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火火兔爸

火火兔爸

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0勋章

05-01 15:51

都是知道内存涨价抢着买，后面就不行了

苹果上季在华收入继续两位数大增，iPhone收入创同期新高，本季营收指引意外强劲

05-01 09:22

$Palantir Technologies Inc.(PLTR)$ 增长确定性无疑，但是逻辑裂痕仍存在，业绩增长不代表估值依旧稳定，可能进入业绩增股价不增的降估值阶段，等待估值回归合理区间逻辑预期更加明确。

04-30 06:23

两位怕是踏空了？

04-28

$美光科技(MU)$ 今天半导体让openai销量不及预期的传闻整崩了

04-28

$美光科技(MU)$ D.A.戴维森：首次覆盖美光科技(MU.O)，给予“买入”评级，目标价为1000美元。 )

04-19

$Palantir Technologies Inc.(PLTR)$

04-10

$Palantir Technologies Inc.(PLTR)$ 亚马逊烧一百亿美元落子工业ai 北京时间4月7日，据《金融时报》报道，杰夫·贝佐斯(Jeff Bezos)旗下神秘创业公司“普罗米修斯计划”从OpenAI挖走了一位xAI的联合创始人。眼下，普罗米修斯计划正在大举招聘，以实现其雄心勃勃的目标：打造能够改变工业领域的AI系统。据知情人士透露，xAI联合创始人凯尔·科西奇(Kyle Kosic)已加入普罗米修斯计划，该公司由贝佐斯和谷歌前高管维克拉姆·巴贾杰(Vikram Bajaj)领导。

04-10

讨厌的是业务被抢的预期可不是短期业绩能体现的。业绩出来也是冲高回落。

@微量德丰:$Palantir Technologies Inc.(PLTR)$ 我看下来，Mike Burry 让不少看涨 PLTR 的人赚到了钱。几周后财报出来，PLTR 价格至少能涨 45，现在可是在 129。

04-10

$亚马逊(AMZN)$ 模型不重要无人机配送才重要带来现金流

04-09

$亚马逊(AMZN)$ 无人机快速配送可以显著拉升现金流。

04-09

$英特尔(INTC)$ 短期累积涨幅太高了，毕竟还都是空头支票

04-09

$英特尔(INTC)$ 61会是一道坎

04-09

$亚马逊(AMZN)$ 无人机配送加上云服务需求提升估值

04-09

$Palantir Technologies Inc.(PLTR)$ 主要微软亚马逊谷歌都宣布介入工业ai领域，引发资金厌恶风险，尽管替代pltr的逻辑并不一定成立。

