<p>美國無人機產業本週獲得了重大推動，因為聯邦通信委員會（FCC）正式禁止了來自中國的競爭。</p>
<ul>
<li><em>RCAT 股票正在上漲。</em> 查看這裏的圖表和價格走勢。</li>
</ul>
<p>在週一發佈的國家安全決定後，FCC 將外國製造的無人機系統（UAS）及其關鍵組件納入 “覆蓋名單”，有效禁止外國製造的無人機。</p>
<p><strong>下一步閲讀：</strong> 特朗普抨擊 5000 萬美元國防首席執行官薪酬，同時武器面臨延遲</p>
<h3><strong>監管催化劑</strong></h3>
<p>FCC 的禁令有效地禁止了中國無人機制造商 <strong>DJI</strong> 和 <strong>Autel</strong> 以及其他外國製造商獲得在美國銷售所需的 FCC 授權。</p>
<p>雖然現有機隊目前仍在運營，但無法進口或銷售下一代硬件在 DJI 曾經佔據近 70-80% 市場份額的市場中造成了立即的真空。</p>
<h3><strong>國內無人機股票飆升</strong></h3>
<p>投資者迅速識別出無人機主導倡議的國內贏家。五隻關鍵股票獲得了強勁的順風：</p>
<ul>
<li><strong>Red Cat Holdings, Inc.</strong> (NASDAQ: RCAT): Red Cat 的股票在過去五天內上漲超過 25%。作為美國陸軍 “黑寡婦” 戰術無人機的主要供應商，Red Cat 被視為 DJI 企業模型的最直接安全替代品。</li>
<li><strong>AeroVironment, Inc.</strong> (NASDAQ: AVAV): 這家國防巨頭繼續引領 “探測與擊敗” 生命週期。憑藉來自海岸警衞隊的新合同和增加的軍事支出，AVAV 仍然是政府級自主系統的藍籌選擇。</li>
<li><strong>Ondas Holdings, Inc.</strong> (NASDAQ: ONDS): 通過其美國機器人和 Airobotics 部門，Ondas 是 “無人機箱” 解決方案的領先者，這對於以前依賴外國技術的工業基礎設施監測至關重要。Ondas 的股票在過去五天內上漲超過 23%。</li>
<li><strong>Unusual Machines, Inc.</strong> (AMEX: UMAC): 作為無人機組件的專業製造商，UMAC 將從新要求中受益，即即使是無人機零部件（電機、飛行控制器和電池）也必須來自非對抗國家。</li>
<li><strong>Draganfly, Inc.</strong> (NASDAQ: DPRO): Draganfly 的股票最近上漲超過 20%，鞏固了其作為主要 “藍色 UAS” 替代品的角色。在 FCC 禁令之後，Draganfly 可能會利用其符合 NDAA 的平台，如 Commander 3XL 和 Flex FPV，來獲取市場份額。</li>
</ul>
<h3><strong>前進的道路</strong></h3>
<p>上週，KeyBanc 分析師 Michael Leshock 表示，航天與國防技術可能會成為未來十年內 最強勁的增長領域。</p>
<p>他指出，全球國防預算的上升和戰爭的快速演變，特別是在無人機和人工智能驅動的系統方面。</p>
<p>儘管供應鏈擴展仍然是一個挑戰，但 “無人機之年” 已經正式開始，從外國控制的硬件過渡到安全的美國製造生態系統。</p>
<p><strong>下一步閲讀：</strong></p>
<ul>
<li>D-Wave、Rigetti、IonQ 股票在零售推動的聖誕反彈中上漲</li>
</ul>
<p><em>照片來源：Shutterstock</em></p>

