超越SpaceX：国防与太空的融合

投资者应该知道：随着SpaceX（SPCX）IPO的推出，投资者更加意识到以太空为中心的创新的潜力。然而，这项技术与国防工业之间长期以来一直存在融合。导弹防御、卫星预警和多轨道通信等领域代表了航空航天供应商、卫星运营商和射频半导体制造商的潜在投资机会。

国防空间融合主题反映了现代军事系统构建和连接方式的转变。导弹防御、侦察和战场通信越来越依赖于空基基础设施，从低地球轨道卫星星座到将地面系统连接到多个轨道层的先进无线电频率组件。

该部门包括导弹推进器、拦截器和相关子系统等传统防御硬件。除此之外，太空传感和预警领域也存在机会，卫星运营商直接与武器系统集成商合作。与此同时，在RF半导体领域，束成形芯片实现了国防用户日益需要的始终在线、多轨道连接。

该领域的主要上市公司包括RTX Corporation（RTX）和L3 Harris Technology（LHX），这两家公司都是拥有导弹系统和航空航天电子业务的大型国防承包商。TTM Technologies（TTMI）、ATI Inc. (ATI)和V2X，Inc. (VVX)还通过国防制造和任务支持行动进行曝光。在卫星方面，Spire Global（SPIR）已将其LEO星座定位为主权国防基础设施的一部分。Sivers半导体（SIVR）提供用于多轨道卫星终端的Ka频段射束集成电路。

其他具有相关行业风险的航空航天和国防公司包括AAR Corp.（Air）、Mercury Systems（MRCY）、Astrics Corporation（ATRO）、Bombardier Inc.（BDRBF）、AerSale Corporation（ASLE）、Innovative Aerosystem（ISSC）、Ondas Inc.（ONDS）和Dukomun Incorporated（PCO）。

整个国防航天供应链的最新进展说明了融合主题在实践中的表现。导弹防御能力扩张、基于卫星的预警伙伴关系和射频组件订单均反映了同一结构性转变的不同层面。

下面的筛选器识别了与无人机和机器人以及全球国防和航空航天主题一致的上市公司，根据强买入或买入量化评级进行过滤，并从最高到最低评级进行排名。

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The next screener applies a broader sector lens. It filters all companies classified in the Aerospace and Defense industry with Strong Buy or Buy Quant Ratings and ranks them from highest to lowest rating, providing a wider view of rated names across the sector.

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该主题筛选器列出了全球国防、航空航天、无人机和自主移动类别的名称。结果涵盖大型国防承包商、专业制造商和任务支持运营商，反映了整个供应链融合主题的广度。

更广泛的航空航天和国防行业筛选涵盖了更广泛的评级名称。该名单包括专业制造商、飞机服务公司、国防电子供应商以及大型承包商，展示了该行业现有的市值和商业模式的范围。

出现在主题放映中的公司包括TTM科技（TTMI）、Ondas Inc.（ONDS）、ATI Inc. (ATI)、V2X，Inc. (VVX)、RTX Corporation（RTX）、Strata Critical Medical（SRTA）、Innovative Aerosystem（ISSC）、波音公司（BA）、Dukomun Incorporated（PCO）和L3 Harris Technology（LHX）。

更广泛的航空航天和国防行业筛选机构包括ATI Inc. (ATI)、AAR Corp.（Air）、V2X，Inc. (VVX)、庞巴迪公司（BDRBF）、水星系统公司（MRCY）、天文学公司（ATRO）、RTX公司（RTX）、AerSale公司（ASLE）、创新航空系统公司（ISSC）和波音公司（BA）。