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Fenger1188
Fenger1188
·
05-02
我开仓了
$Palantir Technologies Inc.(PLTR)$
,Palantir 的政府/军工AI业务在贸易战中基本免疫 最近,Palantir 的股价反弹至接近峰值,清晰表明在对关税如何影响经济的担忧加剧的情况下,Palantir 可能是一个相对安全的投资选择。虽然政府效率部在政府支出上的削减导致 Palantir 的股价在4月初显著下跌,但投资者随后意识到该平台不太可能面临预算削减,因为它推动了DOGE计划的初衷:提高政府效率。然而,值得注意的是,其企业业务仍可能受到不确定经济状况的影响。
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Fenger1188
Fenger1188
·
05-02
我开仓了
$Palantir Technologies Inc.(PLTR)$
,Palantir 的股价今年以来显示出显著增长,累计增长约53%。在全球地缘政治变动的背景下,Palantir 作为关键的政府技术基础设施,其价值正变得越来越明显。
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916
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Fenger1188
Fenger1188
·
05-02
我开仓了
$Palantir Technologies Inc.(PLTR)$
,Palantir 将于东部时间5月5日市场收盘后发布2025年第一季度业绩报告。分析师预期每股收益为0.067美元,同比增加66.8%,营业收入预计将达到约86200万,较去年同期增长35.9%。其轻资产运营模式和有针对性的扩张策略为提高盈利能力铺平了道路,随着成交量的增加。
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678
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Fenger1188
Fenger1188
·
05-02
$阿里巴巴(BABA)$
加油👏看好这只有潜力的股票👍🏻👍🏻👍🏻👍🏻👍🏻
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Fenger1188
Fenger1188
·
05-02
我开仓了
$Roblox Corporation(RBLX)$
,Roblox Stock Soars. Trump Tariffs Don't Exist in the Virtual World Roblox股票飙升。特朗普关税在虚拟世界中不存在。
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202
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Fenger1188
Fenger1188
·
05-02
我开仓了
$台积电(TSM)$
,摩根士丹利将台积电列为首选个股。
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836
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Fenger1188
Fenger1188
·
04-30
我平仓了
$Roblox Corporation(RBLX)$
,韦德布什分析师Michael Pachter维持$Roblox (RBLX.US)$买入评级,维持目标价83美元。
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298
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Fenger1188
Fenger1188
·
04-30
我平仓了
$甲骨文(ORCL)$
,巴克莱银行分析师Raimo Lenschow维持$甲骨文 (ORCL.US)$买入评级,维持目标价202美元。
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1,367
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Fenger1188
Fenger1188
·
04-30
我平仓了
$Coinbase Global, Inc.(COIN)$
,比特币多头长期以来一直感到沮丧,因为他们看到加密货币的交易方式与股票和其他被视为高风险资产类似,而非像黄金这样的价值储存手段。现在,一些人认为他们看到了转变的初步迹象。
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Fenger1188
Fenger1188
·
04-30
我平仓了
$台积电(TSM)$
,台积电美国工厂因为一直处于前期投资建设阶段,也是亏损连连,而且持续扩大,2021年、2022年、2023年分别达48.1亿元新台币、94.3亿元新台币、109.24亿元新台币,四年合计亏损几乎达到400亿元新台币。
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的股价在4月初显著下跌,但投资者随后意识到该平台不太可能面临预算削减,因为它推动了DOGE计划的初衷:提高政府效率。然而,值得注意的是,其企业业务仍可能受到不确定经济状况的影响。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430801252094472","isVote":1,"tweetType":1,"viewCount":2246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":430801360540376,"gmtCreate":1746199322659,"gmtModify":1746200723405,"author":{"id":"4088149090977750","authorId":"4088149090977750","name":"Fenger1188","avatar":"https://static.tigerbbs.com/184410bf08b3311824fc2e583144b220","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088149090977750","authorIdStr":"4088149090977750"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>,Palantir 的股价今年以来显示出显著增长,累计增长约53%。在全球地缘政治变动的背景下,Palantir 作为关键的政府技术基础设施,其价值正变得越来越明显。 ","listText":"我开仓了<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>,Palantir 的股价今年以来显示出显著增长,累计增长约53%。在全球地缘政治变动的背景下,Palantir 作为关键的政府技术基础设施,其价值正变得越来越明显。 ","text":"我开仓了$Palantir Technologies Inc.(PLTR)$ ,Palantir 的股价今年以来显示出显著增长,累计增长约53%。在全球地缘政治变动的背景下,Palantir 作为关键的政府技术基础设施,其价值正变得越来越明显。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430801360540376","isVote":1,"tweetType":1,"viewCount":916,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":430800129299072,"gmtCreate":1746199310726,"gmtModify":1746200914042,"author":{"id":"4088149090977750","authorId":"4088149090977750","name":"Fenger1188","avatar":"https://static.tigerbbs.com/184410bf08b3311824fc2e583144b220","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088149090977750","authorIdStr":"4088149090977750"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>,Palantir 将于东部时间5月5日市场收盘后发布2025年第一季度业绩报告。分析师预期每股收益为0.067美元,同比增加66.8%,营业收入预计将达到约86200万,较去年同期增长35.9%。其轻资产运营模式和有针对性的扩张策略为提高盈利能力铺平了道路,随着成交量的增加。","listText":"我开仓了<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>,Palantir 将于东部时间5月5日市场收盘后发布2025年第一季度业绩报告。分析师预期每股收益为0.067美元,同比增加66.8%,营业收入预计将达到约86200万,较去年同期增长35.9%。其轻资产运营模式和有针对性的扩张策略为提高盈利能力铺平了道路,随着成交量的增加。","text":"我开仓了$Palantir Technologies Inc.(PLTR)$ ,Palantir 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