华尔街低估的不只是P_老虎社区_美港股上老虎

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！

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？】

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