[新聞] $ARCH 散戶為何對空中計程車如此興奮？

看板Stock (股票)作者TyuzuChou (潤潤潤)時間5小時前 (2025/10/06 13:03)推噓8(8推 0噓 6→)

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原文標題： Archer Aviation Stock: What’s Getting Retail Traders Excited About This Airtaxi Maker? 原文連結：https://tinyurl.com/mr2wbv6f 發布時間：Published Oct 05, 2025 | 10:41 PM GMT-04 記者署名：Sourasis Bose·Stocktwits 原文內容： 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」飛行器後，加上市場持續猜測可能與伊隆·馬斯克（ Elon Musk）的特斯拉（Tesla）合作，Archer Aviation（股票代號ACHR）的散戶討論度在週日晚間急劇上升。 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. 這家空中計程車製造商的股價在週五暴漲13.7%，創下四個半月來最佳單日表現。這波漲勢出現在公司發布一段影片之後——影片中展示了其旗艦電動垂直起降（eVTOL）飛機「 Midnight」，旁邊同時出現特斯拉的Optimus人形機器人與一輛汽車。 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，特斯拉於週日也在X（前Twitter）上發布一段短影片，畫面中出現一個中央印有 Tesla標誌的渦輪狀物體快速旋轉。影片暗示公司將於10月7日發表與之相關的公告。馬斯克此前曾談到無人機的重要性。 “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：「我們必須迅速找到量產無人機的方法，否則我們注定成為附庸國。」 Retail sentiment on Stocktwits about Archer was in the ‘bullish’ territory at the time of writing, while retail chatter was ‘high.’ 根據Stocktwits的數據，截至撰寫本文時，散戶對Archer的情緒屬於「看漲」區域，且討論熱度很高。 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. 雖然散戶投資人普遍相信雙方的合作協議即將宣布，但Archer與Tesla皆未在非上班時間回應Stocktwits的置評請求。 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. 與同業Joby Aviation類似，Archer正競逐新興的eVTOL產業。全球許多大城市正考慮將此類飛行器作為地面交通的替代方案，以減少塞車與污染。 “If [the] rumour with Tesla partnership comes true, then this will go to Mars !” one user wrote. 一位用戶寫道：「如果與Tesla合作的傳言成真，那這家公司要上火星了！」 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若未經Tesla明確允許，應不可能發布該影片，暗示雙方可能正在洽談一種「空中叫車」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與同業Joby在加州國際航展上各自展示了自家飛行器。不過據《Business Insider》報導，Archer的「Midnight」採用了傳統的非垂直起飛方式。 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. 截至週五收盤，Archer股票今年累計上漲16.6%。上月該公司宣布參與一項聯邦試點計畫，旨在加速空中計程車的部署，並與聯合航空等公司合作進行試飛。 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發表一份做空報告，指控Archer誇大其技術進展，並依賴誤導性公關來支撐其估值。心得/評論： https://x.com/ArcherAviation/status/1973781418074398947 https://x.com/Tesla/status/1974732638863974735 若Tesla與Archer真有實質合作，這將是「空陸整合出行（Air-Ground Integrated Mobility）」的重大突破。 Tesla可藉此拓展交通版圖至空中，Archer則獲得全球知名技術與資本加持。不論是電池共用、AI導航，或App整合，雙方若進入實質技術合作階段，將對未來城市交通產生顛覆性影響。 -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 150.117.197.145 (臺灣) ※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1759727035.A.AFA.html