<p>美国无人机产业本周获得了重大推动，因为联邦通信委员会（FCC）正式禁止了来自中国的竞争。</p>
<ul>
<li><em>RCAT 股票正在上涨。</em> 查看这里的图表和价格走势。</li>
</ul>
<p>在周一发布的国家安全决定后，FCC 将外国制造的无人机系统（UAS）及其关键组件纳入 “覆盖名单”，有效禁止外国制造的无人机。</p>
<p><strong>下一步阅读：</strong> 特朗普抨击 5000 万美元国防首席执行官薪酬，同时武器面临延迟</p>
<h3><strong>监管催化剂</strong></h3>
<p>FCC 的禁令有效地禁止了中国无人机制造商 <strong>DJI</strong> 和 <strong>Autel</strong> 以及其他外国制造商获得在美国销售所需的 FCC 授权。</p>
<p>虽然现有机队目前仍在运营，但无法进口或销售下一代硬件在 DJI 曾经占据近 70-80% 市场份额的市场中造成了立即的真空。</p>
<h3><strong>国内无人机股票飙升</strong></h3>
<p>投资者迅速识别出无人机主导倡议的国内赢家。五只关键股票获得了强劲的顺风：</p>
<ul>
<li><strong>Red Cat Holdings, Inc.</strong> (NASDAQ: RCAT): Red Cat 的股票在过去五天内上涨超过 25%。作为美国陆军 “黑寡妇” 战术无人机的主要供应商，Red Cat 被视为 DJI 企业模型的最直接安全替代品。</li>
<li><strong>AeroVironment, Inc.</strong> (NASDAQ: AVAV): 这家国防巨头继续引领 “探测与击败” 生命周期。凭借来自海岸警卫队的新合同和增加的军事支出，AVAV 仍然是政府级自主系统的蓝筹选择。</li>
<li><strong>Ondas Holdings, Inc.</strong> (NASDAQ: ONDS): 通过其美国机器人和 Airobotics 部门，Ondas 是 “无人机箱” 解决方案的领先者，这对于以前依赖外国技术的工业基础设施监测至关重要。Ondas 的股票在过去五天内上涨超过 23%。</li>
<li><strong>Unusual Machines, Inc.</strong> (AMEX: UMAC): 作为无人机组件的专业制造商，UMAC 将从新要求中受益，即即使是无人机零部件（电机、飞行控制器和电池）也必须来自非对抗国家。</li>
<li><strong>Draganfly, Inc.</strong> (NASDAQ: DPRO): Draganfly 的股票最近上涨超过 20%，巩固了其作为主要 “蓝色 UAS” 替代品的角色。在 FCC 禁令之后，Draganfly 可能会利用其符合 NDAA 的平台，如 Commander 3XL 和 Flex FPV，来获取市场份额。</li>
</ul>
<h3><strong>前进的道路</strong></h3>
<p>上周，KeyBanc 分析师 Michael Leshock 表示，航天与国防技术可能会成为未来十年内 最强劲的增长领域。</p>
<p>他指出，全球国防预算的上升和战争的快速演变，特别是在无人机和人工智能驱动的系统方面。</p>
<p>尽管供应链扩展仍然是一个挑战，但 “无人机之年” 已经正式开始，从外国控制的硬件过渡到安全的美国制造生态系统。</p>
<p><strong>下一步阅读：</strong></p>
<ul>
<li>D-Wave、Rigetti、IonQ 股票在零售推动的圣诞反弹中上涨</li>
</ul>
<p><em>照片来源：Shutterstock</em></p>

UMAC

ONDS

RCAT

DPRO

<p>美国无人机行业获得了重大推动，因为 FCC 禁止中国制造的无人机，包括大疆（DJI）和奥特尔（Autel），获得在美国销售所需的授权。这一举措导致国内无人机股票激增，像 Red Cat Holdings、AeroVironment、Ondas Holdings、Unusual Machines 和 Draganfly 等公司都实现了显著的涨幅。禁令创造了市场空白，惠及美国制造商，并标志着向安全的美国制造无人机生态系统的转变</p>

