此外，有报道称，如果发动机谈判失败，土耳其航空可能将其最近订购的波音737 MAX飞机订单转为 订购空客飞机。 周四，波音(BA.US)跌逾3%，报217.29美元。消息面上，10月8日，欧洲空中客车公司(空客)在法国图卢 兹宣布，随着向沙特阿拉伯纳斯航空公司交付最新一架A320系列客机，该机型累计交付量正式超越美 国波音公司737系列，成为全球航空史上交付数量最多的飞机。 ...

支付5万美元非正常死亡和解金 波音与巴尼特达成和解协议 根据波音周五（9月26日）提交给查尔斯顿联邦法院、请求法官批准的文件，双方达成了"全面的、最终的（不再有后续诉 讼）且保密的"和解协议。 并且此和解将撤销巴尼特本人及其遗产代表提起的所有索赔，包括他在去世时仍在进行的案件。 换句话说，就是波音和巴尼特家属"一揽子"私下和解，彻底了结现有和潜在的所有法律纠纷，之后双方都不能再就这些事 情追责或提告。 需要指出的是，和解的具体条款（包括波音可能支付的额外金额）未予披露。在5万美元的非正常死亡和解金中，2万美元 将用于支付律师费和相关费用，剩余款项支付给原告。 据科创板日报报道，波音公司最新同意支付至少5万美元（约合35.7万元人民币），以了结知名"吹哨人"约翰·巴尼特（John Barnett）家属提起的非正常死亡诉讼。 去年3月9日，曾在波音工作32年并多次曝光公司质量控制问题的巴尼特被发现死在其入住酒店停车场的车里，终年62岁。 当时巴尼特正准备就波音的诉讼接受质询，结果却未出庭。根据代理律师公布的文件，巴尼特生前表示，他因为对波音质 量控制环节表示担忧而受到"骚扰、诋毁和羞辱"。 南卡罗来纳州查尔斯顿县 ...

据《科创板日报》报道，波音公司最新同意支付至少5万美元（约合35.7万元人民币），以了结知名"吹哨人"约翰·巴尼特（John Barnett）家属提起的非正 常死亡诉讼。 △约翰·巴尼特 图片来源：央视新闻 波音支付5万美元 达成"全面最终且保密"的和解协议 根据波音周五（9月26日）提交给查尔斯顿联邦法院、请求法官批准的文件，双方达成了"全面的、最终的（不再有后续诉讼）且保密的"和解协议。 并且此和解将撤销巴尼特本人及其遗产代表提起的所有索赔，包括他在去世时仍在进行的案件。 换句话说，就是波音和巴尼特家属"一揽子"私下和解，彻底了结现有和潜在的所有法律纠纷，之后双方都不能再就这些事情追责或提告。 需要指出的是，和解的具体条款（包括波音可能支付的额外金额）未予披露。在5万美元的非正常死亡和解金中，2万美元将用于支付律师费和相关费用， 剩余款项支付给原告。 根据文件，波音"否认并持续否认公司任何行为"导致了巴尼特的伤害或死亡。 波音还通过邮件告诉媒体："我们对巴尼特先生的去世感到难过，并在达成这一解决方案之际向其家属致以慰问。波音在数年前已采取行动审查并处理巴 尼特提出的问题。" 截至9月26日收盘，波音股价大 ...

以下文章来源于人神共奋 ，作者思想钢印 人神共奋 . 财经专栏作家，虎嗅&雪球2020年度十佳作者 本文来自微信公众号： 人神共奋 （ID：tongyipaocha） ，作者：思想钢印，题图来自：AI生成 真实的谎言 衡量行业研究员的经验，有一个最重要的标准，上市公司高管对公司的介绍，他们能不能看出，哪些 可信，哪些半信半疑，哪些一听就是"真实的谎言"？ 很多时候， 并不是上市公司故意撒谎，而是高层确实不知道业务"实际上"是怎么运作的 ——就像西 贝的贾老板是真的相信下面的餐厅是按"操作指南"上那几道菜的标准做法，所以没有预制菜一样。 虽然西贝与老罗的口水战，祸根在于预制菜没有明确的国家标准，两边说的"预制菜"不是一个概念， 但从贾老板的回应看，他应该也不知道，后厨到底"预制"到什么程度，员工知道，餐厅经理知道，部 分中层也知道，但就是老板以为不存在。 行刑之后，史塔克公爵先问了儿子一个问题："你知道为什么我要亲自行刑吗？" 答案：这是史塔克家族遵循先民的传统——判决死刑的人必须亲自动手。 他对儿子说："布兰，有朝一日你会成为罗柏的家臣，为你哥哥和国王治理属于你自己的领地，届时 你也必须执掌律法。当那天来临的 ...