04-09

$英特尔-T(04335)$ 什么情况？

04-08

$Palantir Technologies Inc.(PLTR)$ 和平对于pltr是不利的

04-07

$Palantir Technologies Inc.(PLTR)$ 机构持仓占比高跌不下去就起来吧

04-02

$美光科技(MU)$ 华尔街节前收割

04-01

$英特尔(INTC)$ 估值最高的时候接盘基金的筹码

04-01

$英特尔(INTC)$ 回购消耗现金利空啊

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06:52","market":"us","language":"zh","title":"苹果上季在华收入继续两位数大增，iPhone收入创同期新高，本季营收指引意外强劲","url":"https://stock-news.laohu8.com/highlight/detail?id=1186909912","media":"华尔街见闻","summary":"在掌舵十余年的CEO库克将卸任之际，苹果创造了公司史上历年同期的手机淡季的最佳表现，iPhone的销售增长并没有华尔街期待的那么惊艳，不过本季度的营收指引比预期更强劲。从业务线看，iPhone仍是最大收入源。营收和EPS均创同期新高 毛利率继续抬升苹果第二财季总营收1111.84亿美元，较去年同期的953.59亿美元增长16.6%，高于市场预期的1096.6亿美元。苹果CEO Tim Cook表示，iPhone在3月季度创下收入纪录，主要受iPhone 17系列需求推动。","content":"<html><head></head><body><blockquote><p>截至3月的上财季，苹果营收和EPS均创同期新高，分别同比增近17%和22%；iPhone收入增22%，略高于分析师预期均值；服务收入增16%、三年来持续创单季新高；大中华区收入增28%，但欧美市场收入逊色。苹果将股息提高4%，新增1000亿美元回购授权。本财季营收指引增14%-17%，大超分析师预期，毛利率指引高至48.5%。盘后股价先转跌超1%，公布指引后一度转涨超4%。</p></blockquote><p style=\"text-align: justify;\">在掌舵十余年的CEO库克将卸任之际，苹果创造了公司史上历年同期的手机淡季的最佳表现，iPhone的销售增长并没有华尔街期待的那么惊艳，不过本季度的营收指引比预期更强劲。</p><p style=\"text-align: justify;\">美东时间30日周四美股盘后，苹果公布，截至3月28日的公司第二财季（下称一季度），营收和每股收益（EPS）均延续前一季的两位数增势，分别较分析师预期高近1.4%和2.6%，净利润同比增长将近20%。在营收增长、毛利率改善以及回购减少股本的共同作用下，EPS增速跑赢净利润增速。</p><p style=\"text-align: justify;\">从业务线看，iPhone仍是最大收入源。一季度iPhone收入569.9亿美元，略高于分析师预期均值569.8亿美元，贡献苹果过半营收，同比增长超20%。服务业务收入保持10%以上增速，三年多来一再创单季历史新高，继续扮演苹果利润率的“压舱石”，助推总体毛利率升破49%、高于预期。Mac、iPad、可穿戴及家居配件收入也均超过预期。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b60e63f0686e5c2401fd23a6425d475b\" title=\"\" tg-width=\"1277\" tg-height=\"645\"/></p><p style=\"text-align: justify;\">分地区看，继上一季销售大反弹后，苹果一季度在全球头号智能手机市场中国保住了强劲增长。大中华区的收入同比增长略超28%，较分析师预期高8.4%，是在主要区域市场中收入增速最快。但欧洲和美洲的收入均低于市场预期。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87c5411419f251ea93d2d19d927b6c4b\" title=\"\" tg-width=\"1096\" tg-height=\"628\"/></p><p style=\"text-align: justify;\">财报公告中，9月将卸任的苹果CEO库克表示，公司创造了史上最佳的截至3月季度表现，且所有地理区域市场的营收均实现两位数增长。苹果首席财务官（CFO）Kevan Parekh指出，由于业务表现强劲，一季度运营现金流超过280亿美元，和EPS双双刷新了3月季度的历史最高纪录。</p><p style=\"text-align: justify;\">Parekh称：“消费者对我们产品与服务的持续强劲需求，再次助力我们在所有主要产品类别及地理区域市场中，实现了活跃设备装机量这一关键指标的历史新高。”</p><p style=\"text-align: justify;\">财报公布后，周四收涨逾0.4%的苹果股价盘后先小幅上涨，后转跌，盘后一度跌超1%。业绩电话会上，苹果高管透露，第三财季、即本季度营收将同比增长14%-17%，大超分析师预期的增幅9.1%。此后苹果股价拉升转涨，盘后一度涨超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/69e9db62b87002b0475caa8f74340234\" title=\"\" tg-width=\"984\" tg-height=\"419\"/></p><h2 id=\"id_2224038091\">指引强劲成为股价转涨关键推手 上季iPhone营收增长不够惊艳令股价承压</h2><p style=\"text-align: justify;\">评论称，苹果给出的业绩指引在盘后股价走势逆转中起到了关键的作用。营收增长预期配合47.5%至48.5%的毛利率指引表明，尽管iPhone和Mac产品的供应瓶颈限制了近期的上行空间，其潜在需求仍强劲，且定价策略与产品组合表现依然坚挺。</p><p style=\"text-align: justify;\">同时，不断上涨的存储芯片成本虽构成了一个显而易见的压力点，但库克在电话会上并未就此透露更多具体细节，这暗示苹果手中仍握有多种调节手段——包括定价策略、产品组合优化以及服务业务，足以在不大幅挤压利润率的前提下消化这些成本，至少在短期内如此。</p><p style=\"text-align: justify;\">对于苹果股价起初转跌，分析认为，财报中，一季度的营收、利润、服务、中国市场业绩和回购均有亮点，不过，市场最关注的指标iPhone收入只是“擦线”超预期，让一些更乐观的投资者失望，而且在最成熟、规模前两位的美欧市场营收不及预期，叠加费用增长较快，未能满足市场对苹果“爆发式超预期”的期待。