<p>The U.S. drone industry got a major boost this week as the Federal Communications Commission (FCC) officially grounded the competition from China.</p>
<div class="lb-trans"><p>美国无人机产业本周获得了重大推动，因为联邦通信委员会（FCC）正式禁止了来自中国的竞争。</p>
</div><ul>
<li><em>RCAT stock is moving.</em> See the chart and price action here.</li>
</ul>
<div class="lb-trans"><ul>
<li><em>RCAT 股票正在上涨。</em> 查看这里的图表和价格走势。</li>
</ul>
</div><p>Following a national security determination issued on Monday, the FCC added foreign-made uncrewed aircraft systems (UAS) and their critical components to its “Covered List,” effectively banning foreign-made drones.</p>
<div class="lb-trans"><p>在周一发布的国家安全决定后，FCC 将外国制造的无人机系统（UAS）及其关键组件纳入 “覆盖名单”，有效禁止外国制造的无人机。</p>
</div><p><strong>Read Next:</strong> Trump Blasts $50 Million Defense CEO Paychecks While Weapons Face Delays</p>
<div class="lb-trans"><p><strong>下一步阅读：</strong> 特朗普抨击 5000 万美元国防首席执行官薪酬，同时武器面临延迟</p>
</div><h3><strong>The Regulatory Catalyst</strong></h3>
<div class="lb-trans"><h3><strong>监管催化剂</strong></h3>
</div><p>The FCC ban effectively bars Chinese drone makers <strong>DJI</strong> and <strong>Autel</strong>, along with other foreign manufacturers, from receiving the FCC authorizations required for sale in the U.S.</p>
<div class="lb-trans"><p>FCC 的禁令有效地禁止了中国无人机制造商 <strong>DJI</strong> 和 <strong>Autel</strong> 以及其他外国制造商获得在美国销售所需的 FCC 授权。</p>
</div><p>While existing fleets remain operational for now, the inability to import or sell next-generation hardware has created an immediate vacuum in a market where DJI once held a nearly 70-80% market share.</p>
<div class="lb-trans"><p>虽然现有机队目前仍在运营，但无法进口或销售下一代硬件在 DJI 曾经占据近 70-80% 市场份额的市场中造成了立即的真空。</p>
</div><h3><strong>Domestic Drone Stocks Surge</strong></h3>
<div class="lb-trans"><h3><strong>国内无人机股票飙升</strong></h3>
</div><p>Investors have been quick to identify the domestic winners of the drone dominance initiative. Five key stocks have caught a powerful tailwind:</p>
<div class="lb-trans"><p>投资者迅速识别出无人机主导倡议的国内赢家。五只关键股票获得了强劲的顺风：</p>
</div><ul>
<li><strong>Red Cat Holdings, Inc.</strong> (NASDAQ: RCAT): Red Cat shares surged over 25% over the past five days. As a primary provider of the “Black Widow” tactical drone for the U.S. Army, Red Cat is positioned as the most direct secure alternative to DJI's enterprise models.</li>
<li><strong>AeroVironment, Inc.</strong> (NASDAQ: AVAV): The defense heavyweight continues to lead the “detect and defeat” lifecycle. With new contracts from the Coast Guard and increased military spending, AVAV remains the blue-chip choice for government-grade autonomous systems.</li>
<li><strong>Ondas Holdings, Inc.</strong> (NASDAQ: ONDS): Through its American Robotics and Airobotics units, Ondas is the frontrunner for “drone-in-a-box” solutions, essential for industrial infrastructure monitoring that previously relied on foreign tech. Ondas shares gained more than 23% over the past five days.</li>
