$Palantir _老虎社区_美港股上老虎 - 老虎社区

韭菜馅饺子的文化

$Palantir Technologies Inc.(PLTR)$ TTM市盈率60倍匹配营收增速40%，PB 12倍偏高但AIP平台商业化加速。政府合约占比50%提供稳定性，国防AI订单激增，技术面突破平台阻力位，机构持仓环比增20%

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左右摇摆的韭菜
2025-02-20
左右摇摆的韭菜
兄弟看看基本面，国防开支就那么几块钱，顶天了。这是个封闭市场。
- 火火兔爸回复左右摇摆的韭菜:
  开源最好了Palantir随便用
- 左右摇摆的韭菜回复火火兔爸:
  巨头各玩各的，大佬一开源，小公司谁都没有护城河
- 左右摇摆的韭菜回复火火兔爸:
  其他市场没市场，AI没门槛
- 火火兔爸:
  本来就不看政府这块
james duan
2025-02-24
james duan
Gg了要

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6

5

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