Group 1 - The article emphasizes the importance of understanding the actual operations of a company, as executives may not be aware of the discrepancies between reported narratives and ground realities [1][2][3] - It highlights the disconnect between high-level strategic decisions and the operational realities faced by employees, often leading to a lack of accountability among executives [14][20] - The case of Xibei and its issues with pre-prepared dishes illustrates how executives may be unaware of the operational challenges and management practices within their own companies [17][16] Group 2 - The article discusses the dangers of investors relying solely on information provided by company executives, which can lead to a distorted understanding of a company's true performance [2][3] - It points out that many CEOs may not want to know the details of their company's operations, focusing instead on results, which can lead to significant issues, as seen in the Wells Fargo scandal [21][22][23] - The article suggests that CEOs should engage more directly with the operational aspects of their businesses to avoid creating a false sense of security regarding their company's performance [29][30] Group 3 - The article critiques the tendency of CEOs to become detached from the realities of their companies, often leading to a lack of awareness about operational inefficiencies and ethical concerns [9][19][28] - It argues that a CEO's understanding of their company's operations is crucial for maintaining accountability and ensuring ethical practices within the organization [29][30] - The discussion includes the need for CEOs to periodically engage in hands-on activities to remain grounded in the realities of their business operations [29]

Group 1: US Stock Market Performance - The US stock market reached new historical highs, with the Nasdaq and S&P 500 both setting records, and the Dow Jones soaring by 483 points, with all three major indices rising over 1% [3] - The primary driver was the US July CPI, which came in at 2.8% year-on-year, lower than expected, and a core CPI of 3.1%, indicating manageable inflation [3] - Market expectations for a Federal Reserve rate cut in September surged to 94.4%, with traders optimistic about a favorable economic environment [3] Group 2: Chinese Concept Stocks Divergence - Chinese concept stocks saw a mixed performance, with the Nasdaq Golden Dragon Index rising by 1.49% due to a 90-day tariff extension [4] - Winners included Tencent Music, which surged by 11.85% driven by policy benefits and a resurgence in performance, while Alibaba and JD.com also saw gains of 3% [5] - Losers included NIO, which plummeted by 8.86%, and XPeng, down 6%, due to intensified competition in the electric vehicle sector and rising costs [6] Group 3: Boeing's Challenges and Competition - Boeing faced significant challenges, with July deliveries plummeting by 27% year-on-year to only 43 aircraft, impacted by supply chain issues and quality control crises [7] - The company is losing market share to Airbus, which is set to deliver 766 aircraft to China in 2024, and the domestic C919 aircraft is also gaining traction [8] Group 4: Tech Giants' Competition - Elon Musk criticized Apple's exclusion of X and Grok from its "essential apps" list, accusing the company of monopolistic practices [9] - This conflict highlights a broader struggle for control over AI and platform transparency, especially in light of the EU's Digital Markets Act [9] Group 5: Oil Market Dynamics - OPEC raised its 2026 demand forecast while increasing production by 548,000 barrels per day in August, primarily to pressure US shale oil producers [10] - Despite a brief drop, oil prices rebounded, establishing a new support level at $65 per barrel due to geopolitical tensions and supply chain issues [10] Group 6: Investment Strategies - Companies are advised to increase allocations to rate-sensitive stocks, particularly in technology and regional banks, while also considering opportunities in aviation maintenance due to Boeing's crisis [11] - Focus on consumer recovery and domestic alternatives in the Chinese market, while avoiding pitfalls in the electric vehicle sector and data security controversies [12] - Energy stocks should be positioned with a focus on the $65 per barrel oil price floor [12]

