$Palantir _老虎社区_美港股上老虎 - 老虎社区

8
7
收藏

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。

8

举报

评论（7）

推荐
最新

DrSean
·05-05
精彩
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。
回复
点赞
举报
收起
- 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
  回复
  举报
gagiel
·05-05
精彩
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🍵
回复
1
举报
特斯拉多头和PLTR多头
·05-05
精彩
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。
回复
点赞
举报
收起
- 火火兔爸:
  摒弃幻想
  05-06
  回复
  举报
火火兔爸
·05-05
已经不享受唯一性估值溢价
回复
点赞
举报
Lydia758
·05-06 13:38
阅
回复
点赞
举报

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":560981147693992,"tweetId":"560981147693992","gmtCreate":1777989987479,"gmtModify":1778020991500,"gmtUserModify":1777990080904,"author":{"id":3549622429300319,"idStr":"3549622429300319","authorId":3549622429300319,"authorIdStr":"3549622429300319","name":"特斯拉多头和PLTR多头","avatar":"https://static.tigerbbs.com/ea5a87f25f862e1155952bc556a5072d","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"hat":"https://static.tigerbbs.com/f3e7f6253c885de8bad6403055b76aab","crmLevel":8,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.34%","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":2798,"starInvestorFlag":true,"fullDisclosureFlag":false,"starInvestorFollowerNum":1219,"starInvestorOrderShareNum":1021,"userFollowInvestorFlag":false,"orderNotificationFlag":false,"ror":201.49,"showRor":true,"investmentPhilosophy":"R1:关注最优秀的人 🧠判趋势\nR2:Choice 100X&宏观时机\nR3:Try to do nothing for long periods\nR4:Don’t time the market","winRationPercentage":66.666667,"tradeVolumeEst":0},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 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。</body></html>","htmlText":"<html><head></head><body><a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 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。</body></html>","text":"$Palantir Technologies Inc.(PLTR)$ 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。","highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":7,"repostSize":4,"favoriteSize":0,"link":"https://laohu8.com/post/560981147693992","repostId":0,"isVote":1,"tweetType":1,"viewCount":17070,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["PLTR"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":199,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":560991026931528,"commentId":"560991026931528","gmtCreate":1777992473560,"gmtModify":1777996436030,"authorId":3579592247575705,"author":{"id":3579592247575705,"idStr":"3579592247575705","authorId":3579592247575705,"name":"DrSean","avatar":"https://static.tigerbbs.com/1463b1fdc8546a7d7fce66ec56cb9ca7","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":560981147693992,"objectIdStr":"560981147693992","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"<p>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。</p>","text":"<p>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。</p>","html":"<p>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。</p>","likeSize":0,"commentSize":1,"subComments":[{"id":561008490018792,"commentId":"561008490018792","gmtCreate":1777996742281,"gmtModify":1777996746252,"authorId":3549622429300319,"author":{"id":3549622429300319,"idStr":"3549622429300319","authorId":3549622429300319,"name":"特斯拉多头和PLTR多头","avatar":"https://static.tigerbbs.com/ea5a87f25f862e1155952bc556a5072d","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.34%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectEnabled":0,"wearingSort":0},"hat":"https://static.tigerbbs.com/f3e7f6253c885de8bad6403055b76aab","crmLevel":8,"crmLevelSwitch":1,"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}]},"repliedAuthorId":0,"objectId":560981147693992,"objectIdStr":"560981147693992","type":1,"supId":560991026931528,"supIdStr":"560991026931528","prevId":0,"prevIdStr":"0","content":"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。","text":"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。","html":"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。","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":560997165986768,"commentId":"560997165986768","gmtCreate":1777993898365,"gmtModify":1777993902512,"authorId":3561852945116914,"author":{"id":3561852945116914,"idStr":"3561852945116914","authorId":3561852945116914,"name":"gagiel","avatar":"https://static.tigerbbs.com/54291f282e185d9f32dca73cc2e0d359","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.03.11","exceedPercentage":"93.11%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectEnabled":0,"wearingSort":0},"hat":"https://static.tigerbbs.com/2b6219675842600ebb42baa43c645832","crmLevel":8,"crmLevelSwitch":1,"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}]},"repliedAuthorId":0,"objectId":560981147693992,"objectIdStr":"560981147693992","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"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🍵","text":"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🍵","html":"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🍵","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":560994996135032,"commentId":"560994996135032","gmtCreate":1777993452265,"gmtModify":1777993457770,"authorId":3549622429300319,"author":{"id":3549622429300319,"idStr":"3549622429300319","authorId":3549622429300319,"name":"特斯拉多头和PLTR多头","avatar":"https://static.tigerbbs.com/ea5a87f25f862e1155952bc556a5072d","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.34%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectEnabled":0,"wearingSort":0},"hat":"https://static.tigerbbs.com/f3e7f6253c885de8bad6403055b76aab","crmLevel":8,"crmLevelSwitch":1,"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}]},"repliedAuthorId":0,"objectId":560981147693992,"objectIdStr":"560981147693992","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"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。","text":"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。","html":"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。","likeSize":0,"commentSize":1,"subComments":[{"id":561009321580360,"commentId":"561009321580360","gmtCreate":1777996940038,"gmtModify":1777996946121,"authorId":3546249304196282,"author":{"id":3546249304196282,"idStr":"3546249304196282","authorId":3546249304196282,"name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.94%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectEnabled":0,"wearingSort":0},"hat":"https://static.tigerbbs.com/9fbaa680ff01ef22199d81a0f09ea1d9","crmLevel":9,"crmLevelSwitch":1,"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-3","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}]},"repliedAuthorId":0,"objectId":560981147693992,"objectIdStr":"560981147693992","type":1,"supId":560994996135032,"supIdStr":"560994996135032","prevId":0,"prevIdStr":"0","content":"摒弃幻想","text":"摒弃幻想","html":"摒弃幻想","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":560990968631944,"commentId":"560990968631944","gmtCreate":1777992382426,"gmtModify":1777992386521,"authorId":3546249304196282,"author":{"id":3546249304196282,"idStr":"3546249304196282","authorId":3546249304196282,"name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.94%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectEnabled":0,"wearingSort":0},"hat":"https://static.tigerbbs.com/9fbaa680ff01ef22199d81a0f09ea1d9","crmLevel":9,"crmLevelSwitch":1,"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-3","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}]},"repliedAuthorId":0,"objectId":560981147693992,"objectIdStr":"560981147693992","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"已经不享受唯一性估值溢价","text":"已经不享受唯一性估值溢价","html":"已经不享受唯一性估值溢价","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":561209961240480,"commentId":"561209961240480","gmtCreate":1778045931727,"gmtModify":1778045936994,"authorId":3552609846285590,"author":{"id":3552609846285590,"idStr":"3552609846285590","authorId":3552609846285590,"name":"Lydia758","avatar":"https://static.tigerbbs.com/28fe40b632359d10a879ebb9a9eef57b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":560981147693992,"objectIdStr":"560981147693992","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"阅","text":"阅","html":"阅","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}