<li><strong>Unusual Machines, Inc.</strong> (AMEX: UMAC): As a specialized manufacturer of drone components, UMAC stands to benefit from the new requirement that even drone parts (motors, flight controllers, and batteries) be sourced from non-adversarial nations.</li>
<li><strong>Draganfly, Inc.</strong> (NASDAQ: DPRO): Shares of Draganfly surged over 20% recently as it cements its role as a primary “Blue UAS” alternative. Following the FCC ban, Draganfly will likely leverage its NDAA-compliant platforms, such as the Commander 3XL and the Flex FPV, to capture market share.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>Red Cat Holdings, Inc.</strong> (NASDAQ: RCAT): Red Cat 的股票在过去五天内上涨超过 25%。作为美国陆军 “黑寡妇” 战术无人机的主要供应商，Red Cat 被视为 DJI 企业模型的最直接安全替代品。</li>
<li><strong>AeroVironment, Inc.</strong> (NASDAQ: AVAV): 这家国防巨头继续引领 “探测与击败” 生命周期。凭借来自海岸警卫队的新合同和增加的军事支出，AVAV 仍然是政府级自主系统的蓝筹选择。</li>
<li><strong>Ondas Holdings, Inc.</strong> (NASDAQ: ONDS): 通过其美国机器人和 Airobotics 部门，Ondas 是 “无人机箱” 解决方案的领先者，这对于以前依赖外国技术的工业基础设施监测至关重要。Ondas 的股票在过去五天内上涨超过 23%。</li>
<li><strong>Unusual Machines, Inc.</strong> (AMEX: UMAC): 作为无人机组件的专业制造商，UMAC 将从新要求中受益，即即使是无人机零部件（电机、飞行控制器和电池）也必须来自非对抗国家。</li>
<li><strong>Draganfly, Inc.</strong> (NASDAQ: DPRO): Draganfly 的股票最近上涨超过 20%，巩固了其作为主要 “蓝色 UAS” 替代品的角色。在 FCC 禁令之后，Draganfly 可能会利用其符合 NDAA 的平台，如 Commander 3XL 和 Flex FPV，来获取市场份额。</li>
</ul>
</div><h3><strong>The Path Forward</strong></h3>
<div class="lb-trans"><h3><strong>前进的道路</strong></h3>
</div><p>Last week, KeyBanc analyst Michael Leshock said Space &amp; Defense Technology could emerge as one of the strongest growth segments within Aerospace &amp; Defense over the next decade.</p>
<div class="lb-trans"><p>上周，KeyBanc 分析师 Michael Leshock 表示，航天与国防技术可能会成为未来十年内 最强劲的增长领域。</p>
</div><p>He pointed to rising global defense budgets and a rapid evolution in warfare, particularly in drones, and AI-enabled systems.</p>
<div class="lb-trans"><p>他指出，全球国防预算的上升和战争的快速演变，特别是在无人机和人工智能驱动的系统方面。</p>
</div><p>While supply chain scaling remains a challenge, the “year of the drone” has officially begun, with the transition from foreign-controlled hardware to a secure, American-made ecosystem.</p>
<div class="lb-trans"><p>尽管供应链扩展仍然是一个挑战，但 “无人机之年” 已经正式开始，从外国控制的硬件过渡到安全的美国制造生态系统。</p>
</div><p><strong>Read Next:</strong></p>
<div class="lb-trans"><p><strong>下一步阅读：</strong></p>
</div><ul>
<li>D-Wave, Rigetti, IonQ Stocks Climb In Retail-Fueled Santa Rally</li>
</ul>
<div class="lb-trans"><ul>
<li>D-Wave、Rigetti、IonQ 股票在零售推动的圣诞反弹中上涨</li>
</ul>
</div><p><em>Photo: Shutterstock</em></p>
<div class="lb-trans"><p><em>照片来源：Shutterstock</em></p>
</div>

无人机股票受到利好，因为 FCC 禁止中国无人机飞行