{"id":660431,"date":"2026-08-28T18:59:37","date_gmt":"2026-08-29T01:59:37","guid":{"rendered":"https:\/\/nai500.com\/?p=660431"},"modified":"2026-08-28T18:59:37","modified_gmt":"2026-08-29T01:59:37","slug":"%e6%88%b0%e7%88%ad%e9%80%b2%e5%85%a5%e6%96%b0%e7%af%84%e5%bc%8f%ef%bc%9a%e7%b2%be%e9%81%b86%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\/2026\/08\/%e6%88%b0%e7%88%ad%e9%80%b2%e5%85%a5%e6%96%b0%e7%af%84%e5%bc%8f%ef%bc%9a%e7%b2%be%e9%81%b86%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":"\u6230\u722d\u9032\u5165\u65b0\u7bc4\u5f0f\uff1a\u7cbe\u90786\u53ea\u7f8e\u80a1\u7121\u4eba\u6a5f\u80a1\u7968"},"content":{"rendered":"

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\u5373\u4fbf\u4ea4\u901a\u3001\u8fb2\u696d\u3001\u88fd\u9020\u7b49\u6c11\u7528\u5834\u666f\u4e0d\u65b7\u62d3\u5c55\uff0c\u8ecd\u4e8b\u8207\u570b\u9632\u4ecd\u662f\u7121\u4eba\u6a5f\u80a1\u7968\u9700\u6c42\u7684\u57fa\u77f3\u3002Jetstream Venture Fund\u666e\u901a\u5408\u5925\u4ebaMike Shufeldt\u6307\u51fa\uff0c\u4e2d\u6771\u8207\u70cf\u514b\u862d\u7684\u5730\u7de3\u885d\u7a81\u5df2\u6c38\u4e45\u6539\u8b8a\u73fe\u4ee3\u6230\u722d\u5f62\u614b\u2014\u2014\u5f9e\u6602\u8cb4\u3001\u7cbe\u5bc6\u7684\u50b3\u7d71\u88dd\u5099\u8f49\u5411\u4f4e\u6210\u672c\u3001\u53ef\u6d88\u8017\u7684\u81ea\u4e3b\u7cfb\u7d71\u3002\u7576\u524d\u7121\u4eba\u6a5f\u751f\u7522\u7684\u6838\u5fc3\u74f6\u9838\u4e26\u975e\u786c\u4ef6\u88fd\u9020\uff0c\u800c\u662f\u5728GPS\u62d2\u6b62\u8207\u96fb\u5b50\u6230\u74b0\u5883\u4e2d\u5be6\u73feAI\u81ea\u4e3b\u80fd\u529b\uff0c\u4ee5\u53ca\u5c07\u7d44\u4ef6\u4f9b\u61c9\u93c8\u5f9e\u4e2d\u570b\u88fd\u9020\u4e2d\u525d\u96e2\u7684\u7dca\u8feb\u6027\u3002\u570d\u7e5e\u4f0a\u6717\u8207\u7d05\u6d77\u7684\u7dca\u5f35\u5c40\u52e2\u6b63\u52a0\u901f\u7f8e\u570b\u570b\u9632\u90e8\u5c0d\u53ef\u64f4\u5c55\u81ea\u4e3b\u7121\u4eba\u7cfb\u7d71\u7684\u63a1\u8cfc\u3002<\/p>\n

\u4e0d\u904e\uff0c\u6295\u8cc7\u8996\u89d2\u6216\u8a31\u9700\u8981\u8df3\u51fa\u7121\u4eba\u6a5f\u5e73\u81fa\u672c\u8eab\u3002\u570b\u9632\u79d1\u6280\u516c\u53f8XCaliber Technologies\u5275\u59cb\u4eba\u517cCEO Foad Farid\u63d0\u9192\uff0c\u6bcf\u4e00\u67b6\u65b0\u589e\u7684\u6230\u5834\u7121\u4eba\u6a5f\u90fd\u6703\u62c9\u52d5\u63a2\u6e2c\u3001\u50b3\u611f\u5668\u3001\u6307\u63ee\u63a7\u5236\u3001AI\u3001\u901a\u4fe1\u3001\u96fb\u5b50\u6230\u8207\u53cd\u7121\u4eba\u6a5f\u6280\u8853\u7684\u9700\u6c42\u3002\u771f\u6b63\u6311\u6230\u4e0d\u662f\u628a\u66f4\u591a\u81ea\u4e3b\u7cfb\u7d71\u9001\u4e0a\u5929\u7a7a\uff0c\u800c\u662f\u5224\u65b7\u7a7a\u57df\u5167\u6709\u4ec0\u9ebc\u3001\u662f\u5426\u69cb\u6210\u5a01\u8105\u3001\u5982\u4f55\u5728\u6578\u79d2\u5167\u505a\u51fa\u53cd\u61c9\u3002\u8d0f\u5bb6\u4e0d\u6703\u662f\u88fd\u9020\u6700\u5c16\u7aef\u55ae\u4e00\u5e73\u81fa\u7684\u516c\u53f8\uff0c\u800c\u662f\u80fd\u7d93\u6fdf\u5730\u64f4\u5c55\u3001\u8b93\u6578\u5343\u500b\u81ea\u4e3b\u7cfb\u7d71\u8207\u53cd\u5236\u7cfb\u7d71\u5354\u540c\u904b\u4f5c\u7684\u57fa\u790e\u8a2d\u65bd\u63d0\u4f9b\u8005\u3002\u9019\u4e00\u8f49\u8b8a\u898f\u6a21\u9060\u5927\u4e8e\u7121\u4eba\u6a5f\u5e02\u5834\u672c\u8eab\u3002<\/p>\n

