· 个股论点

对比RKLB与DPRO的政府资金优势,提示早期风险并看好无人机基建。

涉及标的:

中文翻译

好问题!这有点像 $RKLB 虽然来自新西兰,但受益于美国国防部(DoD)的资金支持。 $DPRO 同时受益于加拿大和美国的资金支持,因为它符合《国防授权法》(NDAA)的规定。 再次强调,由于处于早期阶段,存在大量风险,不要指望未来财报发布前会有太多利好被计入股价。我只是认为他们的无人机基础设施(Drone Infra)建设具有潜力。

英文原文

Good question! It’s kinda like $RKLB is from New Zealand but benefits from US DoD funding. $DPRO gets benefits from both Canada and US funding as its ndaa compliant Again there are tons of risks since its early stage and don’t expect much to be priced in until their future earnings. I just thought their drone infra buildout had potential

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