Monkey D luffy
08-20
老子跌惨了
美股投机热度风向标:AI热门Palantir重挫9%,五连跌、累跌15%
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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股投机热度风向标:AI热门Palantir重挫9%,五连跌、累跌15%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-20 07:04 北京时间 <a href=https://wallstreetcn.com/articles/3753671><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir的股价周二大跌超过9%,连续第五个交易日下跌,延续从历史高点回落的走势。数据显示,Palantir过去五个交易日已累计下跌逾15%。此前该公司本月早些时候公布亮眼财报,曾一度推动股价创下历史新高。这份财报显示,Palantir首次实现了单季度营收突破10亿美元。周二的股价下跌也正值整个美股大盘出现回调。截至目前,Palantir是2025年标普500指数中涨幅最大的个股,年内累计...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3753671\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/b958da843d9318e34fba9655e23e7682","relate_stocks":{"LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4588":"碎股","BK4023":"应用软件","BK4613":"AI应用软件","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","BK4547":"WSB热门概念","BK4585":"ETF&股票定投概念","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","PLTR":"Palantir Technologies Inc.","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4543":"AI","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC"},"source_url":"https://wallstreetcn.com/articles/3753671","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2560143808","content_text":"Palantir的股价周二大跌超过9%,连续第五个交易日下跌,延续从历史高点回落的走势。数据显示,Palantir过去五个交易日已累计下跌逾15%。此前该公司本月早些时候公布亮眼财报,曾一度推动股价创下历史新高。这份财报显示,Palantir首次实现了单季度营收突破10亿美元。周二的股价下跌也正值整个美股大盘出现回调。截至目前,Palantir是2025年标普500指数中涨幅最大的个股,年内累计上涨超过100%。Palantir自2021年上市以来股价飙升近2500%。在AI热潮持续的背景下,Palantir因美国总统特朗普推动政府机构改革而获得大量政府合同。媒体称,Palantir的强劲走势使其跻身全美十大科技公司和最具价值的20家公司之列,但其股价也因此变得异常昂贵。其远期市盈率已飙升至245倍以上。相比之下,微软和苹果的市盈率接近30倍,且季度营收远高于Palantir;Meta和Alphabet的市盈率则维持在20多倍。华尔街见闻此前文章称,分析师估算,Palantir需要在未来12个月内创造600亿美元收入,才能达到与同行相当的估值水平。媒体报道,给予该股卖出或持有评级的分析师人数是给予买入评级的两倍多,这体现了华尔街的普遍不安情绪。尽管如此,担心错过进一步上涨机会的投资者仍选择持有这只股票。其中,晨星投资服务公司的Mark Giarelli给予该股卖出评级,他表示:\"Palantir正在变成一个难以推销的估值故事。\"此外,华尔街见闻此前文章称,香橼公司创始人Andrew Left在一档访谈节目中宣布做空大数据公司Palantir,他认为该公司“远超高估范畴”。Left强调,自己并非讨厌这家公司,甚至喜欢Palantir首席执行官Alex Karp,但基于估值指标,该股明显被高估。Left认为,该股“要到40美元、50美元才算真正便宜”,意味着该股仍存在超过70%的下跌空间。但他同时承认,股价仍可能继续上涨,自己也不指望每次都能完美预测顶部。","news_type":1,"symbols_score_info":{"PLTR":1}},"isVote":1,"tweetType":1,"viewCount":15,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":10,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/469483484479648"}
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