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🇺🇸 美国无人机:国家安全战略的新高度 当前,无人机技术已正式上升为美国的国家安全首要任务。 以下是该领域核心生态系统的深度梳理: ⚔️ 军事与国防 (Military & Defense) $ONDS Ondas $AVEX AEVEX $KTOS Kratos $RCAT Red Cat $AVAV AeroVironment $AIRO AIRO $PRZO ParaZero 💼 商业应用 (Commercial) $UMAC Unusual Machines 👁️ 传感器技术 (Sensors) $TDY Teledyne $ZENA ZenaTech $HON Honeywell 💻 软件系统 (Software) $PDYN Palladyne $SWMR Swarmer 📦 物流配送 (Delivery) $AMZN Amazon ⚡ 电动垂直起降 (eVTOL) $ACHR Archer $JOBY Joby 🌾 农业应用 (Agriculture) $TRMB Trimble $UAVS AgEagle 🚀 工业航空航天与国防巨头 (Industrial Aerospace and Defense) $LMT Lockheed Martin $NOC Northrop Grumman $BA Boeing $RTX Raytheon $LHX L3Harris $HO Thales $LDO Leonardo $TXT Textron DYOR.
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Lovely little ducks become special viewers of the rocket launch. Ordinary daily life blends with aerospace dreams, presenting a unique and soothing beauty. #LongMarch7A# #RocketLaunch# #Aerospace# #HealingMoments# #ChineseAesthetics# Source: JAMY_GoNg (Rocket Photographer) / Douyin
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🚨🇺🇸 The SpaceX IPO filing just set the entire space sector on fire🔥 Space and satellite stocks surged across the board today as investors piled into anything orbit-adjacent. Redwire closed up 26%, Firefly Aerospace jumped 19% after NASA picked its spacecraft for a moon mission, AST SpaceMobile rose 13%, and MDA Space climbed nearly 5%. A Bank of America basket of space-race stocks posted its biggest one-day gain in over a year and is up 57% on the year, crushing the S&P's 9.8%. Elon's filing, targeting up to $75 billion at a rumored $2 trillion valuation, is the gravity pulling all of it upward. When the biggest private company on earth opens its doors to public investors, every smaller player in its orbit suddenly looks like the next big thing. Source: Bloomberg @SpaceX
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NASA just officially unveiled their master plan for a permanent Moon Base at the lunar South Pole This is not just about flags and footprints. NASA is moving to establish an enduring, sustained human presence, and they are heavily relying on commercial innovators to build it The roadmap is highly aggressive: • Phase 1: Heavy robotic missions and commercial payload deliveries • Phase 2: Semi-permanent infrastructure, including fission surface power and lunar drones • Phase 3: A sustained, permanent human outpost The most important takeaway is NASA explicitly stated this base is the ultimate proving ground to prepare humanity for missions to Mars While legacy aerospace companies are still struggling to reliably get a small capsule to the ISS, NASA is setting the stage for massive lunar infrastructure....which is exactly the kind of heavy-lift planetary deployment SpaceX’s Starship was designed for The multi-planetary economy is officially kicking off
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Aerospace is full of plane and space dorks. @scarlett_koller is one of them. Three MIT degrees, SpaceX Crew Dragon, NASA Perseverance, Amazon Kuiper, now founding Mithril. Deployed EP5 is out now. Check it out for some incredible stories:
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This week, I'm releasing a 2-hour conversation with @saylor - Chairman at @Strategy. Michael grew up on US Air Force bases in Japan, New Zealand, and Nebraska, earned a scholarship to MIT to study aerospace engineering, started a company at 24, took it public on Nasdaq in 1998, and then watched his personal net worth collapse by $6 billion in a single day before the stock fell another 99%, leaving the company three days away from bankruptcy. In 2020, Michael found Bitcoin and has ever since made it his life's work to buy as much BTC as possible. In the last 6 years, Strategy has purchased more than 843,000 BTC. We talk about: - Should you really mortgage your house or your business to buy BTC? - Does Michael still believe that "there is no second best"? - "Sell the kidney if you have to but keep the Bitcoin", really? - Why watching MicroStrategy go from $333 a share to $0.42 completely changed his relationship with risk - How is mum played a huge role in his life's success - Why MIT was way harder than building a multi billion $ public company from scratch - How Strategy went from near-bankruptcy in 2001 to owning more than 843,000 Bitcoin in 2026 - Why Michael bought some premium domain names in the 1990s and how he made tens of millions flipping some of them - Michael's great Apple bet in 2012 - Discovering Bitcoin in 2020 and understand monetary scarcity at 55 years old - STRC, the "passenger plane" - Why working hard is the worst advice you can give anyone in the AI era And much more... Podcast out this Thursday!
