清茶闲语的个人主页 - 老虎社区

清茶闲语

清茶闲语

还没想好......

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21主题

0勋章

01-30

$Palantir Technologies Inc.(PLTR)$ 马上财报了，请各位指点下PLTR的财报吧。谢谢

01-17

$特朗普媒体科技集团(DJT)$ 下周一特朗普上任，这只票怎样做啊？还能进不？

01-15

韩国人民一时胡涂罢了

抱歉，原内容已删除

2024-12-16

$Palantir Technologies Inc.(PLTR)$ 为什么一开盘跌得这么凶？请教

2024-12-10

$Palantir Technologies Inc.(PLTR)$ 坚持看多

2024-12-09

$Palantir Technologies Inc.(PLTR)$ 本月入纳指，12月再创新高

2024-12-06

我看好PLTR会加入纳指100

2024-12-06

各位大神好！PLTR纳入纳指的确切时间是多少？谢谢了。

Palantir、Shield AI强强联手！共同开发AI无人战机系统

2024-12-06

$英伟达(NVDA)$ 看好英伟达啊

2024-12-05

$Palantir Technologies Inc.(PLTR)$ 继续看涨

2024-12-04

$Palantir Technologies Inc.(PLTR)$ 看涨

2024-11-19

$超微电脑(SMCI)$ 准备临时上车

2024-11-19

不同认同你的观点。它只是上涨大多需技术性回调一下。就像我们爬楼梯，一口气爬了那么高，总得停下来歇一歇吧。

2024-11-18

$Palantir Technologies Inc.(PLTR)$ 120，没问题！

2024-11-18

$Palantir Technologies Inc.(PLTR)$ 年内会去到120，我说的。加油！[开心]

2024-11-14

优秀企业优质股票我们小散就是看好！管他怎么评价[开心]

跑赢所有目标价后，“AI大牛股”Palantir的高增长故事讲不下去了？

2024-11-06

$Palantir Technologies Inc.(PLTR)$ 看多看多看多！没上车的赶紧，好东西不多。

2024-03-04

怎样规避AMD的回调？请盈利奔跑。谢谢

2024-03-04

请分析下AMD啊，谢谢

期权大单 | 一年涨10倍的AI“巨妖”又获利好，这轮行情会什么样

2024-03-02

300大银可期[真香]

