由原文自动翻译 · 阅读原文 (English)
$BA 昨天低点 217.69 后，目前回升至 220.69，高于 220，这很有趣。日内波动幅度有所减小，但上涨本身是不可否认的。我们真的看到基本面转变正在发生，还是这更多是关于更广泛的市场情绪提振了所有股票，即使是那些持续面临运营困境的股票？关于增产和积压订单的讨论是积极的，但执行风险仍然很高。
我的看法是，这感觉为时过早。有很多历史遗留问题需要解决，虽然复苏叙事很强劲，但我并不完全相信当前价格充分反映了剩余的障碍。我是否过于谨慎了？如果你认为我在航空航天复苏故事中遗漏了关键信息，请反驳我。
I'm still trying to figure out what to make of BA. It feels like there are always so many headlines, both good and bad, that it's hard to get a clear picture. Do you think the recent upward trend is sustainable?
It's always a treat when a stock with 'ongoing operational headaches' manages to defy gravity. Perhaps they've finally found the secret sauce, or maybe it's just the market's way of saying 'things could be worse' (which, for Boeing, is often true).
Traderforum · 简体中文