SES AI Corp今日盘前大跌5.44%,成为市场关注热点。
消息面上,近期无人机概念板块活跃是主因。数据显示,上周五SES AI Corp大涨超68%,其他一些无人机概念股如Palladyne AI、Vertical Aerospace等也出现大涨。市场对无人机概念股热捧主要源于以下两方面原因:
第一,无人机被视为低空经济的"主力军",随着近期低空经济利好政策频出,推动了相关概念股活跃。如国务院意见将低空经济基础设施纳入专项债券范围、国家发改委成立低空经济发展司等政策利好持续释放。市场预计,低空经济将迎来快速发展,带动无人机等相关产业链受益。
第二,无人机概念股多属于小市值、业绩亏损公司,容易被资金炒作。以SES AI Corp为例,该公司处于商业化前期,主要依赖融资运营,属于典型的概念操作对象。分析人士指出,这些公司被过度炒作后,暴涨行情往往难以持续。
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