{"id":561270,"date":"2024-12-23T00:00:04","date_gmt":"2024-12-23T08:00:04","guid":{"rendered":"https:\/\/nai500.com\/blog\/2024\/12\/%e8%b5%b7%e9%a3%9e%ef%bc%812025%e5%b9%b4%e7%b2%be%e9%80%897%e5%8f%aa%e7%be%8e%e8%82%a1%e6%97%a0%e4%ba%ba%e6%9c%ba%e8%82%a1%e7%a5%a8\/"},"modified":"2024-12-23T00:00:46","modified_gmt":"2024-12-23T08:00:46","slug":"%e8%b5%b7%e9%a3%9b%ef%bc%812025%e5%b9%b4%e7%b2%be%e9%81%b87%e5%8f%aa%e7%be%8e%e8%82%a1%e7%84%a1%e4%ba%ba%e6%a9%9f%e8%82%a1%e7%a5%a8","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2024\/12\/%e8%b5%b7%e9%a3%9b%ef%bc%812025%e5%b9%b4%e7%b2%be%e9%81%b87%e5%8f%aa%e7%be%8e%e8%82%a1%e7%84%a1%e4%ba%ba%e6%a9%9f%e8%82%a1%e7%a5%a8\/","title":{"rendered":"\u8d77\u98db\uff012025\u5e74\u7cbe\u90787\u53ea\u7f8e\u80a1\u7121\u4eba\u6a5f\u80a1\u7968"},"content":{"rendered":"

2024 \u5e74\uff0c\u7121\u4eba\u6a5f\u5e02\u5834\u6301\u7e8c\u589e\u9577\u3002\u64da Grand View Research \u7684\u6578\u64da\u986f\u793a\uff0c\u4eca\u5e74\u5168\u7403\u5546\u7528\u7121\u4eba\u6a5f\u884c\u696d\u7684\u5e02\u5834\u50f9\u503c\u5df2\u7d93\u9054\u5230 300 \u5104\u7f8e\u5143\uff0c\u4e26\u9810\u8a08\u5f9e 2025 \u5e74\u5230 2030 \u5e74\uff0c\u884c\u696d\u5e74\u8907\u5408\u589e\u9577\u7387\u5c07\u9054\u5230 10.6%\u3002\u53e6\u64daStartUs Insights\u7121\u4eba\u6a5f\u7522\u696d\u5831\u544a\uff0c\u76ee\u524d\u7121\u4eba\u6a5f\u884c\u696d\u516c\u53f8\u6578\u91cf\u8d85\u904e3.3\u842c\u5bb6\uff0c\u5c08\u5229\u6578\u91cf\u8d85\u904e2.9\u842c\u9805\u3002<\/p>\n

\u7121\u4eba\u6a5f\u6280\u8853\u6b63\u5728\u9010\u6f38\u9032\u5165\u4e3b\u6d41\u61c9\u7528\u3002\u9664\u4e86\u570b\u9632\u9818\u57df\uff0c\u7121\u4eba\u6a5f\u9084\u5728\u8a31\u591a\u5546\u696d\u9818\u57df\u6709\u8457\u5ee3\u6cdb\u7684\u61c9\u7528\u3002\u5f9e\u7a7a\u4e2d\u51fa\u79df\u8eca\u5230\u9001\u9910\u548c\u5feb\u905e\uff0c\u7121\u4eba\u6a5f\u6b63\u6191\u85c9\u5176\u4fbf\u5229\u6027\u548c\u6210\u672c\u6548\u7387\u5438\u5f15\u8d8a\u4f86\u8d8a\u591a\u7684\u95dc\u6ce8\u3002\u5728\u5927\u54c1\u724c\u7684\u5927\u529b\u652f\u6301\u4e0b\uff0c\u67d0\u4e9b\u95dc\u9375\u9818\u57df\uff08\u5982\u570b\u9632\u548c\u91ab\u7642\uff09\u7684\u7121\u4eba\u6a5f\u71df\u6536\u5927\u5e45\u589e\u9577\uff0c\u9019\u7d66\u672a\u4f86\u7684\u767c\u5c55\u5e36\u4f86\u4e86\u5de8\u5927\u7684\u6f5b\u529b\u3002<\/p>\n

