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Palantir Technologies Inc.(PLTR)
盘前
187.62
-0.28
-0.15%
04:43 EST
187.90
-2.84
-1.49%
行情数据延迟15分钟
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得陇又望蜀
·
15:32
11/5美股交易复盘
今日盘后,账户资产28500美金,跟昨天差不多。 账户资产的维持,主要跟新开shop,日内英伟达盈利有很大关系,也跟持仓标的甲骨文、奈飞、微软以及日内pltr有很大关系。 昨天的主要操作已经在配图中呈现,并第一时间在裙内同步。 清掉上一个交易日新开的特斯拉,规避接下来的股东大会 新开shop,crwv的12月份的Call。 日内,pltr,英伟达,wdc的末日Call,盈利500+ 昨日仓位控制还可以,保持在55%左右的仓位占比。 大盘依然不稳,不敢上仓位。 成于厚德,不可躁进。 共勉
$特斯拉(TSLA)$
$英伟达(NVDA)$
$CoreWeave, Inc.(CRWV)$
$Palantir Technologies Inc.(PLTR)$
$奈飞(NFLX)$
11/5美股交易复盘
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狮子做趋势交易
·
11-05 23:03
Burry的效应还在发酵,PLTR继续跌。 X上有人认为Burry这次会在达哥身上输钱,但是能在PLTR身上赚钱。 我觉得他只要Put时间设的够安全,以当下这个位置计,他两个都能赚钱。
$Palantir Technologies Inc.(PLTR)$
$英伟达(NVDA)$
Burry的效应还在发酵,PLTR继续跌。 X上有人认为Burry这次会在达哥身上输钱,但是能在PLTR身上赚钱。 我觉得他只要Put时间设的够安全,以当...
精彩
james duan:
我觉得分币不赚 肯定会🩸亏离场 这已经不是以前那个时代了 华尔街不把他打爆 是不会下跌的
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期权小班长
·
11-05 23:05
机构long call移仓提高行权价,狠打空头脸面
$标普500波动率指数(VIX)$
VIX再次出现看涨大单,12月17日34call
$VIX 20251217 34.0 CALL$
,成交量1.5万手,成交额147万美元。
$英伟达(NVDA)$
2亿哥的long call roll仓,从11月21日165
$NVDA 20251121 165.0 CALL$
roll到明年1月200call
$NVDA 20260116 200.0 CALL$
行权价提高,表明继续正常预期英伟达财务业绩,完全没有对大空头的尊重。不过短期看涨大单进行了行权价下调回避,平仓235call
$NVDA 20251219 235.0 CALL$
,roll仓220
$NVDA 20251219 220.0 CALL$
对于本次莫名其妙的回调节奏空头也在观望,目前回调预期最低还是180,极端的空头少见,比如买145put
机构long call移仓提高行权价,狠打空头脸面
# 期权Q&A:期权知识,你问我答
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independen23:
大佬,$KWEB 20260618 48.0 CALL$平仓了6万手,怎么看
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HokieChan
·
11-05 22:18
特朗普发声和小非农数据会不会打爆空头?拭目以待
$Palantir Technologies Inc.(PLTR)$
$英伟达(NVDA)$
$Coinbase Global, Inc.(COIN)$
$Strategy(MSTR)$
特朗普发声和小非农数据会不会打爆空头?拭目以待$Palantir Technologies Inc.(PLTR)$ $英伟达(NVDA)$ $Coinba...
# 小马&文远首日跌超10%!后市有机会吗?
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得陇又望蜀
·
11-05 11:26
11/4 日交易复盘
今日赶路,简单做个复盘。 昨天美股 ai 科技相关概念狂跌。我重仓的标的遇到了严重的回撤。目前账户资金回踩前期高点,28000美金。 昨天主要操作。 清仓英伟达 清仓特斯拉 清仓 PLTR 补了甲骨文,微软,奈飞。 现货加仓蔚来。 日内方面,做了一次末日苹果,盈利1000+,末日英伟达 Call 和特斯拉 Call,亏损200。 仓位整理调整过之后,不足50%,相对安全。 下个交易日请看晚上xhs 的盘前交易计划。 成于厚德,不可躁进。 与君共勉。
$特斯拉(TSLA)$
$苹果(AAPL)$
$英伟达(NVDA)$
$Palantir Technologies Inc.(PLTR)$
$标普500(.SPX)$
11/4 日交易复盘
# 美股科技股暴跌,Meta绩后重挫11%,亚马逊逆势飙升
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华尔街小散户:
不是,买美股还能亏钱的?
