{"id":619207,"date":"2026-02-05T22:37:58","date_gmt":"2026-02-06T06:37:58","guid":{"rendered":"https:\/\/nai500.com\/?p=619207"},"modified":"2026-02-05T22:37:58","modified_gmt":"2026-02-06T06:37:58","slug":"%e7%be%8e%e8%82%a1%e7%84%a1%e4%ba%ba%e6%a9%9f%e8%82%a1%e7%a5%a8%e6%8a%95%e8%b3%87%e5%85%a8%e6%99%af%e5%9c%96%ef%bc%9a%e6%8a%93%e4%bd%8f%e8%bb%8d%e5%b7%a5%e3%80%81%e7%89%a9%e6%b5%81%e5%92%8c%e8%bc%89","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2026\/02\/%e7%be%8e%e8%82%a1%e7%84%a1%e4%ba%ba%e6%a9%9f%e8%82%a1%e7%a5%a8%e6%8a%95%e8%b3%87%e5%85%a8%e6%99%af%e5%9c%96%ef%bc%9a%e6%8a%93%e4%bd%8f%e8%bb%8d%e5%b7%a5%e3%80%81%e7%89%a9%e6%b5%81%e5%92%8c%e8%bc%89\/","title":{"rendered":"\u7f8e\u80a1\u7121\u4eba\u6a5f\u80a1\u7968\u6295\u8cc7\u5168\u666f\u5716\uff1a\u6293\u4f4f\u8ecd\u5de5\u3001\u7269\u6d41\u548c\u8f09\u4eba\u4e09\u5927\u4e3b\u7dda"},"content":{"rendered":"<p>\u5168\u7403\u7121\u4eba\u6a5f\u7522\u696d\u6b63\u8fce\u4f86\u524d\u6240\u672a\u6709\u7684\u6230\u7565\u6a5f\u9047\u671f\u3002\u6839\u64daGrand View Research\u7684\u6578\u64da\uff0c\u7121\u4eba\u6a5f\u5e02\u5834\u898f\u6a21\u9810\u8a08\u5c07\u5f9e2024\u5e74\u7684731\u5104\u7f8e\u5143\u8e8d\u5347\u81f32030\u5e74\u76841636\u5104\u7f8e\u5143\uff0c2025\u5e74\u81f32030\u5e74\u7684\u5e74\u8907\u5408\u589e\u9577\u7387\u9ad8\u905414.3%\u3002\u9019\u4e00\u589e\u9577\u7531\u50b3\u7d71\u8ecd\u5de5\u5de8\u982d\u8207\u65b0\u8208\u79d1\u6280\u516c\u53f8\u5171\u540c\u9a45\u52d5\uff0c\u4e26\u5728\u8ecd\u4e8b\u570b\u9632\u3001\u5b89\u5168\u76e3\u63a7\u3001\u7cbe\u51c6\u8fb2\u696d\u3001\u5de5\u696d\u5de1\u6aa2\u53ca\u96f6\u552e\u7269\u6d41\u7b49\u95dc\u9375\u9818\u57df\u958b\u82b1\u7d50\u679c\u3002<\/p>\n<p>\u5c0d\u65bc\u6295\u8cc7\u8005\u800c\u8a00\uff0c\u7d1b\u7e41\u8907\u96dc\u7684\u7121\u4eba\u6a5f\u6982\u5ff5\u80cc\u5f8c\uff0c\u53ef\u4ee5\u68b3\u7406\u51fa\u4e09\u689d\u6e05\u6670\u4e14\u5145\u6eff\u6f5b\u529b\u7684\u6295\u8cc7\u4e3b\u7dda\uff1a\u570b\u9632\u8ecd\u5de5\u3001\u7269\u6d41\u914d\u9001\u8207\u57ce\u5e02\u7a7a\u4e2d\u4ea4\u901a\uff08\u8f09\u4eba\u98db\u884c\uff09\u3002<\/p>\n<h2>\u4e3b\u7dda\u4e00\uff1a\u570b\u9632\u8ecd\u5de5 \u2014\u2014 \u653f\u7b56\u8207\u8a02\u55ae\u9a45\u52d5\u7684\u78ba\u5b9a\u6027\u589e\u9577<\/h2>\n<p>\u9019\u4e00\u9818\u57df\u662f\u76ee\u524d\u7121\u4eba\u6a5f\u7522\u696d\u6700\u5f37\u52c1\u7684\u5f15\u64ce\u3002\u7f8e\u570b\u570b\u9632\u90e8\u7684\u6230\u7565\u8f49\u5411\u8207\u5de8\u984d\u63a1\u8cfc\u70ba\u76f8\u95dc\u4e0a\u5e02\u516c\u53f8\u63d0\u4f9b\u4e86\u5805\u5be6\u7684\u696d\u7e3e\u4fdd\u969c\u3002<\/p>\n<p>\u53bb\u5e74\u590f\u5929\uff0c\u7f8e\u570b\u9632\u90e8\u5ee2\u9664\u4e86\u820a\u6709\u963b\u7919\u7121\u4eba\u6a5f\u751f\u7522\u7684\u653f\u7b56\uff0c\u4e26\u555f\u52d5\u4e86\u00a0\u201c\u91cb\u653e\u7f8e\u570b\u8ecd\u7528\u7121\u4eba\u6a5f\u4e3b\u5c0e\u5730\u4f4d\u201d\u00a0\u8a08\u5283\u3002\u6839\u64da\u8a72\u8a08\u5283\uff0c\u4e94\u89d2\u5927\u6a13\u5c07\u6295\u5165\u8d8510\u5104\u7f8e\u5143\u63a1\u8cfc30\u842c\u67b6\u4f4e\u6210\u672c\u653b\u64ca\u7121\u4eba\u6a5f\uff0c\u800c\u7f8e\u570b\u9678\u8ecd\u66f4\u662f\u8a08\u5283\u5728\u672a\u4f86\u5169\u5230\u4e09\u5e74\u5167\u8cfc\u8cb7\u9ad8\u9054100\u842c\u67b6\u7121\u4eba\u6a5f\u3002Needham &amp; Co.\u5206\u6790\u5e2bAustin Bohlig\u6307\u51fa\uff0c\u7f8e\u570b\u76ee\u524d\u4ecd\u8655\u65bc\u986f\u8457\u7684\u4f9b\u61c9\u53d7\u9650\u74b0\u5883\uff0c\u570b\u9632\u90e8\u6b63\u8a66\u5716\u76e1\u53ef\u80fd\u591a\u5730\u7372\u53d6\u7121\u4eba\u6a5f\u3002<\/p>\n<p>\u6838\u5fc3\u6a19\u7684\u805a\u7126\uff1a<\/p>\n<ul>\n<li><a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=AVAV\">AeroVironment (AVAV)<\/a>\uff1a\u6df1\u8015\u5c0f\u578b\u7121\u4eba\u6a5f\u7684\u570b\u9632\u627f\u5305\u5546\uff0c\u660e\u661f\u7522\u54c1\u201c\u5f48\u7c27\u5200\u201d\u6230\u8853\u5c0e\u5f48\u7cfb\u7d71\u5728\u70cf\u514b\u862d\u885d\u7a81\u4e2d\u5099\u53d7\u95dc\u6ce8\u3002\u516c\u53f8\u8fd1\u671f\u8ca1\u5831\u986f\u793a\u9700\u6c42\u5f37\u52c1\uff0c\u8a02\u55ae\u589e\u9577\u9810\u671f\u660e\u78ba\u3002<\/li>\n<li>Northrop Grumman (NOC)\u00a0\u8207\u00a0Lockheed Martin (LMT)\uff1a\u50b3\u7d71\u570b\u9632\u5de8\u64d8\u3002Northrop\u7684\u201c\u5168\u7403\u9df9\u201d\u662f\u9ad8\u7aef\u5075\u5bdf\u7121\u4eba\u6a5f\u4ee3\u8868\uff0c\u592a\u7a7a\u696d\u52d9\u4ea6\u589e\u9577\u8fc5\u731b\uff1bLockheed\u5247\u63d0\u4f9b\u5f9e\u201c\u5370\u7b2c\u5b89\u54e53\u201d\u5c0f\u578b\u7121\u4eba\u6a5f\u5230F-35\u6230\u9b25\u6a5f\u5728\u5167\u7684\u5168\u9ad4\u7cfb\u89e3\u6c7a\u65b9\u6848\uff0c\u8a02\u55ae\u9577\u671f\u7a69\u5b9a\u3002<\/li>\n<li>Kratos Defense &amp; Security Solutions (KTOS)\uff1a\u5c08\u6ce8\u4e8e\u7121\u4eba\u7cfb\u7d71\u548c\u9ad8\u6027\u80fd\u7121\u4eba\u6a5f\uff0c\u53c3\u8207\u4e86\u7f8e\u570b\u7a7a\u8ecd\u201cSkyborg\u201d\u7b49\u5c16\u7aef\u9805\u76ee\uff0c\u8fd1\u671f\u8ca1\u5831\u71df\u6536\u8207\u5229\u6f64\u589e\u9577\u986f\u8457\u3002<\/li>\n<\/ul>\n<h2>\u4e3b\u7dda\u4e8c\uff1a\u7269\u6d41\u914d\u9001 \u2014\u2014 \u5f9e\u85cd\u5716\u8d70\u5411\u73fe\u5be6\u7684\u5546\u696d\u9769\u547d<\/h2>\n<p>\u7121\u4eba\u6a5f\u9001\u8ca8\u6b63\u9010\u6b65\u8d70\u51fa\u6e2c\u8a66\u5834\uff0c\u9032\u5165\u5546\u696d\u5316\u904b\u71df\u968e\u6bb5\uff0c\u5438\u5f15\u4e86\u79d1\u6280\u5de8\u982d\u7684\u91cd\u91d1\u6295\u5165\u3002<\/p>\n<ul>\n<li><a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=AMZN\">Amazon (AMZN)\u00a0<\/a>\u7684Prime Air\u9805\u76ee\u5728\u6b77\u7d93\u591a\u5e74\u6e2c\u8a66\u5f8c\uff0c\u7d42\u65bc\u5728\u7f8e\u570b\u52a0\u5dde\u555f\u52d5\u4e86\u9996\u6b21\u5b98\u65b9\u7121\u4eba\u6a5f\u9001\u8ca8\u670d\u52d9\u3002\u65b0\u7684FAA\u898f\u5247\u70ba\u898f\u6a21\u5316\u904b\u71df\u6383\u6e05\u4e86\u90e8\u5206\u969c\u7919\u3002<\/li>\n<li>\u8207\u6b64\u540c\u6642\uff0cAlphabet (GOOGL)\u00a0\u65d7\u4e0b\u7684Wing\u9805\u76ee\u5df2\u6084\u7136\u6210\u70ba\u9818\u8dd1\u8005\u3002\u9019\u4e00\u670d\u52d9\u5df2\u5728\u7f8e\u570b\u3001\u6fb3\u5927\u5229\u4e9e\u548c\u82ac\u862d\u843d\u5730\uff0c\u4e26\u5728\u53bb\u5e748\u6708\u5b8c\u6210\u4e86\u7b2c10\u842c\u6b21\u9001\u8ca8\u3002Wing\u63a1\u7528\u7368\u7279\u7684\u201c\u8ff7\u4f60\u6a5f\u5eab\u201d\u6a21\u5f0f\uff0c\u8207Walgreens\u7b49\u672c\u5730\u96f6\u552e\u5546\u5408\u4f5c\uff0c\u5c08\u6ce8\u65bc\u5feb\u901f\u914d\u9001\u6613\u8150\u5546\u54c1\u3002<\/li>\n<\/ul>\n<p>\u6295\u8cc7\u908f\u8f2f\uff1a\u7269\u6d41\u7121\u4eba\u6a5f\u696d\u52d9\u5c0d\u9019\u5169\u5bb6\u5de8\u982d\u800c\u8a00\u96d6\u975e\u71df\u6536\u4e3b\u529b\uff0c\u4f46\u5b83\u5011\u7684\u6210\u529f\u610f\u5473\u8457\u5c0d\u9f90\u5927\u672b\u7aef\u914d\u9001\u7db2\u7d61\u7684\u985b\u8986\u6027\u6539\u9020\uff0c\u6230\u7565\u50f9\u503c\u6975\u9ad8\uff0c\u4e26\u80fd\u53cd\u54fa\u6574\u9ad4\u7684\u6280\u8853\u751f\u614b\u8207\u6578\u64da\u80fd\u529b\u3002<\/p>\n<h2>\u4e3b\u7dda\u4e09\uff1a\u57ce\u5e02\u7a7a\u4e2d\u4ea4\u901a\uff08\u8f09\u4eba\uff09\u2014\u2014 \u63cf\u7e6a\u672a\u4f86\u7684\u9ad8\u98a8\u96aa\u9ad8\u6f5b\u529b\u8cfd\u9053<\/h2>\n<p>\u9019\u662f\u6700\u5177\u79d1\u5e7b\u8272\u5f69\u4e5f\u6700\u8003\u9a57\u8010\u5fc3\u7684\u6295\u8cc7\u9818\u57df\uff0c\u5373\u96fb\u52d5\u5782\u76f4\u8d77\u964d\u98db\u884c\u5668\uff08eVTOL\uff09\uff0c\u4fd7\u7a31\u201c\u98db\u884c\u6c7d\u8eca\u201d\u6216\u201c\u7a7a\u4e2d\u51fa\u79df\u8eca\u201d\u3002<\/p>\n<ul>\n<li><a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=EH\">EHang