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← @qinbafrank

$UMAC

BULLISH2026-05-29
Price around the call
↑ 2026-05-29
By horizon✗ miss-18.2%
1d
✓ +15.6%
5d
✗ -7.9%
21d
✗ -18.2%
Original post
qinbafrank · 2026-05-29

川普的国家资本主义正在四处开花,这次是无人机。看华尔街日报昨晚报道川普政府正在谈判通过五角大楼战略资本办公室资助美国无人机制造商。相同的11亿美元无人机主导计划,目标到2027年生产30万架攻击无人机。 简单梳理下美国的无人机生态: 1)直接受益者: $UMAC:与特朗普Jr.有关联,已赢得陆军电机合同。 $RCAT:Teal Drones,蓝UAS名单,位于小型无人机采购领域。 $AVAV:Switchblade和Puma,美国上市的最大攻击无人机纯正玩家。 $KTOS:XQ-58 Valkyrie,更广泛的无人系统推进。 $ONDS:军事和国土安全无人机系统。 2)间接供应链: $KULR:来自无人机主导计划客户的2026年4月FPV电池订单。2026年最高500万美元。 $KOPN:320万美元Sentinel FPV光学模块订单,到2028年潜在4万副护目镜。首次正式进入军事FPV领域。 看起来小型无人机生态系统也得美国制造,川普概念股正在外溢

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