Verified Investing 对 $KTOS 的判断变化

频道资料 →频道引用的来源：JP Morgan、Jake Sweeney、Jason Calacanis (Waymo acquisition speculation)、Nancy Pelosi、Wells Fargo共 2 条

Verified Investing 自 2026-10-14 起在 2 个视频里谈过 $KTOS，最近一次（2026-11-05）为看涨。

2026-11-05看涨

《AI Stocks Continue To CRASH (Gold RIPS Higher)》

AI 摘要 · 盈利的无人机制造商 Kratos 自年初以来随其他国防和无人机个股一同下跌。一条 2023 年趋势线连接其低点，在 34 至 35 美元附近形成主要支撑，该位置反弹概率很大，但并非保证。

Kratos Defense，对吧？Kratos Defense and Security Solutions。这是一家盈利的公司。它现在是一家较小的公司，但它是一家无人机制造商。

Kratos Defense, right? Kratos Defense and Security Solutions. This is a profitable company. Um, now it's a smaller company, but it is a drone maker.

现在，由于民主党上台后冲突升级的可能性降低，许多这类无人机制造商和国防股昨天都下跌了，但我们都必须从基本面角度问自己，无人机战争，我想大家都同意，就是未来。

Now, because of the potential for less escalation with the Democrats getting in, a lot of these drone makers and defense names fell yesterday, but we have to all ask ourselves from a fundamental standpoint, is it really I mean, drone warfare, I think we all agree, is the future.

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2026-10-14看涨

《Hot CPI Data Crushes Markets, Inflation Jumps As Stocks, Gold, Silver And Bitcoin Flush, Oil Rallies》

AI 摘要 · 无人机厂商KTOS正跌破40美元，自8月以来已从67美元回落，目前处于技术支撑位；说话者认为这是一笔不错的交易，得到技术面和需求基本面的支撑，并继续持有，尽管这一想法可能不会奏效。

接下来，又一家无人机制造商。看看这条下降趋势线。看看我们今天触及了什么。我们正在跌破40美元，从8月的67一路下行到现在40以下。又一家无人机制造商也正好触及技术支撑。所以，我再次喜欢给大家带来一些想法。

这并不意味着它们一定正确。坦率地说，我认为它们是好的交易。我组合里就有其中一些，但与此同时，这些想法在技术上讲得通，在需求的基本面上也讲得通，对吧？需求目标也在那里。

Next up, another drone maker here. Look at the descending trend line. Look at what we're hitting today. We're piercing $40, descending down just from August from 67 to now sub40.

Another drone maker right into technical support as well. So, again, I always like to bring you guys ideas. Doesn't mean they're going to be right. Frankly, I think they're good trades.

I have some of these in my portfolio, but at the same time, they're ideas that make sense both technically, but also fundamentally in terms of demand, right? Demand uh objective there as well.

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