摩根大通维持波音“增持”评级,称737 MAX软件问题短期对交付影响有限

智通财经
Sep 28
【摩根大通维持波音“增持”评级,称737 MAX软件问题短期对交付影响有限】摩根大通在737 MAX被曝存在飞控软件问题后,维持波音“增持”评级和290美元目标价。相关问题会在特定情况下限制部分自动驾驶功能,波音正在开发修复方案,并表示该问题不属于飞行安全隐患。摩根大通认为,这一问题预计不会明显影响MAX 8和MAX 9的交付,因为客户仍可选择使用另一版本的软件;但对于刚获认证的MAX 7和接近认证的MAX 10,由于只能使用新版软件,机构将继续关注其2027年交付是否受到影响。摩根大通同时指出,鉴于2018年和2019年737 MAX空难的历史,飞控软件问题短期内可能引发监管机构和航空公司的额外关注,预计未来数周将获得更多信息,目前暂未因此调整对波音的判断。

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