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$RCAT · 海外大V持仓追踪
AI 把海外大 V 的公开帖整理成中文：$RCAT 被累计提及 5 次，本周态度 未表态，其他。数据每日更新。
$RCAT 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 | 5 次 |
| 近7/28/90日提及 | 0 / 1 / 1 |
| 最新价 | — |
| 今日 / 本周涨幅 | — / — |
| 首次提及以来涨幅 | — |
| 首次 / 最近提及 | 2026-01-14 → 2026-08-14 |
最近有人说了 $RCAT 什么？
下面是最近 5 条提及 $RCAT 的公开帖，按时间倒序。每条都附原帖链接，可自行核对。
- 2026-08-14中性原文Donald Trump signs a proclamation to strengthen US supply chains for drones. Benefiting U.S. drone component suppliers like $UMAC to UAS manufacturers like $ONDS + $RCAT. TLDR, 100% tariffs on: - UAS docking stations + certain critical components - certain parts for >25 kg drones - Drones >25 kg 25% tariffs on: - broader components UAS = Unmanned Aircraft System (don't have any positions in any above)
- 2026-02-08中性原文@belcore922 난 안 할래 ㅋㅋㅋ! 피자를 그렇게 많이는 못 먹어. 그 맛있는 걸 남겨서 버리면 너무 아깝잖아. 근데 시장이 워낙 알고리즘 위주로 돌아가다 보니, 그냥 어떤 관종(troll)이 피자를 왕창 주문했다고 해서 $PLTR 이나 $RCAT 같은 주가가 실제로 움직일 수 있다는 게 참 웃기네
- 2026-01-24看多原文No problem! There's a lot of drone sector stocks like $RCAT, $PDYN too that should be thematically bullish. There's just too many stocks to look at and I try not to comment if I didn't do enough research into them yet. $OSS should be interesting going forward with War sector tailwinds
- 2026-01-16中性原文So while I like $PDYN since they fill in the gaps with smaller companies like $RCAT and $DPRO. They have no role here. I'm focused on robotics scale-up with Boston Dynamics, Tesla, Figure, and others. They all vertically integrate their own software, like $TSLA Dojo AI5 + XAI. There's 0 incentive for any of these giant companies from $META and others to give their software stack over to $PDYN. They all try and vertically integrate where they can, so if you pinpoint the companies that have effective monopolies "aka. bottlenecks" where they can't, then investing in those should be rewarding as these companies scale up.
- 2026-01-14看多原文Great choice. $UMAC is a great long. I ended up going with $AIRO when I looked into it earlier but it’s rare you have a $520m mc manufacturer that has - $133m cash, no debt - 40% gross margins - growing 55%+ y/y As a supplier to $AVAV through $RCAT. Similar to $POET $MRVL situation. So lot of upside, I still like $AIRO a lot more personally but to each their own!
去哪看 $RCAT 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 $RCAT 完整动态 →常见问题
$RCAT 为什么会出现在 AI 供应链追踪名单里？
$RCAT 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 5 次，归类在「其他」板块。首次提及时间是 2026-01-14。
海外大 V 最近怎么看 $RCAT？
最近 7 天 $RCAT 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。
$RCAT 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 $RCAT 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。