不中咧
08-21
Citron也short过nvidia吧 后来一百倍了 噪音过滤掉
@Cadi Poon:
Citron此前曾认为Palantir看起来只会便宜到每股40美元左右,但现在他们改变了立场,声称即使在这个水平上,该股仍然很贵。 他们的分析将Palantir与OpenAI:如果Palantir在OpenAI交易17倍销售倍数(基于彭博社2026年收入共识$5.6 B),隐含价格约为每股40美元.但即便如此,Citron认为Palantir仍将保留最昂贵的SaaS股票之一.
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。
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