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爱打新的小燕子
·
11-05 23:32
$Palantir Technologies Inc.(PLTR)$
还是比较高的价位了
$Palantir Technologies Inc.(PLTR)$ 还是比较高的价位了
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落袋为安666
·
11-05 21:34
$Palantir Technologies Inc.(PLTR)$
公司倒闭了吗?还没有吧,雄起!
$Palantir Technologies Inc.(PLTR)$ 公司倒闭了吗?还没有吧,雄起!
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得陇又望蜀
·
11-04 23:46
加仓了甲骨文,微软,奈飞
开盘就上了这三个。目前除了甲骨文,其他都还可以。 清仓了PLTR 今天英伟达表现一般。
$甲骨文(ORCL)$
$微软(MSFT)$
$奈飞(NFLX)$
$英伟达(NVDA)$
$Palantir Technologies Inc.(PLTR)$
加仓了甲骨文,微软,奈飞
# 炮轰华尔街空头!Palantir,大家看多or看空?
精彩
Sacred Rabbit:
你又加仓了 它又跌了 一连跌三次了 [捂脸]
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小虎财报
·
11-05 19:28
【财报红黑榜】AI股集体熄火,餐饮股大爆发,炸鸡比AI还香?
本周的美股财报季,简直像一场大戏——AI股集体“掉线”,餐饮和消费股意外翻盘。谁在暴赚?谁又被打回原形?一起来看这份最新榜单👇🔥 红榜:翻盘王登场
$丹尼斯(DENN)$
暴涨50%!老牌餐饮连锁宣布将被公司将被 TriArtisan Capital 以 6.25 美元/股现金收购,总价 6.2 亿美元,溢价 52%。直接“起飞”。
$赫兹租车(HTZ)$
狂拉36%,三季度每股盈利 0.12 美元、营收 24.8 亿美元均远超预期,公司重拾盈利,散户笑称“老 meme 股复活了”。
$Wingstop Inc.(WING)$
飙升10%,同店销售增长5.6%,远超3.2%预期,炸鸡比AI还香。
$Yum Brands(YUM)$
上涨 7%。另一个炸鸡公司同样表现不俗,肯德基母公司YUM 季度营收增长强劲,得益于 Taco Bell 与 KFC 美国业务复苏,公司宣布审视必胜客战略选项。
$汉瑞祥(HSIC)$
涨10%,每股收益 1.38 美元超预期,营收 33.4 亿美元,公司上调全年指引。医疗供应链需求稳健,盈利与营收双超预期。
$Rivian Automotive, Inc.(RIVN)$
盘后涨4%,亏损 0.65 美元好于预期的 0.72 美元,营收 15.6 亿美元超出预期,亏损收窄、交付稳
【财报红黑榜】AI股集体熄火,餐饮股大爆发,炸鸡比AI还香?
# 老虎财报季
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小米死多头:
希望a股的白酒股也能拉一拉 老登受不了了
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火火兔爸
·
11-05 17:44
$礼来(LLY)$
$Palantir Technologies Inc.(PLTR)$
$礼来(LLY)$ $Palantir Technologies Inc.(PLTR)$
# 晒晒更赚钱
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Cadi Poon
·
11-04 21:53
“大空头”,迈克尔·伯里,正在做空$Palantir Technologies Inc.(PLTR)$和$英伟达(NVDA)$——人工智能狂潮中的两个大腕,弥补了他80%的空头头寸.
“大空头”,迈克尔·伯里,正在做空$Palantir Technologies Inc.(PLTR)$和$英伟达(NVDA)$——人工智能狂潮中的两个大腕...
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Vinsa8:
他只要敢下仓位,绝对活不过今晚
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Vinsa8
·
11-04 23:31
$Palantir Technologies Inc.(PLTR)$
迈克尔下了仓位没啊,怎么感觉多头力量更强了啊,我已经爆仓了,日!
$Palantir Technologies Inc.(PLTR)$ 迈克尔下了仓位没啊,怎么感觉多头力量更强了啊,我已经爆仓了,日!
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Vinsa8:
平了做空仓位了,不搞了,亏了好多
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苏映珩
·
11-04 14:49
$Palantir Technologies Inc.(PLTR)$
开盘能否涨上去?
