以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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Airbus
39 atoms · 跨 19 天 · 首见 2026-04-28 · 最近 2026-07-03
三色: 🟦 fact 35 · 🟥 take 4 · stance ▲5/▼4/◆8
叙事状态: 🍂 fading (退潮) · 💤 沉寂 · 策展近14d 0 atom · 🐦 X 近14d 3
状态只算低频策展源 (群/卖方); X firehose 仅作背景音量
来源: X 39
时态: fresh:37 · aging:2
标签: 好信源:20 · 好数字:17 · 好观点:4
🟨 AI 综合 · junior analyst 概览
展开 AI 综合 (灰色 · 非市场结论 · 点击数字溯源到原 atom)
model: deepseek-chat · 2026-07-12 · 默认折叠
空客凭借其美国无法复制的全球垄断地位持续主导市场 [id=fafee90ebe874b95]。近期中国南方航空一笔214亿美元的订单和第六笔中国航司大额订单，进一步印证了其订单动能 [id=3f0bc6b45e8f14b0,bbb8a3c2c39a3790]。目前在手订单积压高达10.6年 [id=9389f8a1cad82660]。这一产业政策成功惠及法、德、英、西四国，且A320和A350的利润足以覆盖早期亏损 [id=1452307748b1551e]。2019年法国总统马克龙曾推动300架订单，显示了政治层面对空客的支持 [id=b86fe11c9c17b93b]。空客还与Bull合作在欧洲建设多年期高性能计算基础设施 [id=2ad81aae38d31704]。
📄 广泛报道的事实 · 1 个
展开 (多人转述同一事实/数字 — 确认度高, **非独立观点**, 不标多空)
- 与中方讨论扩大投资 — 2 源报道 (含2快讯) ·
X
💢 核心分歧 (2 轴)
1. 中国大单频出 vs 交付引擎卡脖子
*topic: 订单需求/出货量/供给产能 · 2 bull vs 1 bear*
🟢 bullish 侧:
- <a id="atom-8087521c6111c606"></a>2026-04-28
X·@FirstSquawk · 订单取消/延迟报告 · 订单需求
AIRBUS REPORTS NO CANCELLATIONS OR DELAYS IN ORDERS.
tags: 好数字 · → daily
- <a id="atom-bbb8a3c2c39a3790"></a>2026-05-02
X·@yicaichina · 第六笔中国航空公司大额订单 · 订单需求
Airbus Lands Sixth Big Order From Chinese Airlines in Five Months
tags: 好信源 · → daily
value: qty=第六笔 · date=2026-05-02
🔴 bearish 侧:
- <a id="atom-aecdd2c309c9e121"></a>2026-06-09
X·@FirstSquawk · 生产目标可能因Pratt供应不足而无法达成 · 供给产能/供应链
AIRBUS CEO: I AM FRUSTRATED WITH PRATT AND WHITNEY, BUT NOW DEPENDING ON HOW MUCH WE GET FROM PRATT, WE MIGHT FALL SHORT OF PRODUCTION GOAL
tags: 好信源 · → daily
value: qty=不确定 · date=当前财年
展开 2 条中性
- <a id="atom-3f0bc6b45e8f14b0"></a>2026-04-29
X·@zerohedge · 订单金额 · 订单需求
CHINA SOUTHERN, UNIT TO BUY AIRBUS PLANES FOR $21.4B
tags: 好数字 · → daily
value: qty=$21.4B
- <a id="atom-253f3222859f45ee"></a>2026-06-09
X·@FirstSquawk ⭐ · 出货量目标 · 出货量/管理层表态
AIRBUS CEO: WE ARE TARGETING RATE OF 75 IN 2027, WE WILL BE AT RATE 75 DEPENDING ON THE DELIVERY OF ENGINES
tags: 好数字·好信源 · → daily
value: qty=75 · date=2027
2. 欧洲监管重负 vs 工业政策成功
*topic: 监管政策/竞争格局 · 1 bull vs 3 bear*
🟢 bullish 侧:
- <a id="atom-fafee90ebe874b95"></a>2026-05-08
X·@internpierre [老化中] · 全球垄断地位 · 竞争格局/市场份额
category-defining global monopolies the US cannot replicate
tags: 好观点 · → daily
🔴 bearish 侧:
- <a id="atom-111d5a5c982f90c7"></a>2026-06-09
