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。

数据新鲜度群聊 07-14 ✓卖方 07-14 ✓Wrap 断档15天 ✕News 07-15 ✓X 断档12天 ✕页面生成 07-15

Boeing

97 atoms · 跨 30 天 · 首见 2026-04-15 · 最近 2026-07-03

三色: 🟦 fact 85 · 🟥 take 12 · stance ▲44/▼7/◆21

叙事状态: 🍂 fading (退潮) · 💤 沉寂 · 策展近14d 0 atom · 🐦 X 近14d 8

状态只算低频策展源 (群/卖方); X firehose 仅作背景音量

来源: X 97

时态: fresh:92 · stale:3 · aging:2

标签: 好信源:49 · 好数字:42 · 好观点:12 · 好思考:6

🟨 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

中国已承诺采购200架波音飞机，属于商业原则下的初期订单 ¹ ¹。多头认为新增777X订单是大事，且波音能确保部分777在2035年前交付 ¹ ¹。空头则指出长交付周期让北京有更多机会取消或延期 ¹。此外，市场对此次中国公告的预期未充分满足，波音股价因而下跌 ¹ ¹。分歧核心在200架订单是提振还是一次性事件 [已知分歧轴]。

🧭 拥挤度 (一人一票): ▲ 3 位作者 (KOL3) vs ▼ 3 位作者 (KOL3)

📄 广泛报道的事实 · 2 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)

获得订单 — 2 源报道 (含2快讯) · X
与中国民航局讨论在华业务增长 — 2 源报道 (含2快讯) · X

💢 核心分歧 (2 轴)

1. 中国200架订单是强心剂还是短期脉冲

*topic: 订单需求/地缘政治/诉讼 · 27 bull vs 4 bear*

🟢 bullish 侧:

<a id="atom-0d484374e1fcdfd6"></a>2026-04-28 X·@FirstSquawk · 737 MAX 订单数量 · 订单需求
BOEING AND COPA AIRLINES UNVEIL ORDER FOR AS MANY AS 60 737 MAX AIRCRAFT.
tags: 好数字 · → daily
value: qty=60 · date=2026-04-28
<a id="atom-d24f216849c27829"></a>2026-05-07 X·@financialjuice [老化中] · proposed purchases discussed on US senators China visit · 订单需求
Boeing proposed purchases discussed on US senators China visit
tags: 好信源·好思考 · → daily
value: direction=pending
<a id="atom-3522e1e2aea45c60"></a>2026-05-07 X·@zerohedge · 订单预期升温 · 订单需求
Fueling Aircraft Order Speculation
tags: 好思考 · → daily
<a id="atom-473529a443d07920"></a>2026-05-14 X·@FirstSquawk · 大订单预期 · 订单需求 +同日3条
US TREASURY SECRETARY BESSENT ON CHINA: THINK WE'RE GOING TO SEE LARGE BOEING ORDERS
tags: 好信源 · → daily
value: qty=large · date=未来
<a id="atom-161081569b856853"></a>2026-05-14 X·@Sino_Market · expected large orders from China · 订单需求
Expects to see large Boeing orders from China.
tags: 好思考 · → daily
📷 原图

🔴 bearish 侧:

<a id="atom-d025908e571d9302"></a>2026-05-11 X·@Brad_Setser [老化中] · 中国政策聚焦新订单 · 地缘政治
Trump's second term China policy seems to be all about Boeings (new orders)
tags: 好观点 · → daily
<a id="atom-663ad6d2b81fb6b0"></a>2026-05-11 X·@skidrivebike [老旧] · 中国必须采购订单 · 订单需求
The Boeing deals are so stupid. China has to buy them.
tags: 好观点 · → daily
<a id="atom-e8ea0a608eb0dd84"></a>2026-05-14 X·@Lingling_Wei · 交付周期 · 订单需求/地缘政治
Long lead times would give Beijing more opportunities to cancel or defer orders
tags: 好思考 · → daily
value: direction=long lead times
<a id="atom-c714a61225eb9d8a"></a>2026-05-14 X·@Brad_Setser · 订单预期 · 订单需求
expectations for this announcement weren't met
tags: 好观点 · → daily
value: direction=exceeding phase 1 MoU

