Wedbush分析师：“大空头”做空Palantir的行为完全错误，误判其长期发展轨迹_老虎社区_美港股上老虎

Wedbush分析师：“大空头”做空Palantir的行为完全错误，误判其长期发展轨迹

格隆汇11-05 20:49

格隆汇11月5日｜Wedbush分析师Dan Ives公开抨击“大空头”Michael Burry做空数据分析公司Palantir的行为，称此举“完全错误”，认为Burry根本误判了Palantir的长期发展轨迹。此前，Ives曾盛赞Palantir最新一季的财报表现“可能是软件业有史以来最好的季度之一”，更在社交媒体平台上称Palantir为“AI界的梅西”。尽管业绩亮眼，Palantir 周二股价大跌8%。Ives将此归咎于投资人的“金鱼记忆”及对本益比的过度痴迷。Ives称，过去20年，人们因关注一年期估值错过每一档转型成长股。他还反驳悲观叙事，强调Palantir美国商业业务的爆炸式成长，预估三年内规模将比现在更大，并将该公司当前阶段跟Salesforce、亚马逊AWS及微软服务的早期阶段。

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

暂无评论

热议股票

7x24

全部

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2581572796?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-11-05 20:49","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2581572796","market":"us","top_or_hot":-1,"title":"Wedbush分析师：“大空头”做空Palantir的行为完全错误，误判其长期发展轨迹","media":"格隆汇","content":"<html><body><article><p>格隆汇11月5日｜Wedbush分析师Dan Ives公开抨击“大空头”Michael Burry做空数据分析公司<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>的行为，称此举“完全错误”，认为Burry根本误判了Palantir的长期发展轨迹。此前，Ives曾盛赞Palantir最新一季的财报表现“可能是软件业有史以来最好的季度之一”，更在社交媒体平台上称Palantir为“AI界的梅西”。 尽管业绩亮眼，Palantir 周二股价大跌8%。Ives将此归咎于投资人的“金鱼记忆”及对本益比的过度痴迷。Ives称，过去20年，人们因关注一年期估值错过每一档转型成长股。他还反驳悲观叙事，强调Palantir美国商业业务的爆炸式成长，预估三年内规模将比现在更大，并将该公司当前阶段跟<a href=\"https://laohu8.com/S/CRM\">Salesforce</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>AWS及<a href=\"https://laohu8.com/S/MSFT\">微软</a>服务的早期阶段。</p></article></body></html>","source":"tencent","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>Wedbush分析师：“大空头”做空Palantir的行为完全错误，误判其长期发展轨迹</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\">\nWedbush分析师：“大空头”做空Palantir的行为完全错误，误判其长期发展轨迹\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-05 20:49 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025110520501094f0f437&s=b><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>格隆汇11月5日｜Wedbush分析师Dan Ives公开抨击“大空头”Michael Burry做空数据分析公司Palantir的行为，称此举“完全错误”，认为Burry根本误判了Palantir的长期发展轨迹。此前，Ives曾盛赞Palantir最新一季的财报表现“可能是软件业有史以来最好的季度之一”，更在社交媒体平台上称Palantir为“AI界的梅西”。 尽管业绩亮眼，Palantir ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025110520501094f0f437&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"PLTR","symbol_name":"Palantir Technologies Inc.","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025110520501094f0f437&s=b","article_id":"2581572796","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2581572796","pubTimestamp":1762346998,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"格隆汇11月5日｜Wedbush分析师Dan Ives公开抨击“大空头”Michael Burry做空数据分析公司Palantir的行为，称此举“完全错误”，认为Burry根本误判了Palantir的长期发展轨迹。此前，Ives曾盛赞Palantir最新一季的财报表现“可能是软件业有史以来最好的季度之一”，更在社交媒体平台上称Palantir为“AI界的梅西”。尽管业绩亮眼，Palantir 周二股价大跌8%。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"PLTR":"Palantir Technologies Inc.","BK4588":"碎股","BK4547":"WSB热门概念","BK4023":"应用软件","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","BK4585":"ETF&股票定投概念","BK4613":"AI应用软件","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","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","LU1861558580.USD":"日兴方舟颠覆性创新基金B"},"translate_title":"Wedbush Analyst: 'Big Short' Went Completely Wrong Betting Palantir, Misjudging Its Long-Term Trajectory","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PLTR":1.5},"content_text":"格隆汇11月5日｜Wedbush分析师Dan Ives公开抨击“大空头”Michael Burry做空数据分析公司Palantir的行为，称此举“完全错误”，认为Burry根本误判了Palantir的长期发展轨迹。此前，Ives曾盛赞Palantir最新一季的财报表现“可能是软件业有史以来最好的季度之一”，更在社交媒体平台上称Palantir为“AI界的梅西”。 尽管业绩亮眼，Palantir 周二股价大跌8%。Ives将此归咎于投资人的“金鱼记忆”及对本益比的过度痴迷。Ives称，过去20年，人们因关注一年期估值错过每一档转型成长股。他还反驳悲观叙事，强调Palantir美国商业业务的爆炸式成长，预估三年内规模将比现在更大，并将该公司当前阶段跟Salesforce、亚马逊AWS及微软服务的早期阶段。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}