去老虎APP查看更多动态

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下周一特朗普上任，这只票怎样做啊？还能进不？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393442078871992","isVote":1,"tweetType":1,"viewCount":888,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392738791227784,"gmtCreate":1736907754050,"gmtModify":1736907756020,"author":{"id":"3540180173249246","authorId":"3540180173249246","name":"清茶闲语","avatar":"https://static.tigerbbs.com/2315ec1999b667e5379e32c5ab62c0ae","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3540180173249246","idStr":"3540180173249246"},"themes":[],"htmlText":"韩国人民一时胡涂罢了","listText":"韩国人民一时胡涂罢了","text":"韩国人民一时胡涂罢了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392738791227784","repostId":"1171062048","repostType":4,"isVote":1,"tweetType":1,"viewCount":841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382225580785984,"gmtCreate":1734360887202,"gmtModify":1734360888837,"author":{"id":"3540180173249246","authorId":"3540180173249246","name":"清茶闲语","avatar":"https://static.tigerbbs.com/2315ec1999b667e5379e32c5ab62c0ae","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3540180173249246","idStr":"3540180173249246"},"themes":[],"htmlText":"<a 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07:40","market":"sh","language":"zh","title":"Palantir、Shield AI强强联手！共同开发AI无人战机系统","url":"https://stock-news.laohu8.com/highlight/detail?id=2489481134","media":"智通财经","summary":"在宣布这一消息的前一天，Anduril Industries Inc.和OpenAI宣布合作开发反无人机系统。据了解，Shield AI已经实现无人驾驶战斗机，并为美国空军、美国海军和其他国家提供自主飞行能力。Sankar表示，Palantir的Warp Speed将通过简化无人机的生产成本和速度，帮助Shield AI“生产V-BAT”，并向所有需要它们的作战指挥部大规模供应。而Palantir和Shield AI认为，将人工智能和自主性引入战场，将有助于更精确、更迅速地瞄准目标，并有助于保护西方盟友。","content":"<html><head></head><body><p>智通财经APP获悉，国防科技公司Palantir Technologies(PLTR.US)和Shield AI签署了一项新的战略合作协议，朝着开发具有人工智能驱动和操作控制的自主飞行迈出了一步。</p><p>根据该协议，两家国防承包商将共享各自专有软件的关键部分，竞相提供现代战争能力，并利用即将上任的特朗普政府对硅谷支持的公司的热情。</p><p>当地时间周四下午，大约12名公司高管出席了在纽约举行的签字仪式，Palantir首席执行官Alex Karp在采访中评论道，“很难才走到这一步”。</p><p>Shield AI总裁兼联合创始人Brandon Tseng表示，无人驾驶飞机现在不仅可以考虑传感器在附近可以检测到什么，还可以考虑从更远的地方收集到的数据。</p><p>同样参加了签字仪式的Tseng在接受采访时表示：“你将看到这些系统开始在战场上做你以前从未见过的事情。”</p><p>他表示，将Shield AI的Hivemind自主系统与Palantir的Gaia和其他平台的实时情报和作战图像相结合，将加快战场作战速度，使其更加有效。</p><p>在宣布这一消息的前一天，Anduril Industries Inc.和OpenAI宣布合作开发反无人机系统。总的来说，这些举措突显了人工智能对美国军方日益增长的重要性。</p><p>据了解，Shield AI已经实现无人驾驶战斗机，并为美国空军、美国海军和其他国家提供自主飞行能力。Palantir的人工智能作战数据管理系统利用了多个Palantir数据平台，已经成为五角大楼将人工智能带入战场的关键部分，即Maven项目。</p><p>Palantir首席技术官Shyam Sankar表示，Palantir还开发了一种名为Warp Speed的新型制造操作系统，用于国防工业以外的领域，Shield AI将采用该系统来加快自己的交付速度。</p><p>Sankar表示，Palantir的Warp Speed将通过简化无人机的生产成本和速度，帮助Shield AI“生产V-BAT”，并向所有需要它们的作战指挥部大规模供应。</p><p>据Tseng介绍，过去一年，在Shield AI董事会成员、Palantir长期顾问Doug Philippone的帮助下，两家公司建立了更紧密的工作关系。</p><p>Philippone表示，他被Shield AI的自主平台和Palantir的数据移动能力相结合的愿景所吸引。</p><p>Tseng表示，他很高兴即将上任的特朗普政府能够兑现其对五角大楼及其错综复杂的合同系统进行现代化改造的承诺，并赞扬了世界首富马斯克将在提高政府效率方面发挥的作用。</p><p>不过，对战争未来的前景远没有得到普遍的接受。伦理学家一再对人工智能和致命自主系统在战斗中的作用表示担忧，这些系统有可能在没有人类直接干预的情况下做出自己的杀戮决定。联合国秘书长古特雷斯呼吁在2026年之前禁止致命的自主武器。