4月10日周四，航空航天巨头波音（Boeing）股价在盘中出现大幅下跌，跌幅高达5.01%，引发市场关注。
据TD Cowen最新报告显示，特朗普政府可能实施的关税政策或将对美国航空航天和国防行业产生负面影响。分析师指出，这些关税可能会增加成本并扰乱供应链，从而损害整个行业。尽管大多数需求影响仍"未知"，但市场对此反应强烈。值得注意的是，波音在盘前交易中就已下跌2.4%，显示投资者对这一消息的担忧。
然而，市场观点并不一致。花旗集团在另一份报告中持不同看法，认为由于订单强劲，加上航空公司倾向于通过退役而非取消飞机订单来管理运力，美国航空航天业可能不会受到显著影响。尽管如此，投资者似乎更倾向于采取谨慎态度，导致波音股价出现明显下跌。随着波音计划于4月23日公布季度财报，市场将密切关注公司对潜在关税影响的评估及未来展望。
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