Planet Labs Pbc(PL)今日盘中大涨5.39%，引起了市场的广泛关注。
消息面上，公司宣布三颗搭载英伟达Jetson AI平台的新一代Pelican卫星已成功入轨并启动调试程序。其中一颗卫星是公司近期与瑞典武装部队签署的卫星服务协议下首颗入轨的卫星，标志着该重要合作进入实质性阶段。调试完成后，新卫星将与现有Pelican Gen 1编队协同，提供50厘米级高分辨率遥感任务解决方案，显著增强公司的数据获取能力。公司还计划在今年晚些时候发射更多Gen 1卫星及首批Gen 2 Pelican卫星，持续扩大其卫星星座规模。
此次发射进一步夯实了Planet Labs从单一卫星影像公司向“空间+AI”数据情报平台转型的战略路径。此外，公司此前公布的第三季度营收同比增长33%超预期，以及与瑞典军方签署的多年期“低九位数”美元合同，均显示出公司基本面的持续改善和强劲的业务增长潜力，共同提振了市场信心，推动股价上涨。
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