智通财经APP获悉,周四,波音(BA.US)涨2%,报159.76美元。消息面上,高盛分析师Noah Poponak表示,中国航空公司被指示暂停进一步的波音飞机交付,原因是中美之间的贸易紧张局势仍在继续。预计这对波音的影响将非常有限,因为自特朗普政府以来,中国基本上已停止接收交付和下订单。波音此前表示,凭借其他地区的可观增长和替换需求,能够在没有中国订单的情况下维持多年交付计划。
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