中文翻译
抱歉听到这个，像 $AVAV 和 $DPRO 这种无人机股票是我亏得最惨的，我在这上面实打实亏了六位数。 我之前发过自己已经在格陵兰和平协议之后止损了这些票，$AVAV 最近又因为 SCAR 项目失利继续受挫。 然后我就把仓位转去光子学了。 这次伊朗战争更多打击的是更大的军工承包商，而不是像委内瑞拉那次那样主要打击无人机公司。 我在 X 上发得很多，但并不是每条都能显示给所有关注者。
· 业绩复盘
说自己在无人机股上亏了六位数，已经减仓转向光子学。
英文原文
Sorry to hear, drone stocks like $AVAV and $DPRO were my biggest losers and I lost solid 6 fig on that. I posted earlier I cut my losses on them since Greenland peace deal, $AVAV recently on the Scar program loss. And rotated to photonics. The Iran war tended to be a lot of the larger military contractors this time around, compared to drone companies used in a Venezuela. I post a lot on X, and not everything shows up to followers unfortunately.