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cover of episode Boeing Cruising to New Altitudes?

Boeing Cruising to New Altitudes?

2025/6/26
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Motley Fool Money

AI Deep Dive AI Chapters Transcript
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C
Chris Hill
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Lou Whiteman
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Tim Beyers
高级分析师和领先顾问,专注于软件和技术行业的投资分析。
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Tim Beyers: 我对CFM Rise引擎印象深刻,它看起来像螺旋桨发动机,但实际上是喷气发动机,并且燃油效率提高了20%。我想知道它是否能帮助航空公司节省大量资金。 Lou Whiteman: CFM Rise引擎的概念已经存在几十年了,随着复合材料和技术的进步,它正变得越来越现实。然而,这种引擎需要重新设计飞机,并且存在安全和重量方面的考虑。虽然普惠公司更倾向于改进现有的齿轮传动涡扇发动机,但CFM希望在2030年代初将其商业化。此外,劳斯莱斯在商业航空市场中是第三大发动机制造商,仅为大型宽体飞机制造发动机。虽然劳斯莱斯股票目前表现良好,但我不会立即买入,因为它只占全球机队的一小部分,且增长速度较慢。

Deep Dive

Shownotes Transcript

Will innovations from the Paris Air Show be enough to lift airlines to new heights?

Tim Beyers and Lou Whiteman discuss:

  • More AI-fueled earnings from Micron and changes at the Fed?

  • The Paris Air Show’s big reveals

  • Debating the better stock: Boeing or Airbus?

Tickers: Companies discussed: BA, EADSY, MU, RYCEY, TXT

Host: Tim Beyers

Guests: Lou Whiteman

Engineer: Dan Boyd

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