\u4ee5\u4e0b\u662f 2025 \u5e74\u6295\u8cc7\u8005\u9700\u95dc\u6ce8\u7684\u512a\u8cea\u7f8e\u80a1\u7121\u4eba\u6a5f\u80a1\u7968\uff1a<\/p>\n

1. \u4e9e\u99ac\u905c\uff08Amazon.com Inc., AMZN\uff09<\/a><\/h2>\n

\u80a1\u7968\u4ee3\u78bc\uff1aAMZN
\n\u5e74\u5ea6\u56de\u5831\u7387\uff08\u622a\u81f312\u67083\u65e5\uff0c\u4e0b\u540c\uff09\uff1a40.5%<\/p>\n

\u4e9e\u99ac\u905c\u5728\u7121\u4eba\u6a5f\u5e02\u5834\u4e0a\u7e7c\u7e8c\u7a69\u7d2e\u7a69\u6253\u30022024 \u5e74 11 \u6708\uff0cPrime Air \u9805\u76ee\u4e2d\u7528\u65bc\u914d\u9001\u7684\u5c0f\u578b\u7121\u4eba\u6a5f MK30 \u7372\u5f97\u7f8e\u570b\u806f\u90a6\u822a\u7a7a\u7ba1\u7406\u5c40\uff08FAA\uff09\u7684\u6b63\u5f0f\u6279\u51c6\u4e26\u5728\u7f8e\u570b\u4e9e\u5229\u6851\u90a3\u5dde\u6295\u5165\u904b\u71df\u3002\u9019\u7a2e\u66f4\u5c0f\u66f4\u5b89\u975c\u7684\u7121\u4eba\u6a5f\u53ef\u4ee5\u5728\u4e00\u5c0f\u6642\u5167\u5c07\u91cd\u91cf\u5c0f\u65bc 5 \u78c5\u7684\u5546\u54c1\u914d\u9001\u5230\u5ba2\u6236\u624b\u4e2d\uff0c\u9019\u4e00\u5275\u65b0\u986f\u8457\u63a8\u9032\u4e86\u7121\u4eba\u6a5f\u914d\u9001\u7684\u5546\u696d\u5316\u3002<\/p>\n

2. \u5104\u822a\u667a\u80fd\uff08EHang Holdings Ltd.\uff09<\/h2>\n

\u80a1\u7968\u4ee3\u78bc\uff1aEH
\n\u5e74\u5ea6\u56de\u5831\u7387\uff1a-9.6%<\/p>\n

\u4f5c\u70ba\u4e2d\u570b\u672c\u571f\u7684\u7121\u4eba\u6a5f\u958b\u767c\u5546\uff0c\u5104\u822a\u7684\u80a1\u50f9\u5728\u904e\u53bb 90 \u5929\u5167\u4e0a\u6f32\u4e86 11.3%\uff0c\u4e26\u516c\u4f48 2024 \u5e74\u7b2c\u4e09\u5b63\u5ea6\u4ea4\u4ed8\u91cf\u589e\u9577\u986f\u8457\u2014\u2014\u5171\u4ea4\u4ed8\u4e86 63 \u53f0\u7121\u4eba\u6a5f\uff0c\u800c 2023 \u5e74\u7b2c\u4e8c\u5b63\u5ea6\u50c5\u4ea4\u4ed8 5 \u53f0\u3002\u6b64\u5916\uff0c\u516c\u53f8\u9084\u5ba3\u4f48\u4e86 3000 \u842c\u7f8e\u5143\u7684\u80a1\u7968\u56de\u8cfc\u8a08\u5283\u3002\u53e6\u5916\uff0c\u5104\u822a\u9084\u52a0\u5165\u4e86\u9999\u6e2f\u7684\u201c\u4f4e\u7a7a\u98db\u884c\u201d\u8a08\u5283\uff0c\u6b64\u8a08\u5283\u627f\u8afe\u5c07\u653e\u5bec\u76e3\u7ba1\uff0c\u4e26\u8a08\u5283\u5efa\u8a2d\u66f4\u52a0\u5b8c\u5584\u7684\u7121\u4eba\u6a5f\u57fa\u790e\u8a2d\u65bd\u3002\u9019\u5c0d\u5104\u822a\u4f86\u8aaa\u5c07\u662f\u4e00\u500b\u6f5b\u5728\u7684\u5de8\u5927\u5229\u597d\u3002<\/p>\n

