周五盘中，无人机概念股红猫控股（Red Cat Holdings Inc.，股票代码：RCAT）股价大幅上涨22.20%，引发市场广泛关注。这一显著涨幅主要受到美国国防部最新政策的积极影响。
据报道，美国国防部长皮特·黑格塞斯（Pete Hegseth）近日签署了一份备忘录，旨在加快无人机的生产和部署进程。这一决定被视为美国在无人作战领域努力超越中俄的重要举措。新政策授予上校及以上军官独立采购和测试符合国家安全标准的无人机系统的权力，包括3D打印原型机和现成商用设备，这在美军历史上尚属首次。
值得注意的是，五角大楼2026财年预算大幅增加了对无人航空系统（UAS）和反无人机技术的投资，增幅高达78%，显示出美军正在重塑其整体军事格局。这一战略调整直接推动了包括红猫控股在内的多家无人机相关公司股价上涨。然而，红猫控股此前的股价表现与其他同行存在较大差异。据悉，截至本周四收盘，该公司股价在2025年内下跌了近50%，而同期其他无人机概念股如AeroVironment（AVAV）和Kratos Defense & Security Solutions（KTOS）分别上涨了54%和75%。此次利好消息或将为红猫控股带来扭转颓势的机会。
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