EPISODE · Jun 20, 2025 · 7 MIN
EP45｜空中巴士Airbus最新法說，爆訂單，不過8500架飛機沒交貨？供應鏈問題成關鍵！《優分析》
from 優閒聊財經 · host 優分析
空中巴士 Airbus 在巴黎航展召開最新說明會，揭露手中8,500架訂單與交機延遲的背後真相。 這集幫你一次搞懂： 🔹為什麼飛機訂單爆了還交不出來？ 🔹發動機供應鏈出問題，到底哪幾家公司卡住了？ 🔹A321、A350等熱賣機型帶來什麼機會？ 🔹哪些台灣或國際供應商有機會受惠？ 🔹供應鏈jpp-KY(5284-TW)、寶一(8222-TW)、豐達科(3004-TW) 鎖定Airbus的供應鏈變化，不只是飛機產業，還可能影響到你手上的股票！ .. 🔔優分析產業資料庫https://pro.uanalyze.com.tw/e-com/product-detail/lynch-tengrower .. ⚠️Podcast所提之個股內容僅供參考，不具投資建議，投資前應審慎評估風險，且自負盈虧。 -- Hosting provided by SoundOn
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EP45｜空中巴士Airbus最新法說，爆訂單，不過8500架飛機沒交貨？供應鏈問題成關鍵！《優分析》
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