X·@FirstSquawk · CEO 关于欧洲监管负担的言论 · 监管政策/竞争格局
WITH THE EUROPEAN REGULATORY BURDEN, IT'S TOO HARD TO BE COMPETITIVE GLOBALLY
tags: 好观点·好信源 · → daily
value: direction=negative
- <a id="atom-58c0959e33413f1f"></a>2026-06-15
X·@FirstSquawk [老化中] · CEO关于欧洲监管壁垒成本的言论 · 监管政策
THE COST OF REGULATORY BARRIERS IN EUROPE IS "ABSOLUTELY HORRIBLE"
tags: 好观点 · → daily
- <a id="atom-8c8a741633b087e0"></a>2026-07-01
X·@FirstSquawk · 被从欧洲中空长航时无人机项目中剔除 · 竞争格局/产品发布
AIRBUS OUSTS DASSAULT FROM DELAYED EUROPEAN MALE DRONE PROJECT
tags: 好信源 · → daily
🟦 客观事实 (facts) (6)
- <a id="atom-3f0bc6b45e8f14b0"></a>🟦 2026-04-29
X·@zerohedge · 订单金额 · 订单需求
CHINA SOUTHERN, UNIT TO BUY AIRBUS PLANES FOR $21.4B
tags: 好数字 · → daily
value: qty=$21.4B
- <a id="atom-9389f8a1cad82660"></a>🟦 2026-07-03
X·@TheDailyMao · 在手订单积压年限 · 订单需求
Airbus backlog: 10.6 years
tags: 好数字 · → daily
value: qty=10.6年
- <a id="atom-b86fe11c9c17b93b"></a>🟦 2026-05-14
X·@Brad_Setser · order from French President Macron · 订单需求
French President Macron got a 300 jet order back in 2019
tags: 好数字 · → daily
value: qty=300 · date=2019
- <a id="atom-1452307748b1551e"></a>🟦 2026-06-01
X·@Brad_Setser · was an industrial policy success for France, Germany, UK and Spain · 产品发布/盈利能力
Airbus was an industrial policy success for France, Germany, the UK and Spain (it also on net made money for the governments involved, their profits on the 320 and 350 will cover losses on the 340 and 380)
tags: 好信源 · → daily
value: qty= · date=
- <a id="atom-2ad81aae38d31704"></a>🟦 2026-05-19
X·@HPCwire · 与 Bull 合作建立多年期 HPC 基础设施 · 合作客户
Bull and Airbus Inaugurate Multi-Year HPC Infrastructure Across Europe
tags: 好信源 · → daily
- <a id="atom-bbb8a3c2c39a3790"></a>🟦 2026-05-02
X·@yicaichina · 第六笔中国航空公司大额订单 · 订单需求
Airbus Lands Sixth Big Order From Chinese Airlines in Five Months
tags: 好信源 · → daily
value: qty=第六笔 · date=2026-05-02
🟥 多头 takes (bullish) (1)
- <a id="atom-fafee90ebe874b95"></a>🟥 2026-05-08
X·@internpierre [老化中] · 全球垄断地位 · 竞争格局/市场份额
category-defining global monopolies the US cannot replicate
tags: 好观点 · → daily
🟦 新闻流 (squawk · 32)
展开新闻流 (FirstSquawk / financialjuice / wallstengine / DeItaone — 快讯, 非原创 take)
- <a id="atom-09461102fda85d46"></a>🟦 2026-07-02
X·@FirstSquawk · H1 2026 交付预期 · 出货量
AIRBUS EXPECTS TO DELIVER AROUND 350 AIRPLANES IN THE FIRST HALF OF 2026.