$Palantir Technologies Inc.(PLTR)$ 开盘能否涨上去?
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此一时彼一时
·
11-05 05:25
$美国超微公司(AMD)$
营收92亿,净利润19亿,市值4000亿
$Palantir Technologies Inc.(PLTR)$
营收不到11.8亿,净利润4.76亿,市值4500亿
$美国超微公司(AMD)$ 营收92亿,净利润19亿,市值4000亿 $Palantir Technologies Inc.(PLTR)$ 营收不到11....
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火火兔爸
·
11-04 16:18
$Palantir Technologies Inc.(PLTR)$
今天的下跌是由于美国政府关门导致的流动性紧张。
$Palantir Technologies Inc.(PLTR)$ 今天的下跌是由于美国政府关门导致的流动性紧张。
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不做暴富的梦:
不是要开门了么
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火火兔爸
·
11-05 06:34
$Palantir Technologies Inc.(PLTR)$
全清仓了,拿住利润活下来先。
$Palantir Technologies Inc.(PLTR)$ 全清仓了,拿住利润活下来先。
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BillYin
·
11-04 10:29
$Palantir Technologies Inc.(PLTR)$
请问下跌的理由是什么
$Palantir Technologies Inc.(PLTR)$ 请问下跌的理由是什么
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苏映珩:
买预期卖事实
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理想之城
·
11-04 20:32
大家都知道估值很高,也知道今天肯定超预期,那为啥昨天创了新高都没反应,今天反而崩了呢?今晚估计就220了
$Palantir Technologies Inc.(PLTR)$
大家都知道估值很高,也知道今天肯定超预期,那为啥昨天创了新高都没反应,今天反而崩了呢?今晚估计就220了 $Palantir Technologies I...
# 炮轰华尔街空头!Palantir,大家看多or看空?
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火火兔爸:
系统性问题
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Shyon
·
11-05 18:50
从我的角度来看,Burry 此次大举买入英伟达与 Palantir
$Palantir Technologies Inc.(PLTR)$
的看跌期权,更多是一种对当下 AI 热潮过热的对冲或博弈,而不一定代表他完全看空这两家公司。毕竟两者基本面依旧强劲,只是在估值层面已经透支了相当多的未来增长预期。尤其英伟达年内涨幅超过 80%,机构在高位获利了结、重新平衡风险敞口,也是一种理性的资金管理动作。 我认为市场的分歧核心在于「估值」与「成长」的拉扯。英伟达和 Palantir 确实是 AI 基建与软件层的核心标的,但在短期利率仍高、资金成本不低的背景下,资金容易对高估值科技股产生敏感反应。Burry 的仓位或许更多反映出他对短期市场情绪的担忧,而非长期基本面的否定。 在操作上,我个人更倾向于利用像「牛市看跌价差(Bull Put Spread)」这类有限风险的策略来参与。相比直接买入股票或裸卖期权,这类组合能在震荡偏多的环境中赚取权利金,同时控制下行风险。毕竟在当前波动性上升、消息面敏感的阶段,稳健型策略更适合多数投资者。 总体而言,我认为 AI 长线逻辑并未改变,但市场短期可能仍需一次健康的回调去消化高估值。对于投资者而言,与其追逐波动,不如通过结构性策略在风险可控下稳步参与市场。
@Tiger_comments
@小虎活动
从我的角度来看,Burry 此次大举买入英伟达与 Palantir $Palantir Technologies Inc.(PLTR)$ 的看跌期权,更多...
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阿方索
·
11-05 08:19
很多人总是找下跌的原因,试图想下次躲过。比如这次,什么美国政府长期停摆的风险、12 月不降息的风险、大空头开始做空
$Palantir Technologies Inc.(PLTR)$
$英伟达(NVDA)$
。殊不知,有时候下跌单纯就是因为涨多了,几个巨头随着 10 月底亮眼财报的兑现,在之前或之后或多或少都涨了不少,最近市场情绪是有点过热的。总会有获利盘和担心 AI 泡沫的钱来给市场降降温,我个人认为 AI 已经实实在在的在提升生产力,现在还谈不上泡沫顶多是过热。正股不要动,没买够的逢低买入。对
$特斯拉(TSLA)$
而言,刚好股东大会前降降温,大会后大概率是要新高的。如果最近想逢低买 call 赌一把,根据 delta 大致估算股票止损价对应的期权止损价,带好止损就行
很多人总是找下跌的原因,试图想下次躲过。比如这次,什么美国政府长期停摆的风险、12 月不降息的风险、大空头开始做空$Palantir Technologi...