</p><p>10月，退役四星陆军上将、前参谋长联席会议主席Mark Milley警告称，在战争中使用人工智能和<a href=\"https://laohu8.com/S/300024\">机器人</a>可能会打开<a href=\"https://laohu8.com/S/0NQC.UK\">潘多拉</a>的盒子。</p><p>而Palantir和Shield AI认为，将人工智能和自主性引入战场，将有助于更精确、更迅速地瞄准目标，并有助于保护西方盟友。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir、Shield AI强强联手！共同开发AI无人战机系统</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 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class=\"title\">\nPalantir、Shield AI强强联手！共同开发AI无人战机系统\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-06 07:40 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1221158.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，国防科技公司Palantir Technologies(PLTR.US)和Shield AI签署了一项新的战略合作协议，朝着开发具有人工智能驱动和操作控制的自主飞行迈出了一步。根据该协议，两家国防承包商将共享各自专有软件的关键部分，竞相提供现代战争能力，并利用即将上任的特朗普政府对硅谷支持的公司的热情。当地时间周四下午，大约12名公司高管出席了在纽约举行的签字仪式，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1221158.html\">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/9fdbd775fa1b187ef2aaa0dfd2938af9","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1221158.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2489481134","content_text":"智通财经APP获悉，国防科技公司Palantir Technologies(PLTR.US)和Shield AI签署了一项新的战略合作协议，朝着开发具有人工智能驱动和操作控制的自主飞行迈出了一步。根据该协议，两家国防承包商将共享各自专有软件的关键部分，竞相提供现代战争能力，并利用即将上任的特朗普政府对硅谷支持的公司的热情。当地时间周四下午，大约12名公司高管出席了在纽约举行的签字仪式，Palantir首席执行官Alex Karp在采访中评论道，“很难才走到这一步”。Shield AI总裁兼联合创始人Brandon Tseng表示，无人驾驶飞机现在不仅可以考虑传感器在附近可以检测到什么，还可以考虑从更远的地方收集到的数据。同样参加了签字仪式的Tseng在接受采访时表示：“你将看到这些系统开始在战场上做你以前从未见过的事情。”他表示，将Shield AI的Hivemind自主系统与Palantir的Gaia和其他平台的实时情报和作战图像相结合，将加快战场作战速度，使其更加有效。在宣布这一消息的前一天，Anduril Industries Inc.和OpenAI宣布合作开发反无人机系统。总的来说，这些举措突显了人工智能对美国军方日益增长的重要性。据了解，Shield AI已经实现无人驾驶战斗机，并为美国空军、美国海军和其他国家提供自主飞行能力。Palantir的人工智能作战数据管理系统利用了多个Palantir数据平台，已经成为五角大楼将人工智能带入战场的关键部分，即Maven项目。Palantir首席技术官Shyam Sankar表示，Palantir还开发了一种名为Warp Speed的新型制造操作系统，用于国防工业以外的领域，Shield AI将采用该系统来加快自己的交付速度。Sankar表示，Palantir的Warp Speed将通过简化无人机的生产成本和速度，帮助Shield AI“生产V-BAT”，并向所有需要它们的作战指挥部大规模供应。据Tseng介绍，过去一年，在Shield AI董事会成员、Palantir长期顾问Doug Philippone的帮助下，两家公司建立了更紧密的工作关系。Philippone表示，他被Shield AI的自主平台和Palantir的数据移动能力相结合的愿景所吸引。Tseng表示，他很高兴即将上任的特朗普政府能够兑现其对五角大楼及其错综复杂的合同系统进行现代化改造的承诺，并赞扬了世界首富马斯克将在提高政府效率方面发挥的作用。不过，对战争未来的前景远没有得到普遍的接受。伦理学家一再对人工智能和致命自主系统在战斗中的作用表示担忧，这些系统有可能在没有人类直接干预的情况下做出自己的杀戮决定。联合国秘书长古特雷斯呼吁在2026年之前禁止致命的自主武器。10月，退役四星陆军上将、前参谋长联席会议主席Mark Milley警告称，在战争中使用人工智能和机器人可能会打开潘多拉的盒子。而Palantir和Shield AI认为，将人工智能和自主性引入战场，将有助于更精确、更迅速地瞄准目标，并有助于保护西方盟友。","news_type":1,"symbols_score_info":{"PLTR":1}},"isVote":1,"tweetType":1,"viewCount":3071,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":378558422548512,"gmtCreate":1733451938943,"gmtModify":1733451940972,"author":{"id":"3540180173249246","authorId":"3540180173249246","name":"清茶闲语","avatar":"https://static.tigerbbs.com/2315ec1999b667e5379e32c5ab62c0ae","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3540180173249246","idStr":"3540180173249246"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 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继续看涨","text":"$Palantir Technologies Inc.