeding $200 billion, involving aircraft purchases and oil and gas project expansions [3] Group 3 - There are concerns regarding the actual implementation of these agreements, with skepticism about the inflated figures presented by Trump [5][6] - Historical context shows that previous agreements, such as a $350 billion deal from Trump's 2017 visit to Saudi Arabia, have not been fulfilled [5][6] - The actual foreign direct investment (FDI) from Saudi Arabia in the U.S. is significantly lower than the promised amounts, indicating that many figures may be more aspirational than realistic [6]

市场消息：沙特主权财富基金旗下AVILEASE公司订单包含20架波音737-8飞机的确认订单。 ...

Group 1 - The core point of the article is that the Saudi wealth fund plans to order 30 Boeing 737 aircraft during President Trump's visit to the United States [1] Group 2 - The order signifies a strong commitment from the Saudi wealth fund towards Boeing, potentially enhancing the company's sales and market position [1] - This move may also reflect broader economic and diplomatic ties between Saudi Arabia and the United States [1]

前景不明，按兵不动 - 5 月 FOMC 会议点评 20250508 摘要 • 美联储进入观望模式，多次使用"等待观察"措辞，表明其行动可能滞后 于市场变化。市场普遍预期短期内不会降息，但对经济下行风险保持警惕。 • 特朗普关税政策的不确定性导致消费者信心受挫，软数据反映出对经济增 长放缓和通胀上行的担忧。然而，一季度 GDP、非农就业和服务业 PMI 等 硬数据显示美国经济仍具韧性，服务业受关税影响相对较小。 • 美国一季度 GDP 负增长主要受进口高增拖累，尤其是黄金、铜和电子产品 的大量进口。尽管数据表现不佳，但实际情况优于前期预测模型，科技股 财报季的良好表现也缓解了市场对降息的预期。 • 面对政治不确定性，美联储可能采取观望、鹰派预期管理和被动应对策略。 鲍威尔旨在避免因政治压力过早宽松导致通胀失控，同时也避免反应迟缓 导致经济衰退。在就业数据等硬数据明显走弱前，预计不会提前宽松。 • 特朗普加征关税的主要诉求包括增加财政收入、促使美联储降息以降低国 债滚动成本和债务压力，以及通过关税换取筹码，如增加美债持有量、军 费开支或本币升值。若股债汇三杀，尤其是美债收益率上行，特朗普可能 软化关税立场。 Q ...

就在大家以为C919终于要扬帆出海的时候，变故猝不及防。适航证，本该是今年批下来的，欧盟却突然改口，说还得"再评估"，时间表模糊拉长，延迟3年 至6年。没有证，就飞不出去。明摆着的事，非技术问题，根子在政治上。 这边，中国刚刚宣布退货一批波音飞机，总价值近百亿人民币，理由是交付延期。但懂行的都知道，这是在向市场传递清晰信号：自主的，才是稳的。波音 问题层出不穷，质量门、减配门、安全隐患不断，但欧盟眼瞅着不吭声，一纸批文，却能卡住中国大飞机的出海口。 欧洲航空安全局的这份拖延声明，说是"需要更多数据和飞行时间"，但C919在国内早就批量运行，超过百架的订单正在稳步推进。对比当年ARJ21同样的历 程，美国FAA和欧盟都曾设置重重障碍，审查一拖再拖，几年过去才勉强松口。现在又来了。 更耐人寻味的是这个时间点。中国退波音，欧盟却迟迟不批C919，一退一堵，不像是巧合。美欧，这回又默契了一次。穿一条裤子不是比喻，是现实。 现场有点尴尬。中国商飞的团队原本已在准备欧洲适航演示飞行，相关通用标准也对接得差不多，部分技术人员甚至已经前往欧洲机场勘察场地。如今一纸 通知下来，工作全部暂停。航展上的意向协议，也因为适航证卡壳被 ...

冲击波还在延续 受"对等关税"影响，目前中国对来自美国的波音飞机、航材等零部件征收的关税从原本的5%大幅提升 至近40%。国内航空公司引进波音飞机的成本瞬间大幅增长。 据新华社报道，4月29日，商务部针对波音公司飞回3架拟交付中国航空公司的飞机一事作出回应，明确 指出美方挥舞关税大棒的行为严重冲击全球产业链供应链稳定，扰乱国际航空运输市场，中国相关航空 公司以及美国波音公司均深受其害。 商务部新闻发言人表示，中方愿继续支持两国企业开展正常的商业合作，希望美方能倾听企业的呼声， 为企业正常贸易投资活动创造稳定可预期的环境。 同日，外交部发言人郭嘉昆主持例行记者会时也再次强调，如果美方希望通过对话来解决问题的话，那 么就要停止威胁和施压，在平等、尊重、互惠的基础上同中方开展对话。 美国发起的这场关税战，也对中国航空行业产生了深远影响。 21世纪经济报道查询三大航2024年财报发现，仅三大航未来三年拟引进接收的波音飞机数量分别是南航 92架、东航53架、国航45架，合计190架。同时也会退出部分老旧波音机型。但眼下"对等关税"严重打 乱了航空公司既有的运力规划，许多航线拓展计划被迫延迟，也影响了航空公司的战略布局。 ...