<p>无论你对政府的看法如何，联邦支出对更广泛经济的影响都难以忽视。国会的拨款总是反映出大多数人的优先事项，但它们也清晰地传达出哪些行业有望从华盛顿的关注中受益。</p>
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<p>无人机行业——无人驾驶航空器——就是其中一个领域。无人机现在在多个领域发挥作用，从国防和公共安全到制图、检查和快递服务。持续的创新只会增强它们的相关性。电池效率的提高、人工智能驱动的自主飞行和先进传感器技术正在稳步扩展无人机的能力和实际应用。</p>
<p>全球无人机市场在 2024 年达到了 730.6 亿美元， 根据 Grand View Research 的预测，这一数字预计到 2030 年将攀升至 1636 亿美元，预测期内的年均增长率为 14.3%。</p>
<p>在这种背景下，Needham 分析师 Austin Bohlig 阐述了政府需求如何开始塑造该行业的下一个增长阶段。</p>
<p>“我们的核心论点长期以来一直基于美国国防部前所未有的投资，这一投资由 ‘一项伟大的美丽法案’（OBBB）推动，我们估计该法案正在为攻防无人系统分配超过 100 亿美元。虽然这笔资金的部署时机一直是投资者关注的关键问题，但最近的行动表明资金现在开始流入，” Bohlig 解释道。</p>
<p>考虑到这一顺风，Bohlig 强调了他认为在未来一年内有潜力翻倍或更多的两只无人机股票。根据 TipRanks 平台的信息，这两只股票也获得了市场的买入评级。让我们仔细看看。</p>
<p><strong>Draganfly (</strong> <strong>DPRO</strong> <strong>)</strong></p>
<p>我们在这里要看的第一家无人机公司是 Draganfly，该公司在该领域拥有超过 25 年的经验，生产多种类型的无人机及其附属设备和软件。该公司的无人机在多个领域得到了应用，包括农业、保险、公共安全和公共卫生、能源和国防。Draganfly 的第一款商业四旋翼无人机于 1999 年推出，2001 年该公司首次将集成摄像系统的多旋翼无人机推向商业市场。</p>
<p>Draganfly 的无人机业务建立在工程技能的基础上。该公司在航空、模型制作和机器人等领域积累了自己的机构经验——这些都是无人机行业至关重要的领域——并努力将工艺与工程智慧结合在其无人机产品中。</p>
<p>与许多商业无人机公司一样，Draganfly 正在扩大其政府曝光率。该公司与政府组织，特别是执法和军方有着密切的联系，其在提供情报和数据基础设施方面的能力需求量很大。Draganfly 能够设计定制的机身、有效载荷和机器人，以满足军用客户的严格要求。</p>
<p>上个月，Draganfly 在亚利桑那州科基斯县为多位联邦、州和地方执法官员以及军官提供了其 Outrider 边境无人机平台的现场演示。该公司收到的反馈表明，这些演示正在推动边境地区执法和军方官员对无人机平台的兴趣增加。</p>
<p>同样在 11 月，Draganfly 获得了一项重要合同，赢得了国际军事订单，订单内容为其 Commander 3XL 无人机。这些无人机的飞行时间为 50 分钟，飞行距离超过 2 公里，载重能力为 22 磅，并可配置用于多种任务。它们是小型、便于携带的四旋翼无人机，非常适合现场监视。由于监管限制，Draganfly 无法公开透露客户规格。</p>
<p>在对 Draganfly 的分析中，分析师 Bohlig 指出了几个指向光明未来的因素。他为该股票提出了看涨的理由，写道：“我们继续相信该公司将在 2026 年进入一个强劲的管道，主要由即将推出的 Outrider 和目前可用的 Flex FPV 平台主导。结合加拿大和美国的大规模国防项目，用于边境安全以及在基础层面生产无人机，我们相信 DPRO 在 2026 年将实现收入的显著增长。考虑到这些机会的规模，以及公司计划在 2026 年将产能扩展至约 4 亿美元，我们认为随着这些项目的推进，估计将有潜在的显著上行空间。”</p>
<p>Bohlig 用买入评级和 14 美元的目标价量化了他的立场，暗示出强劲的一年上行潜力为 101%。（要查看 Bohlig 的业绩记录，请点击这里）</p>
<p>这里的强买共识评级基于 4 个一致的积极分析师评论。DPRO 的股票目前售价为 6.95 美元，14.50 美元的平均目标价意味着在未来 12 个月内将实现 109% 的收益。（见 <strong>DPRO 股票预测</strong>）</p>

DPRO

<p>Needham 分析师 Austin Bohlig 强调无人机行业是一个增长领域，受到美国政府投资的推动。他将 Draganfly 视为一只有前景的股票，指出其强大的产品线和政府合同。Bohlig 给予 Draganfly“买入” 评级，目标价为 14 美元，暗示潜在的 101% 上涨空间。预计到 2030 年，全球无人机市场将显著增长，达到 1636 亿美元</p>

<p>Whatever your view of government, it's hard to ignore the impact federal spending can have on the broader economy. Congressional appropriations always reflect the majority's priorities, but they also offer clear signals about which sectors are poised to benefit from Washington's attention.</p>
<div class="lb-trans"><p>无论你对政府的看法如何，联邦支出对更广泛经济的影响都难以忽视。国会的拨款总是反映出大多数人的优先事项，但它们也清晰地传达出哪些行业有望从华盛顿的关注中受益。</p>
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<div class="lb-trans"><h3>TipRanks 网络星期一促销</h3>
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<div class="lb-trans"><ul>
<li>享受 TipRanks Premium 60% 的折扣，获取数据支持的洞察和研究工具，让你自信投资。</li>
<li>订阅 TipRanks 的智能投资者精选，通过我们高表现的模型投资组合查看我们的数据 - 现在也享受 60% 的折扣。</li>
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</div><p>The drone industry – unmanned aerial vehicles – is one of those areas. Drones now play a role across a wide range of fields, from defense and public safety to mapping, inspection, and delivery services. And continued innovation is only strengthening their relevance. Improvements in battery efficiency, AI-driven autonomous flight, and advanced sensor technology are steadily expanding the capabilities and real-world adoption of drones.</p>
