<p>波音（Boeing，BA）股票昨天受到重创，原因是与中国达成的一项交易，涉及购买 200 架飞机。尽管这一订单在应用批量折扣后仍然令人印象深刻，金额达到数十亿美元，但仍然让许多外部观察者感到失望。不过，新的报告显示，该订单可能会在未来扩大。然而，这一希望被投资者普遍拒绝，导致波音股票在周五交易中下跌超过 3%。</p>
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<li>解锁对冲基金级别的数据和强大的投资工具，以做出更聪明、更精准的决策</li>
<li>发现表现优异的股票投资理念，并升级到市场领先者的投资组合，使用智能投资者精选</li>
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<p>最初的 200 架飞机订单令人失望。许多人预计该订单会接近 500 架。因此，这一订单连一半的预期数量都没有达到，显得有些平淡。不过，来自特朗普总统的进一步报告表明，该订单未来可能会增加，达到多达 750 架，这一订单规模是当前订单的三倍多。</p>
<p>关于这笔交易的细节仍然不清晰，从 200 架增加到 750 架显然取决于 “……如果他们做得好”。无论如何，这仍然代表了波音在中国近 10 年来的首个重大交易。中美之间的贸易紧张关系导致了这一停滞，而看起来这些紧张关系即将得到特朗普总统的帮助而消除。不过，这笔交易最奇怪的是，迄今为止，波音尚未对交易本身发表评论。通常，大订单会引起极大的关注，无论是令人失望的还是其他。</p>
<h2><strong>提升 KC-46 的生产</strong></h2>
<p>美国空军正在加大对波音的压力，制定计划以改善 KC-46 Pegasus 加油机的交付。该计划包括三个关键点，第一是加快远程视觉系统 2.0 的改装进度。第二项要求波音重新利用在产品生命周期早期建造的飞机，第三项则旨在建立 “……基于绩效的后勤工作”，以帮助解决准备状态问题。</p>
<p>空军部长特洛伊·迈因克（Troy Meink）指出：“KC-46 是美国力量投射的基石，我们正在积极与波音合作，以确保它始终准备好交付。通过建立这种多管齐下的方法，我们直接改善了飞机的可用性，加快了重要新能力的交付，并显著增强了机队的整体支持能力。”</p>
<h2><strong>波音现在是一个值得购买的好股票吗？</strong></h2>
<p>转向华尔街，分析师对 BA 股票的共识评级为强力买入，基于过去三个月内的 15 个买入和一个持有，如下图所示。在过去一年中，波音股价上涨了 11.36%，平均目标价为每股 273.86 美元，意味着 23.3% 的上涨潜力。</p>

波音

BOED

BOEU

BOEG

<p>波音的股票下跌超过 3%，尽管与中国达成了 200 架飞机的交易，这让期待接近 500 架订单的投资者感到失望。报道称，该订单可能会扩大到 750 架，具体取决于表现。这标志着波音在中国近十年来的首次重大交易。与此同时，美国空军正在推动波音提升 KC-46 Pegasus 加油机的交付能力。分析师对波音股票维持强烈买入的共识，目标价暗示有 23.3% 的上涨空间</p>