(PLTR)$ 继续看涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378165612999112","isVote":1,"tweetType":1,"viewCount":1149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377967814201608,"gmtCreate":1733305011723,"gmtModify":1733305013573,"author":{"id":"3540180173249246","authorId":"3540180173249246","name":"清茶闲语","avatar":"https://static.tigerbbs.com/2315ec1999b667e5379e32c5ab62c0ae","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3540180173249246","idStr":"3540180173249246"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> 看涨","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> 看涨","text":"$Palantir Technologies Inc.(PLTR)$ 看涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377967814201608","isVote":1,"tweetType":1,"viewCount":926,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372784979132680,"gmtCreate":1732021482011,"gmtModify":1732021484344,"author":{"id":"3540180173249246","authorId":"3540180173249246","name":"清茶闲语","avatar":"https://static.tigerbbs.com/2315ec1999b667e5379e32c5ab62c0ae","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3540180173249246","idStr":"3540180173249246"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v> 准备临时上车","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a><v-v data-views=\"1\"></v-v> 准备临时上车","text":"$超微电脑(SMCI)$ 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href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> 120，没问题！","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> 120，没问题！","text":"$Palantir Technologies Inc.(PLTR)$ 120，没问题！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372368634126608","isVote":1,"tweetType":1,"viewCount":872,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372182120153416,"gmtCreate":1731904432409,"gmtModify":1731908675274,"author":{"id":"3540180173249246","authorId":"3540180173249246","name":"清茶闲语","avatar":"https://static.tigerbbs.com/2315ec1999b667e5379e32c5ab62c0ae","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3540180173249246","idStr":"3540180173249246"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> 年内会去到120，我说的。加油！[开心]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> 年内会去到120，我说的。加油！[开心]&nbsp;&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$ 年内会去到120，我说的。加油！[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372182120153416","isVote":1,"tweetType":1,"viewCount":785,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370931977408840,"gmtCreate":1731598631666,"gmtModify":1731598633585,"author":{"id":"3540180173249246","authorId":"3540180173249246","name":"清茶闲语","avatar":"https://static.tigerbbs.com/2315ec1999b667e5379e32c5ab62c0ae","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3540180173249246","idStr":"3540180173249246"},"themes":[],"htmlText":"优秀企业优质股票我们小散就是看好！管他怎么评价[开心]&nbsp;&nbsp;","listText":"优秀企业优质股票我们小散就是看好！管他怎么评价[开心]&nbsp;&nbsp;","text":"优秀企业优质股票我们小散就是看好！