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火火兔爸

火火兔爸

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IP属地：上海

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0勋章

09-19 00:10

$Palantir Technologies Inc.(PLTR)$ 175这么难?

09-18 22:02

$Palantir Technologies Inc.(PLTR)$ 英国国防医疗拿下以后，等于拿住了英国的命门，金融业商业领域的订单也将接踵而至。

09-18 21:29

空黄金

09-18

$Palantir Technologies Inc.(PLTR)$

09-18

$Palantir Technologies Inc.(PLTR)$ 再次展现pltr的巨大内生潜力，原本是一个部门得部分部门使用pltr的系统，现在不仅是扩展到整个海军，连陆海空三军，甚至是后勤部门都被拿下，这是多少倍的增速？

@海外独角兽:Palantir或将拿下英国防部10亿美元AI大单，赋能全军作战与管理

09-18

再次展现pltr的巨大内生潜力，原本是一个部门得部分部门使用pltr的系统，现在不仅是扩展到整个海军，连陆海空三军，甚至是后勤部门都被拿下，这是多少倍的增速？

@海外独角兽:Palantir或将拿下英国防部10亿美元AI大单，赋能全军作战与管理

09-18

$Palantir Technologies Inc.(PLTR)$ 谁的筹码？

09-17

$Palantir Technologies Inc.(PLTR)$ 最近怎么看不到空头了？

09-13

$Palantir Technologies Inc.(PLTR)$ 美国总统特朗普将于下周（9月17日和18日）对英国进行国事访问。 OpenAI的首席执行官山姆·阿尔特曼以及英伟达的首席执行官黄仁勋等一众美国科技界高管将作为代表团成员随行。在特朗普此次访问期间，多家来自美国不同行业的企业预计也将宣布在英国进行数十亿美元的投资。

09-13

$Palantir Technologies Inc.(PLTR)$ 珂珂die，USA需要pltr

09-11

$Palantir Technologies Inc.(PLTR)$ 还有不聪明得放弃手中筹码，未来只会更高。

09-08

$博通(AVGO)$ 这货每次都套散户

09-08

$博通(AVGO)$ 有点寒武纪的味道

09-08

等到内生增长放量一年几倍增长就闭嘴了。

Palantir(PLTR.US)暴涨2400%后分析师警告：未来5年可能“白忙一场”

09-04

$Palantir Technologies Inc.(PLTR)$ 九月资金紧张全球杀估值

08-28

$CoreWeave, Inc.(CRWV)$ 小搞一下

08-28

$CoreWeave, Inc.(CRWV)$ 小搞一下

08-23

对，都是情绪，基本面五变化

@简墨忧伤还是快乐:$Palantir Technologies Inc.(PLTR)$ 从K线图看简直是二月行情的翻版，盈利惊喜引爆市场，FOMO情绪推高股价，雷声大雨点小的六天抛售，最后又开启爬坡模式。基本面压根没变化，感恩节前冲上200刀指日可待。