展开 13 条中性

<a id="atom-aa3bf119eac45df2"></a>2026-05-07 X·@AIStockSavvy · CEO Kelly Ortberg set to join Trump on China visit · 地缘政治
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $BA Boeing CEO Kelly Ortberg set to join Trump on China visit next week
tags: 好信源 · → daily
value: date=next week
<a id="atom-007c3ead71187b8d"></a>2026-05-07 X·@FirstSquawk · 与美国参议员讨论对华销售提案 · 订单需求
US SENATORS DISCUSSED BOEING'S PROPOSED PURCHASES DURING THEIR VISIT TO CHINA.
tags: 好信源 · → daily
<a id="atom-684be34f504ed522"></a>2026-05-11 X·@wallstengine ⭐ · Kelly Ortberg加入美国代表团访华 · 地缘政治/合作客户
BOEING'S $BA KELLY ORTBERG TO BE PART OF US DELEGATION ON TRUMP'S CHINA TRIP
tags: 好信源·好思考 · → daily
value: date=2026-05-11
<a id="atom-6057212c16a3200e"></a>2026-05-14 X·@AIStockSavvy · 特朗普称习近平同意购买 · 订单需求
Trump Says Xi Agreed To Buy 200 $BA Boeing Jets
tags: 好信源 · → daily
value: qty=200
<a id="atom-6a000f96c89b9e77"></a>2026-05-14 X·@zerohedge · 订单需求 · 订单需求
*TRUMP TO FOX: BOEING WANTED 150, THEY GOT 200 'BIG ONES'
tags: 好数字 · → daily
value: qty=200 · direction=received

2. 产能爬坡能否兑现交付预期

*topic: 供给产能/出货量 · 4 bull vs 1 bear*

🟢 bullish 侧:

<a id="atom-2f32e70a1356f3d5"></a>2026-04-15 X·@TheRegister · 交付量超过空客 · 出货量/竞争格局
Boeing deliveries soar past Airbus for the first time in years
tags: 好数字 · → daily
value: direction=高于
<a id="atom-d3f1bad0f3d4a8ea"></a>2026-04-22 X·@FirstSquawk · 计划提升产能 · 供给产能/订单需求
BOEING'S CEO ANNOUNCED PLANS TO INCREASE PRODUCTION OF 737 MAX AND 787 DREAMLINER MODELS IN 2026 AND IS MONITORING FACTORY AND SUPPLY CHAIN CONDITIONS.
tags: 好信源 · → daily
value: qty=increase · date=2026
<a id="atom-76f25245dea40298"></a>2026-04-22 X·@zerohedge ⭐ · 第一季度交付量 · 出货量/现金流
Boeing (BA) climbs 4% after reporting lower-than-expected cash outflow as it delivered the most aircraft in the first quarter since 2019.
tags: 好数字·好信源 · → daily
value: qty=most aircraft since 2019 · date=Q1 2026
<a id="atom-23ff2aa2ae47d305"></a>2026-05-14 X·@Brad_Setser · 机型交付能力 · 供给产能/合作客户
if the triple 7 gets certified I imagine Boeing can find slots (the new model was intended for the transpacific market and China is critical long-term)
tags: 好思考 · → daily
value: item=777

🔴 bearish 侧:

<a id="atom-1871a391fdba3ba3"></a>2026-05-27 X·@FirstSquawk · 787 产能状态 · 供给产能/出货量
BOEING WILL BE ‘FIGHTING SEATS' THROUGHOUT THE YEAR ON 787
tags: 好数字 · → daily
value: qty= · date=2026年度

展开 2 条中性

<a id="atom-b8d28281063712db"></a>2026-04-16 X·@wallstengine · factory hiring pace · 供给产能/人事变动
Boeing $BA is hiring about 100 to 140 factory workers a week, its fastest factory hiring pace since 2024
tags: 好数字 · → daily
value: qty=100 to 140 workers a week
<a id="atom-61d6eefea8cd259d"></a>2026-05-03 X·@FirstSquawk · 737 MAX 交付 · 出货量
BOEING: EGYPTAIR TAKES DELIVERY OF FIRST BOEING 737 MAX JET
tags: 好信源 · → daily
value: qty=1 · date=2026-05-03

🟦 客观事实 (facts) (30)

