Core Viewpoint - Boeing has received approval from the Federal Aviation Administration (FAA) to increase the monthly production of its 737 MAX aircraft to 42 units, lifting the previous cap of 38 units that had been in place since January of last year [1]. Group 1 - The FAA conducted extensive reviews of Boeing's production line to ensure safety before allowing the increase in production [1].

Group 1 - AMD shares increased by 37.9% following news that the parent company of ChatGPT may acquire a 10% stake in AMD [1] - Comerica's stock rose by 15.0% after Fifth Third Bank announced a $10.9 billion acquisition of the bank, while Fifth Third Bank's shares fell by 0.3% [1] - Firefly Aerospace's stock surged by 14.7% as it plans to acquire defense contractor SciTec for $855 million to enhance its capabilities in the military sector [1] - Boeing's shares increased by 0.8%, with the company potentially raising the monthly production rate of its 737 MAX aircraft to 42 units as early as October [1]

Group 1 - Market focus is on Trump's new tariffs, key US economic data, and commodity volatility, with investors observing the Federal Reserve's actions and risk sentiment [1] - Electronic Arts saw a significant increase of approximately 15% due to acquisition rumors, sparking speculation and merger interest in the gaming sector [10] - Boeing's stock rose by around 4% following reports that the FAA may ease some production restrictions on the 737 MAX and 787 aircraft, improving delivery prospects [10] - NIO's stock declined by about 6% due to ongoing losses and pricing pressures in the Chinese electric vehicle market, overshadowing optimistic policy support [10] Group 2 - The market is digesting the tariffs announced by Trump, with investors seeking clarity on whether the new taxes will be broadly applicable or subject to trade agreement exemptions [10] - Upcoming macro data, including key US inflation (PCE), consumer confidence, and manufacturing data, will test market confidence in the Federal Reserve's next steps [10] - Risk appetite appears cautious ahead of the US inflation data release, with the VIX remaining firm above recent lows as traders process policy and tariff uncertainties [10]

此前，FAA的限制措施曾影响波音公司向客户交付飞机的灵活性——该公司需根据政府雇员的工作日程 安排获取安全批准，而此次部分权力的回归，将使FAA检查员能更紧密地监控飞机生产过程，而非仅在 流程末端处理文书工作。 智通财经APP获悉，据报道，飞机制造商波音公司(BA.US)即将重新获得美国联邦航空管理局(FAA)的 授权，可对其737 MAX飞机执行最终安全检查，此举反映出美国政府官员对该公司改进制造工艺的努 力日益认可。 美国联邦航空管理局常将例行检查委托给航空航天企业，以便其人员能专注于更关键的任务，但在2019 年两起致命的737 MAX坠机事故发生后，该机构加强了对波音公司的监管力度。 上述报道称，FAA还计划允许波音公司将737 MAX的月产量从当前的38架提升至42架。2024年1月阿拉 斯加航空公司一架客机在飞行中发生机身面板爆裂事故后，监管机构曾以波音公司存在"重产量轻质 量"问题为由实施生产限制。 截至发稿，波音公司在周五盘初一度上涨4.7%，创7月以来最大涨幅。 ...

美股三大股指期货走高，道指期货涨0.15%，标普500指数期货涨0.09%，纳指期货涨0.03%； 欧洲主要股指齐涨，英国富时100指数涨0.5%，法国CAC40指数涨0.7%，德国DAX指数涨0.6%； 热门中概股盘前普跌，哔哩哔哩跌近4%，阿里巴巴、京东跌近2%； 【公司新闻】 特朗普宣布对进口重型卡车加征25%关税； 特朗普宣布将对进口建材、家具及药品实施高额关税； 俄罗斯与伊朗签署价值250亿美元协议 将在伊建设4座核电机组； 比利时首相：坚决拒绝动用被冻结俄资产援助乌克兰； 匈牙利总理：没有俄罗斯能源 匈牙利经济将损失4%； 【市场动态】 【时政新闻】 星巴克推10亿美元重组计划：关店并裁员900人，1.5亿美元用于员工离职补偿； 波音美股盘前涨超3%，报道称波音公司已寻求每月生产42架737 MAX飞机； 小鹏汽车美股盘前涨近5%，此前商务部公布对纯电动乘用车实施出口许可证管理。 (本文来自第一财经) ...

Core Insights - Boeing delivered a total of 206 737 MAX aircraft in the first half of 2025, and increased the production capacity of the 787 from 5 to 7 aircraft per month, indicating a recovery in revenue and confidence in cash flow restoration [1] - The company reported a record high in orders and backlog, with 455 net orders added in the second quarter, including multiple models of 787 and 777-9 from Qatar Airways and British Airways [1] - Cumulative net orders for the first half reached 625 aircraft, with a total backlog valued at $619 billion, of which commercial aircraft backlog exceeds 5,900 units, valued at $522 billion [1]

Core Viewpoint - Boeing has not yet requested the FAA to increase the current production cap of 38 units per month for the 737 MAX aircraft [1] Group 1 - Boeing is currently limited to producing 38 units of the 737 MAX per month [1]

Core Insights - Boeing has not yet requested the FAA to increase the current production cap of 38 units per month for the 737 MAX aircraft [1] Company Summary - Boeing is currently limited to producing 38 units of the 737 MAX per month, which indicates a stable production level without plans for immediate expansion [1]

Core Insights - Boeing received a total of 116 aircraft orders in June [1] - Boeing delivered 60 aircraft in June, including 42 units of the 737 MAX [1]

美国联邦航空局代理局长：目前没有考虑重新审视波音(BA.N)每月生产38架737 MAX飞机的产能限 制。 ...