作者TyuzuChou (润润润)
看板Stock
标题[新闻] $ACHR 散户为何对空中计程车如此兴奋?
时间Mon Oct 6 13:03:52 2025
原文标题:
Archer Aviation Stock: What’s Getting Retail Traders Excited About This
Airtaxi Maker?
原文连结:
https://tinyurl.com/mr2wbv6f
发布时间:Published Oct 05, 2025 | 10:41 PM GMT-04
记者署名:Sourasis Bose·Stocktwits
原文内容:
Archer Aviation (ACHR) stock saw a spike in retail investor chatter late
Sunday after the company’s demonstration of its Midnight aircraft in an
airshow, as well as continued speculation about a potential tie-up with Elon
Musk’s Tesla.
在公司於航展中展示其「Midnight」飞行器後,加上市场持续猜测可能与伊隆·马斯克(
Elon Musk)的特斯拉(Tesla)合作,Archer Aviation(股票代号ACHR)的散户讨论度
在周日晚间急剧上升。
The airtaxi maker’s stock surged 13.7% on Friday, to log the best day in over
four and a half months, after it posted a video that showed its flagship
Midnight electric vertical take off and landing (eVTOL), alongside a Tesla
Optimus robot, as well as a car.
这家空中计程车制造商的股价在周五暴涨13.7%,创下四个半月来最佳单日表现。这波涨
势出现在公司发布一段影片之後——影片中展示了其旗舰电动垂直起降(eVTOL)飞机「
Midnight」,旁边同时出现特斯拉的Optimus人形机器人与一辆汽车。
Separately, on Sunday, Tesla posted a short video on X, which showed a turbine
-like object with the Tesla logo at its center rotating rapidly. The video
also hinted that the company could make an announcement about it on Oct. 7.
Musk has previously spoken about the importance of drones.
此外,特斯拉於周日也在X(前Twitter)上发布一段短影片,画面中出现一个中央印有
Tesla标志的涡轮状物体快速旋转。影片暗示公司将於10月7日发表与之相关的公告。马斯
克此前曾谈到无人机的重要性。
“We better figure out how to build drones at scale fast, or we are doomed to
be a vassal state,” he said in July.
他在七月曾表示:「我们必须迅速找到量产无人机的方法,否则我们注定成为附庸国。」
Retail sentiment on Stocktwits about Archer was in the ‘bullish’ territory
at the time of writing, while retail chatter was ‘high.’
根据Stocktwits的数据,截至撰写本文时,散户对Archer的情绪属於「看涨」区域,且讨
论热度很高。
While retail traders believe that a deal could be announced soon, neither
Archer nor Tesla immediately responded to Stocktwits’ requests for comment
outside business hours.
虽然散户投资人普遍相信双方的合作协议即将宣布,但Archer与Tesla皆未在非上班时间
回应Stocktwits的置评请求。
Like its peer, Joby Aviation, Archer is competing in the nascent eVTOL
industry, with many large cities worldwide considering the aircraft as an
alternative to road travel to reduce traffic congestion and pollution.
与同业Joby Aviation类似,Archer正竞逐新兴的eVTOL产业。全球许多大城市正考虑将此
类飞行器作为地面交通的替代方案,以减少塞车与污染。
“If [the] rumour with Tesla partnership comes true, then this will go to Mars
!” one user wrote.
一位用户写道:「如果与Tesla合作的传言成真,那这家公司要上火星了!」
Another trader suggested that it was unlikely Archer would have posted the
video without explicit permission from Tesla, implying that a ride-hailing
partnership may be on the cards.
另一位交易者指出,Archer若未经Tesla明确允许,应不可能发布该影片,暗示双方可能
正在洽谈一种「空中叫车」合作模式。
Separately, the company and its peer Joby demonstrated their respective
aircraft to a live audience at the California International Airshow. However,
according to a Business Insider report, Midnight demonstrated a conventional,
non-vertical takeoff.
此外,Archer与同业Joby在加州国际航展上各自展示了自家飞行器。不过据《Business
Insider》报导,Archer的「Midnight」采用了传统的非垂直起飞方式。
Including Friday’s close, Archer stock has gained 16.6% this year. Last month
, the company announced that it was participating in a federal pilot program
aimed at accelerating the deployment of air taxis and was partnering with
United Airlines, among others, to conduct trials.
截至周五收盘,Archer股票今年累计上涨16.6%。上月该公司宣布参与一项联邦试点计画
,旨在加速空中计程车的部署,并与联合航空等公司合作进行试飞。
In August, Grizzly Research released a short report on Archer, accusing the
company of overstating its technological progress and relying on misleading PR
to support its valuation.
而在八月,Grizzly Research发表一份做空报告,指控Archer夸大其技术进展,并依赖误
导性公关来支撑其估值。
心得/评论:
https://x.com/ArcherAviation/status/1973781418074398947
https://x.com/Tesla/status/1974732638863974735
若Tesla与Archer真有实质合作,
这将是「空陆整合出行(Air-Ground Integrated Mobility)」的重大突破。
Tesla可藉此拓展交通版图至空中,Archer则获得全球知名技术与资本加持。
不论是电池共用、AI导航,或App整合,
双方若进入实质技术合作阶段,将对未来城市交通产生颠覆性影响。
--
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※ 文章网址: https://webptt.com/cn.aspx?n=bbs/Stock/M.1759727035.A.AFA.html
1F:推 qwe78971 : 空中计程车真得有人敢搭吗 10/06 13:05
2F:推 HarukaLoveu : 出车祸直接坠地爆炸 10/06 13:05
3F:推 Kobe5210 : 回到未来 10/06 13:05
4F:→ pyrolith : your majesty there's a second bus coming 10/06 13:06
5F:推 csy0922 : 老哥 你标题Ticker打错了 10/06 13:07
※ 编辑: TyuzuChou (150.117.197.145 台湾), 10/06/2025 13:08:38
6F:推 FncRookie001: 空中计程车跟evtol 就是傻逼 end 10/06 13:15
7F:→ FncRookie001: 唯一可行就是鬼转军工无人机 10/06 13:15
8F:→ FncRookie001: 地面的车可以50cm跟车 空中不行 载客量永远上不去 10/06 13:16
9F:→ FncRookie001: 最後就是贵族快速通勤的方式 阿不就直升机 10/06 13:16
10F:推 chou3321 : 科幻片里面的噱头而已 不会有人真的投资这种东西吧 10/06 13:19
11F:推 harpuia : 这支卖飞了...心痛 10/06 13:19
12F:→ toole : 不知道能扛几级风 10/06 13:47
13F:推 tslabull : 想也知道不可能 Brett Adcock圈钱的SPAC公司 北七 10/06 14:11
14F:→ tslabull : 才信 看就知道跟roadster2 有关 10/06 14:11
15F:→ buffon : 已在车上 不过不敢重压哈哈 10/06 17:59