$DRS
相关推文
按时间倒序
-
LASR作为铁束激光引擎供应商，因实战成功获看好，具纯正EDW概念。
$LASR 是唯一一家在美国公开交易的、纯正的能量定向武器（Energy Directed Weapons）概念股。 $LASR 是 Rafael 公司“铁束”（Iron Beam）系统的激光引擎供应商。 市场可能忽略了其与 NLight 之间的两层关联关系。 “铁束”系统今天首次实战部署，并取得了巨大成功。 今天还发布了一篇题为《美国持续探索如何停止用400万美元的导弹去打击3万美元的无人机》的文章： “多年来，激光武器一直是国防工业的新奇工具，总是‘还有五年才成熟’且‘超支十亿美元’。自2025年底以来，这个梦想正式投入运营，像烤面包卷一样在半空中烧毁威胁目标。 其吸引力纯粹是爱因斯坦式的艺术。无需发射需要博士维护的复杂拦截器，‘铁束’只需将100千瓦的高能激光聚焦于目标，直到其结构完整性不复存在。 没有爆炸，没有可追踪的尾气轨迹，神奇的是也没有重新装填时间。只要发电机有那甜美、甜美的柴油，你就拥有无限弹药。” $LASR 是以仅35亿美元市值提供的未来战争形态的纯正敞口。
英文原文
$LASR is the only US publicly traded, pure-play Energy Directed Weapons stock. $LASR is the laser engine for Rafael's Iron Beam. And markets may have missed the the two-hop relation to NLight. The Iron Beam was live for the first time today and wildly successful. An article: "America’s ongoing quest to stop firing $4 million missiles at $30,000 drones" was also put out today: "For years, laser weapons were the novelty tool of the defense industry, always five years away and ten billion dollars over budget. Since late 2025, the dream is officially operational, baking threats in mid-air like dinner rolls. The appeal is pure, unadulterated Einsteinian art. Instead of launching a sophisticated interceptor that requires a PhD to maintain, the Iron Beam focuses a 100kW high-energy laser onto a target until its structural integrity ceases to exist. There is no explosion, no exhaust trail to track, and, magically, no reload time. As long as the generator has that sweet, sweet diesel, you have an infinite magazine." $LASR is the pure play exposure for the future of warfare at a tiny $3.5B MC.
-
指出LASR是公开市场唯一的定向能武器纯概念股。
@geokoutalidis 是的，提醒得很及时！市场上还有其他大型参与者，比如 $DRS、$RTX 和 $ESLT。但据我所知，除了 $LASR 之外，公开市场上没有其他股票能纯粹地暴露于定向能武器（Directed Energy Weapons）领域。
英文原文
@geokoutalidis Yep great shout! There's other large players out there, like $DRS or $RTX and $ESLT. But nothing publicly traded really has pure play exposure to energy directed weapons aside from $LASR AFAIK.
-
因铁束实战验证，作者在30亿市值时建仓纯定向能武器股LASR。
$LASR 来自“铁束”系统的定向能武器。这很可能是美以 vs 伊朗冲突中最大的受益者和验证者。真主党向以色列发射火箭弹。-> $LASR (Nlight) 的激光引擎在 Rafael 的“铁束”系统中将其击落。亲眼目睹其实战效果简直令人疯狂。鉴于刚刚得到的验证，预计大量国防基金近期将涌入定向能武器领域。特别是通过 HELSI 计划拦截高超音速导弹。虽然 $DRS 或 $RTX 等大型玩家也有相关敞口，但只有 $LASR 是市值 31 亿美元的纯定向能武器股。它恰好也是“铁束”系统的已知关键供应商。我最终在 $LASR 市值 30 亿美元时建立了头寸。
英文原文
$LASR Energy Directed Weapons from the Iron Beam. Is probably the single largest beneficiary and validation from the US / Israel vs. Iran conflict. Hezbollah Fired Rockets into Israel. -> $LASR (Nlight) laser engine inside of Rafael's Iron Beam shot them down. It's absolutely wild to see it in action. Lot of defense funds will now probably be pouring into Energy Directed Weapons in the near future given validation just now. Especially to zap down hypersonic missiles with the HELSI initiative. There's a few large player exposure like $DRS or $RTX but there's only one $3.1B MC pure-play energy directed weapons stock. Which also happens to be a known critical supplier for the Iron Beam. Ended up taking positions in $LASR at $3B MC.