<div class="lb-trans"><p>无人机行业——无人驾驶航空器——就是其中一个领域。无人机现在在多个领域发挥作用，从国防和公共安全到制图、检查和快递服务。持续的创新只会增强它们的相关性。电池效率的提高、人工智能驱动的自主飞行和先进传感器技术正在稳步扩展无人机的能力和实际应用。</p>
</div><p>Globally, the drone market reached $73.06 billion in 2024, and according to Grand View Research, that figure is expected to climb to $163.6 billion by 2030, for a CAGR of 14.3% over the forecast period.</p>
<div class="lb-trans"><p>全球无人机市场在 2024 年达到了 730.6 亿美元， 根据 Grand View Research 的预测，这一数字预计到 2030 年将攀升至 1636 亿美元，预测期内的年均增长率为 14.3%。</p>
</div><p>Against this backdrop, Needham analyst Austin Bohlig lays out how government demand is beginning to shape the next phase of the industry's growth.</p>
<div class="lb-trans"><p>在这种背景下，Needham 分析师 Austin Bohlig 阐述了政府需求如何开始塑造该行业的下一个增长阶段。</p>
</div><p>&#34;Our core thesis has long been anchored by the unprecedented investment from the U.S. Department of War, driven by the One Big Beautiful Bill (OBBB), which we estimate is allocating over $10B toward offensive and defensive unmanned systems. While the timing of this funding deployment has been a key question among investors, recent actions suggest that capital is now beginning to flow,&#34; Bohlig explained.</p>
<div class="lb-trans"><p>“我们的核心论点长期以来一直基于美国国防部前所未有的投资，这一投资由 ‘一项伟大的美丽法案’（OBBB）推动，我们估计该法案正在为攻防无人系统分配超过 100 亿美元。虽然这笔资金的部署时机一直是投资者关注的关键问题，但最近的行动表明资金现在开始流入，” Bohlig 解释道。</p>
</div><p>With that tailwind in mind, Bohlig highlights two drone stocks he believes have the potential to double, or more, over the coming year. And according to the TipRanks platform, both names have picked up Buy ratings from the rest of the Street as well. Let's take a closer look.</p>
<div class="lb-trans"><p>考虑到这一顺风，Bohlig 强调了他认为在未来一年内有潜力翻倍或更多的两只无人机股票。根据 TipRanks 平台的信息，这两只股票也获得了市场的买入评级。让我们仔细看看。</p>
</div><p><strong>Draganfly (</strong> <strong>DPRO</strong> <strong>)</strong></p>
<div class="lb-trans"><p><strong>Draganfly (</strong> <strong>DPRO</strong> <strong>)</strong></p>
</div><p>The first drone company we'll look at here, Draganfly, has over 25 years of experience in the field and produces a varied line of drones and ancillary equipment and software. The company's drones have found use in multiple fields, including agriculture, insurance, public safety and public health, energy, and defense. Draganfly's first commercial quadrotor UAV was launched in 1999, and in 2001 the company was the first to put multirotor UAVs with integrated camera systems on the commercial market.</p>
<div class="lb-trans"><p>我们在这里要看的第一家无人机公司是 Draganfly，该公司在该领域拥有超过 25 年的经验，生产多种类型的无人机及其附属设备和软件。该公司的无人机在多个领域得到了应用，包括农业、保险、公共安全和公共卫生、能源和国防。Draganfly 的第一款商业四旋翼无人机于 1999 年推出，2001 年该公司首次将集成摄像系统的多旋翼无人机推向商业市场。</p>
</div><p>Draganfly has built its drone business on a foundation of engineering skill. The company has developed its own institutional experience in fields like aviation, model building, and robotics – all vital in the drone industry – and works to combine both artisanal craftsmanship and engineering savvy in its drone lines.</p>
<div class="lb-trans"><p>Draganfly 的无人机业务建立在工程技能的基础上。该公司在航空、模型制作和机器人等领域积累了自己的机构经验——这些都是无人机行业至关重要的领域——并努力将工艺与工程智慧结合在其无人机产品中。</p>
</div><p>Like many commercial drone companies, Draganfly is expanding its government exposure. The company has close connections with governmental organizations, particularly with law enforcement and the military, where its capabilities in providing intelligence and data infrastructure are in high demand. Draganfly is able to design custom airframes, payloads, and robotics to meet the strict demands of military-grade customers.</p>
