中文翻译
是的，$FLY 是 2026 年的标的，只需持有直到可重复使用中程飞行器推出。此外，它是一只高贝塔值股票，单日波动可达 20%。 如果我没记错，诺斯罗普·格鲁曼公司参与了“金穹顶”项目，我认为人们尚未将这一点与 $FLY 联系起来。 其营收尚不足以支撑市值，因此在中程飞行器问世前，它主要是一只情绪驱动型股票。 如果他们继 SpaceX 之后推出第二款可重复使用中程飞行器，我会非常惊讶其市值会低于 100 亿美元（目前为 25 亿美元）。
· 个股论点
$FLY 为情绪驱动型标的，待中程飞行器推出后市值有望翻倍。
涉及标的： $FLY
英文原文
Yeah $FLY is 2026 play, just need to bag hold until reusable medium lift comes out. Also another high beta stock capable of moving 20% in a day. Northrop if I remember correctly was in the golden dome project and I don’t think people are making the association with fly yet. Doesn’t really have the revenue to back up marketcap so it’s largely a sentiment stock until medium lift. I would be extremely surprised if the marktcap was under $10B ($2.5B now) if they made the second reusable medium lift after SpaceX