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- coco1948coco1948
  ·2025-05-06
  其实等于领导打绩效，这次你拿A，下次他拿A，轮着拿A，但是每次总得有人拿C来填坑[LOL] 只要不是太差，并不会因为拿C被赶走
  尽管业绩“火爆”，Palantir股价为何仍暴跌？
  尽管 $Palantir Technologies Inc.$ 公布了稳健的第一季度业绩和超预期的指引，其股价在周一盘后交易中仍暴跌逾9%。最新财报显示，Palantir三月季度调整后每股收益为13美分，符合华尔街预期。在财报发布前，Palantir年内涨幅已达64.6%，股价接近52周高点。股价飙升使Palantir估值高企，当前市盈率约为未来12个月预期盈利的189倍。但米内尔维尼指出，若Palantir能持续交出超预期业绩，其市盈率将快速收缩。
  尽管业绩“火爆”，Palantir股价为何仍暴跌？
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- coco1948coco1948
  ·2024-11-18
  $Palantir Technologies Inc.(PLTR)$ I'm here to share my strong optimism about Palantir Technologies (PLTR.US). With the stock hitting new highs after a fantastic performance this Friday, there's no doubt in my mind that we're on track to see Palantir's stock price soar to $100 in the near future. Here's why: 1. Strategic Move to Nasdaq: - Palantir's decision to transfer its listing from the NYSE to Nasdaq is more than just a change of venue. This move aligns with tech giants, potentially attracting a different investor demographic that's more inclined towards growth stocks and technology. This could enhance liquidity and visibility, further fueling the stock's upward momentum. 2. Performance Metrics: - Revenue Gr
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- coco1948coco1948
  ·2021-04-13
  明天
  @温斌ALEX：
  $Palantir Technologies Inc.(PLTR)$双击日是今天？
  $Palantir Technologies Inc.(PLTR)$双击日是今天？
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公布了稳健的第一季度业绩和超预期的指引，其股价在周一盘后交易中仍暴跌逾9%。最新财报显示，Palantir三月季度调整后每股收益为13美分，符合华尔街预期。在财报发布前，Palantir年内涨幅已达64.6%，股价接近52周高点。股价飙升使Palantir估值高企，当前市盈率约为未来12个月预期盈利的189倍。但米内尔维尼指出，若Palantir能持续交出超预期业绩，其市盈率将快速收缩。","content":"<html><head></head><body><p style=\"text-align: start;\">尽管 <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> 公布了稳健的第一季度业绩和超预期的指引，其股价在周一盘后交易中仍暴跌逾9%。</p><p style=\"text-align: start;\">在公司财报电话会议上，首席执行官亚历克斯·卡普表示&#34;Palantir正处于火热状态&#34;。管理层不仅公布了最新财务数据，还宣布全面上调全年业绩指引。这家数据分析公司对2025年收入、调整后营业利润和调整后自由现金流的新目标分别提高了4%、10%和13%。</p><p style=\"text-align: start;\">但资深股票交易员马克·米内尔维尼指出，股市本质是预期折现机制，意味着所有这些利好早已反映在Palantir当前股价中。展望未来，FactSet追踪的分析师预测，公司调整后每股收益增长率将从最近季度的62.5%放缓至6月季度的46.1%，并在9月季度进一步降至38%。</p><p style=\"text-align: start;\">最新财报显示，Palantir三月季度调整后每股收益为13美分，符合华尔街预期。当季营收同比增长39%至8.84亿美元，超出市场预期的8.62亿美元。</p><p style=\"text-align: start;\">在财报发布前，Palantir年内涨幅已达64.6%，股价接近52周高点。从技术面看，该股处于200日移动均线上行通道，且接近超买区域。在此背景下，投资者选择获利了结导致股价回调实属合理。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a9ca2fcc5240eccbc782e71e927c1c00\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">股价飙升使Palantir估值高企，当前市盈率约为未来12个月预期盈利的189倍。根据FactSet数据，这几乎是其自2020年上市以来约98倍平均市盈率的两倍。</p><p style=\"text-align: start;\">若考虑预期盈利增长率调整后的市盈率（即PEG比率），Palantir 2025年的PEG比率高达5.5。