华尔街还是低估了它！股价再创新高，PLTR是你必须持有的公司吗？

小虎AV

08-06

悬赏1000虎币

Wedbush分析师 Dan Ives表示：华尔街还是低估了Palantir，该公司有望迈向 1 万亿美元市值。 $Palantir Technologies Inc.(PLTR)$

Palantir最新财报，连续多个季度盈利，“高增长+高利润率”的理想状态，再次强调了其“AI基础设施公司”的定位。周二市场反应强烈，股价跳涨近8%。不过分析师Dan Ives仍表示：华尔街还是低估了Palantir的潜力。

大家觉得Palantir有冲击万亿市值的潜力吗？股价再创新高，PLTR是你接下来必须持有的公司之一吗？

评论区分享你的看法或操作策略，一起赢取1000虎币奖励！🎁

合理股价40美元？！Palantir做空or做多？

Palantir股价五连跌，近日又被Citron做空--即使PLTR技术有创新，但是估值极不合理（2026年预测营收为56亿美元，按照OpenAI估值（17倍收入），推算出合理股价为40美元。）【PLTR年内涨超140%，前瞻市盈率290倍，大家觉得PLTR是否太贵了？这次Citron做空能成功吗？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

悬赏已结束

460虎币已分给16位参与者,剩余540虎币已退还至发起者

截止至08/27 15:51

精彩评论

周小小88
08-06
周小小88
赢得30虎币
华尔街已经够爱它了，pltr的市盈率看得我发慌
辛达吉73
08-06
辛达吉73
赢得30虎币
不是，pltr是我接下来要卖的，要买的list：unh,nvo,alibaba
吾王的老虎
08-06
吾王的老虎
赢得30虎币

华尔街低估的不只是PLTR的财报，而是它AI时代的战略价值。利润只是表象，数据基础设施才是它的护城河。冲击万亿市值虽然激进，但PLTR可能是下一个“AI操作系统”的拥有者，长期配置无妨！
leepioneer
08-06
leepioneer
赢得30虎币
Palantir有冲击万亿市值的潜力，只是时间长短的问题，PLTR 等待观望一下再说。有可能小仓位买进。
一路走来cd
08-06
一路走来cd
赢得30虎币
不是，
这么高的估值，不敢长期持有
Page Ren
08-06
Page Ren
赢得30虎币
不会冲击万亿，军工股盈利上限有限
- Liujian:
  离火运年，战争不断，只会越来越好

发表看法

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