3. Kratos Defense & Security Solutions Inc.<\/h2>\n

\u80a1\u7968\u4ee3\u78bc\uff1aKTOS
\n\u5e74\u5ea6\u56de\u5831\u7387\uff1a29.9%<\/p>\n

Kratos \u5c08\u6ce8\u4e8e\u7121\u4eba\u6a5f\u548c\u7121\u4eba\u99d5\u99db\u6280\u8853\uff0c\u4e26\u8207\u7f8e\u570b\u570b\u9632\u548c\u60c5\u5831\u6a5f\u69cb\u4fdd\u6301\u7dca\u5bc6\u5408\u4f5c\u3002\u8fd1\u671f\uff0c\u516c\u53f8\u8d0f\u5f97\u4e86\u5169\u7b46\u91cd\u8981\u8a02\u55ae\uff1a\u4e00\u662f\u8207\u6d77\u8ecd\u822a\u7a7a\u4f5c\u6230\u90e8\u9580\u7c3d\u8a02\u7684 3490 \u842c\u7f8e\u5143\u5408\u540c\uff0c\u4e8c\u662f\u8207\u7f8e\u570b\u592a\u7a7a\u767c\u5c55\u5c40\u7c3d\u7f72\u7684 1.17 \u5104\u7f8e\u5143\u5408\u540c\u3002\u9019\u4e9b\u8a02\u55ae\u4e0d\u50c5\u53cd\u6620\u4e86\u516c\u53f8\u5728\u6280\u8853\u9818\u57df\u7684\u5be6\u529b\uff0c\u4e5f\u652f\u6301\u4e86\u516c\u53f8\u672a\u4f86\u7684\u9577\u671f\u767c\u5c55\u3002\u5206\u6790\u5e2b\u9810\u8a08Kratos \u672a\u4f86\u4e09\u5e74\u76c8\u5229\u5c07\u589e\u81f3\u4e09\u500d\uff0c\u4e26\u7d1b\u7d1b\u4e0a\u8abf\u76ee\u6a19\u50f9\u3002<\/p>\n

4. AeroVironment Inc.<\/h2>\n

\u80a1\u7968\u4ee3\u78bc\uff1aAVAV
\n\u5e74\u5ea6\u56de\u5831\u7387\uff1a53.2%<\/p>\n

AeroVironment\u4ee5\u7121\u4eba\u6a5f\u548c\u5c0e\u5f48\u88fd\u9020\u898b\u9577\uff0c\u4e26\u5728\u4eca\u5e74\u590f\u5929\u8207\u7f8e\u570b\u9678\u8ecd\u7c3d\u8a02\u4e86 9.9 \u5104\u7f8e\u5143\u7684 Switchblade \u7121\u4eba\u6a5f\u5408\u540c\u3002\u5118\u7ba1\u79c1\u4eba\u570b\u9632\u516c\u53f8BlueHalo\u7684\u6536\u8cfc\u7d66\u516c\u53f8\u5e36\u4f86\u4e86\u5148\u9032\u7684\u592a\u7a7a\u6280\u8853\u548c\u96fb\u5b50\u6230\u6280\u8853\uff0c\u4f4641\u5104\u7f8e\u5143\uff08BlueHalo\u5e02\u503c45\u5104\u7f8e\u5143\uff09\u7684\u6536\u8cfc\u50f9\u683c\u8b93\u6295\u8cc7\u8005\u4e0d\u6085\u3002\u4f46\u5206\u6790\u5e2b\u8a8d\u70ba\uff0c\u8a72\u516c\u53f8\u7684\u672a\u4f86\u6f5b\u529b\u4f9d\u7136\u5de8\u5927\u3002<\/p>\n