UMAC

ONDS

RCAT

DPRO

<p>美國無人機行業獲得了重大推動，因為 FCC 禁止中國製造的無人機，包括大疆（DJI）和奧特爾（Autel），獲得在美國銷售所需的授權。這一舉措導致國內無人機股票激增，像 Red Cat Holdings、AeroVironment、Ondas Holdings、Unusual Machines 和 Draganfly 等公司都實現了顯著的漲幅。禁令創造了市場空白，惠及美國製造商，並標誌着向安全的美國製造無人機生態系統的轉變</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>美國無人機產業本週獲得了重大推動，因為聯邦通信委員會（FCC）正式禁止了來自中國的競爭。</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 股票正在上漲。</em> 查看這裏的圖表和價格走勢。</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>在週一發佈的國家安全決定後，FCC 將外國製造的無人機系統（UAS）及其關鍵組件納入 “覆蓋名單”，有效禁止外國製造的無人機。</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>下一步閲讀：</strong> 特朗普抨擊 5000 萬美元國防首席執行官薪酬，同時武器面臨延遲</p>
</div><h3><strong>The Regulatory Catalyst</strong></h3>
<div class="lb-trans"><h3><strong>監管催化劑</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國無人機制造商 <strong>DJI</strong> 和 <strong>Autel</strong> 以及其他外國製造商獲得在美國銷售所需的 FCC 授權。</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>雖然現有機隊目前仍在運營，但無法進口或銷售下一代硬件在 DJI 曾經佔據近 70-80% 市場份額的市場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>國內無人機股票飆升</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>投資者迅速識別出無人機主導倡議的國內贏家。五隻關鍵股票獲得了強勁的順風：</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 的股票在過去五天內上漲超過 25%。作為美國陸軍 “黑寡婦” 戰術無人機的主要供應商，Red Cat 被視為 DJI 企業模型的最直接安全替代品。</li>
<li><strong>AeroVironment, Inc.</strong> (NASDAQ: AVAV): 這家國防巨頭繼續引領 “探測與擊敗” 生命週期。憑藉來自海岸警衞隊的新合同和增加的軍事支出，AVAV 仍然是政府級自主系統的藍籌選擇。</li>
<li><strong>Ondas Holdings, Inc.</strong> (NASDAQ: ONDS): 通過其美國機器人和 Airobotics 部門，Ondas 是 “無人機箱” 解決方案的領先者，這對於以前依賴外國技術的工業基礎設施監測至關重要。Ondas 的股票在過去五天內上漲超過 23%。</li>
<li><strong>Unusual Machines, Inc.</strong> (AMEX: UMAC): 作為無人機組件的專業製造商，UMAC 將從新要求中受益，即即使是無人機零部件（電機、飛行控制器和電池）也必須來自非對抗國家。</li>
<li><strong>Draganfly, Inc.</strong> (NASDAQ: DPRO): Draganfly 的股票最近上漲超過 20%，鞏固了其作為主要 “藍色 UAS” 替代品的角色。在 FCC 禁令之後，Draganfly 可能會利用其符合 NDAA 的平台，如 Commander 3XL 和 Flex FPV，來獲取市場份額。</li>
</ul>
</div><h3><strong>The Path Forward</strong></h3>
<div class="lb-trans"><h3><strong>前進的道路</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>上週，KeyBanc 分析師 Michael Leshock 表示，航天與國防技術可能會成為未來十年內 最強勁的增長領域。</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，全球國防預算的上升和戰爭的快速演變，特別是在無人機和人工智能驅動的系統方面。</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>儘管供應鏈擴展仍然是一個挑戰，但 “無人機之年” 已經正式開始，從外國控制的硬件過渡到安全的美國製造生態系統。</p>
</div><p><strong>Read Next:</strong></p>
<div class="lb-trans"><p><strong>下一步閲讀：</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 股票在零售推動的聖誕反彈中上漲</li>
</ul>
</div><p><em>Photo: Shutterstock</em></p>
<div class="lb-trans"><p><em>照片來源：Shutterstock</em></p>
</div>

無人機股票受到利好，因為 FCC 禁止中國無人機飛行