无人机概念股SES AI Corp今日盘中大跌9.58%,引发市场广泛关注。
上周SES AI Corp等无人机概念股遭到资金疯狂炒作,无人机概念被再度推上风口浪尖。上周五SES AI公司大涨超68%,且其他许多概念股如Palladyne AI、Vertical Aerospace等同样出现大涨行情。分析指出,这主要是由无人机概念股容易被过度炒作且国家政策对低空经济利好所致。
一方面,无人机概念股普遍属于小市值、业绩不佳、亏损的公司,很容易被场外资金炒作,出现短期暴涨暴跌行情。SES AI作为一家处于商业化前期的无人机技术公司,目前无多少营收,资金非常容易对其产生操作。因此今日的大跌可能就是前期过度炒作的回落结果。
另一方面,随着国家近期频频推出政策利好低空经济发展,无人机被视为低空经济的"主力军"。例如国务院将低空经济基础设施纳入专项债券等,推动了无人机概念板块活跃。市场普遍看好无人机行业未来发展前景,从而刺激了无人机概念股的炒作情绪。但如果没有实质利好落地,概念炒作气氛或难以持续,所以造成了今日大跌局面。
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