08-23

pltr，贵有贵的道理，买就买最优秀的企业

08-21

database根本比不了

去老虎APP查看更多动态

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此次合作的核心，是英国国防部将全面采用Palantir的人工智能（AI）技术，以革新其作战与管理模式。在战场应用方面，该AI系统将通过处理海量数据，为指挥官提供一个完整的战场态势图，清晰展示敌方的军舰、坦克和战斗机等目标，从而实现更高效的作战规划与打击决策。这份新合同标志着双方现有合作关系的重大升级。此前，Palantir的技术仅在英国皇家海军的海洋防御系统中使用，而新协议将把其应用范围扩大至英国的陆海空三军。 除了前线作战，该AI技术还将深入后勤与管理领域。系统将整合包括医疗记录、薪资和培训文件在内的不同来源数据，以评估军事人员是否适合部署。此外，它还将用于追踪和智能安排英国庞大军事资产的维护计划，提升整体运营效率。 值得注意的是，这份大单可能还附带一项重要承诺：Palantir将在未来五年内向英国投资高达20亿美元（约15亿英镑）。然而，市场对此消息的反应却出人意料，尽管有此重大利好，Palantir的股价在周三的常规交易时段中却下跌超过了3%。 AI指数业绩观察：AI板块逆市走强，AGIX表现坚挺，长期回报率遥遥领先 在最新的交易日中，尽管标普500指数与纳斯达克100指数(QQQ)双双收跌，但人工智能（AI）主题指数及ETF板块展现出强大的市场韧性，多数产品逆市上扬。其中，AGIX <a href=\"https://laohu8.com/S/AGIX\">$通用人工智能 ETF-AGIX(AGIX)$</a> 录","listText":"根据《泰晤士报》报道，大数据分析公司Palantir Technologies <a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> 即将与英国军方敲定一份价值约10亿美元（合7.5亿英镑）的重磅合同。据悉，该交易很可能在特朗普总统对英国进行国事访问期间最终确定。 此次合作的核心，是英国国防部将全面采用Palantir的人工智能（AI）技术，以革新其作战与管理模式。在战场应用方面，该AI系统将通过处理海量数据，为指挥官提供一个完整的战场态势图，清晰展示敌方的军舰、坦克和战斗机等目标，从而实现更高效的作战规划与打击决策。这份新合同标志着双方现有合作关系的重大升级。此前，Palantir的技术仅在英国皇家海军的海洋防御系统中使用，而新协议将把其应用范围扩大至英国的陆海空三军。 除了前线作战，该AI技术还将深入后勤与管理领域。系统将整合包括医疗记录、薪资和培训文件在内的不同来源数据，以评估军事人员是否适合部署。此外，它还将用于追踪和智能安排英国庞大军事资产的维护计划，提升整体运营效率。 值得注意的是，这份大单可能还附带一项重要承诺：Palantir将在未来五年内向英国投资高达20亿美元（约15亿英镑）。然而，市场对此消息的反应却出人意料，尽管有此重大利好，Palantir的股价在周三的常规交易时段中却下跌超过了3%。 AI指数业绩观察：AI板块逆市走强，AGIX表现坚挺，长期回报率遥遥领先 在最新的交易日中，尽管标普500指数与纳斯达克100指数(QQQ)双双收跌，但人工智能（AI）主题指数及ETF板块展现出强大的市场韧性，多数产品逆市上扬。其中，AGIX <a href=\"https://laohu8.com/S/AGIX\">$通用人工智能 ETF-AGIX(AGIX)$</a> 录","text":"根据《泰晤士报》报道，大数据分析公司Palantir Technologies $Palantir Technologies Inc.(PLTR)$ 即将与英国军方敲定一份价值约10亿美元（合7.5亿英镑）的重磅合同。据悉，该交易很可能在特朗普总统对英国进行国事访问期间最终确定。 此次合作的核心，是英国国防部将全面采用Palantir的人工智能（AI）技术，以革新其作战与管理模式。在战场应用方面，该AI系统将通过处理海量数据，为指挥官提供一个完整的战场态势图，清晰展示敌方的军舰、坦克和战斗机等目标，从而实现更高效的作战规划与打击决策。这份新合同标志着双方现有合作关系的重大升级。此前，Palantir的技术仅在英国皇家海军的海洋防御系统中使用，而新协议将把其应用范围扩大至英国的陆海空三军。 除了前线作战，该AI技术还将深入后勤与管理领域。系统将整合包括医疗记录、薪资和培训文件在内的不同来源数据，以评估军事人员是否适合部署。此外，它还将用于追踪和智能安排英国庞大军事资产的维护计划，提升整体运营效率。 值得注意的是，这份大单可能还附带一项重要承诺：Palantir将在未来五年内向英国投资高达20亿美元（约15亿英镑）。然而，市场对此消息的反应却出人意料，尽管有此重大利好，Palantir的股价在周三的常规交易时段中却下跌超过了3%。 AI指数业绩观察：AI板块逆市走强，AGIX表现坚挺，长期回报率遥遥领先 在最新的交易日中，尽管标普500指数与纳斯达克100指数(QQQ)双双收跌，但人工智能（AI）主题指数及ETF板块展现出强大的市场韧性，多数产品逆市上扬。其中，AGIX $通用人工智能 ETF-AGIX(AGIX)$ 录","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479846466281984","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479916189008720,"gmtCreate":1758190825272,"gmtModify":1758190827806,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"htmlText":"再次展现pltr的巨大内生潜力，原本是一个部门得部分部门使用pltr的系统，现在不仅是扩展到整个海军，连陆海空三军，甚至是后勤部门都被拿下，这是多少倍的增速？","listText":"再次展现pltr的巨大内生潜力，原本是一个部门得部分部门使用pltr的系统，现在不仅是扩展到整个海军，连陆海空三军，甚至是后勤部门都被拿下，这是多少倍的增速？","text":"再次展现pltr的巨大内生潜力，原本是一个部门得部分部门使用pltr的系统，现在不仅是扩展到整个海军，连陆海空三军，甚至是后勤部门都被拿下，这是多少倍的增速？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479916189008720","repostId":"479846466281984","repostType":1,"repost":{"id":479846466281984,"gmtCreate":1758174186999,"gmtModify":1758174546409,"author":{"id":"4185497848463582","authorId":"4185497848463582","name":"海外独角兽","avatar":"https://static.tigerbbs.com/3494cef3ff6a4218faa48283c45f2984","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185497848463582","authorIdStr":"4185497848463582"},"themes":[],"title":"Palantir或将拿下英国防部10亿美元AI大单，赋能全军作战与管理","htmlText":"根据《泰晤士报》报道，大数据分析公司Palantir Technologies <a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> 即将与英国军方敲定一份价值约10亿美元（合7.5亿英镑）的重磅合同。据悉，该交易很可能在特朗普总统对英国进行国事访问期间最终确定。 此次合作的核心，是英国国防部将全面采用Palantir的人工智能（AI）技术，以革新其作战与管理模式。在战场应用方面，该AI系统将通过处理海量数据，为指挥官提供一个完整的战场态势图，清晰展示敌方的军舰、坦克和战斗机等目标，从而实现更高效的作战规划与打击决策。这份新合同标志着双方现有合作关系的重大升级。此前，Palantir的技术仅在英国皇家海军的海洋防御系统中使用，而新协议将把其应用范围扩大至英国的陆海空三军。 除了前线作战，该AI技术还将深入后勤与管理领域。