Holdings (EH)<\/a>\uff1a\u4e2d\u570beVTOL\u5148\u9a45\uff0cEHang 216\u7cfb\u5217\u5df2\u7372\u5f97\u4e2d\u570b\u6c11\u822a\u5c40\u7684\u9069\u822a\u8a8d\u8b49\uff0c\u4e26\u5728\u65e5\u672c\u3001\u99ac\u4f86\u897f\u4e9e\u7b49\u5730\u7372\u5f97\u9810\u8a02\u55ae\uff0c\u81f4\u529b\u65bc\u5728\u667a\u6167\u57ce\u5e02\u4e2d\u63d0\u4f9b\u7a7a\u4e2d\u4ea4\u901a\u670d\u52d9\u3002<\/li>\n<li>Joby Aviation (JOBY)\uff1a\u7f8e\u570beVTOL\u7684\u9818\u5148\u8005\uff0c\u5df2\u7372\u5f97\u7f8e\u570b\u7a7a\u8ecd\u9069\u822a\u8a8d\u8b49\u548cFAA\u7684Part 135\u822a\u7a7a\u627f\u904b\u4eba\u8b49\u66f8\uff0c\u4e26\u6536\u8cfc\u4e86Uber Elevate\u90e8\u9580\u3002\u516c\u53f8\u8cc7\u91d1\u5145\u88d5\uff0c\u539f\u578b\u6a5f\u6e2c\u8a66\u9032\u5c55\u9818\u5148\uff0c\u76ee\u6a19\u662f\u6210\u70ba\u7f8e\u570b\u9996\u6279\u5546\u696d\u904b\u71df\u7684\u7a7a\u4e2d\u51fa\u79df\u8eca\u670d\u52d9\u5546\u3002<\/li>\n<\/ul>\n<p>\u6295\u8cc7\u63d0\u793a\uff1a\u8a72\u8cfd\u9053\u516c\u53f8\u666e\u904d\u8655\u65bc\u5de8\u984d\u7814\u767c\u6295\u5165\u548c\u5546\u696d\u5316\u7684\u524d\u591c\uff0c\u8ca1\u52d9\u4e0a\u5c1a\u672a\u76c8\u5229\uff0c\u80a1\u50f9\u6ce2\u52d5\u6027\u6975\u5927\u3002\u9019\u5c6c\u4e8e\u5178\u578b\u7684\u6210\u9577\u6027\u98a8\u96aa\u6295\u8cc7\uff0c\u9069\u5408\u5c0d\u884c\u696d\u6709\u6df1\u523b\u7406\u89e3\uff0c\u80fd\u627f\u53d7\u9ad8\u6ce2\u52d5\u7684\u6295\u8cc7\u8005\u3002<\/p>\n<p>\u9664\u4e86\u9019\u4e09\u5927\u4e3b\u7dda\uff0c\u7522\u696d\u93c8\u9084\u6709\u5176\u4ed6\u6a5f\u6703\uff1a<\/p>\n<ul>\n<li>\u95dc\u9375\u90e8\u4ef6\uff1a\u5982\u534a\u5c0e\u9ad4\u516c\u53f8<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=AMBA\">Ambarella (AMBA)<\/a>\uff0c\u70ba\u9ad8\u7aef\u7121\u4eba\u6a5f\u63d0\u4f9b\u8996\u983b\u8655\u7406\u8207\u8a08\u7b97\u6a5f\u8996\u89ba\u82af\u7247\uff0c\u662f\u7121\u4eba\u6a5f\u7684\u201c\u773c\u775b\u548c\u5927\u8166\u201d\u3002<\/li>\n<li>\u6d88\u8cbb\u8207\u5c08\u696d\u7d1a\u5e02\u5834\uff1a\u6cd5\u570b\u516c\u53f8Parrot SA (PAOTF)\u00a0\u5f9e\u6d88\u8cbb\u7d1a\u7121\u4eba\u6a5f\u8f49\u5411\u6d88\u9632\u3001\u5b89\u9632\u7b49\u5c08\u696d\u9818\u57df\uff0c\u5c0b\u6c42\u66f4\u5ee3\u95ca\u7684\u5e02\u5834\u3002<\/li>\n<li>\u5fae\u578b\u80a1\u6a5f\u6703\uff1a\u5982\u52a0\u62ff\u5927\u7684<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=DPRO\">Draganfly Inc. 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