<a id="atom-dbadd235a8f0b49c"></a>🟦 2026-05-20 X·@yicaichina ⭐ · 获得中国采购订单 · 订单需求
Based on its air transport development needs, China will purchase 200 Boeing aircraft in accordance with commercial principles, Xinhua reported today, citing the Ministry of Commerce.
tags: 好数字·好信源 · → daily
value: qty=200架
📷 原图
<a id="atom-a5af44d18f8cd746"></a>🟦 2026-05-17 X·@annmarie ⭐ · 中国采购承诺 · 订单需求/合作客户
"China approved an initial purchase of 200 American-made Boeing aircraft for Chinese airlines."
tags: 好数字·好信源 · → daily
value: qty=200
<a id="atom-bee4796d1fc1060b"></a>🟦 2026-05-14 X·@business ⭐ · 订单数量 · 订单需求
China agreed to buy 200 planes from Boeing
tags: 好数字·好信源 · → daily
value: qty=200 · date=2026-05-14
<a id="atom-76f25245dea40298"></a>🟦 2026-04-22 X·@zerohedge ⭐ · 第一季度交付量 · 出货量/现金流
Boeing (BA) climbs 4% after reporting lower-than-expected cash outflow as it delivered the most aircraft in the first quarter since 2019.
tags: 好数字·好信源 · → daily
value: qty=most aircraft since 2019 · date=Q1 2026
<a id="atom-c5d71cd9cad59196"></a>🟦 2026-05-17 X·@USTradeRep · aircraft purchased by China · 订单需求
Purchasing 200 Boeings
tags: 好数字 · → daily
value: qty=200
<a id="atom-6a000f96c89b9e77"></a>🟦 2026-05-14 X·@zerohedge · 订单需求 · 订单需求
*TRUMP TO FOX: BOEING WANTED 150, THEY GOT 200 'BIG ONES'
tags: 好数字 · → daily
value: qty=200 · direction=received
<a id="atom-982a0f100f5c676f"></a>🟦 2026-05-14 X·@zerohedge · 200-jet deal announced · 订单需求
Trump Touts 200-Jet Boeing Deal As China Offers Hormuz Help
tags: 好数字 · → daily
value: qty=200 · date=2026-05-14
<a id="atom-566f54aee6c9342d"></a>🟦 2026-05-07 X·@zerohedge · 股价上涨 · 价格动态
Boeing Shares Rise As CEO Set To Join Trump On China Trip, Fueling Aircraft Order Speculation
tags: 好数字 · → daily
value: direction=up · date=2026-05-07
<a id="atom-41d64c86050353ab"></a>🟦 2026-05-20 X·@yicaichina · 获得发动机及备件供应保障 · 供应链
Meanwhile, the US will guarantee China a sufficient supply of engines and spare parts.
tags: 好信源 · → daily
📷 原图
<a id="atom-81252a018d77e868"></a>🟦 2026-05-15 X·@Brad_Setser · 订单数 · 订单需求
200 v well over 300 expected
tags: 好数字 · → daily
value: qty=200 vs well over 300 expected · date=2026-05-15
<a id="atom-93b584797e6b7f6e"></a>🟦 2026-05-15 X·@Sino_Market · 中国支持波音深化合作 · 合作客户
🇨🇳CHINA STATE PLANNER HEAD, TO BOEING CEO: CHINA WELCOMES AND SUPPORTS BOEING AND CHINESE COMPANIES IN DEEPENING PRACTICAL COOPERATION BASED ON COMMERCIAL PRINCIPLES
tags: 好信源 · → daily
📷 原图
<a id="atom-0a1136b0b2165b35"></a>🟦 2026-05-14 X·@zerohedge · 可能获得中国大额订单 · 订单需求
Scott Bessent said he had no news on additional access for Nvidia chips in China, but said there may be a large Boeing order.
tags: 好信源 · → daily
value: date=2026-05-14
<a id="atom-1bf02c41914045af"></a>🟦 2026-05-14 X·@zerohedge · 获得订单 · 订单需求
TRUMP SAYS XI AGREED TO BUY '200 BIG ONES' FROM BOEING
tags: 好信源 · → daily
value: qty=200架 · direction=正
<a id="atom-fbc5e0b7844ac26b"></a>🟦 2026-05-11 X·@davidshepardson · Kelly Ortberg 受邀出席白宫会议 · 管理层表态
Boeing (Kelly Ortberg)
tags: 好信源 · → daily
<a id="atom-a1e2ca6f525cffba"></a>🟦 2026-05-07 X·@zerohedge · CEO将随特朗普访华 · 管理层表态
