PLTR跌得这么惨，_老虎社区_美港股上老虎

PLTR跌得这么惨，主要是因为它最大的竞争对手今年可能要上市了。我问了AI，那家公司叫Databricks，营收比PLTR高，而且政府订单更多。 $Palantir Technologies Inc.(PLTR)$

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。

精彩评论

特斯拉多头和PLTR多头
08-21
特斯拉多头和PLTR多头
他们两个的主要业务根本不重合，属于互补而不是竞争关系，赛道不一样，未来的盈利预期也不一样。
- 买股票的打铁匠:
  明白了
火火兔爸
08-21
火火兔爸
database根本比不了
华尔街赌侠
08-20
华尔街赌侠
就是涨太多了

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":469714542252056,"tweetId":"469714542252056","gmtCreate":1755698648375,"gmtModify":1755698684607,"author":{"id":10000000000010488,"idStr":"10000000000010487","authorId":10000000000010488,"authorIdStr":"10000000000010487","name":"买股票的打铁匠","avatar":"https://static.tigerbbs.com/6d94a0a25c35b5c7cdb89db84b17cf5c","vip":8,"userType":8,"introduction":".\n","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":165,"starInvestorFlag":false},"themes":[{"themeId":"c3a408c2f24d496184f0289478410f91","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"合理股价40美元？！Palantir做空or做多？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":c3a408c2f24d496184f0289478410f91}&rnconfig={\"headerBarHidden\": true}","description":"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？】","image":"https://static.tigerbbs.com/f67b00da2c667f8cedf0af6f01e3b592"}],"images":[],"coverImages":[],"html":"<html><head></head><body><p>PLTR跌得这么惨，主要是因为它最大的竞争对手今年可能要上市了。我问了AI，那家公司叫Databricks，营收比PLTR高，而且政府订单更多。 <a data-mention-id=\"PLTR\" class=\"teditor-mention\" data-mention-name=\"Palantir Technologies Inc.\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> </p></body></html>","htmlText":"<html><head></head><body><p>PLTR跌得这么惨，主要是因为它最大的竞争对手今年可能要上市了。我问了AI，那家公司叫Databricks，营收比PLTR高，而且政府订单更多。 <a data-mention-id=\"PLTR\" class=\"teditor-mention\" data-mention-name=\"Palantir Technologies Inc.\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> </p></body></html>","text":"PLTR跌得这么惨，主要是因为它最大的竞争对手今年可能要上市了。我问了AI，那家公司叫Databricks，营收比PLTR高，而且政府订单更多。 $Palantir Technologies Inc.(PLTR)$","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/469714542252056","repostId":0,"isVote":1,"tweetType":1,"viewCount":4573,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["PLTR"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":150,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":469722546413968,"commentId":"469722546413968","gmtCreate":1755709201244,"gmtModify":1755709217136,"authorId":3549622429300319,"author":{"id":3549622429300319,"idStr":"3549622429300319","authorId":3549622429300319,"name":"特斯拉多头和PLTR多头","avatar":"https://static.tigerbbs.com/ea5a87f25f862e1155952bc556a5072d","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.87%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"hat":"https://static.tigerbbs.com/f3e7f6253c885de8bad6403055b76aab","crmLevel":9,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":469714542252056,"objectIdStr":"469714542252056","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"他们两个的主要业务根本不重合，属于互补而不是竞争关系，赛道不一样，未来的盈利预期也不一样。","text":"他们两个的主要业务根本不重合，属于互补而不是竞争关系，赛道不一样，未来的盈利预期也不一样。","html":"他们两个的主要业务根本不重合，属于互补而不是竞争关系，赛道不一样，未来的盈利预期也不一样。","likeSize":0,"commentSize":1,"subComments":[{"id":470054038749208,"commentId":"470054038749208","gmtCreate":1755781533272,"gmtModify":1755781536905,"authorId":10000000000010488,"author":{"id":10000000000010488,"idStr":"10000000000010487","authorId":10000000000010488,"name":"买股票的打铁匠","avatar":"https://static.tigerbbs.com/6d94a0a25c35b5c7cdb89db84b17cf5c","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":469714542252056,"objectIdStr":"469714542252056","type":1,"supId":469722546413968,"supIdStr":"469722546413968","prevId":0,"prevIdStr":"0","content":"明白了","text":"明白了","html":"明白了","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":469713152360544,"commentId":"469713152360544","gmtCreate":1755707504850,"gmtModify":1755707508872,"authorId":3546249304196282,"author":{"id":3546249304196282,"idStr":"3546249304196282","authorId":3546249304196282,"name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":9,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":469714542252056,"objectIdStr":"469714542252056","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"database根本比不了","text":"database根本比不了","html":"database根本比不了","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":469678769164552,"commentId":"469678769164552","gmtCreate":1755698985887,"gmtModify":1755698989741,"authorId":3556107184919133,"author":{"id":3556107184919133,"idStr":"3556107184919133","authorId":3556107184919133,"name":"华尔街赌侠","avatar":"https://static.tigerbbs.com/cb24ac14e4f20e195c988697b5e1547e","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.08.03","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":469714542252056,"objectIdStr":"469714542252056","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"就是涨太多了","text":"就是涨太多了","html":"就是涨太多了","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/469714542252056"}