<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）最近與機械工人達成協議，結束了為期七週的罷工，工人們接受了一項新合同。</p>
<p>然而，這家航空航天巨頭可能面臨持續的挑戰，特別是在唐納德·特朗普如果再次當選美國總統的情況下。</p>
<p>根據派珀·桑德勒的首席投資策略師邁克爾·坎特羅維茨的説法，特朗普總統任期的影響可能導致波音股票進一步下跌，而波音股票目前已經下跌了大約 40%，正值美國人今天前往投票站之際。</p>
<h2>特朗普總統任期對波音的影響</h2>
<p>特朗普提議任命埃隆·馬斯克領導一個政府效率委員會，旨在削減政府開支高達 3 萬億美元。</p>
<p>這一舉措可能對依賴政府合同的公司產生負面影響，例如波音，該公司約 37% 的整體收入來自聯邦合同。</p>
<p>如果馬斯克成功實施開支削減，波音可能面臨失去這一收入的重要部分的風險，這可能會對其股價施加下行壓力。</p>
<p>預計政府開支的減少恰逢波音面臨多重問題的艱難時刻。</p>
<p>最近，該公司宣佈進行股票出售，以籌集高達 220 億美元以增強其資產負債表，並暫停股息支付以保持對收入投資者的吸引力。</p>
<p>儘管面臨這些挑戰，華爾街目前對波音持有 “增持” 評級，分析師預測其目標價為 179 美元，暗示潛在收益約為 20%。</p>
<h2>波音股票面臨的持續挑戰</h2>
<p>雖然最近罷工的解決可能緩解了一些壓力，該罷工給波音造成了約 55 億美元的損失，但新協議的條款可能導致未來幾年成本顯著上升。</p>
<p>該公司承諾在未來四年內為其員工提供 38% 的薪資增長，這將進一步加重其財務負擔。</p>
<p>波音總部位於弗吉尼亞州阿靈頓縣，還計劃將其全球員工減少 10%，這意味着約 17,000 人將被裁員。</p>
<p>在超過 500 億美元的債務和持續的季度虧損下，這些因素可能會阻止投資者進入波音股票。</p>
<p>此外，其他國防承包商如洛克希德·馬丁也可能面臨挑戰，如果特朗普重返白宮。</p>
<p>坎特羅維茨預測，像 Humana 和 UnitedHealth 這樣的醫療保健公司可能會因特朗普政府下減少聯邦醫療支出而遭遇挫折。</p>
<p>總之，政府政策、財務健康和勞動協議的交匯為波音呈現了複雜的局面。</p>
<p>投資者需要密切關注政治氣候及其對這家航空航天巨頭股票表現的潛在影響。</p>
<p>文章《特朗普總統任期是否會給波音股票帶來麻煩？》最初發布在 Invezz 上。</p>

波音

<p>波音公司最近結束了與機械工人的為期七週的罷工，但如果唐納德·特朗普再次當選，波音將面臨挑戰。特朗普提議的政府支出削減可能會影響波音的收入，因為該公司 37% 的收入依賴於聯邦合同。該公司還在進行股票出售以改善其資產負債表，並已暫停分紅。儘管分析師對波音的評級普遍為 “增持”，但波音的財務壓力，包括承諾 38% 的薪資上漲和大規模裁員，令投資者感到擔憂。政治氣候將對波音的股票表現至關重要</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）最近與機械工人達成協議，結束了為期七週的罷工，工人們接受了一項新合同。</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，這家航空航天巨頭可能面臨持續的挑戰，特別是在唐納德·特朗普如果再次當選美國總統的情況下。</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>根據派珀·桑德勒的首席投資策略師邁克爾·坎特羅維茨的説法，特朗普總統任期的影響可能導致波音股票進一步下跌，而波音股票目前已經下跌了大約 40%，正值美國人今天前往投票站之際。</p>
</div><h2>Impact of a Trump presidency on Boeing</h2>
<div class="lb-trans"><h2>特朗普總統任期對波音的影響</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>特朗普提議任命埃隆·馬斯克領導一個政府效率委員會，旨在削減政府開支高達 3 萬億美元。</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>這一舉措可能對依賴政府合同的公司產生負面影響，例如波音，該公司約 37% 的整體收入來自聯邦合同。</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>如果馬斯克成功實施開支削減，波音可能面臨失去這一收入的重要部分的風險，這可能會對其股價施加下行壓力。</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>預計政府開支的減少恰逢波音面臨多重問題的艱難時刻。</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，該公司宣佈進行股票出售，以籌集高達 220 億美元以增強其資產負債表，並暫停股息支付以保持對收入投資者的吸引力。</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>儘管面臨這些挑戰，華爾街目前對波音持有 “增持” 評級，分析師預測其目標價為 179 美元，暗示潛在收益約為 20%。</p>
</div><h2>Ongoing challenges for Boeing stock</h2>
<div class="lb-trans"><h2>波音股票面臨的持續挑戰</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>雖然最近罷工的解決可能緩解了一些壓力，該罷工給波音造成了約 55 億美元的損失，但新協議的條款可能導致未來幾年成本顯著上升。</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>該公司承諾在未來四年內為其員工提供 38% 的薪資增長，這將進一步加重其財務負擔。</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>波音總部位於弗吉尼亞州阿靈頓縣，還計劃將其全球員工減少 10%，這意味着約 17,000 人將被裁員。</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>在超過 500 億美元的債務和持續的季度虧損下，這些因素可能會阻止投資者進入波音股票。</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，其他國防承包商如洛克希德·馬丁也可能面臨挑戰，如果特朗普重返白宮。</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>坎特羅維茨預測，像 Humana 和 UnitedHealth 這樣的醫療保健公司可能會因特朗普政府下減少聯邦醫療支出而遭遇挫折。</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>總之，政府政策、財務健康和勞動協議的交匯為波音呈現了複雜的局面。</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>投資者需要密切關注政治氣候及其對這家航空航天巨頭股票表現的潛在影響。</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《特朗普總統任期是否會給波音股票帶來麻煩？》最初發布在 Invezz 上。</p>
</div>

特朗普的總統任期是否會給波音股票帶來麻煩？