Group 1 - The core focus of the article is on significant economic events occurring from July 28 to August 3, particularly the US-China trade negotiations and the impending tariff deadline on August 1, which are expected to impact global trade dynamics [1][4][10] - The Federal Reserve's interest rate decision is highly anticipated, with expectations that there will be no rate cuts in July, despite ongoing discussions about economic conditions [13][14][16] - Major US companies, including Microsoft, Meta, Apple, Amazon, Qualcomm, Boeing, and Starbucks, are set to release their earnings reports, which could lead to market volatility [3][25] Group 2 - The article highlights the ongoing trade talks between the US and China, with a focus on the tariffs that are set to take effect on August 1, including a 50% tariff on copper imports [4][6][10] - The article discusses the economic outlook for China, with expectations that the upcoming political bureau meeting will affirm a stable economic environment while acknowledging external pressures [11][12][21] - The article notes that the Japanese central bank is likely to maintain its target interest rate at 0.5%, influenced by ongoing US-Japan trade negotiations and domestic inflation concerns [22][23] Group 3 - Microsoft is expected to report strong earnings driven by its investments in artificial intelligence and operational efficiency, with a target price set at $530 [26] - Meta's second-quarter revenue is projected to reach $44.71 billion, reflecting a 14% year-over-year growth, with a consistent track record of exceeding market expectations [28] - Apple's revenue for the quarter is anticipated to be $90.7 billion, a 5.8% increase from the previous year, primarily due to strong iPhone sales [29] - Amazon's revenue is expected to hit $162 billion, supported by growth in its AWS and retail sectors, despite concerns over tariffs [30][31] - Qualcomm is in the process of acquiring Alphawave for approximately $2.4 billion, pending regulatory approval [32] - Boeing forecasts a significant increase in earnings per share and revenue, driven by strong demand for commercial aircraft [33] - Starbucks is launching free study areas in select stores in China to boost customer traffic amid increasing competition [34] - WuXi AppTec's stock has reached a new high, reflecting strong institutional support and positive market sentiment [35]

Core Insights - United Airlines executives indicated that the delivery of Boeing (BA.N) 737 MAX occurred slightly earlier than scheduled [1] Group 1 - The early delivery of the Boeing 737 MAX may positively impact United Airlines' operational capacity and fleet expansion plans [1]

Core Viewpoint - Boeing has faced a significant decline in its reputation and financial performance due to a series of accidents and a shift away from its engineering culture towards a focus on cost-cutting and shareholder returns [2][3][6]. Financial Performance - Boeing has incurred a cumulative loss of $35.991 billion from 2019 to 2024, marking the largest six-year loss in its 108-year history [2]. - The company has engaged in substantial stock buybacks, spending $43.4 billion from 2013 to 2019, while its cumulative profits during that period were only $38.8 billion [8]. Engineering Culture Shift - The company abandoned its strong engineering culture after acquiring McDonnell Douglas in 1997, prioritizing financial stability and stock price over quality and innovation [3][6]. - Boeing's obsession with cost control led to significant reductions in development budgets, exemplified by the 737 MAX project, which saw costs slashed from an initial $25 billion to only $2.5 billion [4][5]. Market Position and Competition - Boeing's market share has been eroded by Airbus, which has outperformed Boeing in aircraft deliveries since 2019, delivering 766 aircraft in 2024 compared to Boeing's 348 [16][18]. - The global commercial aircraft market is increasingly competitive, with emerging players like COMAC's C919 and Russia's MC-21 posing additional threats to Boeing's dominance [19][20]. Manufacturing and Supply Chain - Boeing has shifted a significant portion of its manufacturing overseas, with foreign suppliers handling 70% of the work on the 787 project, compared to only 2% for the 727 project [13]. - The company is attempting to regain control over its supply chain by acquiring key suppliers, such as the recent acquisition of a critical parts supplier [21]. Future Outlook - Boeing's future growth prospects are dimmed by a projected decline in global air travel demand growth, with passenger volume growth expectations lowered from 4.7% to 4.2% [20]. - The company is exploring options to re-enter the Russian market and is investing in new technologies, including electric and smart aviation solutions [21].

Core Viewpoint - The Paris Air Show has highlighted a stark contrast between Airbus's strong performance and Boeing's subdued presence, primarily due to the recent tragic accident involving a Boeing aircraft in India, which has negatively impacted Boeing's reputation and operations [1][2][3]. Airbus Performance - Airbus secured nearly $10 billion in orders on the first day of the air show, including a significant order from VietJet for 100 A321neo aircraft valued at approximately $13 billion [1]. - Other notable orders included 30 A321 narrow-body aircraft from AviLease, 25 A350-1000 wide-body aircraft from Riyadh Air, and 40 A220 narrow-body aircraft from LOT Polish Airlines, with total confirmed orders nearing $10 billion [1]. Boeing's Challenges - Boeing's participation at the air show was marked by a lack of engagement, with CEO David Calhoun canceling appearances and the company focusing on customer support rather than announcing new orders [2][3]. - The recent Indian crash involving a Boeing 787 has led to a significant decline in Boeing's stock price and has raised concerns about the safety of its aircraft, particularly the 737 MAX, which has faced scrutiny since previous accidents [2][3]. Industry Outlook - The overall atmosphere at the air show was described as heavier than in previous years, influenced by the Indian accident and geopolitical tensions, which may dampen the event's usual vibrancy [4]. - Despite current challenges, the global aviation industry remains optimistic about future demand, with Boeing projecting a 40% increase in global air travel demand by 2030 and a need for 43,600 new aircraft by 2044, driven largely by emerging markets like China and India [4].