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SpaceX ipo最新时间表预测: 1. 5月15-22,提交S1招股书 2. 5月20,新版星舰V3发射 3. 6月8,IPO路演 4. 6月11,投资者日 5. 6月18-30,IPO正日子 各大投行和媒体会在近段时间预热大太空的情绪,咱们还是多关注大摩之前给的太空60名单: 原材料与采矿 MP (MP Materials) - 稀土 FCX (自由港麦克莫兰) - 铜金属 TECK (泰克资源) - 资源 ALM (Almonty Industries) - 钨 AA (美国铝业) - 铝业 特种材料与合金 CRS (Carpenter Technology) - 特种合金 ATI (ATI Inc) - 特种金属 MTRN (Materion) - 先进材料 GLW (康宁) - 特种玻璃 HXL (Hexcel) - 复合材料 PKE (Park Aerospace) - 航空航天材料 电子与半导体 ADI (亚德诺) - 半导体 STM (意法半导体) - 半导体 IFNNY (英飞凌) - 半导体 MCHP (微芯科技) - 半导体 QRVO (Qorvo) - 射频芯片 MRCY (Mercury Systems) - 国防电子 TTMI (TTM Technologies) - 电路板 AVGO (博通) - 网络芯片 COHR (Coherent) - 激光光学 LITE (Lumentum) - 光学器件 NVDA (英伟达) - 人工智能计算 推进系统与燃料 LIN (林德) - 工业气体 APD (空气化工) - 工业气体 AIQUY (液化空气) - 工业气体 NEU (NewMarket) - 推进剂 组件与子系统 TDY (Teledyne Technologies) - 成像设备 APH (安费诺) - 连接器 KRMN (Kaman Holdings) - 航空部件 RBC (RBC Bearings) - 轴承 APTV (安波福) - 车载电子 HON (霍尼韦尔) - 航电系统 PH (派克汉尼汾) - 流体控制 MOG.A (Moog) - 执行器 GHM (Graham) - 低温设备 AME (阿美特克) - 传感器 航天器与发射系统 RDW (Redwire) - 航天部件 LMT (洛克希德·马丁) - 国防航天 RKLB (Rocket Lab) - 运载火箭 KTOS (Kratos Defense) - 防卫系统 BA (波音) - 航空航天 FLY (Firefly Aerospace) - 运载火箭 NOC (诺斯罗普·格鲁曼) - 国防航天 VOYG (Voyager Technologies) - 空间站 MDA (MDA Space) - 卫星技术 LUNR (Intuitive Machines) - 月球着陆器 YSS (York Space Systems) - 卫星平台 RTX (RTX) - 国防航天 卫星运营商与服务 GILT (Gilat Satellite Networks) - 地面网络 AMZN (亚马逊) - 卫星互联网 VSAT (Viasat) - 卫星通信 GSAT (Globalstar) - 卫星通信 ASTS (AST SpaceMobile) - 太空通信 PL (Planet Labs PBC) - 地球观测 SESG (SES) - 卫星运营 BKSY (BlackSky Technology) - 地球观测 ETL (Eutelsat Communications) - 卫星运营 SPIR (Spire Global) - 卫星数据 IRDM (铱星通信) - 卫星通信 TSAT (Telesat) - 卫星通信
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白宫正邀请一批美国企业高管随特朗普参加 5 月 14–15 日北京“习特会”,名单包括 Elon Musk(Tesla)、Tim Cook(Apple)、Kelly Ortberg(Boeing)、Larry Fink(BlackRock)、Stephen Schwarzman(Blackstone),另有报道称还包括 Qualcomm、Citigroup、GE Aerospace、Visa、Exxon 等企业高管;Reuters 早前称原名单曾包括 Nvidia、Apple、Qualcomm、Citigroup、Boeing,但最新又称 Nvidia CEO 黄仁勋不会随行,因为白宫更想把重点放在农业和商用航空,尤其是波音飞机订单上。整体看,这次代表团比特朗普 2017 年访华时的 29 名 CEO 阵容小得多,但科技、电动车、金融、航空和能源巨头仍高度集中。
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Through the Advanced Manufacturing & Innovation ecosystem, PIF aims to connect innovators, investors and regulators, in state-of-the-art innovation sectors, from AI and vehicle manufacturing to aerospace and defense.
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NW China’s Xi’an just launched a new subway that feels like a space station. Starry-sky ceilings, aerospace-inspired design, and vibes that are literally stellar—a perfect blend with the first capital of unified China over 2,000 years ago. @SilkRoadShaanxi
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