Market Overview - US stock index futures are all up, with Dow futures rising by 0.20%, S&P 500 futures up by 0.32%, and Nasdaq futures increasing by 0.70% [1] - European indices show mixed results, with Germany's DAX up by 0.29%, UK's FTSE 100 up by 0.15%, while France's CAC40 down by 1.20% and the Euro Stoxx 50 down by 0.12% [2][3] Commodity Prices - WTI crude oil increased by 1.22%, reaching $61.62 per barrel, while Brent crude oil rose by 1.24% to $65.33 per barrel [3][4] Economic and Political Developments - OPEC+ agreed to a cautious increase in oil production by 137,000 barrels per day starting in November, alleviating concerns over excessive production [6] - France's political crisis intensified as Prime Minister Sébastien Lecornu resigned shortly after a cabinet reshuffle, leading to increased yields on French government bonds and widening the spread with German bonds to over 89 basis points, the highest since the end of 2024 [7] Company News - OpenAI and AMD announced a multi-billion dollar partnership to develop AI data centers powered by AMD processors, with OpenAI committing to purchase AMD chips equivalent to 6 gigawatts of computing power [8] - Eli Lilly plans to invest over $1 billion in India to enhance production capacity for key medications, including those for obesity and diabetes [9] - Boeing is reportedly guiding suppliers to increase the production of the 737 Max to 42 units per month by October 2025, with further increases planned by the end of 2026 [10]

波音是全球航空业的基石，但其近期遭遇的困境——从疫情相关的业务中断，到持续的供应链限制以及 备受瞩目的安全事件——已对整个航空航天业产生了连锁反应。波音生产延误、监管审查以及飞机交付 的不确定性给供应商带来了压力，使航空公司的机队规划变得复杂，并导致关键融资市场陷入停滞。 波音的评级BBB-，展望为负面。惠誉表示，波音在解决了2024年的机械师罢工、管理层改组以及加强 对制造业务的监督之后，已经实现了切实的生产增长。该公司目前以每月35架左右的速度生产737 Max 飞机，预计到2025年第三季度产量将达到每月38架。 惠誉指出，每月交付10至15架既有库存飞机的举措，直接助推了现金流增长和营运资本效率提升。加上 波音近期的240亿美元股权融资以及即将以105.5亿美元出售旗下Jeppesen部门，这些举措增强了波音的 财务灵活性，使其能够管理大量积压飞机订单并投资于未来项目。 供应链、融资前景向好 智通财经APP获悉，惠誉评级的最新报告显示，波音(BA.US)生产改善正在恢复整个航空航天领域的稳 定，并可能为飞机融资活动最早在2025年底反弹铺平道路。 惠誉表示，波音的运营进展，尤其是737 Max产量的稳 ...