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特斯拉多头和PLTR多头
05-05

$Palantir Technologies Inc.(PLTR)$ 目前Ai应用赚钱只有三个方向：LLM订阅主要是编程、自动驾驶tsla、to B 工业商业自动化。第三个方向目前只有PLTR能吃到肉，目前赢利虽然不多，但增长迅速，且市场潜力无限，根本没有竞争对手。

修改于 2026-05-05 22:08

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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DrSean
·05-05
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PLTR能吃肉？ GOOGLE这些赚这么多的算什么？同类的Databricks你看看有多少家公司合作，PLTR呢？除了有军队的单子还有什么？哪个军工可以明面上挣这么多钱的？帮共和党做了这么多事，民主党上来肯定清算。
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- 特斯拉多头和PLTR多头:
  goog盈利的一半都是投资市值盈利。databricks针对的客户都是极小公司的群体，这些群体根本就没有自身大数据，何来完全自动化需求。他们赚的是不一样的赛道，看来你根本不了解。
  05-05
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gagiel
·05-05
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消化估值阶段蹲下是为了跳的更高基本面没有变差继续持有🍵
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特斯拉多头和PLTR多头
·05-05
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之前也不享受，甚至没有两次斩首大部分人怀疑是不是Ai企业，现在依然很多人把他和软件saas股划等号，burry做空的逻辑是AI不会带来利润增长，pltr是人力资源堆出来的，成长性和盈利能力被高估，Ai仅仅发展到第二个阶段。市场仅仅是会怀疑有没有竞争对手，但证明没有对手只需要某一个事件或一瞬间。研究PLTR的人越来越多，好公司聪明人不会放弃高价格入场的机会。大量的人在等着合适的价格入场。
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- 火火兔爸:
  摒弃幻想
  05-06
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火火兔爸
·05-05
已经不享受唯一性估值溢价
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Lydia758
·05-06 13:38
阅
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