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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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338粉丝

4主题

0勋章

06-18 21:43

$Palantir Technologies Inc.(PLTR)$

06-16

又下一城$Palantir Technologies Inc.(PLTR)$

South Korea's KT, Denver-based Palantir Boost Alliance to Drive Domestic AI Innovation

06-16

又下一城

South Korea's KT, Denver-based Palantir Boost Alliance to Drive Domestic AI Innovation

06-13

$Palantir Technologies Inc.(PLTR)$ 盘前又加了。

06-13

签了个大合同

06-13

$Palantir Technologies Inc.(PLTR)$ 短线影响因素，人弃我取

06-09

$Palantir Technologies Inc.(PLTR)$ 搞得好像美国离得开pltr一样[无语] 人弃我取，加。

06-06

$Palantir Technologies Inc.(PLTR)$ 老马老川又和解了

06-06

$Palantir Technologies Inc.(PLTR)$ 市场在担心特斯拉影响pltr的金顶订单

06-06

$Palantir Technologies Inc.(PLTR)$ 认为马斯克会影响pltr的合同的真够二的

05-31

最难包？没有最难包的股，美股多空都能赚，关键还是战不胜的自己内心和执行策略的选择

05-31

最难包？没有最难包的股，美股多空都能赚和策略，关键还是战不胜的自己内心

05-30

$Palantir Technologies Inc.(PLTR)$ 看来有人有内幕消息了

05-29

作者没看懂pltr，应该对标微软

Palantir年内暴涨63%，领涨纳斯达克100指数，目前是阶段高点吗？

05-25

$Palantir Technologies Inc.(PLTR)$ 特朗普说："1万亿美元的军费预算。1万亿美元啊！有人问能不能削减？我明确表态——连10美分都不会少。要削减我们可以从其他无数地方下手......"

05-20

$Palantir Technologies Inc.(PLTR)$ 金顶计划快要落地了

05-15

啥眼神 [捂脸]

05-15

找到也是垃圾

05-13

有啥握不住的

@笑猫日记:$Palantir Technologies Inc.(PLTR)$ 因为这股是避险股。现在像直接有关税影响的股都大涨。这种避险股自然就面临资金抽离的风险。现在在历史高点谁还握得住。

05-13

垂直ai至少有一家万亿公司

去老虎APP查看更多动态

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Joint sales efforts will focus on finance, with broader marketing initiatives planned across sectors, KT said in a release last week.</p><p>KT will also implement Palantir-led training and certification programs to improve in-house AI transformation capabilities, the release said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","BK4613":"AI应用软件","BK4585":"ETF&股票定投概念","BK4023":"应用软件","BK4115":"综合电信业务","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","PLTR":"Palantir Technologies Inc.","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","KT":"韩国电信","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","LU1861558580.USD":"日兴方舟颠覆性创新基金B","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4543":"AI","BK4547":"WSB热门概念"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2543875644","content_text":"South Korean telecommunications giant KT (KRX:030200) announced further collaboration with Denver, Colorado-based AI platform firm Palantir to boost AI transformation in South Korea.The companies will collaborate on AI-powered data integration solutions, initially testing Palantir's software within KT's internal systems. 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Joint sales efforts will focus on finance, with broader marketing initiatives planned across sectors, KT said in a release last week.</p><p>KT will also implement Palantir-led training and certification programs to improve in-house AI transformation capabilities, the release said.</p></body></html>","source":"mtnewswires_news","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>South Korea's KT, Denver-based Palantir Boost Alliance to Drive Domestic AI Innovation</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{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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\">\nSouth Korea's KT, Denver-based Palantir Boost Alliance to Drive Domestic AI Innovation\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2025-06-16 12:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> South Korean telecommunications giant KT (KRX:030200) announced further collaboration with Denver, Colorado-based AI platform firm <a href=\"https://laohu8.com/S/PLTR\">Palantir</a> to boost AI transformation in South Korea.</p><p>The companies will collaborate on AI-powered data integration solutions, initially testing Palantir's software within KT's internal systems. Joint sales efforts will focus on finance, with broader marketing initiatives planned across sectors, KT said in a release last week.</p><p>KT will also implement Palantir-led training and certification programs to improve in-house AI transformation capabilities, the release said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","BK4613":"AI应用软件","BK4585":"ETF&股票定投概念","BK4023":"应用软件","BK4115":"综合电信业务","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","PLTR":"Palantir Technologies Inc.","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","KT":"韩国电信","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","LU1861558580.USD":"日兴方舟颠覆性创新基金B","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4543":"AI","BK4547":"WSB热门概念"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2543875644","content_text":"South Korean telecommunications giant KT (KRX:030200) announced further collaboration with Denver, Colorado-based AI platform firm Palantir to boost AI transformation in South Korea.The companies will collaborate on AI-powered data integration solutions, initially testing Palantir's software within KT's internal systems. 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Inc.(PLTR)$ </a> 盘前又加了。","text":"$Palantir Technologies Inc.(PLTR)$ 盘前又加了。","images":[{"img":"https://static.tigerbbs.com/f92e41d93bff492bf08d97ca211208d9","width":"878","height":"1703"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/445712258183464","isVote":1,"tweetType":1,"viewCount":1021,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":445634224619616,"gmtCreate":1749803402401,"gmtModify":1749803403586,"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":"签了个大合同","listText":"签了个大合同","text":"签了个大合同","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/445634224619616","isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":445633681494192,"gmtCreate":1749803344201,"gmtModify":1749803345295,"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 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href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 看来有人有内幕消息了","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 看来有人有内幕消息了","text":"$Palantir Technologies Inc.(PLTR)$ 看来有人有内幕消息了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/440845309477048","isVote":1,"tweetType":1,"viewCount":658,"authorTweetTopStatus":1,"verified":2,"comments":[],"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":{},"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 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href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$&nbsp;</a> 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","listText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$&nbsp;</a> 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","text":"$亚马逊(AMZN)$ 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":7417,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3565779873182513","authorId":"3565779873182513","name":"B and we","avatar":"https://static.tigerbbs.com/be96ee8598d805c78ad7ea6207e62121","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":{},"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":495,"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":"hk","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\" 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>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”</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; 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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”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-01 10:56 北京时间&nbsp;&nbsp;&nbsp;<a 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":{"LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4548":"巴美列捷福持仓","NVDA":"英伟达","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4534":"瑞士信贷持仓","BK4567":"ESG概念","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4550":"红杉资本持仓","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4551":"寇图资本持仓","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC"},"source_url":"https://wallstreetcn.com/articles/3694528","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134471751","content_text":"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 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。","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":1802,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3470548862272800","authorId":"3470548862272800","name":"峰子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3470548862272800","authorIdStr":"3470548862272800"},"content":"扯淡，用LLM的人都没几个了，还用的人越多对算力越高，在国内就没几个人能够正确打开，都用来聊天去了。生成式AI根本不需要大语言模型，台式机显卡就能解决问题了。","text":"扯淡，用LLM的人都没几个了，还用的人越多对算力越高，在国内就没几个人能够正确打开，都用来聊天去了。生成式AI根本不需要大语言模型，台式机显卡就能解决问题了。","html":"扯淡，用LLM的人都没几个了，还用的人越多对算力越高，在国内就没几个人能够正确打开，都用来聊天去了。生成式AI根本不需要大语言模型，台式机显卡就能解决问题了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318335890137312,"gmtCreate":1718757344942,"gmtModify":1718862602066,"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 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