消息面上,航天防务板块当日整体走强,同业AeroVironment大涨15.34%、Axon涨7.91%、Rocket Lab涨3.5%。此前RBC Capital Markets发布研报指出,Karman活跃项目管线已从去年一季度至今扩大三倍至约30亿美元,需求环境持续增强,股价近期回调提供了有吸引力的入场时机。此外,私募股东Trive已完成股份分配,此前1400万股二级发售带来的抛压逐步消化。公司此前还获得了潜在价值超10亿美元的多年期有条件需求承诺,全年营收指引上调至7.2亿至7.35亿美元。
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