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Drone policy ignites the market! What are the entry opportunities?
富途资讯
joined discussion · Jun 9, 2025 17:04 ·

Trump targets the Drone Industry! Related concept stocks in the US market are gaining attention, who will become the biggest winner.

Last Friday, Donald Trump signed several executive orders,Aimed at enhancing the capabilities in related fields such as American drones.
Stimulated by this news, U.S. stocks related to drone concepts soared across the board in pre-market trading, $Archer Aviation (ACHR.US)$ Increased by over 12%, $Ondas (ONDS.US)$$Joby Aviation (JOBY.US)$ with gains exceeding 11%.
Last Friday, Trump signed several executive orders,aimed at enhancing the capabilities of the United States in the field of drones and other related areas. Stimulated by this news, US drone concept stocks soared across the board in pre-market trading. $Archer Aviation (ACHR.US)$ Increased by over 12%, $Ondas (ONDS.US)$ 、 $Joby Aviation (JOBY.US)$ An increase of over 11%. previously[Share Link: "Hidden winners under the U.S. election! The era of Donald Trump 2.0 is about to arrive, and U.S. stocks in the drone Concept may usher in an explosion?"]The article has previously reminded that U.S. stocks in the drone Concept are likely to see an explosion in the era of Donald Trump 2.0. Earlier media reports stated that President Trump's son, Donald John Trump Jr., agreed to become a $Unusual Machines (UMAC.US)$ advisor. Donald Jr. also stated in his announcement: The demand for drones is evident. Futu has organized the News on drone concept stocks listed in the United States for mooers' reference: Specifically, it includes leading companies in the "low-altitude economy" in the United States$Joby Aviation (JOBY.US)$ , internationally leading eVTOL low-altitude aircraft companies$Archer Aviation (ACHR.US)$and top defense small drone companies in the United States. $Red Cat Holdings (RCAT.US)$ 。��...
previously"Hidden winners under the U.S. election! The era of Donald Trump 2.0 is approaching, and U.S. drone concept stocks are expected to experience a surge?"The article had previously warned that U.S. drone concept stocks are likely to see a surge in the era of Donald Trump 2.0.
According to previous media reports, President Donald Trump's son, Donald John Trump Jr., had agreed to become a advisor. $Unusual Machines (UMAC.US)$ Donald Jr. also stated in a statement that the demand for drones is obvious.
Futu News has sorted out the drone concept stocks listed in the United States for mooers' reference:
Last Friday, Trump signed several executive orders,aimed at enhancing the capabilities of the United States in the field of drones and other related areas. Stimulated by this news, US drone concept stocks soared across the board in pre-market trading. $Archer Aviation (ACHR.US)$ Increased by over 12%, $Ondas (ONDS.US)$ 、 $Joby Aviation (JOBY.US)$ An increase of over 11%. previously[Share Link: "Hidden winners under the U.S. election! The era of Donald Trump 2.0 is about to arrive, and U.S. stocks in the drone Concept may usher in an explosion?"]The article has previously reminded that U.S. stocks in the drone Concept are likely to see an explosion in the era of Donald Trump 2.0. Earlier media reports stated that President Trump's son, Donald John Trump Jr., agreed to become a $Unusual Machines (UMAC.US)$ advisor. Donald Jr. also stated in his announcement: The demand for drones is evident. Futu has organized the News on drone concept stocks listed in the United States for mooers' reference: Specifically, it includes leading companies in the "low-altitude economy" in the United States$Joby Aviation (JOBY.US)$ , internationally leading eVTOL low-altitude aircraft companies$Archer Aviation (ACHR.US)$and top defense small drone companies in the United States. $Red Cat Holdings (RCAT.US)$ 。��...
Specifically, it includes the leading company in the "low-altitude economy" in the United States$Joby Aviation (JOBY.US)$ , an internationally leading eVTOL low-altitude aircraft company$Archer Aviation (ACHR.US)$and a leading defense company in the United States specializing in small drones. $Red Cat Holdings (RCAT.US)$
Joby previously stated that it expects to achieve commercial flights as early as 2025, and is currently accelerating its expansion into international markets, advancing commercialization in the UAE market, and conducting type certification in Australia, while completing its first demonstration in Japan. It is worth noting that Toyota has invested nearly 0.9 billion dollars in total, making it an important shareholder of the company.
Archer's eVTOL aircraft, Midnight, is nearing completion of the third phase of the FAA's four-phase type certification process in the United States, while quickly advancing to the final stage of certification. In August 2024, Archer will deliver the first Midnight aircraft to the U.S. Air Force, with a contract amounting to 0.142 billion dollars.
Red Cat previously announced a strategic partnership with $Palantir (PLTR.US)$ the aim is to integrate Palantir's visual navigation and artificial intelligence technology into Red Cat's Black Widow drone. This innovative initiative is expected to have a profound impact on the operational methods of autonomous small unmanned aircraft systems (sUAS) in modern warfare. After being selected for the U.S. Army's Short Range Reconnaissance program, the Black Widow drone will achieve a significant performance leap through the integration of Palantir's VNav software and the Warp Speed manufacturing operation system.
In addition, listed drone concept stocks in the U.S. include "the world's first eVTOL stock" $EHang (EH.US)$ , United Kingdom eVTOL developer $Vertical Aerospace (EVTL.US)$ , and German Advanced Air Mobility (AAM) aircraft developer $Lilium (LILMF.US)$$Embraer SA (EMBJ.US)$The company has a subsidiary in the electric vertical take-off and landing aircraft (eVTOL) sector. $Eve Holding (EVEX.US)$
A defense contractor focused on drones $AeroVironment (AVAV.US)$ and an aerospace company focused on drone security systems $ParaZero Technologies (PRZO.US)$ ; "Donald Trump concept stocks", drone component manufacturers $Unusual Machines (UMAC.US)$ ; suppliers in the field of industrial IoT Technology such as drones $Draganfly (DPRO.US)$ ; pioneers in the global drone Industry $AgEagle Aerial Systems (UAVS.US)$ ; and $Ondas (ONDS.US)$$Palladyne AI (PDYN.US)$$Kratos Defense & Security Solutions (KTOS.US)$$Northrop Grumman (NOC.US)$ And so on. $SES AI Corp (SES.US)$ Focus on developing and initial production of high-performance lithium metal (Li-Metal) rechargeable battery technology, which is suitable for electric vehicles (EVs), urban air mobility (UAM, including electric vertical takeoff and landing aircraft eVTOL), and other applications.
However, most drone concept stocks in the United States are small-cap stocks, which can easily surge or crash, requiring cautious investment.
Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty.Read more
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