</p><p style=\"text-align: justify;\">一季度运营费用增长较快，尤其研发费用同比大增约34%。这对长期创新有积极意义，但短期内会让市场更关注未来利润率和投入回报。</p><p style=\"text-align: justify;\">苹果股价盘后曾转跌也反映出市场对科技巨头财报的高门槛：营收和EPS超过预期、服务创新高、回购1000亿美元，都不足以自动推动股价上涨；如果最核心的iPhone没有显著超预期，市场情绪就容易从最初的乐观转向谨慎。</p><h2 id=\"57671643\">营收和EPS均创同期新高 毛利率继续抬升</h2><p style=\"text-align: justify;\">苹果第二财季总营收1111.84亿美元，较去年同期的953.59亿美元增长16.6%，高于市场预期的1096.6亿美元。其中：</p><ul style=\"\"><li><p>产品收入802.08亿美元，同比增长约17%，高于预期的792.6亿美元；</p></li><li><p>服务收入309.76亿美元，同比增长约16%，高于预期的303.7亿美元。</p></li></ul><p style=\"text-align: justify;\">利润端同样强劲。苹果当季净利润295.78亿美元，较去年同期247.80亿美元增长约19%；稀释后EPS同比增长21.8%至2.01美元，高于去年同期的1.65美元，也超过市场预期的1.96美元。</p><p style=\"text-align: justify;\">毛利率是一季度财报的一个重要支撑。苹果当季毛利润547.81亿美元，对应整体毛利率约49.3%，高于去年同期约47.0%，也高于前一季的48.5%。其中，产品业务毛利率约38.7%，服务业务毛利率约76.7%，服务的高毛利属性继续拉动整体盈利能力。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ceb79b008a0328f030e2ecf74cb689d0\" title=\"\" tg-width=\"2560\" tg-height=\"1436\"/></p><h2 id=\"i-phone\">iPhone同比增22% 仅略高于预期均值 限制市场兴奋度</h2><p style=\"text-align: justify;\">iPhone收入569.94亿美元，同比增长约22%，几乎贡献了苹果本季收入增长的核心部分。苹果CEO Tim Cook表示，iPhone在3月季度创下收入纪录，主要受iPhone 17系列需求推动。</p><p style=\"text-align: justify;\">不过，这也是市场盘后反应偏谨慎的关键原因之一：iPhone收入虽然同比强劲，但仅比市场预期高出约1000万美元，基本属于“贴着预期线”过关。对于苹果这样的高估值巨头，投资者往往希望看到iPhone明显超预期，以验证新一轮换机周期的强度。</p><p style=\"text-align: justify;\">其他硬件品类表现相对稳健：</p><ul style=\"\"><li><p>Mac收入83.99亿美元，同比增长约6%，高于预期的81.3亿美元；</p></li><li><p>iPad收入69.14亿美元，同比增长约8%，高于预期的66.5亿美元；</p></li><li><p>可穿戴、家居及配件收入79.01亿美元，同比增长约5%，高于预期的77.2亿美元。</p></li></ul><p style=\"text-align: justify;\">苹果一季度还推出了iPhone 17e、搭载M4芯片的iPad Air，以及MacBook Neo等新品。硬件整体保持增长，但从市场反应看，投资者对苹果最核心业务iPhone的要求显然更高。</p><h2 id=\"9f7254c0\">服务业务再创新高 仍是苹果利润质量的“压舱石”</h2><p style=\"text-align: justify;\">一季度服务收入309.76亿美元，同比增长16.3%，不仅高于分析师预期的303.7亿美元，也保持了三年多来持续创单季收入新高的势头，较上一季的增速14%加速增长。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f0e5907ab970200144e71754015bbe33\" title=\"\" tg-width=\"1161\" tg-height=\"812\"/></p><p style=\"text-align: justify;\">苹果CFO Kevan Parekh表示，公司活跃设备安装基数在所有主要产品类别和地区均创历史新高，这为服务业务持续增长提供基础。</p><p style=\"text-align: justify;\">相比硬件，服务业务的收入增速更稳定、毛利率更高。本季服务成本为72.24亿美元，对应服务毛利约237.52亿美元，毛利率接近77%。这意味着，服务业务虽然收入占比不到三成，但对利润贡献远高于收入占比。</p><p style=\"text-align: justify;\">这也是苹果财报中较难被负面解读的部分：服务业务延续高质量增长，显示生态粘性仍强，安装基数扩大仍在持续转化为订阅、应用商店、云服务、支付等收入。下图可见苹果截至3月末的2026财年上半年硬件和服务业务成本及毛利率。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60e5f05b09d86d91c732fd449daaadb5\" title=\"\" tg-width=\"1162\" tg-height=\"666\"/></p><h2 id=\"id_2532859720\">大中华区收入同比增28%大超预期 欧美收入逊色</h2><p style=\"text-align: justify;\">区域表现中，大中华区最为突出。一季度大中华区收入204.97亿美元，同比增长约28%，较上一季将近38%的增速有所放缓，但明显高于市场预期的189.1亿美元。</p><p style=\"text-align: justify;\">这一表现对苹果意义不小。过去几个季度，市场一直关注苹果在中国市场面对本土品牌竞争、消费电子需求波动等压力。一季度大中华区的营收超预期增长，说明苹果在中国的高端手机需求仍具韧性，也缓解了外界对中国市场份额和需求走弱的担忧。</p><p style=\"text-align: justify;\">其他地区表现分化：</p><ul style=\"\"><li><p>美洲收入450.93亿美元，同比增长约12%，但低于分析师预期的458.2亿美元，连续两季收入逊于预期；</p></li><li><p>欧洲收入280.55亿美元，同比增长约15%，低于预期的290.8亿美元；</p></li><li><p>日本收入84.01亿美元，同比增长约15%，高于预期的73.8亿美元；</p></li><li><p>其他亚太地区收入91.38亿美元，同比增长约25%，高于预期的87.6亿美元。