系统将整合包括医疗记录、薪资和培训文件在内的不同来源数据，以评估军事人员是否适合部署。此外，它还将用于追踪和智能安排英国庞大军事资产的维护计划，提升整体运营效率。 值得注意的是，这份大单可能还附带一项重要承诺：Palantir将在未来五年内向英国投资高达20亿美元（约15亿英镑）。然而，市场对此消息的反应却出人意料，尽管有此重大利好，Palantir的股价在周三的常规交易时段中却下跌超过了3%。 AI指数业绩观察：AI板块逆市走强，AGIX表现坚挺，长期回报率遥遥领先 在最新的交易日中，尽管标普500指数与纳斯达克100指数(QQQ)双双收跌，但人工智能（AI）主题指数及ETF板块展现出强大的市场韧性，多数产品逆市上扬。其中，AGIX <a href=\"https://laohu8.com/S/AGIX\">$通用人工智能 ETF-AGIX(AGIX)$</a> 录","listText":"根据《泰晤士报》报道，大数据分析公司Palantir Technologies <a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> 即将与英国军方敲定一份价值约10亿美元（合7.5亿英镑）的重磅合同。据悉，该交易很可能在特朗普总统对英国进行国事访问期间最终确定。 此次合作的核心，是英国国防部将全面采用Palantir的人工智能（AI）技术，以革新其作战与管理模式。在战场应用方面，该AI系统将通过处理海量数据，为指挥官提供一个完整的战场态势图，清晰展示敌方的军舰、坦克和战斗机等目标，从而实现更高效的作战规划与打击决策。这份新合同标志着双方现有合作关系的重大升级。此前，Palantir的技术仅在英国皇家海军的海洋防御系统中使用，而新协议将把其应用范围扩大至英国的陆海空三军。 除了前线作战，该AI技术还将深入后勤与管理领域。系统将整合包括医疗记录、薪资和培训文件在内的不同来源数据，以评估军事人员是否适合部署。此外，它还将用于追踪和智能安排英国庞大军事资产的维护计划，提升整体运营效率。 值得注意的是，这份大单可能还附带一项重要承诺：Palantir将在未来五年内向英国投资高达20亿美元（约15亿英镑）。然而，市场对此消息的反应却出人意料，尽管有此重大利好，Palantir的股价在周三的常规交易时段中却下跌超过了3%。 AI指数业绩观察：AI板块逆市走强，AGIX表现坚挺，长期回报率遥遥领先 在最新的交易日中，尽管标普500指数与纳斯达克100指数(QQQ)双双收跌，但人工智能（AI）主题指数及ETF板块展现出强大的市场韧性，多数产品逆市上扬。其中，AGIX <a href=\"https://laohu8.com/S/AGIX\">$通用人工智能 ETF-AGIX(AGIX)$</a> 录","text":"根据《泰晤士报》报道，大数据分析公司Palantir Technologies $Palantir Technologies Inc.(PLTR)$ 即将与英国军方敲定一份价值约10亿美元（合7.5亿英镑）的重磅合同。据悉，该交易很可能在特朗普总统对英国进行国事访问期间最终确定。 此次合作的核心，是英国国防部将全面采用Palantir的人工智能（AI）技术，以革新其作战与管理模式。在战场应用方面，该AI系统将通过处理海量数据，为指挥官提供一个完整的战场态势图，清晰展示敌方的军舰、坦克和战斗机等目标，从而实现更高效的作战规划与打击决策。这份新合同标志着双方现有合作关系的重大升级。此前，Palantir的技术仅在英国皇家海军的海洋防御系统中使用，而新协议将把其应用范围扩大至英国的陆海空三军。 除了前线作战，该AI技术还将深入后勤与管理领域。系统将整合包括医疗记录、薪资和培训文件在内的不同来源数据，以评估军事人员是否适合部署。此外，它还将用于追踪和智能安排英国庞大军事资产的维护计划，提升整体运营效率。 值得注意的是，这份大单可能还附带一项重要承诺：Palantir将在未来五年内向英国投资高达20亿美元（约15亿英镑）。然而，市场对此消息的反应却出人意料，尽管有此重大利好，Palantir的股价在周三的常规交易时段中却下跌超过了3%。 AI指数业绩观察：AI板块逆市走强，AGIX表现坚挺，长期回报率遥遥领先 在最新的交易日中，尽管标普500指数与纳斯达克100指数(QQQ)双双收跌，但人工智能（AI）主题指数及ETF板块展现出强大的市场韧性，多数产品逆市上扬。其中，AGIX $通用人工智能 ETF-AGIX(AGIX)$ 录","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479846466281984","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479887550362376,"gmtCreate":1758183970795,"gmtModify":1758183973647,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> 谁的筹码？","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> 谁的筹码？","text":"$Palantir Technologies Inc.(PLTR)$ 谁的筹码？","images":[{"img":"https://static.tigerbbs.com/e3dcba3312177383eebd5fde741dfb6d","width":"878","height":"1703"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479887550362376","isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":479595015286904,"gmtCreate":1758112536348,"gmtModify":1758112538146,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 最近怎么看不到空头了？","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 最近怎么看不到空头了？","text":"$Palantir Technologies Inc.(PLTR)$ 最近怎么看不到空头了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479595015286904","isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":478137090834488,"gmtCreate":1757764229845,"gmtModify":1757768897127,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 美国总统特朗普将于下周（9月17日和18日）对英国进行国事访问。 OpenAI的首席执行官山姆·阿尔特曼以及英伟达的首席执行官黄仁勋等一众美国科技界高管将作为代表团成员随行。 在特朗普此次访问期间，多家来自美国不同行业的企业预计也将宣布在英国进行数十亿美元的投资。","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 美国总统特朗普将于下周（9月17日和18日）对英国进行国事访问。 OpenAI的首席执行官山姆·阿尔特曼以及英伟达的首席执行官黄仁勋等一众美国科技界高管将作为代表团成员随行。 在特朗普此次访问期间，多家来自美国不同行业的企业预计也将宣布在英国进行数十亿美元的投资。","text":"$Palantir Technologies Inc.(PLTR)$ 美国总统特朗普将于下周（9月17日和18日）对英国进行国事访问。 OpenAI的首席执行官山姆·阿尔特曼以及英伟达的首席执行官黄仁勋等一众美国科技界高管将作为代表团成员随行。 在特朗普此次访问期间，多家来自美国不同行业的企业预计也将宣布在英国进行数十亿美元的投资。