tags: 好数字 · → daily
value: qty=350 · date=H1 2026
- <a id="atom-8c8a741633b087e0"></a>🟦 2026-07-01
X·@FirstSquawk · 被从欧洲中空长航时无人机项目中剔除 · 竞争格局/产品发布
AIRBUS OUSTS DASSAULT FROM DELAYED EUROPEAN MALE DRONE PROJECT
tags: 好信源 · → daily
- <a id="atom-1e4038bef6049b36"></a>🟦 2026-06-24
X·@FirstSquawk · 检查机队计划 · 安全事故
AIRBUS TO INSPECT 16 A380 PLANES AFTER CRACKS FOUND ON WINGS - SCMP
tags: 好信源 · → daily
value: qty=16架
- <a id="atom-221fd47de09595bc"></a>🟦 2026-06-23
X·@financialjuice · 中国商务部副部长会见 · 管理层表态
China Vice Commerce Minister meets Airbus executive
tags: 好信源 · → daily
- <a id="atom-358ba0990ffa5b5e"></a>🟦 2026-06-23
X·@financialjuice · 与中方讨论扩大投资 · 合作客户
China Official and Airbus executive discuss expanding investment
tags: 好信源 · → daily
- <a id="atom-39a1a8e11aa2133a"></a>🟦 2026-06-23
X·@FirstSquawk · 与中方官员讨论扩大投资 · 合作投资
CHINA OFFICIAL, AIRBUS EXECUTIVE DISCUSS EXPANDING INVESTMENT
tags: 好信源 · → daily
- <a id="atom-58c0959e33413f1f"></a>🟥 2026-06-15
X·@FirstSquawk [老化中] · CEO关于欧洲监管壁垒成本的言论 · 监管政策
THE COST OF REGULATORY BARRIERS IN EUROPE IS "ABSOLUTELY HORRIBLE"
tags: 好观点 · → daily
- <a id="atom-97eb563cbe209642"></a>🟥 2026-06-15
X·@FirstSquawk · CEO on competitiveness and French presidential election · 管理层表态
AIRBUS CEO SAYS COMPETITIVENESS SHOULD BE AT THE CENTRE OF CONCERNS IN NEXT YEAR'S FRENCH PRESIDENTIAL ELECTION
tags: 好观点 · → daily
value: date=next year's French presidential election
- <a id="atom-607e4d84fdcc6f03"></a>🟦 2026-06-09
X·@FirstSquawk · 计划成立德国主导联盟替代失败战斗机 · 产品发布
AIRBUS PLANS GERMAN-LED ALLIANCE TO REPLACE DOOMED FIGHTER JET - FT
tags: 好信源 · → daily
- <a id="atom-253f3222859f45ee"></a>🟦 2026-06-09
X·@FirstSquawk ⭐ · 出货量目标 · 出货量/管理层表态
AIRBUS CEO: WE ARE TARGETING RATE OF 75 IN 2027, WE WILL BE AT RATE 75 DEPENDING ON THE DELIVERY OF ENGINES
tags: 好数字·好信源 · → daily
value: qty=75 · date=2027
- <a id="atom-aecdd2c309c9e121"></a>🟦 2026-06-09
X·@FirstSquawk · 生产目标可能因Pratt供应不足而无法达成 · 供给产能/供应链
AIRBUS CEO: I AM FRUSTRATED WITH PRATT AND WHITNEY, BUT NOW DEPENDING ON HOW MUCH WE GET FROM PRATT, WE MIGHT FALL SHORT OF PRODUCTION GOAL
tags: 好信源 · → daily
value: qty=不确定 · date=当前财年
- <a id="atom-111d5a5c982f90c7"></a>🟦 2026-06-09
X·@FirstSquawk · CEO 关于欧洲监管负担的言论 · 监管政策/竞争格局
WITH THE EUROPEAN REGULATORY BURDEN, IT'S TOO HARD TO BE COMPETITIVE GLOBALLY
tags: 好观点·好信源 · → daily
value: direction=negative
- <a id="atom-95f9b7170cf6c8d7"></a>🟦 2026-06-05
X·@FirstSquawk · May deliveries · 出货量
Airbus May Deliveries Stand at 81 Aircraft
tags: 好数字 · → daily
value: qty=81 · date=May 2025
- <a id="atom-845fc7498e718d33"></a>🟦 2026-06-05
X·@FirstSquawk · 5月订单量 · 订单需求/出货量
Airbus Logs 379 Orders in May
tags: 好数字 · → daily
value: qty=379 · date=2026-05
- <a id="atom-e04a8f141fba6220"></a>🟦 2026-06-05
X·@FirstSquawk · 2026年至今交付量 · 出货量
2026 Deliveries Reach 262 So Far
tags: 好数字 · → daily
value: qty=262 · date=2026-01-01 to 2026-06-05
- <a id="atom-5f4906db4695308e"></a>🟦 2026-05-28
X·@wallstengine · signed 5-year contract to use Mistral AI · 合作客户
Airbus signed a 5-year contract to use Mistral’s AI across commercial aircraft, helicopters, and space.