通常该指标超过1即被视为高估。</p><p style=\"text-align: start;\">该股波动性亦十分剧烈，过去90天的贝塔系数达2.15（贝塔值高于1表明波动性大于大盘）。DA Davidson科技研究主管吉尔·卢里亚认为，推动股价上涨的主要是&#34;高度忠诚&#34;的散户投资者，他们更关注公司使命而非估值。但米内尔维尼指出，若Palantir能持续交出超预期业绩，其市盈率将快速收缩。</p><p style=\"text-align: start;\">当前政府合约收入约占Palantir总销售额的55%，这种高度集中性带来风险，特别是在美国政府可能缩减开支的背景下。晨星分析师马克·吉亚雷利指出，虽然美国商业业务的稳定增长是积极信号（有助于降低对政府合同的依赖），但欧洲等市场的拓展尚未取得突破。</p><p style=\"text-align: start;\">在电话会议中，有分析师问及美国政府效率部门（DOGE）可能的预算削减对Palantir的影响，但高管未给出直接回应。首席技术官希亚姆·桑卡尔对DOGE改革表示赞赏，卡普则补充道：&#34;当系统经受压力测试时，我们往往表现优异。我们欢迎这种压力。&#34;</p><p style=\"text-align: start;\">William Blair的政府合同追踪数据显示，Palantir在争取多项国防合同方面处于有利位置，且与本届美国政府提升效率的倡议高度契合。不过分析师仍预计，随着下半年营收增速可能放缓，该股走势将继续震荡。</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>尽管业绩“火爆”，Palantir股价为何仍暴跌？</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{ 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}\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尽管业绩“火爆”，Palantir股价为何仍暴跌？\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\">2025-05-06 09:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">尽管 <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> 公布了稳健的第一季度业绩和超预期的指引，其股价在周一盘后交易中仍暴跌逾9%。</p><p style=\"text-align: start;\">在公司财报电话会议上，首席执行官亚历克斯·卡普表示&#34;Palantir正处于火热状态&#34;。管理层不仅公布了最新财务数据，还宣布全面上调全年业绩指引。这家数据分析公司对2025年收入、调整后营业利润和调整后自由现金流的新目标分别提高了4%、10%和13%。</p><p style=\"text-align: start;\">但资深股票交易员马克·米内尔维尼指出，股市本质是预期折现机制，意味着所有这些利好早已反映在Palantir当前股价中。展望未来，FactSet追踪的分析师预测，公司调整后每股收益增长率将从最近季度的62.5%放缓至6月季度的46.1%，并在9月季度进一步降至38%。</p><p style=\"text-align: start;\">最新财报显示，Palantir三月季度调整后每股收益为13美分，符合华尔街预期。当季营收同比增长39%至8.84亿美元，超出市场预期的8.62亿美元。</p><p style=\"text-align: start;\">在财报发布前，Palantir年内涨幅已达64.6%，股价接近52周高点。从技术面看，该股处于200日移动均线上行通道，且接近超买区域。在此背景下，投资者选择获利了结导致股价回调实属合理。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a9ca2fcc5240eccbc782e71e927c1c00\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">股价飙升使Palantir估值高企，当前市盈率约为未来12个月预期盈利的189倍。根据FactSet数据，这几乎是其自2020年上市以来约98倍平均市盈率的两倍。</p><p style=\"text-align: start;\">若考虑预期盈利增长率调整后的市盈率（即PEG比率），Palantir 2025年的PEG比率高达5.5。通常该指标超过1即被视为高估。</p><p style=\"text-align: start;\">该股波动性亦十分剧烈，过去90天的贝塔系数达2.15（贝塔值高于1表明波动性大于大盘）。DA Davidson科技研究主管吉尔·卢里亚认为，推动股价上涨的主要是&#34;高度忠诚&#34;的散户投资者，他们更关注公司使命而非估值。但米内尔维尼指出，若Palantir能持续交出超预期业绩，其市盈率将快速收缩。</p><p style=\"text-align: start;\">当前政府合约收入约占Palantir总销售额的55%，这种高度集中性带来风险，特别是在美国政府可能缩减开支的背景下。晨星分析师马克·吉亚雷利指出，虽然美国商业业务的稳定增长是积极信号（有助于降低对政府合同的依赖），但欧洲等市场的拓展尚未取得突破。</p><p style=\"text-align: start;\">在电话会议中，有分析师问及美国政府效率部门（DOGE）可能的预算削减对Palantir的影响，但高管未给出直接回应。首席技术官希亚姆·桑卡尔对DOGE改革表示赞赏，卡普则补充道：&#34;当系统经受压力测试时，我们往往表现优异。我们欢迎这种压力。&#34;</p><p style=\"text-align: start;\">William Blair的政府合同追踪数据显示，Palantir在争取多项国防合同方面处于有利位置，且与本届美国政府提升效率的倡议高度契合。不过分析师仍预计，随着下半年营收增速可能放缓，该股走势将继续震荡。