<p><img src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2023/04/artturi-jalli-wuyfbcqrtiw-unsplash-scaled.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2023/04/artturi-jalli-wuyfbcqrtiw-unsplash-scaled.jpg"/></p>
<p>波音公司（NYSE: BA）最近与机械工人达成协议，结束了为期七周的罢工，工人们接受了一项新合同。</p>
<p>然而，这家航空航天巨头可能面临持续的挑战，特别是在唐纳德·特朗普如果再次当选美国总统的情况下。</p>
<p>根据派珀·桑德勒的首席投资策略师迈克尔·坎特罗维茨的说法，特朗普总统任期的影响可能导致波音股票进一步下跌，而波音股票目前已经下跌了大约 40%，正值美国人今天前往投票站之际。</p>
<h2>特朗普总统任期对波音的影响</h2>
<p>特朗普提议任命埃隆·马斯克领导一个政府效率委员会，旨在削减政府开支高达 3 万亿美元。</p>
<p>这一举措可能对依赖政府合同的公司产生负面影响，例如波音，该公司约 37% 的整体收入来自联邦合同。</p>
<p>如果马斯克成功实施开支削减，波音可能面临失去这一收入的重要部分的风险，这可能会对其股价施加下行压力。</p>
<p>预计政府开支的减少恰逢波音面临多重问题的艰难时刻。</p>
<p>最近，该公司宣布进行股票出售，以筹集高达 220 亿美元以增强其资产负债表，并暂停股息支付以保持对收入投资者的吸引力。</p>
<p>尽管面临这些挑战，华尔街目前对波音持有 “增持” 评级，分析师预测其目标价为 179 美元，暗示潜在收益约为 20%。</p>
<h2>波音股票面临的持续挑战</h2>
<p>虽然最近罢工的解决可能缓解了一些压力，该罢工给波音造成了约 55 亿美元的损失，但新协议的条款可能导致未来几年成本显著上升。</p>
<p>该公司承诺在未来四年内为其员工提供 38% 的薪资增长，这将进一步加重其财务负担。</p>
<p>波音总部位于弗吉尼亚州阿灵顿县，还计划将其全球员工减少 10%，这意味着约 17,000 人将被裁员。</p>
<p>在超过 500 亿美元的债务和持续的季度亏损下，这些因素可能会阻止投资者进入波音股票。</p>
<p>此外，其他国防承包商如洛克希德·马丁也可能面临挑战，如果特朗普重返白宫。</p>
<p>坎特罗维茨预测，像 Humana 和 UnitedHealth 这样的医疗保健公司可能会因特朗普政府下减少联邦医疗支出而遭遇挫折。</p>
<p>总之，政府政策、财务健康和劳动协议的交汇为波音呈现了复杂的局面。</p>
<p>投资者需要密切关注政治气候及其对这家航空航天巨头股票表现的潜在影响。</p>
<p>文章《特朗普总统任期是否会给波音股票带来麻烦？》最初发布在 Invezz 上。</p>

波音

<p>波音公司最近结束了与机械工人的为期七周的罢工，但如果唐纳德·特朗普再次当选，波音将面临挑战。特朗普提议的政府支出削减可能会影响波音的收入，因为该公司 37% 的收入依赖于联邦合同。该公司还在进行股票出售以改善其资产负债表，并已暂停分红。尽管分析师对波音的评级普遍为 “增持”，但波音的财务压力，包括承诺 38% 的薪资上涨和大规模裁员，令投资者感到担忧。政治气候将对波音的股票表现至关重要</p>