CEO Set To Join Trump On China Trip
tags: 好信源 · → daily
value: date=2026-05-07
<a id="atom-b4b6dd6975bf6225"></a>🟦 2026-07-03 X·@TheDailyMao · 在手订单积压年限 · 订单需求
Boeing backlog: almost 10 years
tags: 好数字 · → daily
value: qty=约10年
<a id="atom-61a72b0a32626ae5"></a>🟦 2026-07-03 X·@TrungTPhan · 年营收 · 营收
more than Boeing ($89B)
tags: 好数字 · → daily
value: qty=$89B
<a id="atom-6d4acb8d087ceff4"></a>🟦 2026-05-15 X·@Brad_Setser · 订单获批 · 订单需求
A smaller than expected but NDRC approved order for Boeings from the chinese state airlines
tags: 好信源 · → daily
value: qty=smaller than expected · date=2026-05-15
<a id="atom-1f1ec97936d73ca0"></a>🟦 2026-04-24 X·@ThemesETFs · 营收 · 营收
$BA reported stronger results, with revenue ahead and losses narrowing
tags: 好数字 · → daily
value: direction=ahead
📷 原图
<a id="atom-09e409a6917ae54e"></a>🟦 2026-04-24 X·@ThemesETFs · 亏损收窄 · 盈利能力
losses narrowing
tags: 好数字 · → daily
value: direction=narrowing
📷 原图
<a id="atom-3f6d3f379803a69f"></a>🟦 2026-04-16 X·@AIStockSavvy · targets 26 satellite deliveries · 出货量/业绩指引
Boeing targets 26 satellite deliveries in 2026
tags: 好数字 · → daily
value: qty=26 · date=2026
<a id="atom-2f32e70a1356f3d5"></a>🟦 2026-04-15 X·@TheRegister · 交付量超过空客 · 出货量/竞争格局
Boeing deliveries soar past Airbus for the first time in years
tags: 好数字 · → daily
value: direction=高于
<a id="atom-880593d9d2d73bcc"></a>🟦 2026-07-02 X·@TechCrunch · Wisk Aero accused of firing manager who raised safety concerns · 安全事故
Boeing-owned Wisk Aero accused of firing manager who raised safety concerns
tags: 好信源 · → daily
<a id="atom-3147ec38a5101289"></a>🟦 2026-06-01 X·@Brad_Setser · emerged out of US investment in aircraft production in 1940s and jet production in 1950s · 技术路线/产品发布
Boeing equally emerged out of the massive investment the US made in aircraft production in the 40s and jet aircraft production in the 50s
tags: 好信源 · → daily
value: qty= · date=
<a id="atom-3ae91c8e6cbd4b76"></a>🟦 2026-05-15 X·@pstAsiatech · 获得中国订单 · 订单需求
Trump Announces Boeing Jet Order From China.
tags: 好信源 · → daily
<a id="atom-6057212c16a3200e"></a>🟦 2026-05-14 X·@AIStockSavvy · 特朗普称习近平同意购买 · 订单需求
Trump Says Xi Agreed To Buy 200 $BA Boeing Jets
tags: 好信源 · → daily
value: qty=200
<a id="atom-aa3bf119eac45df2"></a>🟦 2026-05-07 X·@AIStockSavvy · CEO Kelly Ortberg set to join Trump on China visit · 地缘政治
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $BA Boeing CEO Kelly Ortberg set to join Trump on China visit next week
tags: 好信源 · → daily
value: date=next week
<a id="atom-24584d11cd74bc28"></a>🟦 2026-05-15 X·@Brad_Setser · 订单类型 · 订单需求
first since Trump's term one trade war. Biden's team got an order but from a Chinese bank's aircraft leasing company, not from SoE airlines
tags: 好观点 · → daily
value: date=2026-05-15
<a id="atom-edb70bbbdb9f891a"></a>🟦 2026-05-14 X·@Brad_Setser · 机型交付难度 · 供给产能
Harder for 3s and 8s
tags: 好观点 · → daily
value: item=737/787
<a id="atom-b6133d01f4083882"></a>🟦 2026-05-15 X·@pstAsiatech · 市场份额动态 · 竞争格局
Boeing, which has lost ground to Airbus in one of the world’s largest aviation markets.
tags: 好观点 · → daily

