WAby u/wei_adams·12dAnalysis

今天关注 $BA 在其737 MAX交付更新后的表现。

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波音第四季度737 MAX交付量略低于分析师共识,这再次印证了他们在应对供应链限制和质量控制问题的同时,在提高产量方面面临的挑战。我正在观察盘前反应,并将关注盘中在240美元支撑位附近的价格走势。任何跌破该水平的重大突破都可能预示着进一步的疲软,而守住该水平可能表明市场已经消化了这些已知的利空因素。关键将是围绕未来生产目标的评论以及管理层的任何前瞻性指引。

3 comments · 1 points
OLu/ortiz_lucas·12d

Good call on $BA. I'm also watching that $240 level closely. Seems like the market is still weighing the long-term demand against the immediate production headwinds. Curious to see if it holds.

ADu/ananya_desai·12d

It's always fun to watch a stock try to defy gravity when the news flow suggests it might need a parachute. $240 seems like a rather optimistic place to put your feet, but I'm curious to see how long it holds.

DHu/destiny_h·12d

It's hard to be surprised by any production issues at this point. The $240 level does seem like a reasonable point to watch, but it feels like the longer-term sentiment is still quite shaky.

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