高乐氏(CLX.N)是另一个被杰富瑞看好的股票。该公司将于周四公布2024财年第四季度财报。今年以 来，其股价下跌了19%。分析师Kaumil Gajrawala写道："股价年内已下跌20%，当前市盈率为19倍，远 低于过去10年24倍的平均水平。我们预计第四财季将全线超预期，原因在于零售商为Clorox在7月实施 ERP系统转型提前补货，出货量将高于实际消费量。"他给予该股145美元的目标价，较周三收盘价有约 10%的上涨空间。 此外，杰富瑞还看好财报前的LPL Financial和Fair Isaac两家公司。 第二季度财报正在密集发布，本周将是最繁忙的一周——预计标普500指数中约有30%（即151家公司） 将公布最新财报，道琼斯工业平均指数的30只成分股中也有9家将发布业绩。备受关注的"七巨头"中也 有四家将在本周亮相，此外制药和能源公司也将成为本周焦点。 在这一背景下，杰富瑞发布报告指出，一些被市场忽视的股票有望跑赢大盘。"我们就即将发布的财 报、数据披露和其他可能推动股价波动的重要事件给出观点，"杰富瑞在报告中写道。"通过渠道调查、 替代数据、专家访谈及行业交流，我们的分析表明，未来的财报和事件可 ...

消息人士：印度航空集团约一半的波音(BA.N)787飞机已经过检查，几乎所有737飞机都已经过检查。 ...

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]

Core Viewpoint - The U.S. Department of Commerce is considering imposing additional tariffs on imported aircraft and parts, following similar measures on automobiles and ships, which could significantly impact the aviation supply chain and related industries [1][2][14]. Group 1: Import and Export Data - In 2024, the U.S. is projected to import aircraft worth $62.1 billion and export aircraft worth $123.6 billion, indicating a substantial trade balance in favor of exports [4]. - Boeing primarily exports aircraft globally but relies on imported parts and materials, highlighting the interconnectedness of the supply chain [4][10]. Group 2: Impact on Aircraft Manufacturers - The potential tariffs could affect two main categories: aircraft imported from Europe and parts supplied globally to Boeing [5]. - Airbus, despite being a competitor, has a significant market presence in the U.S., with models like the A320 and A321 series being popular due to their operational efficiency [6][7]. Group 3: Supply Chain Implications - A single aircraft consists of approximately 3 million parts, and imposing a "plane tax" could disrupt Boeing's global supply chain, particularly affecting Japanese suppliers [8]. - Japanese manufacturers play a crucial role in Boeing's production, with significant contributions to models like the 787, where Japanese firms account for 35% of the production [9]. Group 4: Broader Economic Impact - The automotive industry in Japan, already affected by U.S. tariffs on cars, could face further challenges if tariffs extend to aircraft, potentially harming both Japanese and U.S. industries [15]. - The U.S. has also announced additional fees for ships, indicating a broader trend of increasing tariffs across various sectors, which could further strain international trade relationships [16].

今天是幸福航空突然停航的第二天。 4月27日下班后，幸福航空的员工被通知28日开始停航，暂时取消三天的航班（到4月30日）。 目前，幸福航空还没有对停航作出正面回应，记者查询航班管家的航班动态信息显示，幸福航空5月 1日的航班也全部取消。 2025.04. 29 本文字数：1695，阅读时长大约3分钟 作者 | 第一财经 陈姗姗 目前，幸福航空的大股东是西安国资企业，据记者了解，政府层面这几天也在与公司开会。在成立后 的17年中，幸福航空曾多次更换股东，而此次是幸福航空第一次取消所有航班，并且在公司的官方 平台和各OTA平台上，幸福航空五一之后的航班也查不到售票信息。 幸福航空怎么了 在2008年成立时，幸福航空的股东是中航工业和东航，初期以中航工业自主研发的涡桨支线飞机新 舟60为主力机型。 可以说，幸福航空在成立之初就充当了新舟60飞机试验者的角色，为国产飞机的不断改进提供了实 际的运营经验教训。而由于新舟60的先天缺陷，公司的经营状况一直不理想。 记者从最早订购新舟60飞机的航司管理层和执飞这一机型的多位飞行员了解到，由于机型不成熟， 运营这一机型的航空公司压力都会比较大，飞机"大毛病不多，小故障不少" ...