短期（3年）：依靠军_老虎社区_美港股上老虎

短期（3年）：依靠军工订单可支撑3000亿市值，但商业变现决定能否突破5000亿。
长期（10年）：需在AI决策市场复制Snowflake的垂直渗透率，当前配置建议不超过组合5%。

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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