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/efe7bf5baadd98fc2f30f55b6a7fd693","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150962454","content_text":"尽管 Palantir Technologies Inc. 公布了稳健的第一季度业绩和超预期的指引，其股价在周一盘后交易中仍暴跌逾9%。在公司财报电话会议上，首席执行官亚历克斯·卡普表示\"Palantir正处于火热状态\"。管理层不仅公布了最新财务数据，还宣布全面上调全年业绩指引。这家数据分析公司对2025年收入、调整后营业利润和调整后自由现金流的新目标分别提高了4%、10%和13%。但资深股票交易员马克·米内尔维尼指出，股市本质是预期折现机制，意味着所有这些利好早已反映在Palantir当前股价中。展望未来，FactSet追踪的分析师预测，公司调整后每股收益增长率将从最近季度的62.5%放缓至6月季度的46.1%，并在9月季度进一步降至38%。最新财报显示，Palantir三月季度调整后每股收益为13美分，符合华尔街预期。当季营收同比增长39%至8.84亿美元，超出市场预期的8.62亿美元。在财报发布前，Palantir年内涨幅已达64.6%，股价接近52周高点。从技术面看，该股处于200日移动均线上行通道，且接近超买区域。在此背景下，投资者选择获利了结导致股价回调实属合理。股价飙升使Palantir估值高企，当前市盈率约为未来12个月预期盈利的189倍。根据FactSet数据，这几乎是其自2020年上市以来约98倍平均市盈率的两倍。若考虑预期盈利增长率调整后的市盈率（即PEG比率），Palantir 2025年的PEG比率高达5.5。通常该指标超过1即被视为高估。该股波动性亦十分剧烈，过去90天的贝塔系数达2.15（贝塔值高于1表明波动性大于大盘）。DA Davidson科技研究主管吉尔·卢里亚认为，推动股价上涨的主要是\"高度忠诚\"的散户投资者，他们更关注公司使命而非估值。但米内尔维尼指出，若Palantir能持续交出超预期业绩，其市盈率将快速收缩。当前政府合约收入约占Palantir总销售额的55%，这种高度集中性带来风险，特别是在美国政府可能缩减开支的背景下。晨星分析师马克·吉亚雷利指出，虽然美国商业业务的稳定增长是积极信号（有助于降低对政府合同的依赖），但欧洲等市场的拓展尚未取得突破。在电话会议中，有分析师问及美国政府效率部门（DOGE）可能的预算削减对Palantir的影响，但高管未给出直接回应。首席技术官希亚姆·桑卡尔对DOGE改革表示赞赏，卡普则补充道：\"当系统经受压力测试时，我们往往表现优异。我们欢迎这种压力。\"William Blair的政府合同追踪数据显示，Palantir在争取多项国防合同方面处于有利位置，且与本届美国政府提升效率的倡议高度契合。不过分析师仍预计，随着下半年营收增速可能放缓，该股走势将继续震荡。","news_type":1,"symbols_score_info":{"PLTR":1.1}},"isVote":1,"tweetType":1,"viewCount":915,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372246795104576,"gmtCreate":1731920222117,"gmtModify":1731923459974,"author":{"id":"3499300928084591","authorId":"3499300928084591","name":"coco1948","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3499300928084591","idStr":"3499300928084591"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; I'm here to share my strong optimism about Palantir Technologies (PLTR.US). With the stock hitting new highs after a fantastic performance this Friday, there's no doubt in my mind that we're on track to see Palantir's stock price soar to $100 in the near future. Here's why: 1. Strategic Move to Nasdaq: - Palantir's decision to transfer its listing from the NYSE to Nasdaq is more than just a change of venue. This move aligns with tech giants, potentially attracting a different investor demographic that's more inclined towards growth stocks and technology. This could enhance liquidity and visibility, further fueling the stock's upward momentum. 