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/478137090834488","isVote":1,"tweetType":1,"viewCount":847,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":478126814240888,"gmtCreate":1757761813382,"gmtModify":1757761815247,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 珂珂die，USA需要pltr","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 珂珂die，USA需要pltr","text":"$Palantir Technologies Inc.(PLTR)$ 珂珂die，USA需要pltr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/478126814240888","isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477578473915056,"gmtCreate":1757606322031,"gmtModify":1757606324309,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 还有不聪明得放弃手中筹码，未来只会更高。","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 还有不聪明得放弃手中筹码，未来只会更高。","text":"$Palantir Technologies Inc.(PLTR)$ 还有不聪明得放弃手中筹码，未来只会更高。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477578473915056","isVote":1,"tweetType":1,"viewCount":765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476535600664808,"gmtCreate":1757345113576,"gmtModify":1757345114630,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$&nbsp;</a> 这货每次都套散户","listText":"<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$&nbsp;</a> 这货每次都套散户","text":"$博通(AVGO)$ 这货每次都套散户","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476535600664808","isVote":1,"tweetType":1,"viewCount":642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476530054537584,"gmtCreate":1757344429339,"gmtModify":1757344430430,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$&nbsp;</a> 有点寒武纪的味道","listText":"<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$&nbsp;</a> 有点寒武纪的味道","text":"$博通(AVGO)$ 有点寒武纪的味道","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476530054537584","isVote":1,"tweetType":1,"viewCount":595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476429930193496,"gmtCreate":1757319187921,"gmtModify":1757319189679,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"htmlText":"等到内生增长放量一年几倍增长就闭嘴了。","listText":"等到内生增长放量一年几倍增长就闭嘴了。","text":"等到内生增长放量一年几倍增长就闭嘴了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476429930193496","repostId":"2565572147","repostType":2,"repost":{"id":"2565572147","kind":"news","pubTimestamp":1757304394,"share":"https://www.laohu8.com/m/news/2565572147?lang=&edition=full","pubTime":"2025-09-08 12:06","market":"us","language":"zh","title":"Palantir(PLTR.US)暴涨2400%后 分析师警告：未来5年可能“白忙一场”","url":"https://stock-news.laohu8.com/highlight/detail?id=2565572147","media":"智通财经","summary":"The Motley Fool分析师警告称，Palantir股价已被严重高估，投资该股的投资者未来五年可能“白忙一场”。第二季度，Palantir商业营收同比增长47%，达到4.51亿美元。Palantir的股价已经反映出大部分的增长潜力。因此，Drury认为Palantir的股价在未来五年内将保持不变或下跌。Palantir目前的估值基于不切实际的预期。Palantir的股票过于昂贵，限制了其未来的上涨空间。总而言之，Palantir的股价似乎被严重高估了。","content":"<html><body><p>智通财经APP获悉，自2023年以来，<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>(PLTR.US)的股价从6美元狂飙至150美元，涨幅高达2400%，创造了投资神话。</p><p>如今站在150美元的高位，许多投资者都在问：Palantir还<a href=\"https://laohu8.com/S/300785\">值得买</a>吗?The Motley Fool分析师警告称，Palantir股价已被严重高估，投资该股的投资者未来五年可能“白忙一场”。</p><p><strong>业绩加速增长</strong></p><p>Palantir是人工智能(AI)热潮的最大受益者之一，其软件已成为政府和商业领域部署人工智能技术的首选之一。Palantir最初专为政府设计产品，但后来扩展到商业领域，并取得了同样巨大的成功。</p><p>Palantir产品的核心理念是汇集多条数据流，利用人工智能对这些信息进行处理，并将分析结果传达给决策者。这使得决策者能够即时做出明智的决策。Palantir还提供一些产品，能够将人工智能代理部署到整个企业中，从而实现传统上由人类完成的任务的自动化。</p><p>不难看出，这款产品能够在短期内收回成本，因为它提升了业务执行力，同时降低了运营成本。产品组合使得Palantir在过去几年里实现了惊人的增长速度，其中第二季度的增速创下记录。</p><p>第二季度，Palantir商业营收同比增长47%，达到4.51亿美元。美国企业采用人工智能的方式与国际企业部署方式存在差异，导致美国业务的增长率大幅高于其他地区。美国商业营收增长同比猛增93%，这表明如果国际企业以类似的速度部署Palantir的技术，可能会带来巨大的增长潜力。海内外的政府业务营收都表现强劲，增长了49%，达到5.53亿美元。</p><p>Palantir显然在业务上取得了成功，并且还有巨大的增长空间，但这一切对公司的股价会产生怎样的影响呢?</p><p><strong>过高估值透支未来</strong></p><p>任何投资理论都包含两部分：预期增长和当前股价。即便一家公司预计在未来十年每年的营收都能翻一番，但如果买入价格过高，该股票也可能是一笔糟糕的投资。The Motley Fool分析师Keithen Drury认为，Palantir就属于这种情况，因为其股价贵得令人难以置信。</p><p>Palantir的股票市销率高达115倍，预期市盈率高达244倍。