美国希望中国进一步购买波音飞机 $BA 煤石油天然气等。 甚至创造一个新的G2的贸易和投资新机制。

波音公司警告称，由于线路缺陷，部分737 MAX飞机的交付可能会延迟：《华尔街日报》 $BA

川普宣布美国军费可能飙升至1.5万亿，比目前0.9万亿再增长67% ✅$LMT $BA $RTX 1.5万亿其实是合理的，也就是5%GDP 但是这样赤字就别想降下来了

$BA 果然大飙升

$BA $GE

$BA

如果没有上车任何防御股，企图试一下，可以考虑 $DIS $BA $GE

Boeing Stock Review: Boeing ( $BA ) is no longer a “planes” story. Under new management It’s a trust and cash flow story… with a defense budget tailwind recently announced by a Trump that could be huge if it actually gets enacted. What changed recently (and why the tape’s been strong):
- Boeing just printed a real operational bounce in 2025: 600 commercial deliveries (best since 2018) and 131 defense deliveries. - Breakdown: 447x 737, 88x 787, 35x 777, 30x 767 on the commercial side. That’s not “fixed” - but it is progress that customers can see. Deliveries are the only KPI that pays the bills in Boeings core business, which is a complete duopoly between them and Airbus. At the same time, demand is not the issue: - Boeing logged 1,173 net orders in 2025, beating Airbus on orders (even though Airbus still beat them on deliveries: 793 vs 600). The real unlock is the regulator relationship:
- The FAA lifted Boeing’s 737 MAX production cap to 42 per month (from 38), after intense oversight post‑Alaska door‑plug incident. That’s the closest thing you’ll get to a “trust signal” from the only party that matters. - If you’re underwriting $BA, you’re underwriting that Boeing can scale rates without triggering another quality event and another clampdown. CEO / management quality (the bull argument is mostly “Ortberg is the adult”):
- Kelly Ortberg, who I personally have huge respect for, inherited a mess and has been doing the unsexy turnaround work: stabilize operations, prioritize quality, and rebuild the chain of control. Two concrete “operator” moves stand out to me: 1. Labor normalization: the big machinist strike ended after ~7 weeks via a ratified contract, and the defense side also dealt with a St. Louis strike that halted F‑15EX production (deliveries later resumed). Boeing needed factories running, not constant negative headlines. https://t.co/4puBmFqfgo chain control: Boeing brought Spirit AeroSystems back in-house($4.7B equity / ~$8.3B including debt) to reduce the “blame the supplier” loop and tighten quality on core structures. Balance sheet focus: Ortberg has also been pruning non-core assets (e.g., selling big parts of the digital aviation unit to Thoma Bravo) -  basically: “we’re building airplanes again, not running a conglomerate.” Before Otberg Boeing were spreading themselves far too thin, this was the right move! Also side note - Ortberg relocate to be actually onsite at their sites, something we are seeing less and less these days! Defense budget tailwind (the Trump card):
- Trump’s team has floated a very aggressive defense path: a ~$1.01T national defense request for FY26, and then a proposal to take defense spending to $1.5T for 2027 (a massive jump vs recent toplines). -If even part of that growth materializes, primes and sub-primes get a multi-year demand runway. Boeing’s defense business is currently under-earning (more on that below), so a higher-volume environment can help… but only if execution and contract discipline improve. Bigger budget doesn’t automatically mean better margins. Thread continued below.

$BA $CAT 美国工业板块不知不觉赢麻了几个月了。