tags: 好信源 · → daily
value: qty=5-year contract
📷 原图
- <a id="atom-6b7e9338fa24a5d8"></a>🟦 2026-05-28
X·@FirstSquawk · 签署合作协议 · 合作客户
AIRBUS SIGNS COOPERATION AGREEMENTS WITH CAE, L3HARRIS, AND RTX UNIT PRATT & WHITNEY CANADA, STRENGTHENING TIES WITH KEY CANADIAN DEFENCE INDUSTRY PARTNERS
tags: 好信源 · → daily
- <a id="atom-4bb70e1ccc01dcf0"></a>🟦 2026-05-19
X·@DeItaone · 成本削减幅度 · 成本削减/资本开支
AIRBUS PLANS 10% COST CUTS
tags: 好数字 · → daily
value: qty=10% · direction=减少
- <a id="atom-8b88f0e34f910213"></a>🟦 2026-05-07
X·@FirstSquawk · 交付量 · 出货量
AIRBUS DELIVERED 67 AIRCRAFT IN APRIL.
tags: 好数字 · → daily
value: qty=67 · date=2026-04
- <a id="atom-05d8abb2fac23de6"></a>🟦 2026-05-07
X·@FirstSquawk · 1-4月交付量 · 出货量
AIRBUS REPORTED 181 DELIVERIES FROM JANUARY TO APRIL.
tags: 好数字 · → daily
value: qty=181 · date=2026-01 to 2026-04
- <a id="atom-79895330c72eed39"></a>🟦 2026-05-07
X·@FirstSquawk · 新飞机订单数量 · 订单需求
AIRBUS RECEIVED 436 NEW AIRCRAFT ORDERS FROM JANUARY TO APRIL.
tags: 好数字 · → daily
value: qty=436 · date=2026-01 to 2026-04
- <a id="atom-8aa9c37c4f582e10"></a>🟦 2026-05-07
X·@FirstSquawk · 净飞机订单数 · 订单需求
AIRBUS RECEIVED 467 NET AIRCRAFT ORDERS FROM JANUARY TO APRIL.
tags: 好数字 · → daily
value: qty=467 · date=2026年1-4月
- <a id="atom-34f96c1797b26a0d"></a>🟦 2026-05-06
X·@FirstSquawk · CEO 计划今年决定 A220 更大机型 · 产品发布/路线图
Airbus CEO Plans This Year Decision on Bigger A220 Variant, Interview Reveals
tags: 好信源 · → daily
value: date=2026
- <a id="atom-91630f6f667fbbb1"></a>🟦 2026-05-05
X·@FirstSquawk · 宣布订单 · 订单需求
AIRBUS TO ANNOUNCE AIRASIA ORDER WEDNESDAY: GLOBE & MAIL
tags: 好信源 · → daily
value: date=2026-05-07
- <a id="atom-40e34da374d2b732"></a>🟦 2026-04-28
X·@FirstSquawk · Q1 2026 revenues · 营收
AIRBUS Q1 EARNINGS: REVENUES EUR 12.65 BLN VS EUR 12.39 BLN (COMPANY-PROVIDED CONSENSUS)
tags: 好数字 · → daily
value: qty=EUR 12.65 BLN · date=Q1 2026
- <a id="atom-cc90e4b0010e53df"></a>🟦 2026-04-28
X·@FirstSquawk · Q1 2026 adjusted EBIT · 盈利能力
Q1 ADJUSTED EBIT EUR 300 MLN VS EUR 348 MLN (COMPANY-PROVIDED CONSENSUS)
tags: 好数字 · → daily
value: qty=EUR 300 MLN · date=Q1 2026
- <a id="atom-761def194155c5e3"></a>🟦 2026-04-28
X·@FirstSquawk · Q1 2026 reported EPS · 盈利能力
Q1 REPORTED EPS EUR 0.74 VS EUR 0.37 (COMPANY-PROVIDED CONSENSUS)
tags: 好数字 · → daily
value: qty=EUR 0.74 · date=Q1 2026
- <a id="atom-a73a6a6f1238e90c"></a>🟦 2026-04-28
X·@FirstSquawk · 2026 guidance unchanged · 业绩指引
2026 GUIDANCE UNCHANGED
tags: 好信源 · → daily
value: date=2026
- <a id="atom-30fed00deaef665f"></a>🟦 2026-04-28
X·@FirstSquawk · 与 Pratt 的协议状态 · 合作客户
AIRBUS HAS NOT YET REACHED AN AGREEMENT WITH PRATT.
