尽管生产线拥挤及过往交付延迟可能带来压力,波音军工部门凭借接连斩获的合同,前景正在改善。
逐段跳播
看一下这张展示波音过去一年股价表现的图表。这是一段有些起起伏伏的走势。得益于这笔交易的最新消息,我们今天上涨,不过目前正从盘中高点回落。这可能与油价小幅上涨有关,但我们重点关注今天的消息,因为该公司赢得了一份新的军事合同。
take a look at the chart showing Boeing's stock performance over the past year. It was a somewhat up- and-down trip. We are up today thanks to this latest news about the deal, although we are currently falling back from the session highs.
It may have something to do with the slight rise in oil prices, but we are focusing heavily on today's news because the company has won a new military contract.
我们看到波音股价上涨。正如我提到的,该股已回吐部分涨幅,但在海军选择波音建造其下一代战斗机之后,它在今天的交易时段中仍然上涨。
we are seeing Boeing's stock rise. As I mentioned, the stock has lost some of its gains, but it is still up in today's session after the Navy selected Boeing to build its next generation of fighter jets.
这是波音军工部门赢得的一系列合同中的最新一笔。因此,我认为该部门的前景正变得越来越好。这笔交易价值约200亿美元或略多,根据该交易,波音将建造将取代航母舰载机“超级大黄蜂”的下一代飞机。
This is the latest in a series of contracts won by Boeing's military division. Therefore, I see a future outlook that is getting better and better with regard to that unit. The deal is worth about $20 billion or slightly more, and under it Boeing will build the next generation of aircraft that will replace the aircraft carrier "Super Hornet" .
这里需要指出的是,在这场被选中建造这款飞机的竞争中,波音击败了Northrop Grumman。这笔交易使波音成为海军和空军这款第六代战术战斗机的唯一供应商。
It is important to note here that Boeing beat out Northrop Grumman in this race to be the company chosen to build this aircraft. This deal makes Boeing the sole supplier of this sixth-generation tactical fighter to both the Navy and the Air Force.
这款飞机很可能比其第五代前身具备更多隐身特性。它将配备使用人工智能的传感器。它还将装备激光和高超音速武器。这些都来自美国国会研究服务处。它还可能拥有更先进的发动机,并与无人机协同作战。
This aircraft is likely to include more stealth features than its fifth-generation predecessor. It will be equipped with sensors that use artificial intelligence. It will also be armed with lasers and hypersonic weapons.
This is all according to the Congressional Research Service. It is also likely to have more advanced engines and to work in conjunction with drones.
因此,这份合同代表着彻底转向,不再依赖Lockheed Martin。波音去年还赢得了另一份合同,为空军建造下一代战斗机机队。他们目前称之为“F-47”。
Therefore, this contract represents a complete shift away from Lockheed Martin. Boeing won another contract last year to build the Air Force's next fleet of fighter jets. They currently call it the "F-47".
但这一决定可能会给该公司本已拥挤的生产线带来压力。波音在交付时间方面遇到了一些问题。所以,这绝对是我们应该关注的事情。这无疑是投资者会密切关注的事情。
But this decision could put pressure on the company's already crowded production lines. Boeing has encountered some issues regarding delivery times here. So, it's definitely something we should keep an eye on here.
It is certainly something that investors will be watching.
波音在建造可为其他飞机加油的无人机方面也遇到了一些困难。这是另一个值得关注的点。那款无人机原定于2021年首飞。但它直到今年4月才完成首飞。预计运营不会在2029年之前开始。这意味着比原计划延迟了大约四年半,Sam。
Boeing also struggled a bit in building drones that could refuel other aircraft. That was another point of interest here. That drone was supposed to take its first flight in 2021.
But it only made its first flight in April of this year. Operations are not expected to begin before 2029. That means a delay of about four and a half years from the plan, Sam.
因此,它很可能及时具备飞行能力并投入运营,以应对这款第六代战斗机。但这只是波音在进度和交付方面所面临的一些问题的一个例子。
Therefore, it is likely to be air-ready and operational in time to deal with this sixth-generation fighter . But this is just one example of some of the problems Boeing has faced with its schedules and deliveries.
不过,得益于这份价值超过200亿美元的额外合同,今天对波音来说是令人非常兴奋的一天。当然,这是在赢得这份合同的竞争中胜过Northrop Grumman之后。
However, it is a very exciting day for Boeing thanks to this additional contract worth more than $20 billion . Of course, after outperforming Northrop Grumman in winning this contract.
是的,我的意思是,这只股票的表现确实很能说明问题。如你所知,这显然是在两天前报道的波音软件故障之后发生的。所以,有很多事件正在发生。公司在这里取得了一些积极的涨幅。
Yes, I mean, this stock's performance really tells a lot of a story. As you know, this obviously comes on the heels of a Boeing software glitch that was reported just two days ago as well.
So, there are a lot of events happening. Some positive gains are here for the company.
你知道,显然我们在波音这里有好消息也有不太好的消息,但从技术角度看,187附近这个区域基本上有非常强的支撑。所以,我要做的是提前几周,在这里卖出一个简单的“pot spread”。
我会卖出一份187和180的“Pot Spread”合约。这些合约于10月16日到期。我希望从中赚取约3美元。因此,10月16日那个周五的盈亏平衡点将是184.5。
You know, obviously we've had good news and not-so-good news here regarding Boeing, but from a technical point of view, this area around 187 is pretty much there's very strong support in that area.
So, what I'm going to do is go ahead for a few weeks and I'm just going to sell a simple "pot spread" here. I will sell a "Pot Spread" contract at 187 and 180. Those contracts expire on October 16th.
I'm looking to earn around $3 for that. Therefore, the break-even point on that Friday, October 16, would be 184 and a half.
我认为这是一个很好的机会来看待波音并说:“在我们所看到的下跌之后,我们可能不会迎来大幅反弹,但该股正开始企稳。”
I think it's a good opportunity to look at Boeing and say, "We may not get a big rebound after the drop we've seen , but the stock is starting to stabilize."
观察点
这个频道对 $BA 的历次判断
Schwab Network 在这只股票上共 3 条判断,这里只列相邻的几条。