管他怎么评价[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370931977408840","repostId":"1144603195","repostType":2,"repost":{"id":"1144603195","kind":"news","pubTimestamp":1731587102,"share":"https://www.laohu8.com/m/news/1144603195?lang=&edition=full","pubTime":"2024-11-14 20:25","market":"us","language":"zh","title":"跑赢所有目标价后，“AI大牛股”Palantir的高增长故事讲不下去了？","url":"https://stock-news.laohu8.com/highlight/detail?id=1144603195","media":"智通财经网","summary":"最近的涨势进一步推高了Palantir的估值。","content":"<html><head></head><body><p>Palantir的表现让怀疑者感到困惑，尽管一些华尔街人士质疑其过高的估值和公司收入增长的可持续性，但其股价仍在继续走高。</p><p style=\"text-align: justify;\">Palantir今年上涨了 250% 以上，其中很大一部分涨幅来自上周超出预期的收益。特朗普的选举胜利也为该公司增添了动力，看涨者指出，该公司与特朗普的管理关系以及新政府推动人工智能以促进销售的可能性。</p><p style=\"text-align: justify;\">最近的涨势进一步推高了 Palantir 本来就不菲的估值。该公司股票的预期市盈率约为 135 倍，远高于纳斯达克 100 指数中公司约 27 倍的平均市盈率。按企业价值与收入之比计算，它也是标准普尔 500 指数中最昂贵的股票。对于一些投资者来说，其涨幅过大，过去一周有两位分析师下调了该股评级。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e32aa177976ade4b7d296930c31b0e8e\" alt=\"\" title=\"\" tg-width=\"631\" tg-height=\"357\"/></p><p style=\"text-align: justify;\">Jefferies 分析师Brent Thill写道： “虽然基本面良好，但 Palantir 必须连续四年将销售额增速提高到 40%，市盈率达到 2028 年预计收入的 12 倍，才能维持股价。”他还表示，这“似乎不太可能”。根据彭博社汇编的数据，市场普遍预期今年该公司的增长率为 26%，明年为 24%。Thill 将该股评级下调至“表现不佳”，理由是其估值不可持续。</p><p style=\"text-align: justify;\">Argus Research 分析师Joseph Bonner也表达了同样的看法。Bonner 写道：“Palantir 的股价今年已上涨了约两倍，可能已经超出了公司基本面所能支撑的范围。”他将股票评级下调至持有。</p><p style=\"text-align: justify;\">他补充道：“Palantir 专门服务于一小部分面临高度复杂 IT 挑战的组织，这可能会导致不均衡的结果，而市场往往会对高估值的科技股进行惩罚。”</p><p style=\"text-align: justify;\">华尔街对该股的矛盾态度反映在彭博追踪的分析师数据中。在研究该公司的 20 家公司中，一半给予“持有”或同等评级，而三家公司将 Palantir 评为“买入”，七家公司建议“卖出”。平均目标意味着下跌 39%——与当前交易存在巨大差距，这也可能部分归因于 Palantir 的散户投资者群体，他们是其最大的支持者之一。</p><p style=\"text-align: justify;\">还有其他迹象表明，一些人认为这波涨势已经走得太远了。根据 S3 Partners LLC 的数据，随着 Palantir 股价飙升，做空 Palantir 的空头今年账面损失超过 36 亿美元。但他们加倍押注该股将下跌，数据显示，空头持股占 Palantir 流通股的比例已从 9 月初的 2.8% 上升至本周的 4.6%。</p><p style=\"text-align: justify;\">另一方面，特朗普的决定性选举胜利让看涨者有了新的理由对该公司抱有乐观态度，该公司一半以上的收入来自政府合同。</p><p style=\"text-align: justify;\">DA Davidson 的Gil Luria对该股给予“中性”评级，他认为 Palantir 将从与特朗普的密切联系中受益，因为首席执行官兼联合创始人Alex Karp 、联合创始人Joe Lonsdale和董事长Peter Thiel “都与本届政府有着非常密切的关系”。</p><p style=\"text-align: justify;\">Luria在接受采访时表示，Palantir 的愿景“与特朗普及其政府的意识形态一致”，特别是在“只向西方国家销售的明确愿景”方面，并补充说该公司是“爱国美国企业的旗手”。</p><p style=\"text-align: justify;\">韦德布什证券分析师 Dan Ives 是 Palantir 的长期看涨者，他认为，在新政府大力推动人工智能的背景下，该公司将能够赢得更多政府合同。他写道：“我们预计，包括国防部在内的美国政府内部的重大人工智能计划也将是一大利好。”</p><p style=\"text-align: justify;\">尽管如此，就连 Ives 华尔街最高的 57 美元目标价在过去一周也被超越，凸显了 Palantir 最新一轮上涨的速度和幅度，以及投资者在触顶时面临的挑战。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>跑赢所有目标价后，“AI大牛股”Palantir的高增长故事讲不下去了？</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; 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跑赢所有目标价后，“AI大牛股”Palantir的高增长故事讲不下去了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-14 20:25 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1211127.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir的表现让怀疑者感到困惑，尽管一些华尔街人士质疑其过高的估值和公司收入增长的可持续性，但其股价仍在继续走高。Palantir今年上涨了 250% 以上，其中很大一部分涨幅来自上周超出预期的收益。特朗普的选举胜利也为该公司增添了动力，看涨者指出，该公司与特朗普的管理关系以及新政府推动人工智能以促进销售的可能性。最近的涨势进一步推高了 Palantir 本来就不菲的估值。该公司股票的预期...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1211127.