</p></li></ul><p style=\"text-align: justify;\">因此，区域层面并非全面“爆表”：中国、日本和其他亚太表现强劲，但美洲、欧洲低于预期，部分削弱了整体超预期的含金量。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc6656dc3c476755574c5c65f7a23fc4\" title=\"\" tg-width=\"1201\" tg-height=\"704\"/></p><h2 id=\"id_2130344152\">费用增长较快，研发投入同比大增</h2><p style=\"text-align: justify;\">苹果当季总运营费用188.96亿美元，同比增长约24%，高于市场预期的184.7亿美元。其中：</p><ul style=\"\"><li><p>研发费用114.19亿美元，同比增长约34%；</p></li><li><p>销售、一般及行政费用74.77亿美元，同比增长约11%。</p></li></ul><p style=\"text-align: justify;\">研发费用增速明显快于收入增速，可能与芯片、AI、硬件平台和新产品周期投入有关。对长期竞争力而言，这类投入有必要性；但从短期利润表角度看，费用端增长较快，也会让投资者关注未来利润率能否继续扩张。</p><p>尽管费用上升，苹果一季度营业利润仍达到358.85亿美元，同比增长约21%，营业利润率约32.3%，高于去年同期约31.0%。这说明苹果仍然具备较强的费用吸收能力。下图可见苹果2026财年上半年数据。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/733782bcf4c3ea677a868e562ad6f6dc\" title=\"\" tg-width=\"1184\" tg-height=\"515\"/></p><h2 id=\"id_972787619\">现金流强劲，新增1000亿美元回购授权</h2><p style=\"text-align: justify;\">苹果一季度经营现金流超过280亿美元，创截止于3月季度的同期最高纪录。前六个月，苹果的经营活动累计产生现金流826.27亿美元，显著高于去年同期的538.87亿美元。</p><p style=\"text-align: justify;\">资本回报方面，苹果董事会宣布：</p><ul style=\"\"><li><p>将季度股息提高4%至每股0.27美元；</p></li><li><p>新增最高1000亿美元股票回购授权。</p></li></ul><p style=\"text-align: justify;\">截至3月28日，苹果现金及现金等价物为455.72亿美元，高于上一财年末的359.34亿美元；若加上可交易证券，现金和证券合计约1466亿美元。同期有息债务约847亿美元，苹果仍保持充裕的净现金和资本回报能力。</p><p style=\"text-align: justify;\">不过，对苹果投资者而言，大规模回购已经是长期预期的一部分。1000亿美元回购授权本身是利好，但不足以完全抵消市场对iPhone“只是小幅超预期”和区域表现分化的关注。</p></body></html>","source":"lsy1762389672944","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\" 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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苹果上季在华收入继续两位数大增，iPhone收入创同期新高，本季营收指引意外强劲\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-01 06:52 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3771430><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>截至3月的上财季，苹果营收和EPS均创同期新高，分别同比增近17%和22%；iPhone收入增22%，略高于分析师预期均值；服务收入增16%、三年来持续创单季新高；大中华区收入增28%，但欧美市场收入逊色。苹果将股息提高4%，新增1000亿美元回购授权。本财季营收指引增14%-17%，大超分析师预期，毛利率指引高至48.5%。盘后股价先转跌超1%，公布指引后一度转涨超4%。在掌舵十余年的CEO库克...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3771430\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c79d9ba94a347164a5cd3ec1bac06488","relate_stocks":{"AAPY":"AAPL收益溢价策略ETF-Kurv","AAPD":"1倍做空AAPL ETF-Direxion","APLY":"AAPL期权收益策略ETF-YieldMax","AAPW":"AAPL周配息ETF-Roundhill","AAPX":"2倍做多Apple ETF-T-Rex","AAPL":"苹果","AAPB":"2倍做多AAPL ETF-GraniteShares","AAPU":"2倍做多AAPL ETF-Direxion"},"source_url":"https://wallstreetcn.com/articles/3771430","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186909912","content_text":"截至3月的上财季，苹果营收和EPS均创同期新高，分别同比增近17%和22%；iPhone收入增22%，略高于分析师预期均值；服务收入增16%、三年来持续创单季新高；大中华区收入增28%，但欧美市场收入逊色。苹果将股息提高4%，新增1000亿美元回购授权。本财季营收指引增14%-17%，大超分析师预期，毛利率指引高至48.5%。盘后股价先转跌超1%，公布指引后一度转涨超4%。在掌舵十余年的CEO库克将卸任之际，苹果创造了公司史上历年同期的手机淡季的最佳表现，iPhone的销售增长并没有华尔街期待的那么惊艳，不过本季度的营收指引比预期更强劲。