5. \u6ce2\u97f3\u516c\u53f8\uff08Boeing Co.\uff09<\/h2>\n

\u80a1\u7968\u4ee3\u78bc\uff1aBA
\n\u5e74\u5ea6\u56de\u5831\u7387\uff1a-40.5%<\/p>\n

\u6ce2\u97f3\u8fd1\u671f\u6df1\u9677\u6ce5\u6f6d\uff0c\u5b89\u5168\u548c\u751f\u7522\u554f\u984c\u54c1\u724c\uff0c\u516c\u53f8\u8072\u8b7d\u53d7\u640d\u3002\u6240\u5e78\u7684\u662f\uff0c\u8a72\u516c\u53f8\u7e7c\u7e8c\u8207\u7f8e\u570b\u9678\u8ecd\u548c\u7a7a\u8ecd\u7c3d\u8a02\u5927\u984d\u5408\u540c\uff0c\u4f8b\u59821.13\u5104\u7f8e\u5143\u7684\u76f4\u5347\u6a5f\u4ee5\u53ca 24 \u5104\u7f8e\u5143\u7684\u52a0\u6cb9\u6a5f\u88fd\u9020\u5408\u540c\uff0c\u4e26\u4e14\u8a02\u55ae\u5b58\u91cf\u90545\u5104\u7f8e\u5143\u3002\u5206\u6790\u5e2b\u9810\u6e2c\uff0c\u6ce2\u97f3\u80a1\u7968\u6709\u53ef\u80fd\u5728\u672a\u4f86\u5be6\u73fe\u9006\u8972\uff0c\u5176\u4e2dJefferies\u5206\u6790\u5e2b\u5c07\u8a72\u80a1\u76ee\u6a19\u80a1\u50f9\u5b9a\u70ba200\u7f8e\u5143\u3002<\/p>\n

6. Joby Aviation Inc.<\/h2>\n

\u80a1\u7968\u4ee3\u78bc\uff1aJOBY
\n\u5e74\u5ea6\u56de\u5831\u7387\uff1a18.1%<\/p>\n

Joby Aviation \u662f\u4e00\u5bb6\u5c08\u6ce8\u65bc\u96fb\u52d5\u5782\u76f4\u8d77\u964d\uff08eVTOL\uff09\u6280\u8853\u7684\u516c\u53f8\uff0c\u5b83\u6709\u671b\u5728 2025 \u5e74\u5be6\u73fe\u5275\u6536\u300210\u6708\uff0c\u8a72\u516c\u53f8\u7684\u7a7a\u4e2d\u6c7d\u8eca\u7372\u5f97\u7f8e\u570b\u806f\u90a6\u822a\u7a7a\u7ba1\u7406\u5c40\u7684\u6279\u51c6\uff0c\u9019\u6a19\u8a8c\u8457\u7a7a\u4e2d\u51fa\u79df\u8eca\u5373\u5c07\u6210\u70ba\u73fe\u5be6\uff0c\u4e26\u5438\u5f15\u4e86\u773e\u591a\u6295\u8cc7\u8005\u7684\u95dc\u6ce8\u3002 2024 \u5e74 11 \u6708\uff0cJoby \u9084\u8207\u8fea\u62dc\u7c3d\u7f72\u4e86\u4e00\u9805\u70ba\u671f\u516d\u5e74\u7684\u7368\u5bb6\u5354\u8b70\uff0c\u9032\u4e00\u6b65\u978f\u56fa\u5176\u5168\u7403\u5e02\u5834\u5730\u4f4d\u3002<\/p>\n