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c805b6ad053001feaf1fda64f5cbdee4","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.zhitongcaijing.com/content/detail/1211127.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144603195","content_text":"Palantir的表现让怀疑者感到困惑，尽管一些华尔街人士质疑其过高的估值和公司收入增长的可持续性，但其股价仍在继续走高。Palantir今年上涨了 250% 以上，其中很大一部分涨幅来自上周超出预期的收益。特朗普的选举胜利也为该公司增添了动力，看涨者指出，该公司与特朗普的管理关系以及新政府推动人工智能以促进销售的可能性。最近的涨势进一步推高了 Palantir 本来就不菲的估值。该公司股票的预期市盈率约为 135 倍，远高于纳斯达克 100 指数中公司约 27 倍的平均市盈率。按企业价值与收入之比计算，它也是标准普尔 500 指数中最昂贵的股票。对于一些投资者来说，其涨幅过大，过去一周有两位分析师下调了该股评级。Jefferies 分析师Brent Thill写道： “虽然基本面良好，但 Palantir 必须连续四年将销售额增速提高到 40%，市盈率达到 2028 年预计收入的 12 倍，才能维持股价。”他还表示，这“似乎不太可能”。根据彭博社汇编的数据，市场普遍预期今年该公司的增长率为 26%，明年为 24%。Thill 将该股评级下调至“表现不佳”，理由是其估值不可持续。Argus Research 分析师Joseph Bonner也表达了同样的看法。Bonner 写道：“Palantir 的股价今年已上涨了约两倍，可能已经超出了公司基本面所能支撑的范围。”他将股票评级下调至持有。他补充道：“Palantir 专门服务于一小部分面临高度复杂 IT 挑战的组织，这可能会导致不均衡的结果，而市场往往会对高估值的科技股进行惩罚。”华尔街对该股的矛盾态度反映在彭博追踪的分析师数据中。在研究该公司的 20 家公司中，一半给予“持有”或同等评级，而三家公司将 Palantir 评为“买入”，七家公司建议“卖出”。平均目标意味着下跌 39%——与当前交易存在巨大差距，这也可能部分归因于 Palantir 的散户投资者群体，他们是其最大的支持者之一。还有其他迹象表明，一些人认为这波涨势已经走得太远了。根据 S3 Partners LLC 的数据，随着 Palantir 股价飙升，做空 Palantir 的空头今年账面损失超过 36 亿美元。但他们加倍押注该股将下跌，数据显示，空头持股占 Palantir 流通股的比例已从 9 月初的 2.8% 上升至本周的 4.6%。另一方面，特朗普的决定性选举胜利让看涨者有了新的理由对该公司抱有乐观态度，该公司一半以上的收入来自政府合同。DA Davidson 的Gil Luria对该股给予“中性”评级，他认为 Palantir 将从与特朗普的密切联系中受益，因为首席执行官兼联合创始人Alex Karp 、联合创始人Joe Lonsdale和董事长Peter Thiel “都与本届政府有着非常密切的关系”。Luria在接受采访时表示，Palantir 的愿景“与特朗普及其政府的意识形态一致”，特别是在“只向西方国家销售的明确愿景”方面，并补充说该公司是“爱国美国企业的旗手”。韦德布什证券分析师 Dan Ives 是 Palantir 的长期看涨者，他认为，在新政府大力推动人工智能的背景下，该公司将能够赢得更多政府合同。他写道：“我们预计，包括国防部在内的美国政府内部的重大人工智能计划也将是一大利好。”尽管如此，就连 Ives 华尔街最高的 57 美元目标价在过去一周也被超越，凸显了 Palantir 最新一轮上涨的速度和幅度，以及投资者在触顶时面临的挑战。","news_type":1,"symbols_score_info":{"PLTR":1.1}},"isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368167986876576,"gmtCreate":1730900792104,"gmtModify":1730900793799,"author":{"id":"3540180173249246","authorId":"3540180173249246","name":"清茶闲语","avatar":"https://static.tigerbbs.com/2315ec1999b667e5379e32c5ab62c0ae","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3540180173249246","idStr":"3540180173249246"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> 看多看多看多！没上车的赶紧，好东西不多。","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> 看多看多看多！没上车的赶紧，好东西不多。","text":"$Palantir Technologies Inc.(PLTR)$ 看多看多看多！没上车的赶紧，好东西不多。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368167986876576","isVote":1,"tweetType":1,"viewCount":780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":280717685747848,"gmtCreate":1709563557861,"gmtModify":1709563559818,"author":{"id":"3540180173249246","authorId":"3540180173249246","name":"清茶闲语","avatar":"https://static.tigerbbs.com/2315ec1999b667e5379e32c5ab62c0ae","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3540180173249246","idStr":"3540180173249246"},"themes":[],"htmlText":"怎样规避AMD的回调？请盈利奔跑。谢谢","listText":"怎样规避AMD的回调？请盈利奔跑。谢谢","text":"怎样规避AMD的回调？请盈利奔跑。