</p><p><img src=\"https://img.zhitongcaijing.com/image/20250908/1757302229256048.png?x-oss-process=image/format,jpg/quality,q_90\" title=\"1757302229256048.png\"/></p><p>很少有公司能达到如此高的估值水平。Palantir的股价已经反映出大部分的增长潜力。</p><p>假设未来5年，Palantir的营收以50%的复合年增长率(CAGR)持续增长，利润率达到35%，且股票数量保持不变。这是非常乐观的假设，因为要实现连续五年50%的增长率，对于大多数公司而言都是难以达成的壮举。</p><p>此外，华尔街分析师预计Palantir明年的营收增长率将达到35%，远低于上述所设定的增长率。Palantir也经历了股东权益的大幅稀释，其股票数量在过去一年中增长了4.6%。</p><p>但即便我们不考虑这些预测有多么乐观，Palantir股票仍难以为投资者带来收益。</p><p>如果Palantir能够实现上述所有目标，其营收将达到261亿美元，远高于目前33亿美元的总营收。如果利润率为35%，Palantir的利润将达到91亿美元。以当前市值计算，预期市盈率约为41倍，Palantir的股价目前应该处于这个水平。</p><p>因此，Drury认为Palantir的股价在未来五年内将保持不变或下跌。Palantir目前的估值基于不切实际的预期。Palantir的股票过于昂贵，限制了其未来的上涨空间。总而言之，Palantir的股价似乎被严重高估了。</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\" 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.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\">\nPalantir(PLTR.US)暴涨2400%后 分析师警告：未来5年可能“白忙一场”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-08 12:06 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1342486.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，自2023年以来，Palantir(PLTR.US)的股价从6美元狂飙至150美元，涨幅高达2400%，创造了投资神话。如今站在150美元的高位，许多投资者都在问：Palantir还值得买吗?The Motley Fool分析师警告称，Palantir股价已被严重高估，投资该股的投资者未来五年可能“白忙一场”。业绩加速增长Palantir是人工智能(AI)热潮的最大受益者之一，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1342486.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4023":"应用软件","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4543":"AI","BK4547":"WSB热门概念","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","BK4585":"ETF&股票定投概念","PLTR":"Palantir Technologies Inc.","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","BK4613":"AI应用软件","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","BK4588":"碎股"},"source_url":"http://www.zhitongcaijing.com/content/detail/1342486.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2565572147","content_text":"智通财经APP获悉，自2023年以来，Palantir(PLTR.US)的股价从6美元狂飙至150美元，涨幅高达2400%，创造了投资神话。如今站在150美元的高位，许多投资者都在问：Palantir还值得买吗?The Motley Fool分析师警告称，Palantir股价已被严重高估，投资该股的投资者未来五年可能“白忙一场”。业绩加速增长Palantir是人工智能(AI)热潮的最大受益者之一，其软件已成为政府和商业领域部署人工智能技术的首选之一。Palantir最初专为政府设计产品，但后来扩展到商业领域，并取得了同样巨大的成功。Palantir产品的核心理念是汇集多条数据流，利用人工智能对这些信息进行处理，并将分析结果传达给决策者。这使得决策者能够即时做出明智的决策。Palantir还提供一些产品，能够将人工智能代理部署到整个企业中，从而实现传统上由人类完成的任务的自动化。不难看出，这款产品能够在短期内收回成本，因为它提升了业务执行力，同时降低了运营成本。产品组合使得Palantir在过去几年里实现了惊人的增长速度，其中第二季度的增速创下记录。第二季度，Palantir商业营收同比增长47%，达到4.51亿美元。美国企业采用人工智能的方式与国际企业部署方式存在差异，导致美国业务的增长率大幅高于其他地区。美国商业营收增长同比猛增93%，这表明如果国际企业以类似的速度部署Palantir的技术，可能会带来巨大的增长潜力。海内外的政府业务营收都表现强劲，增长了49%，达到5.53亿美元。Palantir显然在业务上取得了成功，并且还有巨大的增长空间，但这一切对公司的股价会产生怎样的影响呢?过高估值透支未来任何投资理论都包含两部分：预期增长和当前股价。即便一家公司预计在未来十年每年的营收都能翻一番，但如果买入价格过高，该股票也可能是一笔糟糕的投资。The Motley Fool分析师Keithen 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破不破都行，坚定持有老虎送的0.1股特斯拉，看看能翻出什么幺蛾子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/285710324834304","isVote":1,"tweetType":1,"viewCount":7633,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3565779873182513","authorId":"3565779873182513","name":"Widest","avatar":"https://static.tigerbbs.com/e848e194f86a1019b12907f98b072826","crmLevel":5,"crmLevelSwitch":0,"idStr":"3565779873182513","authorIdStr":"3565779873182513"},"content":"亚马逊为什么要破呢？","text":"亚马逊为什么要破呢？","html":"亚马逊为什么要破呢？