7. Northrop Grumman Corp.<\/h2>\n

\u80a1\u7968\u4ee3\u78bc\uff1aNOC
\n\u5e74\u5ea6\u56de\u5831\u7387\uff1a5.4%<\/p>\n

Northrop Grumman\u7e7c\u7e8c\u6df1\u8015\u570b\u9632\u696d\u52d9\u4e26\u7c3d\u7f72\u4e86\u4e00\u7cfb\u5217\u91cd\u8981\u5408\u540c\uff0c\u5305\u62ec\u50f9\u503c 5.41 \u5104\u7f8e\u5143\u7684\u5c0e\u5f48\u9632\u79a6\u7cfb\u7d71\u5408\u540c\u4ee5\u53ca2\u5104\u7f8e\u5143\u7684\u96fb\u5b50\u201c\u667a\u80fd\u201d\u901a\u7528\u70b8\u5f48\u5f15\u4fe1\u5408\u540c\u3002\u4eca\u5e74\u590f\u5929\uff0c\u8a72\u516c\u53f8\u63a8\u51fa\u540d\u70baCannon-Based Air Defense\u7684\u4f4e\u6210\u672c\u5236\u5c0e\u5f48\u85e5\u7cfb\u7d71\uff0c\u53ef\u4ee5\u62b5\u79a6\u5305\u62ec\u7121\u4eba\u6a5f\u7fa4\u548c\u5de1\u822a\u5c0e\u5f48\u5728\u5167\u7684\u7a7a\u4e2d\u5a01\u8105\u3002<\/p>\n

\u7e3d\u7d50
\n\u5118\u7ba1\u76e3\u7ba1\u74b0\u5883\u548c\u878d\u8cc7\u554f\u984c\u4ecd\u7136\u662f\u7121\u4eba\u6a5f\u884c\u696d\u9762\u81e8\u7684\u4e3b\u8981\u6311\u6230\uff0c\u4f46\u570b\u9632\u3001\u7269\u6d41\u548c\u91ab\u7642\u9818\u57df\u7684\u5f37\u52c1\u9700\u6c42\u70ba\u884c\u696d\u7684\u767c\u5c55\u63d0\u4f9b\u4e86\u5805\u5be6\u57fa\u790e\u3002\u5c0d\u65bc\u6295\u8cc7\u8005\u4f86\u8aaa\uff0c\u9019\u4e9b\u9802\u5c16\u7684\u7f8e\u80a1\u7121\u4eba\u6a5f\u80a1\u7968\u6975\u5177\u6f5b\u529b\uff0c\u662f\u503c\u5f97\u9577\u671f\u95dc\u6ce8\u7684\u6a19\u7684\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

2024 \u5e74\uff0c\u7121\u4eba\u6a5f\u5e02\u5834\u6301\u7e8c\u589e\u9577\u3002\u64da Grand View Research \u7684\u6578\u64da\u986f\u793a\uff0c\u4eca\u5e74\u5168\u7403\u5546\u7528\u7121\u4eba\u6a5f\u884c […]<\/p>\n","protected":false},"author":27,"featured_media":561268,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1522,431],"tags":[2153,1677,2001,2000],"class_list":{"0":"post-561270","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","6":"hentry","7":"category-1522","8":"category-trends-strategies-zh-hant","9":"tag--zh-hant","10":"tag-technology-zh-hant","12":"tag-2000","13":"sectors-technology-zh-hant","14":"locations-china-zh-hant","15":"locations-us-zh-hant","16":"exchange-nasdaq-zh-hant","17":"exchange-nyse-zh-hant"},"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/561270","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=561270"}],"version-history":[{"count":3,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/561270\/revisions"}],"predecessor-version":[{"id":561273,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/561270\/revisions\/561273"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/561268"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=561270"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=561270"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=561270"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}