<p>Aerospace stock Boeing (BA) got hit hard yesterday by word of a deal between itself and China, which featured 200 aircraft getting purchased. While this order is still impressive, measured in the billions of dollars when bulk discounts are applied, it still disappointed a lot of outside observers. But new reports suggest that the order may expand later on. This bit of hope was roundly rejected by investors, though, who sent Boeing shares plunging over 3% in Friday's trading.</p>
<div class="lb-trans"><p>波音（Boeing，BA）股票昨天受到重创，原因是与中国达成的一项交易，涉及购买 200 架飞机。尽管这一订单在应用批量折扣后仍然令人印象深刻，金额达到数十亿美元，但仍然让许多外部观察者感到失望。不过，新的报告显示，该订单可能会在未来扩大。然而，这一希望被投资者普遍拒绝，导致波音股票在周五交易中下跌超过 3%。</p>
</div><h3>Claim 55% Off TipRanks</h3>
<div class="lb-trans"><h3>在 TipRanks 上享受 55% 的折扣</h3>
</div><ul>
<li>Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions</li>
<li>Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks</li>
</ul>
<div class="lb-trans"><ul>
<li>解锁对冲基金级别的数据和强大的投资工具，以做出更聪明、更精准的决策</li>
<li>发现表现优异的股票投资理念，并升级到市场领先者的投资组合，使用智能投资者精选</li>
</ul>
</div><p>The initial order of 200 planes was disappointing. Many expected that order to be closer to 500. So for this order, not even getting half the projected amount had to come across as anticlimactic. But, further reports from no less than President Trump suggest that the order could actually go up in the future, hitting as many as 750 planes, an order size better than three times the current one.</p>
<div class="lb-trans"><p>最初的 200 架飞机订单令人失望。许多人预计该订单会接近 500 架。因此，这一订单连一半的预期数量都没有达到，显得有些平淡。不过，来自特朗普总统的进一步报告表明，该订单未来可能会增加，达到多达 750 架，这一订单规模是当前订单的三倍多。</p>
</div><p>Details about the deal are still sketchy, with the rise from 200 to 750 apparently contingent on &#34;…if they do a good job.&#34; Either way, though, this still represents the first major deal Boeing has seen in China in almost 10 years, reports note. Trade tensions between China and the United States led to that shutdown, and it seems that these same tensions are about to be banished with help from President Trump. Though what was most odd about the deal is that, so far, Boeing has not commented on the deal itself. Normally, large orders are met with great fanfare, disappointing or otherwise.</p>
<div class="lb-trans"><p>关于这笔交易的细节仍然不清晰，从 200 架增加到 750 架显然取决于 “……如果他们做得好”。无论如何，这仍然代表了波音在中国近 10 年来的首个重大交易。中美之间的贸易紧张关系导致了这一停滞，而看起来这些紧张关系即将得到特朗普总统的帮助而消除。不过，这笔交易最奇怪的是，迄今为止，波音尚未对交易本身发表评论。通常，大订单会引起极大的关注，无论是令人失望的还是其他。</p>
</div><h2><strong>Ramping Up the KC-46</strong></h2>
<div class="lb-trans"><h2><strong>提升 KC-46 的生产</strong></h2>
</div><p>The United States Air Force is lighting a fire under Boeing, getting a plan together for Boeing to improve delivery on the KC-46 Pegasus tanker. The plan encompasses three key points, the first of which is to step up the schedule on the Remote Vision System 2.0 retrofit. The second calls for Boeing to repurpose aircraft built earlier in the product life cycle, and the third looks to institute a &#34;…performance-based logistics effort&#34; to help address readiness issues.</p>
<div class="lb-trans"><p>美国空军正在加大对波音的压力，制定计划以改善 KC-46 Pegasus 加油机的交付。该计划包括三个关键点，第一是加快远程视觉系统 2.0 的改装进度。第二项要求波音重新利用在产品生命周期早期建造的飞机，第三项则旨在建立 “……基于绩效的后勤工作”，以帮助解决准备状态问题。</p>
</div><p>Troy Meink, Secretary of the Air Force, noted, &#34;The KC-46 is a cornerstone of U.S. power projection, and we are proactively partnering with Boeing to ensure it is always ready to deliver. By establishing this multi-pronged approach, we are directly improving aircraft availability, accelerating the delivery of vital new capabilities and significantly enhancing the overall supportability of the fleet.&#34;</p>
<div class="lb-trans"><p>空军部长特洛伊·迈因克（Troy Meink）指出：“KC-46 是美国力量投射的基石，我们正在积极与波音合作，以确保它始终准备好交付。通过建立这种多管齐下的方法，我们直接改善了飞机的可用性，加快了重要新能力的交付，并显著增强了机队的整体支持能力。”</p>
</div><h2><strong>Is Boeing a Good Stock to Buy Right Now?</strong></h2>
<div class="lb-trans"><h2><strong>波音现在是一个值得购买的好股票吗？</strong></h2>
</div><p>Turning to Wall Street, analysts have a Strong Buy consensus rating on BA stock based on 15 Buys and one Hold assigned in the past three months, as indicated by the graphic below. After an 11.36% rally in its share price over the past year, the average BA price target of $273.86 per share implies 23.3% upside potential.</p>
<div class="lb-trans"><p>转向华尔街，分析师对 BA 股票的共识评级为强力买入，基于过去三个月内的 15 个买入和一个持有，如下图所示。在过去一年中，波音股价上涨了 11.36%，平均目标价为每股 273.86 美元，意味着 23.3% 的上涨潜力。</p>
</div>

希望扩大与中国的协议并未对波音股票（NYSE:BA）提供帮助