谢谢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/280717685747848","isVote":1,"tweetType":1,"viewCount":2047,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":280636250542128,"gmtCreate":1709536182263,"gmtModify":1709536183957,"author":{"id":"3540180173249246","authorId":"3540180173249246","name":"清茶闲语","avatar":"https://static.tigerbbs.com/2315ec1999b667e5379e32c5ab62c0ae","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3540180173249246","idStr":"3540180173249246"},"themes":[],"htmlText":"请分析下AMD啊，谢谢","listText":"请分析下AMD啊，谢谢","text":"请分析下AMD啊，谢谢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/280636250542128","repostId":"1182929460","repostType":2,"repost":{"id":"1182929460","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1709533624,"share":"https://www.laohu8.com/m/news/1182929460?lang=&edition=full","pubTime":"2024-03-04 14:27","market":"us","language":"zh","title":"期权大单 | 一年涨10倍的AI“巨妖”又获利好，这轮行情会什么样","url":"https://stock-news.laohu8.com/highlight/detail?id=1182929460","media":"老虎资讯综合","summary":"上周五美股期权市场成交51,363,792张合约，看涨合约占比59%，看跌合约占比41%。","content":"<html><head></head><body><h3 id=\"id_880334941\">上周五市场概览</h3><p>美东时间3月1日（周五），美股延续涨势，纳指、标普500指数收盘创下历史新高。美股期权市场成交51,363,792张合约，其中看涨合约（CALL）占比59%，看跌合约（PUT）占比41%。</p><h3 id=\"id_680536718\">期权成交观察</h3><p>上周五，英伟达、特斯拉、AMD位居个股期权成交榜的前三位。其中英伟达当日期权总成交量达228.16万张，看跌期权占总成交量的42.12%，看涨期权占57.88%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6665ca7219e2a53d0cdcae528017980d\" title=\"\" tg-width=\"436\" tg-height=\"835\"/></p><p>英伟达周五涨4%，据再创新高仅一步之遥。<strong>公司的市值也历史首度迈过两万亿美元关口</strong>。美股历史中只有<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>达成过收盘市值超过两万亿美元的成就。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2c2a0d8bf052ef428e2d93964d67ef0\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><h3 id=\"id_3013727246\">异动观察：AI行情的“巨妖”又获利好</h3><p>周五，这轮AI行情的大“妖股”之一——超微电脑收高4.54%，盘后再涨12.54%。消息面上，<strong>标普道琼斯指数公司宣布，将超微电脑和德克斯户外纳入标普500指数。市场预期纳入指数后，将再有庞大的ETF资金追入该股。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a7737e580249b0f6d7baec0dfd0d4c5\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>超微电脑到底有多“妖孽”？1年前，也就是2023年3月，超微电脑的股价仅为100美元，市值在60亿美元以下。而它周五盘后的股价是1019美元。一年内暴涨了10倍！</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f86df60c763da34c812c5da4af27a0e6\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p>即使这样，我们也很难说超微电脑是个“泡沫”，因为借AI行情的东风，该公司获得了实打实的业绩提升：截至去年12月的财年第二季度，公司收入36.65亿美元，按年升1倍，纯利2.96亿美元，增长68%，相当于每股盈利5.1美元。</p><p>实际上，超微电脑是做服务器的，属于英伟达的供应商。而且，超微电脑和英伟达还有不少渊源：两者都是1993年成立，创始人都是中国台湾人，两家公司合作关系超过20年。期间，英伟达老板黄仁勋曾多次为超微电脑的梁见后站台，两位创始人的关系非一般。</p><p>活跃期权成交方面，周五看涨单占据绝对多数，其中本周到期的行权价1000美元的CALL单有机会获益。</p><p><em>点击交易超微电脑期权： <a class=\"teditor-mention\" data-mention-id=\"SMCI 20240308 895.0 CALL\" data-mention-name=\"SMCI\" href=\"https://laohu8.com/OPT/SMCI%2020240308%20895.0%20CALL\">$SMCI 20240308 895.0 CALL$</a></em></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7b4d060868aa921ed79473545b9094f\" title=\"\" tg-width=\"952\" tg-height=\"414\"/></p><p>您会在这个时段布局超微电脑吗？不妨在评论区聊聊。