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":440268950704936,"gmtCreate":1748526446232,"gmtModify":1748526447399,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"htmlText":"作者没看懂pltr，应该对标微软","listText":"作者没看懂pltr，应该对标微软","text":"作者没看懂pltr，应该对标微软","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/440268950704936","repostId":"1168896343","repostType":2,"repost":{"id":"1168896343","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":1748514945,"share":"https://www.laohu8.com/m/news/1168896343?lang=&edition=full","pubTime":"2025-05-29 18:35","market":"us","language":"zh","title":"Palantir年内暴涨63%，领涨纳斯达克100指数，目前是阶段高点吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=1168896343","media":"老虎资讯综合","summary":"这家公司可能成为下一个软件巨头。","content":"<html><head></head><body><p><em>作者：Trevor Jennewine</em></p><p><em>来源：The Motley Fool</em></p><p><strong>摘要</strong></p><ul style=\"\"><li><p>Palantir 股价今年迄今已上涨 63%，领涨纳斯达克 100 指数。</p></li><li><p>Forrester Research 将 Palantir 评为人工智能平台领域的领导者。</p></li><li><p>Palantir 股价今年两次突破销售额 100 倍，很少有软件公司能达到这样的估值。</p></li></ul><p>5月14日，Palantir涨至至每股133.49美元的历史高点。此后，该股小幅回落，但截至5月27日，其年初至今的回报率高达63%，仍领跑纳斯达克100指数。Palantir能否在2025年剩余的几个月里保持这一势头？</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da861aca043563e01bdbf9139515aac2\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>Palantir利用人工智能帮助客户优化决策</strong></p><p>Palantir为商业和政府部门的客户开发数据分析软件。其主要平台（Gotham和Foundry）允许用户整合信息、训练机器学习模型和查询数据。其配套的人工智能平台（AIP）是一个大型语言模型编排工具，可让客户将生成式人工智能融入到运营中。</p><p>Palantir 的关键优势在于其基于“本体”的软件架构。本体是一个构建于数据集和模型之上的框架，它定义了数字信息与工厂、设备和耗材等实体资产之间的关系。本体不仅允许用户查询数据以改进决策，还能创建一个反馈循环，随着时间的推移产生更深入的洞察。</p><p>Palantir 公布了令人印象深刻的第一季度财务业绩。得益于政府部门强劲的销售增长，公司营收增长 39%，达到 8.84 亿美元，这是公司连续第七年实现增长。非公认会计准则美股净利润增长 62%，达到每股 0.13 美元。管理层还上调了全年业绩指引，预计 2025 年营收将增长 36%。</p><p>Palantir 完全有能力保持这一势头。Forrester Research 将该公司评为人工智能和机器学习平台领域的技术领导者，预计该市场将以每年 40% 的速度增长，到 2028 年将达到 1530 亿美元。晨星分析师 Mike Giarelli 今年早些时候写道：“这家公司可能成为下一个软件巨头。”</p><p>然而，投资者不应忽视估值。估值目前对市场可能并不重要，但最终总会起到决定性作用。Palantir 目前的市盈率为调整后收益的 265 倍。对于一家预计 2025 年收益将增长 41% 的公司来说，这个估值看起来非常昂贵。然而，Palantir 已连续六个季度超出市场普遍预期，平均高出 10%。</p><p><strong>Palantir 是历史上最昂贵的软件股票之一</strong></p><p>我刚才提到，对于一家预计今年盈利增长 41% 的公司来说，Palantir 的市盈率 (P/E) 非常高。话虽如此，有人可能会认为，由于华尔街经常低估 Palantir，其盈利增长速度可能远超预期。所以，让我们从另一个角度来思考估值。</p><p>Palantir 的市销率 (P/S) 在 2 月份突破了 100 倍，并在 5 月份再次达到这一水平。我回顾了过去 20 年 50 多只软件股的估值：在此期间，只有另外 6 只股票的市销率超过 100 倍，而且它们最终都下跌了至少 70%，如下所述：</p><ul style=\"\"><li><p>Bill Holdings 在 2021 年 9 月 8 日的市销率为 103 倍。该股最终下跌了 87%。</p></li><li><p>Cloudflare 在 2021 年 11 月 18 日的市销率为 114 倍。该股最终下跌了 83%。</p></li><li><p>SentinelOne 在 2021 年 9 月 16 日的市销率为 106 倍。该股最终下跌了 82%。</p></li><li><p>Snowflake 在 2020 年 12 月 8 日的市销率为 184 倍。该股最终下跌了 72%。</p></li><li><p>2024年12月26日，SoundHound AI的市销率为111倍。该股最终下跌了70%。</p></li><li><p>2020年10月19日，Zoom Communications的市销率为124倍。该股最终下跌了90%。</p></li></ul><p>如上所示，过去二十年中，除Palantir外，只有六只软件股的市盈率达到100倍，达到该估值后，其股价从峰值到谷底的平均跌幅为81%。我们可以将这个数字套用到Palantir身上，对未来可能发生的事情做出合理的预测。</p><p>具体来说，Palantir在2月18日收盘价为每股124.62美元，当天其市盈率达到了107倍的峰值。如果其表现与历史平均水平持平，最终将下跌81%，至每股23.67美元。这意味着其股价从目前的123美元下跌幅度大致相同。</p><p>当然，过往表现并不能保证未来的业绩，Palantir也有可能成为例外。但我认为投资者应该避免以当前价格买入该股。其风险回报状况严重偏向风险。</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>Palantir年内暴涨63%，领涨纳斯达克100指数，目前是阶段高点吗？</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 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ 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#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\">\nPalantir年内暴涨63%，领涨纳斯达克100指数，目前是阶段高点吗？\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\">2025-05-29 18:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><em>作者：Trevor Jennewine</em></p><p><em>来源：The Motley Fool</em></p><p><strong>摘要</strong></p><ul style=\"\"><li><p>Palantir 股价今年迄今已上涨 63%，领涨纳斯达克 100 指数。</p></li><li><p>Forrester Research 将 Palantir 评为人工智能平台领域的领导者。</p></li><li><p>Palantir 股价今年两次突破销售额 100 倍，很少有软件公司能达到这样的估值。</p></li></ul><p>5月14日，Palantir涨至至每股133.49美元的历史高点。此后，该股小幅回落，但截至5月27日，其年初至今的回报率高达63%，仍领跑纳斯达克100指数。Palantir能否在2025年剩余的几个月里保持这一势头？</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da861aca043563e01bdbf9139515aac2\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>Palantir利用人工智能帮助客户优化决策</strong></p><p>Palantir为商业和政府部门的客户开发数据分析软件。