Meet Kevin 对 $KTOS 的判断变化

频道资料 →本频道有 4 位标注的说话人:Adam Jonas、Goldman Sachs、Mark Mahaney、Wells Fargo共 2 条
2026-09-01看跌
《Palantir CEO Investing in NEW Military Tech [Buy THIS Stock?]》
KTOS估值偏高,并不便宜;只有当价格跌至约24美元时才可能考虑买入。

那么,这里发生了什么,你如何可能参与其中,以及Kratos,即股票Kratos,Ktos,与这一切有什么关系?

So, what's going on here and how could you potentially play this and what is Kratos, the stock Kratos, Ktos, have anything to do with all of this?

不管怎样,你明白我的意思。防御正在增长。而这就是Kratos真正发挥作用的地方。因此,我们将对Kratos进行基本面分析,看看他们到底在开发什么,以及这如何应用于正在进行的这场竞赛。

Uh uh Whatever, you know what I'm saying. It is uh so, the defenses are growing. Uh and that's where Kratos actually comes into play. And so, we're going to do a fundamental analysis on Kratos to see exactly what they're developing and how this applies to exactly this race that's going on.

2026-09-01看跌
《Stocks Down, Yields Up, Iran and AI Fears》
KTOS当前水平因低利润率而被高估;若价格跌至约24美元,可能存在买入机会。

顺便说一句,CTO的防御显然也制造喷气动力无人机。

By the way, Cto's defense apparently builds jet power drones as well.

所以,你知道,真正有趣的是看看KTOS在这些关于喷气动力无人机的讨论中。Q正在下跌。现在,我不是军事承包商的最大粉丝,因为我认为利润率相对较低。

So, you know what would be really interesting is looking at KTOS on this talk about these jet powered drones. Q's dipping. Now, I'm not the biggest fan of uh you know, the uh military contractors just because I think the margins are relatively low.