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>期权大单 | 一年涨10倍的AI“巨妖”又获利好，这轮行情会什么样</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; 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期权大单 | 一年涨10倍的AI“巨妖”又获利好，这轮行情会什么样\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-03-04 14:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h3 id=\"id_880334941\">上周五市场概览</h3><p>美东时间3月1日（周五），美股延续涨势，纳指、标普500指数收盘创下历史新高。美股期权市场成交51,363,792张合约，其中看涨合约（CALL）占比59%，看跌合约（PUT）占比41%。</p><h3 id=\"id_680536718\">期权成交观察</h3><p>上周五，英伟达、特斯拉、AMD位居个股期权成交榜的前三位。其中英伟达当日期权总成交量达228.16万张，看跌期权占总成交量的42.12%，看涨期权占57.88%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6665ca7219e2a53d0cdcae528017980d\" title=\"\" tg-width=\"436\" tg-height=\"835\"/></p><p>英伟达周五涨4%，据再创新高仅一步之遥。<strong>公司的市值也历史首度迈过两万亿美元关口</strong>。美股历史中只有<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>达成过收盘市值超过两万亿美元的成就。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2c2a0d8bf052ef428e2d93964d67ef0\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><h3 id=\"id_3013727246\">异动观察：AI行情的“巨妖”又获利好</h3><p>周五，这轮AI行情的大“妖股”之一——超微电脑收高4.54%，盘后再涨12.54%。消息面上，<strong>标普道琼斯指数公司宣布，将超微电脑和德克斯户外纳入标普500指数。市场预期纳入指数后，将再有庞大的ETF资金追入该股。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a7737e580249b0f6d7baec0dfd0d4c5\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>超微电脑到底有多“妖孽”？1年前，也就是2023年3月，超微电脑的股价仅为100美元，市值在60亿美元以下。而它周五盘后的股价是1019美元。一年内暴涨了10倍！</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f86df60c763da34c812c5da4af27a0e6\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p>即使这样，我们也很难说超微电脑是个“泡沫”，因为借AI行情的东风，该公司获得了实打实的业绩提升：截至去年12月的财年第二季度，公司收入36.65亿美元，按年升1倍，纯利2.96亿美元，增长68%，相当于每股盈利5.1美元。</p><p>实际上，超微电脑是做服务器的，属于英伟达的供应商。而且，超微电脑和英伟达还有不少渊源：两者都是1993年成立，创始人都是中国台湾人，两家公司合作关系超过20年。期间，英伟达老板黄仁勋曾多次为超微电脑的梁见后站台，两位创始人的关系非一般。</p><p>活跃期权成交方面，周五看涨单占据绝对多数，其中本周到期的行权价1000美元的CALL单有机会获益。</p><p><em>点击交易超微电脑期权： <a class=\"teditor-mention\" data-mention-id=\"SMCI 20240308 895.0 CALL\" data-mention-name=\"SMCI\" href=\"https://laohu8.com/OPT/SMCI%2020240308%20895.0%20CALL\">$SMCI 20240308 895.0 CALL$</a></em></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7b4d060868aa921ed79473545b9094f\" title=\"\" tg-width=\"952\" tg-height=\"414\"/></p><p>您会在这个时段布局超微电脑吗？不妨在评论区聊聊。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/44e348e1c9b704c505068f35957ff77d","relate_stocks":{"SMCI":"超微电脑"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182929460","content_text":"上周五市场概览美东时间3月1日（周五），美股延续涨势，纳指、标普500指数收盘创下历史新高。美股期权市场成交51,363,792张合约，其中看涨合约（CALL）占比59%，看跌合约（PUT）占比41%。期权成交观察上周五，英伟达、特斯拉、AMD位居个股期权成交榜的前三位。其中英伟达当日期权总成交量达228.16万张，看跌期权占总成交量的42.12%，看涨期权占57.88%。英伟达周五涨4%，据再创新高仅一步之遥。公司的市值也历史首度迈过两万亿美元关口。美股历史中只有苹果、微软达成过收盘市值超过两万亿美元的成就。异动观察：AI行情的“巨妖”又获利好周五，这轮AI行情的大“妖股”之一——超微电脑收高4.54%，盘后再涨12.54%。消息面上，标普道琼斯指数公司宣布，将超微电脑和德克斯户外纳入标普500指数。市场预期纳入指数后，将再有庞大的ETF资金追入该股。超微电脑到底有多“妖孽”？1年前，也就是2023年3月，超微电脑的股价仅为100美元，市值在60亿美元以下。而它周五盘后的股价是1019美元。一年内暴涨了10倍！即使这样，我们也很难说超微电脑是个“泡沫”，因为借AI行情的东风，该公司获得了实打实的业绩提升：截至去年12月的财年第二季度，公司收入36.65亿美元，按年升1倍，纯利2.96亿美元，增长68%，相当于每股盈利5.1美元。实际上，超微电脑是做服务器的，属于英伟达的供应商。而且，超微电脑和英伟达还有不少渊源：两者都是1993年成立，创始人都是中国台湾人，两家公司合作关系超过20年。期间，英伟达老板黄仁勋曾多次为超微电脑的梁见后站台，两位创始人的关系非一般。活跃期权成交方面，周五看涨单占据绝对多数，其中本周到期的行权价1000美元的CALL单有机会获益。点击交易超微电脑期权： $SMCI 20240308 895.0 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