美东时间30日周四美股盘后，苹果公布，截至3月28日的公司第二财季（下称一季度），营收和每股收益（EPS）均延续前一季的两位数增势，分别较分析师预期高近1.4%和2.6%，净利润同比增长将近20%。在营收增长、毛利率改善以及回购减少股本的共同作用下，EPS增速跑赢净利润增速。从业务线看，iPhone仍是最大收入源。一季度iPhone收入569.9亿美元，略高于分析师预期均值569.8亿美元，贡献苹果过半营收，同比增长超20%。服务业务收入保持10%以上增速，三年多来一再创单季历史新高，继续扮演苹果利润率的“压舱石”，助推总体毛利率升破49%、高于预期。Mac、iPad、可穿戴及家居配件收入也均超过预期。分地区看，继上一季销售大反弹后，苹果一季度在全球头号智能手机市场中国保住了强劲增长。大中华区的收入同比增长略超28%，较分析师预期高8.4%，是在主要区域市场中收入增速最快。但欧洲和美洲的收入均低于市场预期。财报公告中，9月将卸任的苹果CEO库克表示，公司创造了史上最佳的截至3月季度表现，且所有地理区域市场的营收均实现两位数增长。苹果首席财务官（CFO）Kevan Parekh指出，由于业务表现强劲，一季度运营现金流超过280亿美元，和EPS双双刷新了3月季度的历史最高纪录。Parekh称：“消费者对我们产品与服务的持续强劲需求，再次助力我们在所有主要产品类别及地理区域市场中，实现了活跃设备装机量这一关键指标的历史新高。”财报公布后，周四收涨逾0.4%的苹果股价盘后先小幅上涨，后转跌，盘后一度跌超1%。业绩电话会上，苹果高管透露，第三财季、即本季度营收将同比增长14%-17%，大超分析师预期的增幅9.1%。此后苹果股价拉升转涨，盘后一度涨超4%。指引强劲成为股价转涨关键推手 上季iPhone营收增长不够惊艳令股价承压评论称，苹果给出的业绩指引在盘后股价走势逆转中起到了关键的作用。营收增长预期配合47.5%至48.5%的毛利率指引表明，尽管iPhone和Mac产品的供应瓶颈限制了近期的上行空间，其潜在需求仍强劲，且定价策略与产品组合表现依然坚挺。同时，不断上涨的存储芯片成本虽构成了一个显而易见的压力点，但库克在电话会上并未就此透露更多具体细节，这暗示苹果手中仍握有多种调节手段——包括定价策略、产品组合优化以及服务业务，足以在不大幅挤压利润率的前提下消化这些成本，至少在短期内如此。对于苹果股价起初转跌，分析认为，财报中，一季度的营收、利润、服务、中国市场业绩和回购均有亮点，不过，市场最关注的指标iPhone收入只是“擦线”超预期，让一些更乐观的投资者失望，而且在最成熟、规模前两位的美欧市场营收不及预期，叠加费用增长较快，未能满足市场对苹果“爆发式超预期”的期待。一季度运营费用增长较快，尤其研发费用同比大增约34%。这对长期创新有积极意义，但短期内会让市场更关注未来利润率和投入回报。苹果股价盘后曾转跌也反映出市场对科技巨头财报的高门槛：营收和EPS超过预期、服务创新高、回购1000亿美元，都不足以自动推动股价上涨；如果最核心的iPhone没有显著超预期，市场情绪就容易从最初的乐观转向谨慎。营收和EPS均创同期新高 毛利率继续抬升苹果第二财季总营收1111.84亿美元，较去年同期的953.59亿美元增长16.6%，高于市场预期的1096.6亿美元。其中：产品收入802.08亿美元，同比增长约17%，高于预期的792.6亿美元；服务收入309.76亿美元，同比增长约16%，高于预期的303.7亿美元。利润端同样强劲。苹果当季净利润295.78亿美元，较去年同期247.80亿美元增长约19%；稀释后EPS同比增长21.8%至2.01美元，高于去年同期的1.65美元，也超过市场预期的1.96美元。毛利率是一季度财报的一个重要支撑。苹果当季毛利润547.81亿美元，对应整体毛利率约49.3%，高于去年同期约47.0%，也高于前一季的48.5%。其中，产品业务毛利率约38.7%，服务业务毛利率约76.7%，服务的高毛利属性继续拉动整体盈利能力。iPhone同比增22% 仅略高于预期均值 限制市场兴奋度iPhone收入569.94亿美元，同比增长约22%，几乎贡献了苹果本季收入增长的核心部分。苹果CEO Tim Cook表示，iPhone在3月季度创下收入纪录，主要受iPhone 17系列需求推动。不过，这也是市场盘后反应偏谨慎的关键原因之一：iPhone收入虽然同比强劲，但仅比市场预期高出约1000万美元，基本属于“贴着预期线”过关。对于苹果这样的高估值巨头，投资者往往希望看到iPhone明显超预期，以验证新一轮换机周期的强度。其他硬件品类表现相对稳健：Mac收入83.99亿美元，同比增长约6%，高于预期的81.3亿美元；iPad收入69.14亿美元，同比增长约8%，高于预期的66.5亿美元；可穿戴、家居及配件收入79.01亿美元，同比增长约5%，高于预期的77.2亿美元。苹果一季度还推出了iPhone 17e、搭载M4芯片的iPad Air，以及MacBook Neo等新品。硬件整体保持增长，但从市场反应看，投资者对苹果最核心业务iPhone的要求显然更高。服务业务再创新高 仍是苹果利润质量的“压舱石”一季度服务收入309.76亿美元，同比增长16.3%，不仅高于分析师预期的303.7亿美元，也保持了三年多来持续创单季收入新高的势头，较上一季的增速14%加速增长。苹果CFO Kevan Parekh表示，公司活跃设备安装基数在所有主要产品类别和地区均创历史新高，这为服务业务持续增长提供基础。相比硬件，服务业务的收入增速更稳定、毛利率更高。本季服务成本为72.24亿美元，对应服务毛利约237.52亿美元，毛利率接近77%。这意味着，服务业务虽然收入占比不到三成，但对利润贡献远高于收入占比。这也是苹果财报中较难被负面解读的部分：服务业务延续高质量增长，显示生态粘性仍强，安装基数扩大仍在持续转化为订阅、应用商店、云服务、支付等收入。下图可见苹果截至3月末的2026财年上半年硬件和服务业务成本及毛利率。大中华区收入同比增28%大超预期 欧美收入逊色区域表现中，大中华区最为突出。一季度大中华区收入204.97亿美元，同比增长约28%，较上一季将近38%的增速有所放缓，但明显高于市场预期的189.1亿美元。这一表现对苹果意义不小。过去几个季度，市场一直关注苹果在中国市场面对本土品牌竞争、消费电子需求波动等压力。一季度大中华区的营收超预期增长，说明苹果在中国的高端手机需求仍具韧性，也缓解了外界对中国市场份额和需求走弱的担忧。其他地区表现分化：美洲收入450.93亿美元，同比增长约12%，但低于分析师预期的458.2亿美元，连续两季收入逊于预期；欧洲收入280.55亿美元，同比增长约15%，低于预期的290.8亿美元；日本收入84.01亿美元，同比增长约15%，高于预期的73.8亿美元；其他亚太地区收入91.38亿美元，同比增长约25%，高于预期的87.6亿美元。因此，区域层面并非全面“爆表”：中国、日本和其他亚太表现强劲，但美洲、欧洲低于预期，部分削弱了整体超预期的含金量。