美国交通部长发表无人机“重大声明”，相关概念股集体爆发

Group 1 - The announcement by the U.S. Transportation Secretary and NASA Acting Administrator Sean Duffy regarding drone development has sparked significant market reactions, with drone-related stocks experiencing notable gains [1][3] - Following the announcement, Ondas Holdings saw a pre-market increase of over 4%, while Unusual Machines and Palladyne AI rose more than 3%. On August 4, Ondas Holdings surged by 21% and Joby Aviation increased by 18% [1][3] - The U.S. has recently implemented several supportive policies for the drone industry, including three executive orders signed by President Trump in June aimed at ensuring U.S. leadership in drone research, commercialization, and export [3] Group 2 - Analysts suggest that the aggressive recent policies reflect deep concerns about the U.S. falling behind in the drone sector. Following the executive orders, the drone sector in the U.S. stock market has remained active, with companies like Joby Aviation and Archer Aviation seeing year-to-date stock price increases exceeding 50% [3] - The potential implementation of new FAA regulations could significantly accelerate the commercialization of drone delivery and logistics, although challenges related to technological breakthroughs and supply chain stability remain critical [3]