\u57fa\u65bc\u4e0a\u8ff0\u908f\u8f2f\uff0c\u4ee5\u4e0b6\u53ea\u7f8e\u80a1\u7121\u4eba\u6a5f\u76f8\u95dc\u80a1\u7968\u503c\u5f97\u95dc\u6ce8\u3002<\/p>\n

1. AeroVironment\uff08NASDAQ: AVAV\uff09<\/a><\/h2>\n

AeroVironment\u662f\u7d14\u7121\u4eba\u6a5f\u516c\u53f8\uff0c\u5411\u7f8e\u570b\u653f\u5e9c\u53ca\u8d85\u904e55\u500b\u570b\u5bb6\u63d0\u4f9b\u7a7a\u4e2d\u8207\u5730\u9762\u81ea\u4e3b\u8ecd\u7528\u8eca\u8f1b\u30022026\u5e747\u6708\uff0c\u516c\u53f8\u5ba3\u4f48\u7372\u5f97\u7f8e\u570b\u9678\u8ecd\u4e00\u4efd\u50f9\u503c1.173\u5104\u7f8e\u5143\u7684P550\u96fb\u52d5\u5782\u76f4\u8d77\u964d\u7121\u4eba\u6a5f\u7cfb\u7d71\u5408\u540c\u30022026\u8ca1\u5e74\uff0cAeroVironment\u5275\u4e0b12\u5104\u7f8e\u5143\u5df2\u7372\u8cc7\u91d1\u7a4d\u58d3\u8a02\u55ae\u7d00\u9304\uff0c\u6709\u6a5f\u71df\u6536\u540c\u6bd4\u589e\u957726%\u81f319.8\u5104\u7f8e\u5143\uff0c\u8abf\u6574\u5f8cEBITDA\u5f9e\u4e0a\u4e00\u8ca1\u5e741.464\u5104\u7f8e\u5143\u589e\u81f32.861\u5104\u7f8e\u5143\u3002\u7ba1\u7406\u5c64\u9810\u8a082027\u8ca1\u5e74\u71df\u653621.25\u5104\u81f322.25\u5104\u7f8e\u5143\uff0c\u8abf\u6574\u5f8cEBITDA\u70ba3.05\u5104\u81f33.25\u5104\u7f8e\u5143\u3002<\/p>\n

2. Boeing\uff08NYSE: BA\uff09<\/a><\/h2>\n

\u6ce2\u97f3\u4ee5\u5546\u7528\u98db\u6a5f\u88fd\u9020\u805e\u540d\uff0c\u4f46\u5728\u7121\u4eba\u7cfb\u7d71\u9818\u57df\u540c\u6a23\u64c1\u6709\u8de8\u57df\u4f48\u5c40\uff1a\u6d77\u4e0aWave Glider\u8207Echo Voyager\u3001\u7a7a\u4e2dMQ-25\u52a0\u6cb9\u7121\u4eba\u6a5f\u8207AI\u9a45\u52d5\u7684MQ-28\u6230\u9b25\u6a5f\u3001\u592a\u7a7aX-37B\u8ecc\u9053\u98db\u884c\u5668\u3002\u7d93\u6b77\u6578\u5e74\u52d5\u76ea\u5f8c\uff0c\u6ce2\u97f3\u57282026\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u71df\u6536\u540c\u6bd4\u589e\u95778%\u81f3246\u5104\u7f8e\u5143\uff0c\u904b\u71df\u73fe\u91d1\u6d41\u5f9e\u4e0a\u5e74\u540c\u671f2.27\u5104\u7f8e\u5143\u589e\u81f314\u5104\u7f8e\u5143\uff0c\u5b63\u5ea6\u672b\u7a4d\u58d3\u8a02\u55ae\u9054\u5230\u5275\u7d00\u9304\u76847150\u5104\u7f8e\u5143\u3002<\/p>\n