费用增长较快，研发投入同比大增苹果当季总运营费用188.96亿美元，同比增长约24%，高于市场预期的184.7亿美元。其中：研发费用114.19亿美元，同比增长约34%；销售、一般及行政费用74.77亿美元，同比增长约11%。研发费用增速明显快于收入增速，可能与芯片、AI、硬件平台和新产品周期投入有关。对长期竞争力而言，这类投入有必要性；但从短期利润表角度看，费用端增长较快，也会让投资者关注未来利润率能否继续扩张。尽管费用上升，苹果一季度营业利润仍达到358.85亿美元，同比增长约21%，营业利润率约32.3%，高于去年同期约31.0%。这说明苹果仍然具备较强的费用吸收能力。下图可见苹果2026财年上半年数据。现金流强劲，新增1000亿美元回购授权苹果一季度经营现金流超过280亿美元，创截止于3月季度的同期最高纪录。前六个月，苹果的经营活动累计产生现金流826.27亿美元，显著高于去年同期的538.87亿美元。资本回报方面，苹果董事会宣布：将季度股息提高4%至每股0.27美元；新增最高1000亿美元股票回购授权。截至3月28日，苹果现金及现金等价物为455.72亿美元，高于上一财年末的359.34亿美元；若加上可交易证券，现金和证券合计约1466亿美元。同期有息债务约847亿美元，苹果仍保持充裕的净现金和资本回报能力。不过，对苹果投资者而言，大规模回购已经是长期预期的一部分。1000亿美元回购授权本身是利好，但不足以完全抵消市场对iPhone“只是小幅超预期”和区域表现分化的关注。","news_type":1,"symbols_score_info":{"AAPY":0.6,"AAPL":2,"AAPB":0.6,"AAPX":0.6,"APLY":0.6,"AAPD":0.6,"AAPU":0.6,"AAPW":0.6}},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559377753846424,"gmtCreate":1777598531559,"gmtModify":1777598533776,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3546249304196282","idStr":"3546249304196282"},"themes":[],"title":"","htmlText":"<a 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18:35","market":"us","language":"zh","title":"Palantir年内暴涨63%，领涨纳斯达克100指数，目前是阶段高点吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=1168896343","media":"老虎资讯综合","summary":"这家公司可能成为下一个软件巨头。","content":"<html><head></head><body><p><em>作者：Trevor Jennewine</em></p><p><em>来源：The Motley Fool</em></p><p><strong>摘要</strong></p><ul style=\"\"><li><p>Palantir 股价今年迄今已上涨 63%，领涨纳斯达克 100 指数。</p></li><li><p>Forrester Research 将 Palantir 评为人工智能平台领域的领导者。</p></li><li><p>Palantir 股价今年两次突破销售额 100 倍，很少有软件公司能达到这样的估值。</p></li></ul><p>5月14日，Palantir涨至至每股133.49美元的历史高点。此后，该股小幅回落，但截至5月27日，其年初至今的回报率高达63%，仍领跑纳斯达克100指数。Palantir能否在2025年剩余的几个月里保持这一势头？</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da861aca043563e01bdbf9139515aac2\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>Palantir利用人工智能帮助客户优化决策</strong></p><p>Palantir为商业和政府部门的客户开发数据分析软件。其主要平台（Gotham和Foundry）允许用户整合信息、训练机器学习模型和查询数据。其配套的人工智能平台（AIP）是一个大型语言模型编排工具，可让客户将生成式人工智能融入到运营中。</p><p>Palantir 的关键优势在于其基于“本体”的软件架构。本体是一个构建于数据集和模型之上的框架，它定义了数字信息与工厂、设备和耗材等实体资产之间的关系。本体不仅允许用户查询数据以改进决策，还能创建一个反馈循环，随着时间的推移产生更深入的洞察。</p><p>Palantir 公布了令人印象深刻的第一季度财务业绩。得益于政府部门强劲的销售增长，公司营收增长 39%，达到 8.84 亿美元，这是公司连续第七年实现增长。非公认会计准则美股净利润增长 62%，达到每股 0.13 美元。管理层还上调了全年业绩指引，预计 2025 年营收将增长 36%。</p><p>Palantir 完全有能力保持这一势头。Forrester Research 将该公司评为人工智能和机器学习平台领域的技术领导者，预计该市场将以每年 40% 的速度增长，到 2028 年将达到 1530 亿美元。晨星分析师 Mike Giarelli 今年早些时候写道：“这家公司可能成为下一个软件巨头。”</p><p>然而，投资者不应忽视估值。估值目前对市场可能并不重要，但最终总会起到决定性作用。Palantir 目前的市盈率为调整后收益的 265 倍。对于一家预计 2025 年收益将增长 41% 的公司来说，这个估值看起来非常昂贵。然而，Palantir 已连续六个季度超出市场普遍预期，平均高出 10%。</p><p><strong>Palantir 是历史上最昂贵的软件股票之一</strong></p><p>我刚才提到，对于一家预计今年盈利增长 41% 的公司来说，Palantir 的市盈率 (P/E) 非常高。话虽如此，有人可能会认为，由于华尔街经常低估 Palantir，其盈利增长速度可能远超预期。所以，让我们从另一个角度来思考估值。</p><p>Palantir 的市销率 (P/S) 在 2 月份突破了 100 倍，并在 5 月份再次达到这一水平。我回顾了过去 20 年 50 多只软件股的估值：在此期间，只有另外 6 只股票的市销率超过 100 倍，而且它们最终都下跌了至少 70%，如下所述：</p><ul style=\"\"><li><p>Bill Holdings 在 2021 年 9 月 8 日的市销率为 103 倍。