金吾财讯 | 波音(BA)跌幅扩至4.88%，报203.16美元。德意志银行在一份研报中表示，波音未来几年的财务前景仍将承压，因为其单位经济效益和营运资金趋势在中短期内持续受到影响。该投行将波音2026年的自由现金流指引大幅下调56%至21亿美元，2027年指引下调40%至60亿美元，2028年预测下调9%至112亿美元。报告指出，下调原因是单位会计利润率预估降低、预付款项带来的阻力、库存假设不如此前乐观以及资本支出增加。德意志银行表示，预计到2028年，这些不利因素大部分将出现逆转，原因包括实现价格走强、交付结构改善、777X机型交付量上升、商用飞机整体生产规模扩大以及供应商成本通胀放缓。分析师写道，该行认为波音管理层正在做出正确的运营决策，737和787项目仍是该股长期终值的主要驱动因素。德意志银行将波音股票的评级从"买入"下调至"持有"，并将其目标股价从255美元下调至240美元。
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