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Yuvi.
$BA 今日业绩最关键的不是订单数字，而是交付与现金流兑现？航空制造的订单储备很长，但质量控制、监管审查和供应链决定能否按期交付。延误会占用现金并削弱信任。若交付节奏和质量指标改善、现金流收窄，修复逻辑成立；若再次出现生产或监管问题，估值反弹需要重新评估。
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