3. Northrop Grumman\uff08NYSE: NOC\uff09<\/a><\/h2>\n

\u8afe\u65af\u7f85\u666e\u00b7\u683c\u9b6f\u66fc\u88fd\u9020MQ-4C Triton\u3001RQ-4 Global Hawk\u3001Bat\u7cfb\u5217\u4ee5\u53caMQ-8B Fire Scout\u7b49\u591a\u7a2e\u7121\u4eba\u6a5f\u3002\u516c\u53f8\u5df2\u9023\u7e8c24\u5e74\u63d0\u9ad8\u80a1\u606f\uff0c\u6700\u8fd1\u4e00\u6b21\u70ba2026\u5e745\u6708\u5c07\u5b63\u5ea6\u80a1\u606f\u4e0a\u8abf7%\u81f3\u6bcf\u80a12.47\u7f8e\u5143\u30022026\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u672b\uff0c\u516c\u53f8\u7a4d\u58d3\u8a02\u55ae\u540c\u6a23\u5275\u4e0b1050\u5104\u7f8e\u5143\u7d00\u9304\u3002<\/p>\n

4. Kratos Defense & Security Solutions\uff08NASDAQ: KTOS\uff09<\/a><\/h2>\n

Kratos\u70ba\u7f8e\u570b\u53ca\u76df\u53cb\u63d0\u4f9b\u6b66\u5668\u7cfb\u7d71\u3001\u885b\u661f\u7d44\u4ef6\u8207\u8ecd\u7528\u7121\u4eba\u6a5f\u3002\u8a13\u7df4\u7528\u81ea\u52d5\u7a7a\u4e2d\u9776\u6a5f\u5305\u62ecBQM-167\u3001BQM-177\u3001MQM-178 Firejet\u7b49\uff1b\u4f5c\u6230\u7121\u4eba\u6a5f\u5305\u62ec\u822a\u7a0b\u8d85\u904e3000\u82f1\u91cc\u7684XQ-58 Valkyrie\u96b1\u8eab\u7121\u4eba\u6a5f\u3001\u7121\u9700\u8dd1\u9053\u7684UTAP-22 Mako\u4ee5\u53ca\u55ae\u50f9\u4f4e\u65bc50\u842c\u7f8e\u5143\u7684Tactical Firejet\u30022026\u5e74\u7b2c\u4e8c\u5b63\u5ea6\uff0c\u516c\u53f8\u71df\u6536\u540c\u6bd4\u589e\u957730.5%\uff0c\u6de8\u5229\u6f64\u5f9e\u4e0a\u5e74\u540c\u671f290\u842c\u7f8e\u5143\u589e\u81f3440\u842c\u7f8e\u5143\u3002\u7ba1\u7406\u5c64\u9810\u8a082026\u5e74\u5168\u5e74\u71df\u653617.5\u5104\u81f318.1\u5104\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u9577\u8d85\u904e29%\u3002<\/p>\n

5. Red Cat\uff08NASDAQ: RCAT\uff09<\/a><\/h2>\n

Red Cat\u958b\u767c\u7a7a\u4e2d\u8207\u6d77\u4e0a\u81ea\u4e3b\u7cfb\u7d71\uff0cArachnid\u7121\u4eba\u6a5f\u70ba\u4e94\u89d2\u5927\u6a13Replicator\u8a08\u5283\u63d0\u4f9b\u60c5\u5831\u3001\u76e3\u8996\u8207\u5075\u5bdf\u80fd\u529b\u30022025\u5e748\u6708\uff0c\u516c\u53f8\u6210\u7acb\u6d77\u4e8b\u90e8\u9580Blue Ops\uff0c\u4e3b\u6253\u7121\u4eba\u6c34\u9762\u8247Variant 7\uff0c\u7528\u65bc\u6253\u64ca\u3001\u90e8\u968a\u4fdd\u8b77\u8207\u6d77\u5cb8\u5b89\u5168\u3002Red Cat\u5df2\u5b8c\u5168\u8f49\u5411\u570b\u9632\u5e02\u5834\uff1a2025\u5e74\u71df\u65364070\u842c\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u9577161%\uff1b\u7ba1\u7406\u5c64\u9810\u8a082026\u5e74\u71df\u65361.5\u5104\u81f31.8\u5104\u7f8e\u5143\u30022026\u5e74\u524d\u5169\u500b\u5b63\u5ea6\u6bdb\u5229\u70ba520\u842c\u7f8e\u5143\uff0c\u800c\u4e0a\u5e74\u540c\u671f\u70ba\u6bdb\u640d50\u842c\u7f8e\u5143\u3002<\/p>\n

6. Draganfly\uff08NASDAQ: DPRO\uff09<\/a><\/h2>\n

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