该股最终下跌了 87%。</p></li><li><p>Cloudflare 在 2021 年 11 月 18 日的市销率为 114 倍。该股最终下跌了 83%。</p></li><li><p>SentinelOne 在 2021 年 9 月 16 日的市销率为 106 倍。该股最终下跌了 82%。</p></li><li><p>Snowflake 在 2020 年 12 月 8 日的市销率为 184 倍。该股最终下跌了 72%。</p></li><li><p>2024年12月26日，SoundHound AI的市销率为111倍。该股最终下跌了70%。</p></li><li><p>2020年10月19日，Zoom Communications的市销率为124倍。该股最终下跌了90%。</p></li></ul><p>如上所示，过去二十年中，除Palantir外，只有六只软件股的市盈率达到100倍，达到该估值后，其股价从峰值到谷底的平均跌幅为81%。我们可以将这个数字套用到Palantir身上，对未来可能发生的事情做出合理的预测。</p><p>具体来说，Palantir在2月18日收盘价为每股124.62美元，当天其市盈率达到了107倍的峰值。如果其表现与历史平均水平持平，最终将下跌81%，至每股23.67美元。这意味着其股价从目前的123美元下跌幅度大致相同。</p><p>当然，过往表现并不能保证未来的业绩，Palantir也有可能成为例外。但我认为投资者应该避免以当前价格买入该股。其风险回报状况严重偏向风险。</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>Palantir年内暴涨63%，领涨纳斯达克100指数，目前是阶段高点吗？</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{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ 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#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\">\nPalantir年内暴涨63%，领涨纳斯达克100指数，目前是阶段高点吗？\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\">2025-05-29 18:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><em>作者：Trevor Jennewine</em></p><p><em>来源：The Motley Fool</em></p><p><strong>摘要</strong></p><ul style=\"\"><li><p>Palantir 股价今年迄今已上涨 63%，领涨纳斯达克 100 指数。</p></li><li><p>Forrester Research 将 Palantir 评为人工智能平台领域的领导者。</p></li><li><p>Palantir 股价今年两次突破销售额 100 倍，很少有软件公司能达到这样的估值。</p></li></ul><p>5月14日，Palantir涨至至每股133.49美元的历史高点。此后，该股小幅回落，但截至5月27日，其年初至今的回报率高达63%，仍领跑纳斯达克100指数。Palantir能否在2025年剩余的几个月里保持这一势头？</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da861aca043563e01bdbf9139515aac2\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>Palantir利用人工智能帮助客户优化决策</strong></p><p>Palantir为商业和政府部门的客户开发数据分析软件。其主要平台（Gotham和Foundry）允许用户整合信息、训练机器学习模型和查询数据。其配套的人工智能平台（AIP）是一个大型语言模型编排工具，可让客户将生成式人工智能融入到运营中。</p><p>Palantir 的关键优势在于其基于“本体”的软件架构。本体是一个构建于数据集和模型之上的框架，它定义了数字信息与工厂、设备和耗材等实体资产之间的关系。本体不仅允许用户查询数据以改进决策，还能创建一个反馈循环，随着时间的推移产生更深入的洞察。</p><p>Palantir 公布了令人印象深刻的第一季度财务业绩。得益于政府部门强劲的销售增长，公司营收增长 39%，达到 8.84 亿美元，这是公司连续第七年实现增长。非公认会计准则美股净利润增长 62%，达到每股 0.13 美元。管理层还上调了全年业绩指引，预计 2025 年营收将增长 36%。</p><p>Palantir 完全有能力保持这一势头。Forrester Research 将该公司评为人工智能和机器学习平台领域的技术领导者，预计该市场将以每年 40% 的速度增长，到 2028 年将达到 1530 亿美元。晨星分析师 Mike Giarelli 今年早些时候写道：“这家公司可能成为下一个软件巨头。”</p><p>然而，投资者不应忽视估值。估值目前对市场可能并不重要，但最终总会起到决定性作用。Palantir 目前的市盈率为调整后收益的 265 倍。对于一家预计 2025 年收益将增长 41% 的公司来说，这个估值看起来非常昂贵。然而，Palantir 已连续六个季度超出市场普遍预期，平均高出 10%。</p><p><strong>Palantir 是历史上最昂贵的软件股票之一</strong></p><p>我刚才提到，对于一家预计今年盈利增长 41% 的公司来说，Palantir 的市盈率 (P/E) 非常高。话虽如此，有人可能会认为，由于华尔街经常低估 Palantir，其盈利增长速度可能远超预期。所以，让我们从另一个角度来思考估值。</p><p>Palantir 的市销率 (P/S) 在 2 月份突破了 100 倍，并在 5 月份再次达到这一水平。我回顾了过去 20 年 50 多只软件股的估值：在此期间，只有另外 6 只股票的市销率超过 100 倍，而且它们最终都下跌了至少 70%，如下所述：</p><ul style=\"\"><li><p>Bill Holdings 在 2021 年 9 月 8 日的市销率为 103 倍。该股最终下跌了 87%。</p></li><li><p>Cloudflare 在 2021 年 11 月 18 日的市销率为 114 倍。该股最终下跌了 83%。</p></li><li><p>SentinelOne 在 2021 年 9 月 16 日的市销率为 106 倍。