2. Performance Metrics: - Revenue Gr","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; I'm here to share my strong optimism about Palantir Technologies (PLTR.US). With the stock hitting new highs after a fantastic performance this Friday, there's no doubt in my mind that we're on track to see Palantir's stock price soar to $100 in the near future. Here's why: 1. Strategic Move to Nasdaq: - Palantir's decision to transfer its listing from the NYSE to Nasdaq is more than just a change of venue. This move aligns with tech giants, potentially attracting a different investor demographic that's more inclined towards growth stocks and technology. This could enhance liquidity and visibility, further fueling the stock's upward momentum. 2. Performance Metrics: - Revenue Gr","text":"$Palantir Technologies Inc.(PLTR)$ I'm here to share my strong optimism about Palantir Technologies (PLTR.US). With the stock hitting new highs after a fantastic performance this Friday, there's no doubt in my mind that we're on track to see Palantir's stock price soar to $100 in the near future. Here's why: 1. Strategic Move to Nasdaq: - Palantir's decision to transfer its listing from the NYSE to Nasdaq is more than just a change of venue. This move aligns with tech giants, potentially attracting a different investor demographic that's more inclined towards growth stocks and technology. This could enhance liquidity and visibility, further fueling the stock's upward momentum. 2. Performance Metrics: - Revenue Gr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/372246795104576","isVote":1,"tweetType":1,"viewCount":2396,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3476620393409201","authorId":"3476620393409201","name":"不吃一只小虎","avatar":"https://static.tigerbbs.com/cbe1ffba4e5e1d0e5e847c24f9b86b60","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3476620393409201","idStr":"3476620393409201"},"content":"25年破百 更有可能性","text":"25年破百 更有可能性","html":"25年破百 更有可能性"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345248139,"gmtCreate":1618321379521,"gmtModify":1618321379521,"author":{"id":"3499300928084591","authorId":"3499300928084591","name":"coco1948","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3499300928084591","idStr":"3499300928084591"},"themes":[],"htmlText":"明天","listText":"明天","text":"明天","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345248139","repostId":"345228845","repostType":1,"repost":{"id":345228845,"gmtCreate":1618320375187,"gmtModify":1618320375187,"author":{"id":"3505687096490000","authorId":"3505687096490000","name":"温斌ALEX","avatar":"https://static.tigerbbs.com/37dca90c5762d99e5a3763d1fb5fa83e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3505687096490000","idStr":"3505687096490000"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>双击日 是今天？","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>双击日 是今天？","text":"$Palantir Technologies Inc.(PLTR)$双击日 是今天？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345228845","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}