Previously, the US and China were talking cooperation:
Buy soybeans 🌽
Buy oil 🛢️
Now:
They’re directly buying planes ✈️
China confirms an order for 200 Boeing aircraft.
The market's first reaction isn't towards airline stocks, but rather:
"Is the US and China starting to ease tensions?"
Because deals of this magnitude aren't just about business anymore.
Think about it —
Boeing has been struggling in recent years.
Order issues, accident problems, capacity issues, and on top of that, the US-China relations were stuck.
And now suddenly, there’s an order for 200 planes.
What capital sees is simple:
Money is starting to flow again 💰
And interestingly, Trump just visited China, and the Boeing order gets confirmed right after.
A lot of people are now guessing:
Could there be more hidden agreements that haven’t been made public?
Planes, energy, AI, chips, rare earths…
On the surface, it looks like diplomacy is being discussed, but in reality, everyone knows:
What’s really on the table is the profit distribution for the next decade.
#石油资源大涨
Buy soybeans 🌽
Buy oil 🛢️
Now:
They’re directly buying planes ✈️
China confirms an order for 200 Boeing aircraft.
The market's first reaction isn't towards airline stocks, but rather:
"Is the US and China starting to ease tensions?"
Because deals of this magnitude aren't just about business anymore.
Think about it —
Boeing has been struggling in recent years.
Order issues, accident problems, capacity issues, and on top of that, the US-China relations were stuck.
And now suddenly, there’s an order for 200 planes.
What capital sees is simple:
Money is starting to flow again 💰
And interestingly, Trump just visited China, and the Boeing order gets confirmed right after.
A lot of people are now guessing:
Could there be more hidden agreements that haven’t been made public?
Planes, energy, AI, chips, rare earths…
On the surface, it looks like diplomacy is being discussed, but in reality, everyone knows:
What’s really on the table is the profit distribution for the next decade.
#石油资源大涨