<p><img src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2023/04/artturi-jalli-wuyfbcqrtiw-unsplash-scaled.jpg" alt="" original-src="https://ik.imagekit.io/invezz/uploads/2023/04/artturi-jalli-wuyfbcqrtiw-unsplash-scaled.jpg"/></p>
<p>Boeing Co. (NYSE: BA) recently resolved with machinists, ending a seven-week strike after workers accepted a new contract.</p>
<div class="lb-trans"><p>波音公司（NYSE: BA）最近与机械工人达成协议，结束了为期七周的罢工，工人们接受了一项新合同。</p>
</div><p>However, the aerospace giant may face continued challenges ahead, particularly if Donald Trump is reelected as President of the United States.</p>
<div class="lb-trans"><p>然而，这家航空航天巨头可能面临持续的挑战，特别是在唐纳德·特朗普如果再次当选美国总统的情况下。</p>
</div><p>According to Michael Kantrowitz, chief investment strategist at Piper Sandler, the implications of a Trump presidency could lead to further declines in Boeing’s stock, which is already down approximately 40% as Americans head to the polls today.</p>
<div class="lb-trans"><p>根据派珀·桑德勒的首席投资策略师迈克尔·坎特罗维茨的说法，特朗普总统任期的影响可能导致波音股票进一步下跌，而波音股票目前已经下跌了大约 40%，正值美国人今天前往投票站之际。</p>
</div><h2>Impact of a Trump presidency on Boeing</h2>
<div class="lb-trans"><h2>特朗普总统任期对波音的影响</h2>
</div><p>Trump has proposed appointing Elon Musk to lead a government efficiency commission aimed at cutting government costs by up to $3 trillion.</p>
<div class="lb-trans"><p>特朗普提议任命埃隆·马斯克领导一个政府效率委员会，旨在削减政府开支高达 3 万亿美元。</p>
</div><p>This move could negatively affect companies reliant on government contracts, such as Boeing, which derives about 37% of its overall revenue from federal contracts.</p>
<div class="lb-trans"><p>这一举措可能对依赖政府合同的公司产生负面影响，例如波音，该公司约 37% 的整体收入来自联邦合同。</p>
</div><p>If Musk successfully implements spending cuts, Boeing risks losing a significant portion of this revenue, which would likely exert downward pressure on its stock price.</p>
<div class="lb-trans"><p>如果马斯克成功实施开支削减，波音可能面临失去这一收入的重要部分的风险，这可能会对其股价施加下行压力。</p>
</div><p>The anticipated reduction in government spending comes at a challenging time for Boeing, which is grappling with multiple issues.</p>
<div class="lb-trans"><p>预计政府开支的减少恰逢波音面临多重问题的艰难时刻。</p>
</div><p>Recently, the company announced a stock sale to raise up to $22 billion to bolster its balance sheet, and it has suspended dividend payments to maintain attractiveness for income investors.</p>
<div class="lb-trans"><p>最近，该公司宣布进行股票出售，以筹集高达 220 亿美元以增强其资产负债表，并暂停股息支付以保持对收入投资者的吸引力。</p>
</div><p>Despite these challenges, Wall Street currently holds a consensus “overweight” rating on Boeing, with analysts predicting an upside target of $179, suggesting a potential gain of about 20%.</p>
<div class="lb-trans"><p>尽管面临这些挑战，华尔街目前对波音持有 “增持” 评级，分析师预测其目标价为 179 美元，暗示潜在收益约为 20%。</p>
</div><h2>Ongoing challenges for Boeing stock</h2>
<div class="lb-trans"><h2>波音股票面临的持续挑战</h2>
</div><p>While the recent resolution of the strike, which cost Boeing an estimated $5.5 billion in lost earnings, may relieve some pressure, the terms of the new agreement could lead to significantly higher costs in the coming years.</p>
<div class="lb-trans"><p>虽然最近罢工的解决可能缓解了一些压力，该罢工给波音造成了约 55 亿美元的损失，但新协议的条款可能导致未来几年成本显著上升。</p>
</div><p>The company has committed to a 38% pay raise for its workers over the next four years, which will further strain its financials.</p>
<div class="lb-trans"><p>该公司承诺在未来四年内为其员工提供 38% 的薪资增长，这将进一步加重其财务负担。</p>
</div><p>Boeing, headquartered in Arlington County, Virginia, is also implementing plans to reduce its global workforce by 10%, translating to approximately 17,000 layoffs.</p>
<div class="lb-trans"><p>波音总部位于弗吉尼亚州阿灵顿县，还计划将其全球员工减少 10%，这意味着约 17,000 人将被裁员。</p>
</div><p>With over $50 billion in debt and consistent quarterly losses, these factors may deter investors from entering Boeing stock.</p>
<div class="lb-trans"><p>在超过 500 亿美元的债务和持续的季度亏损下，这些因素可能会阻止投资者进入波音股票。</p>
</div><p>Furthermore, other defense contractors like Lockheed Martin could also face challenges if Trump returns to the White House.</p>
<div class="lb-trans"><p>此外，其他国防承包商如洛克希德·马丁也可能面临挑战，如果特朗普重返白宫。</p>
</div><p>Kantrowitz predicts that healthcare companies, such as Humana and UnitedHealth, may experience setbacks due to reduced federal health spending under the Trump administration.</p>
<div class="lb-trans"><p>坎特罗维茨预测，像 Humana 和 UnitedHealth 这样的医疗保健公司可能会因特朗普政府下减少联邦医疗支出而遭遇挫折。</p>
</div><p>In summary, the intersection of government policy, financial health, and labor agreements presents a complex landscape for Boeing.</p>
<div class="lb-trans"><p>总之，政府政策、财务健康和劳动协议的交汇为波音呈现了复杂的局面。</p>
</div><p>Investors will need to closely monitor the political climate and its potential impact on the aerospace giant’s stock performance.</p>
<div class="lb-trans"><p>投资者需要密切关注政治气候及其对这家航空航天巨头股票表现的潜在影响。</p>
</div><p>The post Will a Trump presidency spell trouble for Boeing stock? appeared first on Invezz</p>
<div class="lb-trans"><p>文章《特朗普总统任期是否会给波音股票带来麻烦？》最初发布在 Invezz 上。</p>
</div>

特朗普的总统任期是否会给波音股票带来麻烦？