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$HII · 海外大V持仓追踪

AI 把海外大 V 的公开帖整理成中文：$HII 被累计提及 4 次，本周态度 未表态，其他。数据每日更新。

$HII 现在是什么情况？

所属板块其他
本周态度未表态
今日态度未表态
累计提及4 次
近7/28/90日提及0 / 0 / 0
最新价—
今日 / 本周涨幅— / —
首次提及以来涨幅—
首次 / 最近提及2026-01-03 → 2026-03-10

最近有人说了 $HII 什么？

下面是最近 4 条提及 $HII 的公开帖，按时间倒序。每条都附原帖链接，可自行核对。

  • 2026-03-10中性原文
    Other interesting names aside from $KRKNF, $CODA, $EXA: $OPTT - WAM-Vs for underwater mine inspection + disposal (possibly Andruil partner, mentioned by followers). $MIND - Side-scan sonars for mines $NORBT - Wideband Multibeam Sonars $HII - REMUS 100, 300, and 600 for mine clearance operations. $GD - Bluefin Robotics Knifefish UUV for buried mines in cluttered underwater $BA - Archerfish, an autonomous, expendable mine neutralizer $SAABF - Sea Wasp for navigate up to naval mines and IEDs and place explosive charges next to them $TDY - Gavia AUV for minehunting, SeaBotix ROVs, and the high-end RESON sonars $NSANY - Synthetic Aperture Sonar $NOC - AN/AQS-24B/C for minehunting
    查看原帖 →
  • 2026-01-05中性原文
    And... We're off to the races. "Nation Building Port" Performance Today: $GDRZF +95.83% $AVAV +14.7% $CVX +5.19% $ASHM +5.2% $HII +3.82% $TRGP -3.14% I'm surprised Gold Reserve $GDRZF is only up 95%, given they're still a $333m MC with ~$8.1B in claims. Another surprise is that Chevron $CVX is only up 5% on the news that they basically own Venezuela's at this point as the last man standing. $AVAV performed better than expected, $HII performed on-par. $TRGP was a surprise on the drop. We'll see how this does later, as this probably takes some time to price in (and not everyone knows about these names).
    查看原帖 →
  • 2026-01-04中性原文
    Maduro is now captured in NY, facing charges. The first thing that came to everyone's mind is: How do you profit off the US invasion of Venezuela and Regime Change? Here's how. This is the "Nation Building" port: 1. $GDRZF @$1.68 - $8B+ claims, $200m MC. (30%) 2. $ASHM @ £175.10 - 3x NAV bonds recovery (20%) 3. $CVX @ $155.90 - Most obvious oil play from locked up assets + $17T in oil (15% allocation / calls) 4. $TRGP @ $186.77 - Diluent exporter to Venezuela (10% allocation / calls) 5. $AVAV @ $256.19 - Maritime operations and post $1T funding for defense. ( 10% allocation) 6. $CF @ $80.13 - Disruption of Trinidad & Tobago ammonia exports. (5% allocation) 7. $HII @ $349.7 - Profiting off the blockade from shipbuilding (5% allocation) 8. $OI @ $15.16 - Claims ~$700M, 35% cash injection relative to market cap (5% allocation) This setup looks to be the optimal way to capitalize on the US invasion of Venezuela - from profiting off the blockade to the new $17T+ in oil resources now owned by the United States. "Nation Building" is the most underrated theme going into 2027. Watch what happens on Monday and the following months.
    查看原帖 →
  • 2026-01-03中性原文
    US has now invaded Venezuela. Everyone is probably wondering the same thing: How do you profit off the situation? 1. Heavy Sour, Ammonia, and Nitrogen Fertilizers disruption ( $CF , $CVE). These are Venezuela's biggest exports. Most people will buy generic oil ETFs or light sweet crude producers. This is inefficient because light oil is not a perfect substitute for heavy oil in complex refineries. If Caribbean ammonia is stranded, the global price of nitrogen spikes. The biggest beneficiary is a US-domestic producer that uses cheap US natural gas and doesn't rely on Caribbean shipping lanes 2. Dirty Crude Processing ( $VLO ) - If competitors are starved of Venezuelan oil, Valero’s ability to source heavy crude from diverse locations (and its leverage to diesel margins) makes it resilient. 3. Naval Warfare ( $LDOS) - While retail investors buy Lockheed Martin (F-35s), the operations in the Caribbean focuses on maritime surveillance, warfare, and autonomous patrolling to enforce blockades without risking US personnel. Companies like Leidos provide these tpyes of naval tech. 4. Defense and aerospace from $AVAV to $HII and $LHX also benefit. - $AVAV recently unveiled the Red Dragon and updated Switchblade 600 variants specifically for maritime operations - $LHX provides the sensors and communications gear that link the drones ($AVAV) to the ships ($HII) and the jets ($BA). - A blockade requires significant maritime surveillance and naval assets, which benefits shipbuilders ( $HII ) 5. Direct Suppliers of recent military operation: - F/A-18E/F Super Hornet from $BA (Precision strikes on Caracas) - B-1B Lancer from $BA - UAS (Drone), MQ-9 Reaper - $RTX (MTS-B Sensors), $HON Honeywell for the Engine - Tomahawk (TLAM), $RTX So far: $AVAV - 5.91%+ $BA - 4.91% $LHX - 3.72% $CF - 3.61%+ $CVE - 3.61%+ $HII - +2.85% $RTX - 2.1% $VLO - 1.55%+ $LDOS - 1.7%+ $HON - .4%+
    查看原帖 →

去哪看 $HII 的完整时间线？

全部提及推文的中文时间线、每日推演、博主多空表态筛选，在 Serenity 持仓雷达里查看。相关工具：卡点猎手研究方法 · 策略回测器 · 催化剂雷达 · 深度长文。

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常见问题

$HII 为什么会出现在 AI 供应链追踪名单里？

$HII 出现在 Serenity 持仓雷达里，是因为它被我们追踪的海外 AI 供应链博主公开提及过，累计 4 次，归类在「其他」板块。首次提及时间是 2026-01-03。

海外大 V 最近怎么看 $HII？

最近 7 天 $HII 被提及 0 次，本周的整体态度是「未表态」。这是对公开帖文的统计与翻译，不是我们自己的推荐。

$HII 这一页的数据多久更新一次？

每天更新一次。个股的提及次数、态度、涨幅、A 股映射都跟着当日的公开帖文和收盘价重算，页面底部的更新时间就是最后一次重建的日期。

Serenity 持仓雷达对 $HII 的看法算投资建议吗？

不是。Serenity 持仓雷达只做公开信息的整理、翻译和统计，不提供投资建议、不代客理财、不推荐买卖。所有判断和后果由你自己承担。

本工具仅做公开信息整理，不构成任何投资建议。数据更新于 2026-08-30。