Ah, the stock market. A bastion of calm, predictable growth, right? Wrong. Not when Donald J. Trump is in the news cycle, apparently. Fresh off a weekend of pronouncements from the digital pulpit of Truth Social, the markets are once again performing their favorite dance: the “Trump Tango,” a two-step of soaring rhetoric followed by a dizzying dip in valuations. It appears the former (and potentially future) President has rediscovered his favorite economic lever: the tariff. And this time, he’s gone all in, ...

半导体芯片技术 - 南京大学研究团队研发出高精度模拟存内计算方案及基于互补金属氧化物半导体工艺的模拟存算一体芯片 该芯片创下模拟存内计算领域最高精度纪录[2] 航天发射活动 - 引力一号遥二运载火箭在山东海阳附近海域成功发射 将吉林一号宽幅02B07星及数天宇星01~02试验星送入预定轨道[2] - 俄罗斯联盟-5号火箭第一级完成地面点火测试 测试持续160秒 使用推力800吨的RD-171MV发动机 为年底计划发射奠定基础[2] 能源存储系统 - 深圳供电局联合禾望电气、清华大学等单位投运国内首套变电站构网型风光储一体化系统 该系统为后海三（春晖站）示范工程 禾望电气提供自主研发的组串式构网型储能变流器[2]

Joby Aviation, Inc. (NYSE:JOBY) is one of the stocks Jim Cramer recently offered insights on. While discussing speculative stocks like Joby, Cramer said the cohort reminded him of the dot-com era. He said: “It’s the speculative stocks that remind me of the dot-com era, a group of companies with no earnings to speak of that need to raise money to stay afloat. Now, we see these in nuclear power or crypto, or quantum computing stocks. These have all been bid up furiously by retail investors… I fear we’re at ...

公司估值水平 - 公司股票交易价格接近其过去12个月营收的60倍 [1][3] - 公司市账率高达40倍 [3] - 公司市值目前徘徊在280亿美元左右 [2] 公司财务表现 - 公司营收从2021年的6200万美元增长至2024年的4.36亿美元以上 [2] - 公司亏损从2021年的1.17亿美元扩大至2024年的1.9亿美元 [2] - 公司目前尚未实现盈利 [3] 股价表现与市场预期 - 公司股价在12个月内飙升约500% [1] - 公司股价本周创下52周新高 [10] - 分析师共识的12个月目标价略高于42美元 比当前价格低27% [9] 增长催化剂与未来机遇 - 公司新型Neutron火箭将开辟更多长期业务机会 [2] - Neutron火箭为部分可重复使用火箭 比当前Electron火箭运载能力显著更大 [6] - 成功的首次发射将是公司重要里程碑 可能带来更多合同机会 [7] 投资风险考量 - 公司基本面无法支撑其过高的估值 [11] - 高预期下存在巨大失望空间 股价可能大幅下跌 [11] - 成功发射时可能出现"利好出尽是利空"的抛售时刻 [8]

The United States could impose export controls on Boeing plane parts as part of Washington's response to Chinese export limits on rare earth minerals, President Donald Trump said on Friday. ...

市场表现与背景 - 华尔街主要股指在2025年10月9日出现下跌[1] - 市场下跌源于投资者对人工智能主导增长的长期可持续性、经济衰退担忧加剧以及政府可能停摆的疑虑[1] - 尽管达美航空业绩超预期，但未能扭转市场跌势[1] 投资策略建议 - 在市场动荡时期，建议投资于低杠杆股票以降低风险[2] - 低杠杆股票是指负债水平较低的公司，其财务风险相对较小[5][6] - 衡量杠杆水平的关键指标是债务权益比率，该比率越低表明公司偿债能力越强[6][7] 股票筛选标准 - 筛选标准包括：债务权益比率低于行业中期水平、当前股价不低于10美元、20日平均成交量不低于5万股[12] - 其他标准包括：每股收益同比增长率高于行业中期水平、VGM得分为A或B、预计一年每股收益增长率高于5%、Zacks评级为1级或2级[12][13] 推荐股票：ResMed Inc (RMD) - 公司是全球睡眠呼吸障碍及其他呼吸系统疾病治疗设备的主要设计、制造和分销商[15] - 2025年9月3日，公司推出Sleep Institute全球临床洞察计划，以加强其在睡眠健康市场的地位[15] - 市场共识预计其2025年收入将比2024年增长7.8%，长期收益增长率为13.8%，Zacks评级为2级[16] 推荐股票：Safran (SAFRY) - 公司是一家高科技企业，生产飞机、火箭发动机和推进系统[17] - 2025年9月17日，公司与新加坡航空签署为期七年的空客A380机队部件维护合同[17] - 市场共识预计其2025年销售额将同比增长36.3%，长期收益增长率为20.7%，Zacks评级为2级[18] 推荐股票：Pentair (PNR) - 公司为全球家庭、企业和工业提供智能、可持续的水解决方案[19] - 2025年9月18日，公司完成以约2.9亿美元对Hydra-Stop LLC的收购，以扩大其在市政供水领域的业务[19] - 市场共识预计其2025年销售额将同比增长1.5%，长期收益增长率为10.8%，Zacks评级为2级[20] 推荐股票：Casey's General Stores (CASY) - 公司经营Casey's和Casey's General Store品牌的便利店[20] - 在截至2025年7月31日的2026财年第一季度，其店内同店销售额同比增长4.3%，收益增长19.5%[20] - 市场共识预计其2026财年销售额将比2025财年增长10.6%，Zacks评级为2级[21] 推荐股票：Leonardo DRS, Inc (DRS) - 公司为美国军方、情报机构及盟国开发和制造先进防御产品[22] - 2025年9月8日，公司推出新型高性能AI赋能地面车辆架构智能显示系统产品线RSD-G[22] - 市场共识预计其2025年销售额将比2024年增长10.9%，长期收益增长率为17.3%，Zacks评级为2级[23]

Rocket Lab shares have added more than a quarter in value this week as the aerospace company inked new launch deals in the burgeoning space tech industry.The stock gained more than 5% on Friday, bringing its week-to-date surge to over 25%. Shares were up nearly 50% over the last two weeks and traded near fresh highs on Friday. The stock has nearly tripled since the start of the year.On Friday, the company said it secured two launches with the Japan Aerospace Exploration Agency, scheduled for December and in ...

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Innovative Solutions and Support (NASDAQ: ISSC ) is one of the aerospace companies that I have a strong buy rating on. The last time I covered the company was in December 2024. At that time, the companyDhierin runs the investing group The Aerospace ...

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Innovative Solutions and Support (NASDAQ: ISSC ) is one of the aerospace companies that I have a strong buy rating on. The last time I covered the company was in December 2024. At that time, the companyDhierin runs the investing group The Aerospace ...

Voyager Technologies Inc. (NYSE:VOYG) is among the 9 Defense Stocks That Will Skyrocket. Late last month, the company announced that it had selected Vivace Corporation to build the primary structure for Starlab, an AI-enabled, next-gen commercial space station that aims to maintain continued human presence in low Earth orbit (LEO). Voyager Technologies Inc. (VOYG)'s Partnership with Vivace Corporation to Advance Starlab Development The station is expected to be among the largest single spaceflight struct ...