🟥 多头 takes (bullish) (6)

<a id="atom-3522e1e2aea45c60"></a>🟥 2026-05-07 X·@zerohedge · 订单预期升温 · 订单需求
Fueling Aircraft Order Speculation
tags: 好思考 · → daily
<a id="atom-161081569b856853"></a>🟥 2026-05-14 X·@Sino_Market · expected large orders from China · 订单需求
Expects to see large Boeing orders from China.
tags: 好思考 · → daily
📷 原图
<a id="atom-23ff2aa2ae47d305"></a>🟥 2026-05-14 X·@Brad_Setser · 机型交付能力 · 供给产能/合作客户
if the triple 7 gets certified I imagine Boeing can find slots (the new model was intended for the transpacific market and China is critical long-term)
tags: 好思考 · → daily
value: item=777
<a id="atom-58dd3dda2b558005"></a>🟥 2026-07-03 X·@Brad_Setser · 能够安排三柒柒飞机交付在2035年前 · 订单需求
pretty sure boeing can find space for some triple 7s before 2035
tags: 好观点 · → daily
<a id="atom-0f04f76a08893f49"></a>🟥 2026-05-14 X·@Brad_Setser · 777X order importance · 订单需求
an order for 200 of the updated triple 7 would be a big deal
tags: 好观点 · → daily
value: qty=200 · date=
📷 原图
<a id="atom-fb50db5d827c2b4d"></a>🟥 2026-05-14 X·@Brad_Setser · desire to add Chinese carriers to 777-9 order list · 订单需求
Boeing wants to add the Chinese carriers to the 777-9 order list
tags: 好观点 · → daily
value: qty=~200 of 500 orders come from GCC airlines · date=

🟥 空头 takes (bearish) (5)

<a id="atom-e8ea0a608eb0dd84"></a>🟥 2026-05-14 X·@Lingling_Wei · 交付周期 · 订单需求/地缘政治
Long lead times would give Beijing more opportunities to cancel or defer orders
tags: 好思考 · → daily
value: direction=long lead times
<a id="atom-c714a61225eb9d8a"></a>🟥 2026-05-14 X·@Brad_Setser · 订单预期 · 订单需求
expectations for this announcement weren't met
tags: 好观点 · → daily
value: direction=exceeding phase 1 MoU
<a id="atom-1234df72fb2d0bbc"></a>🟥 2026-05-14 X·@Brad_Setser · stock fall reason · 价格动态
A disappointing number (hence the fall in Boeing stock)
tags: 好观点 · → daily
value: qty= · date=
<a id="atom-d025908e571d9302"></a>🟥 2026-05-11 X·@Brad_Setser [老化中] · 中国政策聚焦新订单 · 地缘政治
Trump's second term China policy seems to be all about Boeings (new orders)
tags: 好观点 · → daily
<a id="atom-663ad6d2b81fb6b0"></a>🟥 2026-05-11 X·@skidrivebike [老旧] · 中国必须采购订单 · 订单需求
The Boeing deals are so stupid. China has to buy them.
tags: 好观点 · → daily

🟦 新闻流 (squawk · 40)

展开新闻流 (FirstSquawk / financialjuice / wallstengine / DeItaone — 快讯, 非原创 take)