其主要平台（Gotham和Foundry）允许用户整合信息、训练机器学习模型和查询数据。其配套的人工智能平台（AIP）是一个大型语言模型编排工具，可让客户将生成式人工智能融入到运营中。</p><p>Palantir 的关键优势在于其基于“本体”的软件架构。本体是一个构建于数据集和模型之上的框架，它定义了数字信息与工厂、设备和耗材等实体资产之间的关系。本体不仅允许用户查询数据以改进决策，还能创建一个反馈循环，随着时间的推移产生更深入的洞察。</p><p>Palantir 公布了令人印象深刻的第一季度财务业绩。得益于政府部门强劲的销售增长，公司营收增长 39%，达到 8.84 亿美元，这是公司连续第七年实现增长。非公认会计准则美股净利润增长 62%，达到每股 0.13 美元。管理层还上调了全年业绩指引，预计 2025 年营收将增长 36%。</p><p>Palantir 完全有能力保持这一势头。Forrester Research 将该公司评为人工智能和机器学习平台领域的技术领导者，预计该市场将以每年 40% 的速度增长，到 2028 年将达到 1530 亿美元。晨星分析师 Mike Giarelli 今年早些时候写道：“这家公司可能成为下一个软件巨头。”</p><p>然而，投资者不应忽视估值。估值目前对市场可能并不重要，但最终总会起到决定性作用。Palantir 目前的市盈率为调整后收益的 265 倍。对于一家预计 2025 年收益将增长 41% 的公司来说，这个估值看起来非常昂贵。然而，Palantir 已连续六个季度超出市场普遍预期，平均高出 10%。</p><p><strong>Palantir 是历史上最昂贵的软件股票之一</strong></p><p>我刚才提到，对于一家预计今年盈利增长 41% 的公司来说，Palantir 的市盈率 (P/E) 非常高。话虽如此，有人可能会认为，由于华尔街经常低估 Palantir，其盈利增长速度可能远超预期。所以，让我们从另一个角度来思考估值。</p><p>Palantir 的市销率 (P/S) 在 2 月份突破了 100 倍，并在 5 月份再次达到这一水平。我回顾了过去 20 年 50 多只软件股的估值：在此期间，只有另外 6 只股票的市销率超过 100 倍，而且它们最终都下跌了至少 70%，如下所述：</p><ul style=\"\"><li><p>Bill Holdings 在 2021 年 9 月 8 日的市销率为 103 倍。该股最终下跌了 87%。</p></li><li><p>Cloudflare 在 2021 年 11 月 18 日的市销率为 114 倍。该股最终下跌了 83%。</p></li><li><p>SentinelOne 在 2021 年 9 月 16 日的市销率为 106 倍。该股最终下跌了 82%。</p></li><li><p>Snowflake 在 2020 年 12 月 8 日的市销率为 184 倍。该股最终下跌了 72%。</p></li><li><p>2024年12月26日，SoundHound AI的市销率为111倍。该股最终下跌了70%。</p></li><li><p>2020年10月19日，Zoom Communications的市销率为124倍。该股最终下跌了90%。</p></li></ul><p>如上所示，过去二十年中，除Palantir外，只有六只软件股的市盈率达到100倍，达到该估值后，其股价从峰值到谷底的平均跌幅为81%。我们可以将这个数字套用到Palantir身上，对未来可能发生的事情做出合理的预测。</p><p>具体来说，Palantir在2月18日收盘价为每股124.62美元，当天其市盈率达到了107倍的峰值。如果其表现与历史平均水平持平，最终将下跌81%，至每股23.67美元。这意味着其股价从目前的123美元下跌幅度大致相同。</p><p>当然，过往表现并不能保证未来的业绩，Palantir也有可能成为例外。但我认为投资者应该避免以当前价格买入该股。其风险回报状况严重偏向风险。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d544e6f7498c68812d1a765bff723fc2","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168896343","content_text":"作者：Trevor Jennewine来源：The Motley Fool摘要Palantir 股价今年迄今已上涨 63%，领涨纳斯达克 100 指数。Forrester Research 将 Palantir 评为人工智能平台领域的领导者。Palantir 股价今年两次突破销售额 100 倍，很少有软件公司能达到这样的估值。5月14日，Palantir涨至至每股133.49美元的历史高点。此后，该股小幅回落，但截至5月27日，其年初至今的回报率高达63%，仍领跑纳斯达克100指数。Palantir能否在2025年剩余的几个月里保持这一势头？Palantir利用人工智能帮助客户优化决策Palantir为商业和政府部门的客户开发数据分析软件。其主要平台（Gotham和Foundry）允许用户整合信息、训练机器学习模型和查询数据。其配套的人工智能平台（AIP）是一个大型语言模型编排工具，可让客户将生成式人工智能融入到运营中。Palantir 的关键优势在于其基于“本体”的软件架构。本体是一个构建于数据集和模型之上的框架，它定义了数字信息与工厂、设备和耗材等实体资产之间的关系。本体不仅允许用户查询数据以改进决策，还能创建一个反馈循环，随着时间的推移产生更深入的洞察。Palantir 公布了令人印象深刻的第一季度财务业绩。得益于政府部门强劲的销售增长，公司营收增长 39%，达到 8.84 亿美元，这是公司连续第七年实现增长。非公认会计准则美股净利润增长 62%，达到每股 0.13 美元。管理层还上调了全年业绩指引，预计 2025 年营收将增长 36%。Palantir 完全有能力保持这一势头。Forrester Research 将该公司评为人工智能和机器学习平台领域的技术领导者，预计该市场将以每年 40% 的速度增长，到 2028 年将达到 1530 亿美元。晨星分析师 Mike Giarelli 今年早些时候写道：“这家公司可能成为下一个软件巨头。”然而，投资者不应忽视估值。估值目前对市场可能并不重要，但最终总会起到决定性作用。Palantir 目前的市盈率为调整后收益的 265 倍。对于一家预计 2025 年收益将增长 41% 的公司来说，这个估值看起来非常昂贵。然而，Palantir 已连续六个季度超出市场普遍预期，平均高出 10%。Palantir 是历史上最昂贵的软件股票之一我刚才提到，对于一家预计今年盈利增长 41% 的公司来说，Palantir 的市盈率 (P/E) 非常高。话虽如此，有人可能会认为，由于华尔街经常低估 Palantir，其盈利增长速度可能远超预期。所以，让我们从另一个角度来思考估值。Palantir 的市销率 (P/S) 在 2 月份突破了 100 倍，并在 5 月份再次达到这一水平。我回顾了过去 20 年 50 多只软件股的估值：在此期间，只有另外 6 只股票的市销率超过 100 倍，而且它们最终都下跌了至少 70%，如下所述：Bill Holdings 在 2021 年 9 月 8 日的市销率为 103 倍。该股最终下跌了 87%。Cloudflare 在 2021 年 11 月 18 日的市销率为 114 倍。该股最终下跌了 83%。SentinelOne 在 2021 年 9 月 16 日的市销率为 106 倍。该股最终下跌了 82%。Snowflake 在 2020 年 12 月 8 日的市销率为 184 倍。该股最终下跌了 72%。2024年12月26日，SoundHound AI的市销率为111倍。该股最终下跌了70%。2020年10月19日，Zoom Communications的市销率为124倍。该股最终下跌了90%。如上所示，过去二十年中，除Palantir外，只有六只软件股的市盈率达到100倍，达到该估值后，其股价从峰值到谷底的平均跌幅为81%。我们可以将这个数字套用到Palantir身上，对未来可能发生的事情做出合理的预测。具体来说，Palantir在2月18日收盘价为每股124.62美元，当天其市盈率达到了107倍的峰值。