tags: 好信源 · → daily
value: direction=未达成
- <a id="atom-8087521c6111c606"></a>🟦 2026-04-28
X·@FirstSquawk · 订单取消/延迟报告 · 订单需求
AIRBUS REPORTS NO CANCELLATIONS OR DELAYS IN ORDERS.
tags: 好数字 · → daily
- <a id="atom-d812cadf3cd2b618"></a>🟦 2026-04-28
X·@FirstSquawk · plans for stretched versions of A350 or A220 · 产品发布
AIRBUS CONFIRMS NO PLANS TO RELEASE STRETCHED VERSIONS OF A350 OR A220.
tags: 好信源 · → daily
value: qty=none · date=2026-04-28
- <a id="atom-455d14dd2234ed9b"></a>🟥 2026-04-28
X·@FirstSquawk · 资本支出预期 · 资本开支
AIRBUS ANTICIPATES CAPITAL EXPENDITURE WILL KEEP RISING THROUGH 2026
tags: 好信源 · → daily
value: date=2026 · direction=rising
⏱ 时间轴 (近 20)
- 🟦 2026-07-03 ·
fact · 在手订单积压年限 · → daily
- 🟦 2026-07-02 ·
forecast · H1 2026 交付预期 · → daily
- 🟦 2026-07-01 ·
fact · 被从欧洲中空长航时无人机项目中剔除 · → daily
- 🟦 2026-06-24 ·
fact · 检查机队计划 · → daily
- 🟦 2026-06-23 ·
fact · 中国商务部副部长会见 · → daily
- 🟦 2026-06-23 ·
fact · 与中方讨论扩大投资 · → daily
- 🟦 2026-06-23 ·
fact · 与中方官员讨论扩大投资 · → daily
- 🟥 2026-06-15 ·
position · CEO关于欧洲监管壁垒成本的言论 · → daily
- 🟥 2026-06-15 ·
narrative · CEO on competitiveness and French presidential election · → daily
- 🟦 2026-06-09 ·
fact · 计划成立德国主导联盟替代失败战斗机 · → daily
- 🟦 2026-06-09 ·
forecast · 出货量目标 · → daily
- 🟦 2026-06-09 ·
forecast · 生产目标可能因Pratt供应不足而无法达成 · → daily
- 🟦 2026-06-09 ·
narrative · CEO 关于欧洲监管负担的言论 · → daily
- 🟦 2026-06-05 ·
fact · May deliveries · → daily
- 🟦 2026-06-05 ·
fact · 5月订单量 · → daily
- 🟦 2026-06-05 ·
fact · 2026年至今交付量 · → daily
- 🟦 2026-06-01 ·
fact · was an industrial policy success for France, Germany, UK and · → daily
- 🟦 2026-05-28 ·
fact · signed 5-year contract to use Mistral AI · → daily
- 🟦 2026-05-28 ·
fact · 签署合作协议 · → daily
- 🟦 2026-05-19 ·
fact · 成本削减幅度 · → daily
← 实体目录 · 系统日志