<a id="atom-3b77f1249966de51"></a>🟦 2026-07-01 X·@FirstSquawk · Air Force One 获得特朗普认可 · 产品发布
TRUMP COMMENDS NEW BOEING AIR FORCE ONE.
tags: 好信源 · → daily
<a id="atom-3404bddc71e14cb2"></a>🟦 2026-06-30 X·@FirstSquawk · 集体谈判启动声明 · 人事变动
SPEEA: NEGOTIATORS TO COMMENCE FORMAL CONTRACT TALKS WITH BOEING ON JULY 1ST, AIMING TO NEGOTIATE TWO COLLECTIVE BARGAINING AGREEMENTS COVERING ~13K ENGINEERS AND ~4K TECHNICAL WORKERS
tags: 好信源 · → daily
value: date=July 1st
<a id="atom-22ae4e0c4c5e55cd"></a>🟦 2026-06-30 X·@FirstSquawk · 谈判覆盖工程师人数 · 人事变动
COVERING ~13K ENGINEERS
tags: 好数字 · → daily
value: qty=~13000
<a id="atom-e666c2ca4cc67761"></a>🟦 2026-06-30 X·@FirstSquawk · 谈判覆盖技术工人人数 · 人事变动
COVERING ~4K TECHNICAL WORKERS
tags: 好数字 · → daily
value: qty=~4000
<a id="atom-556eaf20f3ededcd"></a>🟦 2026-06-22 X·@financialjuice · 与特朗普会面预期 · 地缘政治
Lockheed, RTX, Boeing, L3Harris are expected to meet with Trump - WSJ
tags: 好信源 · → daily
value: date=2026-06-22
<a id="atom-a0eea2ad92fc7947"></a>🟦 2026-06-16 X·@FirstSquawk · 与中国民航局讨论在华业务增长 · 合作客户
CHINA CAAC MEETS BOEING TO DISCUSS CHINA BUSINESS GROWTH
tags: 好信源 · → daily
<a id="atom-401b9e26a2f064ac"></a>🟦 2026-06-16 X·@financialjuice · 与CAAC会面讨论中国业务增长 · 监管政策
China CAAC meets Boeing to discuss China business growth
tags: 好信源 · → daily
<a id="atom-001e9a1bc220554c"></a>🟦 2026-06-15 X·@FirstSquawk · employees on crashed B-52 Bomber · 安全事故
Boeing Says Two Company Employees Were On Board The B-52 Bomber That Crashed In California
tags: 好信源 · → daily
<a id="atom-c567700eaa9eb60a"></a>🟦 2026-06-09 X·@FirstSquawk ⭐ · May 2026 delivery count · 出货量
BOEING DELIVERED 60 AIRPLANES IN MAY
tags: 好数字·好信源 · → daily
value: qty=60 · date=May 2026
<a id="atom-c52cee8cd695deba"></a>🟦 2026-06-09 X·@FirstSquawk · 新订单数 · 订单需求
BOEING RECORDED 27 NEW ORDERS IN MAY
tags: 好数字 · → daily
value: qty=27 · date=May-2026-06-09
<a id="atom-dfb9f1be5236ef97"></a>🟦 2026-06-09 X·@FirstSquawk · 订单取消数 · 订单需求
BUT EXPERIENCED 16 CANCELLATIONS
tags: 好数字 · → daily
value: qty=16 · date=May-2026-06-09
<a id="atom-e6a5be9336407256"></a>🟦 2026-06-09 X·@FirstSquawk · backlog count · 订单需求
BOEING'S BACKLOG WAS 6,178 ON MAY 31
tags: 好数字 · → daily
value: qty=6178 · date=2026-05-31
<a id="atom-ecca84f6ef062e19"></a>🟦 2026-06-06 X·@FirstSquawk · 可以提供中国200架飞机订单的售后支持 · 订单需求/供应链
Boeing can provide aftermarket support to China for 200-jet order, executive says-RTRS
tags: 好信源 · → daily
<a id="atom-2994f33d19c2234a"></a>🟦 2026-06-03 X·@FirstSquawk · 潜在大额采购 · 订单需求
BESSENT SAYS WILL SEE IF CHINA COMMITS TO BIGGER BOEING PURCHASES
tags: 好信源 · → daily
value: qty=bigger purchases
<a id="atom-5a0108355fc3361a"></a>🟦 2026-06-03 X·@FirstSquawk · pledge to US · 管理层表态
BESSENT SAYS WILL WATCH FOR BOEING PLEDGE WHEN XI COMES TO US
tags: 好信源 · → daily
<a id="atom-b07f8c6e3880e25e"></a>🟦 2026-05-27 X·@FirstSquawk [老旧] · 中国承诺表态 · 合作客户/地缘政治
BOEING CEO SAYS CHINA COMMITMENT IS 'GOOD START, MORE TO COME
tags: 好信源 · → daily
value: date=2026-05-27
<a id="atom-85162ef1ad868bf3"></a>🟦 2026-05-27 X·@FirstSquawk · 获得FAA批准 · 监管政策/产品发布
BOEING HAS AUTHORITY FROM FAA FOR ENTIRE 737 FLIGHT TEST REGIME
tags: 好信源 · → daily
<a id="atom-5400a25a4d808b5c"></a>🟥 2026-05-27 X·@FirstSquawk [老旧] · 737-10 认证不会再出现意外 · 产品发布/监管政策
BOEING CONFIDENT WON'T SEE MORE HICCUPS IN 737-10 CERTIFICATION
tags: 好观点 · → daily
<a id="atom-1871a391fdba3ba3"></a>🟦 2026-05-27 X·@FirstSquawk · 787 产能状态 · 供给产能/出货量
BOEING WILL BE ‘FIGHTING SEATS' THROUGHOUT THE YEAR ON 787
tags: 好数字 · → daily
value: qty= · date=2026年度
<a id="atom-dccbc65546381dbb"></a>🟦 2026-05-27 X·@FirstSquawk · 讨论增产武器 · 合作客户
BOEING DISCUSSED INCREASING WEAPONS PRODUCTION WITH TRUMP
tags: 好信源 · → daily
<a id="atom-e02686676f491d3b"></a>🟦 2026-05-23 X·@FirstSquawk · 737 MAX fraud lawsuit 判决 · 诉讼
Jury clears Boeing in 737 MAX fraud lawsuit
tags: 好信源 · → daily
