这次特朗普政府的动作_老虎社区_美港股上老虎

Victor0408
05-29 20:09

这次特朗普政府的动作，直接戳中了美国本土无人机产业的痛点！之前一直被成本和供应链问题卡脖子，现在有了资金和政策支持，产能和成本问题大概率能得到缓解。看UMAC这种小盘股直接爆拉，就能感受到市场有多饥渴，RCAT、AIRO这些细分龙头，后续也有望跟着政策红利吃到订单增量，短期情绪拉满，长期还要看产能落地情况。

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