AIRO Group rose +22%, the leveraged ETF long on Intuitive Machines rose +26%, EHang, Joby Aviation, and Serve Robotics all rose around seven percentage points: AIRO is riding on the dual catalysts of the AUVSI XPONENTIAL exhibition node + the first batch of US-made RQ-35 deliveries, the event is clear; the leveraged ETF is betting on commercial space lunar missions; EHang and Joby are riding on eVTOL policy expectations, Serve Robotics is following the robotics sector sentiment. The common thread for the entire batch lies in the discussion of US policy-side funding support for autonomous drones and the commercial space industry chain. The sustainability of this thematic resonance rally depends on capital retention. If sector trading volume starts to shrink next week, it will be an arbitrage window.