<a id="atom-41a7785186e50819"></a>🟦 2026-05-18 X·@FirstSquawk · MAX 10 certification timeline · 产品发布/监管政策
BOEING MAKING VERY POSITIVE NOISES ABOUT MAX 10, EXPECTS CERTIFICATION AT END Q3, EARLY Q4
tags: 好信源 · → daily
value: date=end Q3, early Q4
<a id="atom-5d4238d57661cc69"></a>🟦 2026-05-17 X·@DeItaone ⭐ · 飞机采购订单 · 订单需求
U.S. TRADE REPRESENTATIVE GREER: 200 BOEING PLANE PURCHASE IS LOCKED IN -CBS
tags: 好数字·好信源 · → daily
value: qty=200 · direction=locked in · date=2026-05-17
<a id="atom-8bb72f83463fbb16"></a>🟦 2026-05-15 X·@FirstSquawk · 获得飞机采购承诺 · 订单需求
TRUMP SAYS BOEING GOT A PROMISE OF MORE PLANES PURCHASE
tags: 好信源 · → daily
value: qty=更多
<a id="atom-6ccc74f90d9a7330"></a>🟦 2026-05-15 X·@FirstSquawk · 飞机订单承诺 · 订单需求
TRUMP SAYS BOEING AGREED TO BUY 200 BOEING PLANES, WITH A POTENTIAL COMMITMENT OF 750 PLANES
tags: 好数字 · → daily
value: qty=750 · date=潜在
<a id="atom-9dd1a15b706e523b"></a>🟦 2026-05-15 X·@FirstSquawk ⭐ · 中国采购飞机订单 · 订单需求
Trump and Boeing Announce China Will Purchase 200 Planes-NYT
tags: 好数字·好信源 · → daily
value: qty=200
<a id="atom-473529a443d07920"></a>🟦 2026-05-14 X·@FirstSquawk · 大订单预期 · 订单需求
US TREASURY SECRETARY BESSENT ON CHINA: THINK WE'RE GOING TO SEE LARGE BOEING ORDERS
tags: 好信源 · → daily
value: qty=large · date=未来
<a id="atom-b0a3e7db092e584b"></a>🟦 2026-05-14 X·@FirstSquawk · 订单 · 订单需求
XI AGREED TO BUY 200 BOEING JETS
tags: 好信源 · → daily
value: qty=200 · date=未公开
<a id="atom-0281369519d5c64f"></a>🟦 2026-05-14 X·@DeItaone ⭐ · 订单协议 · 订单需求
$BA - *TRUMP SAYS XI AGREED TO BUY '200 BIG ONES' FROM BOEING
tags: 好信源·好数字 · → daily
value: qty=200 · unit=架 · direction=从中国买方
<a id="atom-25bb03725230b57c"></a>🟦 2026-05-14 X·@financialjuice · 接到中国订单数量 · 订单需求
Trump: China’s President Xi agreed to buy 200 Boeing jets - Fox News. $BA
tags: 好数字 · → daily
value: qty=200 · unit=jets
<a id="atom-c6ed8cca67212487"></a>🟦 2026-05-14 X·@FirstSquawk · 订单数量 · 订单需求
CHINA AGREED TO ORDER 200 'BIG' BOEING JETS: FOX
tags: 好数字 · → daily
value: qty=200 · date=2026-05-14
<a id="atom-151ced1a84d10e9a"></a>🟦 2026-05-14 X·@FirstSquawk · 订单数 · 订单需求
BOEING WANTED 150, THEY GOT 200
tags: 好数字 · → daily
value: qty=200 · direction=higher than 150
<a id="atom-c62e652e57389f56"></a>🟦 2026-05-14 X·@DeItaone · orders received · 订单需求
Boeing wanted 150, they got 200 'BIG ONES'
tags: 好数字 · → daily
value: qty=200 · unit=aircraft · direction=up
<a id="atom-fb21e8130a8595ff"></a>🟦 2026-05-12 X·@FirstSquawk · 2026年累积飞机交付量 · 出货量
BOEING HAS SHIPPED 190 AIRPLANES TO CLIENTS THIS YEAR.
tags: 好数字 · → daily
value: qty=190 · date=2026 year-to-date
<a id="atom-b1248d524f6bfb67"></a>🟦 2026-05-12 X·@FirstSquawk · 月度交付量 · 出货量
BOEING DELIVERED 34 UNITS OF 737 MAX
tags: 好数字 · → daily
value: qty=34 units · item=737 MAX
<a id="atom-96b9fb608e94f4db"></a>🟦 2026-05-12 X·@FirstSquawk ⭐ · 2026年订单量 · 订单需求
BOEING SECURED ORDERS FOR 284 AIRCRAFT IN 2026.
tags: 好数字·好信源 · → daily
value: qty=284 · date=2026
<a id="atom-684be34f504ed522"></a>🟦 2026-05-11 X·@wallstengine ⭐ · Kelly Ortberg加入美国代表团访华 · 地缘政治/合作客户
BOEING'S $BA KELLY ORTBERG TO BE PART OF US DELEGATION ON TRUMP'S CHINA TRIP
tags: 好信源·好思考 · → daily
value: date=2026-05-11
<a id="atom-8663f30cf9a764f8"></a>🟦 2026-05-10 X·@FirstSquawk · 参与对华贸易代表团 · 合作客户
US OFFICIAL: BUSINESS DELEGATION ACCOMPANYING TRUMP TO CHINA INCLUDES BOEING EXECUTIVES
tags: 好信源 · → daily
value: qty= · date=
<a id="atom-d24f216849c27829"></a>🟦 2026-05-07 X·@financialjuice [老化中] · proposed purchases discussed on US senators China visit · 订单需求
Boeing proposed purchases discussed on US senators China visit
tags: 好信源·好思考 · → daily
value: direction=pending
<a id="atom-3ec9a83ebfdd15a0"></a>🟦 2026-05-07 X·@FirstSquawk · CEO will accompany Trump on trip to China · 地缘政治/合作客户
BOEING'S CEO WILL ACCOMPANY TRUMP ON HIS TRIP TO CHINA NEXT WEEK, ACCORDING TO CNBC.
tags: 好信源 · → daily
value: date=next week