<div class="lb-trans"><p>与许多商业无人机公司一样，Draganfly 正在扩大其政府曝光率。该公司与政府组织，特别是执法和军方有着密切的联系，其在提供情报和数据基础设施方面的能力需求量很大。Draganfly 能够设计定制的机身、有效载荷和机器人，以满足军用客户的严格要求。</p>
</div><p>Last month, Draganfly provided live demonstrations of its Outrider Border Drone platform for a variety of Federal, state, and local law enforcement officials, as well as military officers, in Cochise County, Arizona. The company received feedback indicating that the demonstrations are driving increased interest in the drone platform among law enforcement and military officials in the border region.</p>
<div class="lb-trans"><p>上个月，Draganfly 在亚利桑那州科基斯县为多位联邦、州和地方执法官员以及军官提供了其 Outrider 边境无人机平台的现场演示。该公司收到的反馈表明，这些演示正在推动边境地区执法和军方官员对无人机平台的兴趣增加。</p>
</div><p>Also in November, Draganfly scored a significant contract win, securing an international military order for its Commander 3XL drones. These drones feature a 50-minute flight time over 2 kilometers, with a 22-pound payload capacity, and are configurable for a wide range of missions. They are small, man-portable quadcopters, well suited to field surveillance. Due to regulatory restrictions, Draganfly could not publicly reveal customer specifications.</p>
<div class="lb-trans"><p>同样在 11 月，Draganfly 获得了一项重要合同，赢得了国际军事订单，订单内容为其 Commander 3XL 无人机。这些无人机的飞行时间为 50 分钟，飞行距离超过 2 公里，载重能力为 22 磅，并可配置用于多种任务。它们是小型、便于携带的四旋翼无人机，非常适合现场监视。由于监管限制，Draganfly 无法公开透露客户规格。</p>
</div><p>In his coverage of Draganfly, analyst Bohlig points out several factors that point toward a bright future. Laying out a bullish case for the stock, he writes, &#34;We continue to believe the company is entering 2026 with a robust pipeline, led by the upcoming Outrider and the currently available Flex FPV platforms. Coupled with large scale defense programs in Canada and U.S., for border security as well as onsite production of drones at the base level, we believe DPRO remains on plan for a meaningful inflection in revenues in 2026. Given the size of these opportunities, coupled with the company's planned capacity expansion to ~$400M in 2026, we see the opportunity for potential meaningful upside to estimates as these programs ramp.&#34;</p>
<div class="lb-trans"><p>在对 Draganfly 的分析中，分析师 Bohlig 指出了几个指向光明未来的因素。他为该股票提出了看涨的理由，写道：“我们继续相信该公司将在 2026 年进入一个强劲的管道，主要由即将推出的 Outrider 和目前可用的 Flex FPV 平台主导。结合加拿大和美国的大规模国防项目，用于边境安全以及在基础层面生产无人机，我们相信 DPRO 在 2026 年将实现收入的显著增长。考虑到这些机会的规模，以及公司计划在 2026 年将产能扩展至约 4 亿美元，我们认为随着这些项目的推进，估计将有潜在的显著上行空间。”</p>
</div><p>Bohlig quantifies his stance with a Buy rating and a $14 price target that suggests a robust one-year upside potential of 101%. (To watch Bohlig's track record, click here)</p>
<div class="lb-trans"><p>Bohlig 用买入评级和 14 美元的目标价量化了他的立场，暗示出强劲的一年上行潜力为 101%。（要查看 Bohlig 的业绩记录，请点击这里）</p>
</div><p>The Strong Buy consensus rating here is based on 4 unanimously positive analyst reviews. Shares in DPRO are currently selling for $6.95 and the $14.50 average price target implies a 109% gain over the next 12 months. (See <strong>DPRO stock forecast</strong>)</p>
<div class="lb-trans"><p>这里的强买共识评级基于 4 个一致的积极分析师评论。DPRO 的股票目前售价为 6.95 美元，14.50 美元的平均目标价意味着在未来 12 个月内将实现 109% 的收益。（见 <strong>DPRO 股票预测</strong>）</p>
</div>

‘准备起飞’：Needham 选择了两只无人机股票，预计将大幅上涨