如果其表现与历史平均水平持平，最终将下跌81%，至每股23.67美元。这意味着其股价从目前的123美元下跌幅度大致相同。当然，过往表现并不能保证未来的业绩，Palantir也有可能成为例外。但我认为投资者应该避免以当前价格买入该股。其风险回报状况严重偏向风险。","news_type":1,"symbols_score_info":{"PLTR":1.1}},"isVote":1,"tweetType":1,"viewCount":1171,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579592247575705","authorId":"3579592247575705","name":"DrSean","avatar":"https://static.tigerbbs.com/1463b1fdc8546a7d7fce66ec56cb9ca7","crmLevel":6,"crmLevelSwitch":0,"idStr":"3579592247575705","authorIdStr":"3579592247575705"},"content":"对标微软，你是在搞笑吗？他靠的是什么在对标？微软、google哪些在AI方面没有基础架构没有研究？一直在吹自己AI方向多强，你听过PLTR有出过什么前沿算法的研究吗？Goolge18年就架构了 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10:56","market":"sh","language":"zh","title":"四巨头订单就够季度目标！华尔街发现英伟达“需求远超预期”","url":"https://stock-news.laohu8.com/highlight/detail?id=1134471751","media":"华尔街见闻","summary":"芯片需求“爆表”，主宰者“英伟达”业绩或远超普遍预期。同时，他们预计其他大型科技公司和人工智能初创企业对英伟达的需求也更乐观。伯恩斯坦分析师表示，目前限制英伟达营收的因素是半导体代工厂先进的芯片封装能力。他们将英伟达股票评级调至“跑赢大盘”，目股价为475美元。目前，英伟达股价为467美元左右。这一分析结果显示了对英伟达未来发展的乐观态度。","content":"<html><head></head><body><blockquote>伯恩斯坦分析师，芯片需求爆表，2024年<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>数据中心和AI芯片收入或达750亿至900亿美元，远超华尔街分析师的一致预期420亿美元。</blockquote><p style=\"text-align: justify;\">芯片需求“爆表”，主宰者“英伟达”业绩或远超普遍预期。</p><p style=\"text-align: justify;\">周一，伯恩斯坦分析师通过云计算厂商最新透露的在人工智能支出计划，测算得出英伟达的实际业绩情况可能更为乐观。</p><p style=\"text-align: justify;\"><strong>该分析师团队汇总了他们对<a href=\"https://laohu8.com/S/MSFT\">微软</a> 、Meta、字节和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a> AI 芯片支出增长的估计，发现仅这四家公司就足以让英伟达实现本季度的指导目标。</strong>同时，他们预计其他大型科技公司和人工智能初创企业对英伟达的需求也更乐观。</p><p style=\"text-align: justify;\">伯恩斯坦分析师表示，目前限制英伟达营收的因素是半导体代工厂先进的芯片封装能力。随着明年封装能力的提升，<strong>英伟达将有可能在2024年创造750亿至900亿美元的数据中心和AI芯片收入，而华尔街分析师的一致预期仅为420亿美元。</strong></p><p style=\"text-align: justify;\">不过，随着人工智能基础设施建设过多，可能带来的短期和中期风险，比如对英伟达芯片需求先旺后衰，伯恩斯坦技术分析师团队淡化了这一风险。</p><p style=\"text-align: justify;\"><strong>他们将英伟达股票评级调至“跑赢大盘”，目股价为475美元。</strong>目前，英伟达股价为467美元左右。</p><p style=\"text-align: justify;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/906f6ead5c983b5a91f6e22ac4897ac5\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">伯恩斯坦团队表示，在未来相当长的一段时间内，至少在未来12-18个月内，预计英伟达的业绩将保持增长，并可能将持续走高。这一分析结果显示了对英伟达未来发展的乐观态度。</p><p style=\"text-align: justify;\">此前，瑞穗分析师Vijay Rakesh也指出，AI给英伟达带来的股价上行空间超乎想象，并将英伟达目标价从400美元上调至530美元。</p></body></html>","source":"wallstreetcn_api","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\" 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href=https://wallstreetcn.com/articles/3694528><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>伯恩斯坦分析师，芯片需求爆表，2024年英伟达数据中心和AI芯片收入或达750亿至900亿美元，远超华尔街分析师的一致预期420亿美元。芯片需求“爆表”，主宰者“英伟达”业绩或远超普遍预期。周一，伯恩斯坦分析师通过云计算厂商最新透露的在人工智能支出计划，测算得出英伟达的实际业绩情况可能更为乐观。该分析师团队汇总了他们对微软 、Meta、字节和谷歌 AI 芯片支出增长的估计，发现仅这四家公司就足以让...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3694528\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"BK4554":"元宇宙及AR概念","NVDA":"英伟达","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4532":"文艺复兴科技持仓","BK4567":"ESG概念","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4534":"瑞士信贷持仓","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4550":"红杉资本持仓","LU0689472784.USD":"安联收益及增长基金Cl AM 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芯片支出增长的估计，发现仅这四家公司就足以让英伟达实现本季度的指导目标。同时，他们预计其他大型科技公司和人工智能初创企业对英伟达的需求也更乐观。伯恩斯坦分析师表示，目前限制英伟达营收的因素是半导体代工厂先进的芯片封装能力。随着明年封装能力的提升，英伟达将有可能在2024年创造750亿至900亿美元的数据中心和AI芯片收入，而华尔街分析师的一致预期仅为420亿美元。不过，随着人工智能基础设施建设过多，可能带来的短期和中期风险，比如对英伟达芯片需求先旺后衰，伯恩斯坦技术分析师团队淡化了这一风险。他们将英伟达股票评级调至“跑赢大盘”，目股价为475美元。目前，英伟达股价为467美元左右。伯恩斯坦团队表示，在未来相当长的一段时间内，至少在未来12-18个月内，预计英伟达的业绩将保持增长，并可能将持续走高。这一分析结果显示了对英伟达未来发展的乐观态度。此前，瑞穗分析师Vijay 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