波音接获50架737 Max订单 | 播客《Numbers》
主持人:本·沃尔什(Ben Walsh)
编辑 | 郭力群
2019-11-21 13:48:24
尽管波音仍在努力证明737 Max可以安全飞行,但订单依旧纷纷而至。

Boeing Recently Received 50 Orders for the Grounded 737 Max Aircraft

波音最近接获50架波音737 Max飞机订单

That’s of course good news for the beleaguered airplane manufacturer. But why are airlines agreeing to buy these planes now?

对于这家陷入困境的飞机制造商来说,这当然是个好消息。但是为什么航空公司现在同意购买这些飞机呢?

It’s because planes are bought years in advance, and those purchases are part of multi-year fleet and capacity plans. And it’s not possible to just switch from Boeing (ticker: BA) to, say, Airbus planes. Airbus (AIR.France) might not even have any free planes to sell for years and years.

这是因为航空公司通常会提前几年购买飞机,作为多年机队建设和提高运力计划的一部分。而且,航空公司无法直接以空客(Airbus, AIR.法国)的飞机代替波音(Boeing, BA)飞机,因为空客已经多年没有飞机可以出售了。

And so, even as it still fights to prove that the 737 MAX is safe to fly, Boeing keeps getting orders for more.

因此,尽管波音仍在努力证明737 Max可以安全飞行,但订单依旧纷纷而至。

Kohl's Stock Fell 19% on Tuesday

Kohl's周二(11月19日)暴跌19%

The retailer reported dreary quarterly earnings and said it was cutting its full-year earnings forecast—that will be the second time Kohl’s (KSS) has trimmed guidance for this year.

这家零售商公布的财报表现令人失望,还表示将下调全年收益预测,这将是Kohl's (KSS)今年第二次下调业绩预期。

Home Depot (HD) also reported disappointing earnings on Tuesday and reduced its guidance. That set off a wave of selling in retail stocks: Macy’s (M), Nordstrom (JVN), and L Brands (LB) all fell. 

家得宝(Home Depot, HD)周二公布的财报表现也令人失望,该公司也下调了业绩预期,导致其他一些零售股遭到抛售:梅西百货(Macy's, M)、Nordstrom (JVN)和L Brands (LB)纷纷下跌。

The discouraging results are sure to worry investors heading into the all-important holiday shopping season. Especially, because there’s some data indicating that this is about more than just one or two poorly performing companies. Last week, when the Census Bureau released the latest retail sales numbers, department stores looked particularly weak.

令人沮丧的业绩肯定会在重要的假日购物季到来之际令投资者感到担忧,尤其是因为有一些数据表明表现不佳的不仅仅只是一两家公司。美国人口普查局上周发布的最新零售数据显示,百货商店的表现尤为疲软。

Tech Stocks Have Gained 41% So Far This Year

今年迄今为止科技股上涨了41%

The sector is on pace for its best year since 2009. The stocks have rallied even as the size and power of the big tech companies come under increasing scrutiny—with President Donald Trump and Democratic presidential candidates like Bernie Sanders and Elizabeth Warren regularly talking about breaking up tech giants.

该板块有望实现2009年以来表现最好的一年。虽然大型科技公司的规模和实力受到越来越多的审查,但股票依然上涨;美国总统特朗普和伯尼·桑德斯以及伊丽莎白·沃伦等民主党总统候选人定期会提出拆分科技巨头的问题。

Tech has also thrived despite big federal regulators zooming in on anti-competive practices by giants like Amazon (AMZN), Apple (AAPL), Google (GOOGL), and Facebook (FB).

尽管大型联邦监管机构加大了对亚马逊(Amazon, AMZN)、苹果(Apple, AAPL)、谷歌(Google)和Facebook (FB)等科技巨头反竞争行为的审查,但这些公司的股价依然实现上涨。

So far, however, the threat of a regulatory crackdown doesn’t seem to worry investors at all. One example? When the investigation into Google—backed by 50 attorneys general—was recently widened, Google-parent Alphabet’s stock rose.

不过到目前为止,投资者似乎一点儿也不担心监管机构可能采取的打击措施。举例来说,虽然由50名司法部长支持的针对谷歌的调查范围最近扩大,但谷歌母公司Alphabet (GOOGL)依然上涨。

翻译 | Anqi

版权声明:

《巴伦》(barronschina) 原创文章,未经许可,不得转载。英文版见2019年11月20日报道“150 Orders of the 737 Max Plane, and Two More Numbers to Know”。

(本文内容仅供参考,投资建议不代表《巴伦》倾向;市场有风险,投资须谨慎。)

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