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$PL · 海外大V持仓追踪
AI 把海外大 V 的公开帖整理成中文：$PL 被累计提及 12 次，本周态度 未表态，其他。数据每日更新。
$PL 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 | 12 次 |
| 近7/28/90日提及 | 0 / 0 / 1 |
| 最新价 | — |
| 今日 / 本周涨幅 | — / — |
| 首次提及以来涨幅 | — |
| 首次 / 最近提及 | 2025-07-03 → 2026-06-05 |
最近有人说了 $PL 什么？
下面是最近 8 条提及 $PL 的公开帖，按时间倒序。每条都附原帖链接，可自行核对。
- 2026-06-05中性原文Fun times with market corrections. Leaders from $NVDA down -4.87% to $MU down -7.03%. High beta names like $PL down -22.02%. Funny to see media always trying to explain like: "Micron suffers record wipeout as Broadcom casts a shadow over chip stocks " Broadcom projected https://t.co/D1cE7sjKBs
- 2026-05-25中性原文I’m fully convinced the Stock Market secretly revolves around building the Death Star and Battle Droids: $RKLB / $SPCX / $PL = Death Star $LASR / $SIVE = Laser Beams $TSLA / Unitree = Battle Droids https://t.co/C53qKjWrS8
- 2026-03-28看多原文If $PL, the $11B company filed for a $6,000,000,000 dilution, I'm pretty sure everyone would leave their positions. The reason why $IREN filed for a $6B ATM is because the cult "diamond hands", "buy the dip" community are happy to tank the dilution as long as the company succeeds over their equity appreciating.
- 2026-03-24中性原文There's the Space Satellite MegaCycle: -> Triggered by $PL. With $BKSY / $SATL / $SPIR and others following. Then there's the Photonics SuperCycle: -> Triggered by $LITE and $COHR. With $AAOI / $TSEM / $MTSI / $SIVE / $IQE / $SOI and others following. One is hype over applications from Space. The other is hype over extreme revenue and earnings growth from AI. The latter tends to be more defensible.
- 2026-03-20看多我爸最看好的股票？ $PL 在 $3 时买入，18 个月里涨幅超过 996.5%。 我只是为了好玩买了 1 股。 因为我当时不认为 Planet Labs 的营收会增长。 我最后反而做多了 $RKLB。 Planet Labs 现在已经涨了 10 倍多，而我现在只剩下满满的遗憾。 供参考：他们也曾看好 $COIN 在 $35-40 的价位，以及早期的 $TSLA，我一个都没听。 学到的教训： 有时候，你的父母比你更会投资。尤其是当你就是他们的翻版时。
- 2026-03-02中性原文My parents are actually better investors than I am lol. Maybe part of it is genetics? My dad kept telling me how much he liked $PL back at $1.7. I didn’t really believe in geospatial intelligence. But the stock ended up going up like 16 times. Would have beaten my $AXTI returns.
- 2025-12-03中性原文@babyfolio $GOOGL uses planet labs. $PL -> +80% $UBER uses $NBIS Avride. $NBIS -> -3%, $UBER up 4% ????????????$@$@$?????
- 2025-12-02看多原文Google ( $GOOGL ) CEO recently unveiled: Project Suncatcher, a project to create datacenters in space in 2027. Next generation TPUs will run on solar-powered satellite constellations to scale ML flows. The biggest beneficiary? Planet Labs ( $PL ) and by derivative $RKLB and SpaceX. Planet Labs, a lesser known, small cap $3.5B space company, has huge upside with this deal. Planet labs will deploy two prototype satellites for Google, targeting a launch by early 2027. The launch providers that $PL uses are $RKLB (January 2018 and October 2020) and SpaceX. One of which (Rocketlab) reminds one of my highest conviction longs. For $PL revenue is likely in the small $10-$40M range. But a full constellation would bring in $250 million to $1 billion+ (and more at scale) if the prototype goes well. Are you riding the $GOOGL supplier train?
去哪看 $PL 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。
进入持仓雷达，看 $PL 完整动态 →常见问题
$PL 为什么会出现在 AI 供应链追踪名单里？
$PL 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 12 次，归类在「其他」板块。首次提及时间是 2025-07-03。
海外大 V 最近怎么看 $PL？
最近 7 天 $PL 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。
$PL 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 $PL 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。