Aercap飞机租赁今日盘前股价大跌6.25%，引起了市场的广泛关注。
消息面上，Aercap飞机租赁首席执行官近日表示，在当前飞机交付周期持续延长的背景下，很难看出航空公司直接向波音等原始设备制造商下订单能够立即创造实际价值。这位全球最大飞机租赁商的掌门人指出，由于新飞机从下单到交付往往需要数年时间，这种漫长的等待期使得即时订单难以对当前运营产生实质性提升。
该观点折射出航空业面临的核心矛盾：尽管航空公司亟需更新机队以满足复苏的出行需求，但供应链瓶颈和产能限制导致飞机制造商无法快速响应市场变化。这种供需错配使得飞机租赁商在机队灵活性和即时运力供给方面的优势愈发凸显，但CEO的谨慎言论可能引发了投资者对行业前景的担忧，从而影响了股价表现。
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