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公司概况
公司名称
Palantir Technologies Inc.
所属市场
NASDAQ
成立日期
- -
员工人数
- -
办公地址
- -
公司网址
http://www.palantir.com
邮政编码
- -
联系电话
- -
联系传真
- -
公司概况
Palantir Technologies Inc.于2003年5月6日在特拉华州注册成立。该公司建立并部署了Palantir Gotham和Palantir Foundry软件平台,作为其客户的中心操作系统。该公司开始为美国情报部门开发软件,以协助反恐调查和行动。该公司后来开始与商业企业合作。
11-04 06:58
季度报告
Form 10-Q - Quarterly report [Sections 13 or 15(d)]
Form 10-Q - Quarterly report [Sections 13 or 15(d)]
11-04 05:06
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
10-03
关联方拟减持公告
Form 144 | Palantir Technologies Inc.董事 Lauren Stat 拟减持800股,总价约14.96万美元
Form 144 | Palantir Technologies Inc.董事 Lauren Stat 拟减持800股,总价约14.96万美元
10-01
关联方拟减持公告
Form 144 | Palantir董事Alexander Moore拟减持6万股,总价约1095万美元
Form 144 | Palantir董事Alexander Moore拟减持6万股,总价约1095万美元
09-18
关联方拟减持公告
Form 144 | Palantir董事 David Stat 拟减持9000股,总价约151万美元
Form 144 | Palantir董事 David Stat 拟减持9000股,总价约151万美元
09-11
关联方拟减持公告
Form 144 | Palantir Technologies Inc. 董事 David Stat 拟减持21000股,总价约350万美元
Form 144 | Palantir Technologies Inc. 董事 David Stat 拟减持21000股,总价约350万美元
09-05
关联方拟减持公告
Form 144 | Palantir Technologies Inc. 高管 Ryan D. Taylor 拟减持36,048股,总价约562.9万美元
Form 144 | Palantir Technologies Inc. 高管 Ryan D. Taylor 拟减持36,048股,总价约562.9万美元
09-02
关联方拟减持公告
Form 144 | Palantir Technologies Officer David Glazer 拟减持81000股,总价约1269万美元
Form 144 | Palantir Technologies Officer David Glazer 拟减持81000股,总价约1269万美元
08-22
关联方拟减持公告
Form 144 | Palantir Technologies高管 Shyam Sankar拟减持3万股,总价约465万美元
Form 144 | Palantir Technologies高管 Shyam Sankar拟减持3万股,总价约465万美元
08-20
关联方拟减持公告
Form 144 | Palantir Technologies高管 Shyam Sankar 拟减持225000股,总价约3405.74万美元
Form 144 | Palantir Technologies高管 Shyam Sankar 拟减持225000股,总价约3405.74万美元
08-20
关联方拟减持公告
Form 144 | Palantir Technologies高管Ryan Taylor拟减持23290股,总价约352万美元
Form 144 | Palantir Technologies高管Ryan Taylor拟减持23290股,总价约352万美元
08-20
关联方拟减持公告
Form 144 | Palantir Technologies高管Alexander Karp拟减持58.5万股,总价约8854.9万美元
Form 144 | Palantir Technologies高管Alexander Karp拟减持58.5万股,总价约8854.9万美元
08-20
关联方拟减持公告
Form 144 | Palantir Technologies 高管 David Glazer 拟减持23290股,总价约352万美金
Form 144 | Palantir Technologies 高管 David Glazer 拟减持23290股,总价约352万美金
08-20
关联方拟减持公告
Form 144 | PALANTIR高管 Stephen A Cohen 拟减持405000股,总价约6130万美元
Form 144 | PALANTIR高管 Stephen A Cohen 拟减持405000股,总价约6130万美元
08-20
关联方拟减持公告
Form 144 | Palantir Technologies Inc.高管 Sankar Shyam 拟减持37.5万股,总价约5711万美元
Form 144 | Palantir Technologies Inc.高管 Sankar Shyam 拟减持37.5万股,总价约5711万美元
分时
5日
日
周
月
数据加载中...
最高
190.32
今开
189.00
量比
1.05
最低
181.21
昨收
190.74
换手率
3.48%
热议股票
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