⏱ 时间轴 (近 20)

🟦 2026-07-03 · fact · 在手订单积压年限 · → daily
🟥 2026-07-03 · narrative · 能够安排三柒柒飞机交付在2035年前 · → daily
🟦 2026-07-03 · fact · 年营收 · → daily
🟦 2026-07-02 · fact · Wisk Aero accused of firing manager who raised safety concer · → daily
🟦 2026-07-01 · fact · Air Force One 获得特朗普认可 · → daily
🟦 2026-06-30 · fact · 集体谈判启动声明 · → daily
🟦 2026-06-30 · fact · 谈判覆盖工程师人数 · → daily
🟦 2026-06-30 · fact · 谈判覆盖技术工人人数 · → daily
🟦 2026-06-22 · fact · 与特朗普会面预期 · → daily
🟦 2026-06-16 · fact · 与中国民航局讨论在华业务增长 · → daily
🟦 2026-06-16 · fact · 与CAAC会面讨论中国业务增长 · → daily
🟦 2026-06-15 · fact · employees on crashed B-52 Bomber · → daily
🟦 2026-06-09 · fact · May 2026 delivery count · → daily
🟦 2026-06-09 · fact · 新订单数 · → daily
🟦 2026-06-09 · fact · 订单取消数 · → daily
🟦 2026-06-09 · fact · backlog count · → daily
🟦 2026-06-06 · fact · 可以提供中国200架飞机订单的售后支持 · → daily
🟦 2026-06-03 · narrative · 潜在大额采购 · → daily
🟦 2026-06-03 · fact · pledge to US · → daily
🟦 2026-06-01 · fact · emerged out of US investment in aircraft production in 1940s · → daily

← 实体目录 · 系统日志