该股最终下跌了 82%。</p></li><li><p>Snowflake 在 2020 年 12 月 8 日的市销率为 184 倍。该股最终下跌了 72%。</p></li><li><p>2024年12月26日，SoundHound AI的市销率为111倍。该股最终下跌了70%。</p></li><li><p>2020年10月19日，Zoom Communications的市销率为124倍。该股最终下跌了90%。</p></li></ul><p>如上所示，过去二十年中，除Palantir外，只有六只软件股的市盈率达到100倍，达到该估值后，其股价从峰值到谷底的平均跌幅为81%。我们可以将这个数字套用到Palantir身上，对未来可能发生的事情做出合理的预测。</p><p>具体来说，Palantir在2月18日收盘价为每股124.62美元，当天其市盈率达到了107倍的峰值。如果其表现与历史平均水平持平，最终将下跌81%，至每股23.67美元。这意味着其股价从目前的123美元下跌幅度大致相同。</p><p>当然，过往表现并不能保证未来的业绩，Palantir也有可能成为例外。但我认为投资者应该避免以当前价格买入该股。其风险回报状况严重偏向风险。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d544e6f7498c68812d1a765bff723fc2","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168896343","content_text":"作者：Trevor Jennewine来源：The Motley Fool摘要Palantir 股价今年迄今已上涨 63%，领涨纳斯达克 100 指数。Forrester Research 将 Palantir 评为人工智能平台领域的领导者。Palantir 股价今年两次突破销售额 100 倍，很少有软件公司能达到这样的估值。5月14日，Palantir涨至至每股133.49美元的历史高点。此后，该股小幅回落，但截至5月27日，其年初至今的回报率高达63%，仍领跑纳斯达克100指数。Palantir能否在2025年剩余的几个月里保持这一势头？Palantir利用人工智能帮助客户优化决策Palantir为商业和政府部门的客户开发数据分析软件。其主要平台（Gotham和Foundry）允许用户整合信息、训练机器学习模型和查询数据。其配套的人工智能平台（AIP）是一个大型语言模型编排工具，可让客户将生成式人工智能融入到运营中。Palantir 的关键优势在于其基于“本体”的软件架构。本体是一个构建于数据集和模型之上的框架，它定义了数字信息与工厂、设备和耗材等实体资产之间的关系。本体不仅允许用户查询数据以改进决策，还能创建一个反馈循环，随着时间的推移产生更深入的洞察。Palantir 公布了令人印象深刻的第一季度财务业绩。得益于政府部门强劲的销售增长，公司营收增长 39%，达到 8.84 亿美元，这是公司连续第七年实现增长。非公认会计准则美股净利润增长 62%，达到每股 0.13 美元。管理层还上调了全年业绩指引，预计 2025 年营收将增长 36%。Palantir 完全有能力保持这一势头。Forrester Research 将该公司评为人工智能和机器学习平台领域的技术领导者，预计该市场将以每年 40% 的速度增长，到 2028 年将达到 1530 亿美元。晨星分析师 Mike Giarelli 今年早些时候写道：“这家公司可能成为下一个软件巨头。”然而，投资者不应忽视估值。估值目前对市场可能并不重要，但最终总会起到决定性作用。Palantir 目前的市盈率为调整后收益的 265 倍。对于一家预计 2025 年收益将增长 41% 的公司来说，这个估值看起来非常昂贵。然而，Palantir 已连续六个季度超出市场普遍预期，平均高出 10%。Palantir 是历史上最昂贵的软件股票之一我刚才提到，对于一家预计今年盈利增长 41% 的公司来说，Palantir 的市盈率 (P/E) 非常高。话虽如此，有人可能会认为，由于华尔街经常低估 Palantir，其盈利增长速度可能远超预期。所以，让我们从另一个角度来思考估值。Palantir 的市销率 (P/S) 在 2 月份突破了 100 倍，并在 5 月份再次达到这一水平。我回顾了过去 20 年 50 多只软件股的估值：在此期间，只有另外 6 只股票的市销率超过 100 倍，而且它们最终都下跌了至少 70%，如下所述：Bill Holdings 在 2021 年 9 月 8 日的市销率为 103 倍。该股最终下跌了 87%。Cloudflare 在 2021 年 11 月 18 日的市销率为 114 倍。该股最终下跌了 83%。SentinelOne 在 2021 年 9 月 16 日的市销率为 106 倍。该股最终下跌了 82%。Snowflake 在 2020 年 12 月 8 日的市销率为 184 倍。该股最终下跌了 72%。2024年12月26日，SoundHound AI的市销率为111倍。该股最终下跌了70%。2020年10月19日，Zoom Communications的市销率为124倍。该股最终下跌了90%。如上所示，过去二十年中，除Palantir外，只有六只软件股的市盈率达到100倍，达到该估值后，其股价从峰值到谷底的平均跌幅为81%。我们可以将这个数字套用到Palantir身上，对未来可能发生的事情做出合理的预测。具体来说，Palantir在2月18日收盘价为每股124.62美元，当天其市盈率达到了107倍的峰值。如果其表现与历史平均水平持平，最终将下跌81%，至每股23.67美元。这意味着其股价从目前的123美元下跌幅度大致相同。当然，过往表现并不能保证未来的业绩，Palantir也有可能成为例外。但我认为投资者应该避免以当前价格买入该股。其风险回报状况严重偏向风险。","news_type":1,"symbols_score_info":{"PLTR":1.1}},"isVote":1,"tweetType":1,"viewCount":2519,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579592247575705","authorId":"3579592247575705","name":"DrSean","avatar":"https://static.tigerbbs.com/1463b1fdc8546a7d7fce66ec56cb9ca7","crmLevel":7,"crmLevelSwitch":0,"idStr":"3579592247575705","authorIdStr":"3579592247575705"},"content":"对标微软，你是在搞笑吗？他靠的是什么在对标？微软、google哪些在AI方面没有基础架构没有研究？一直在吹自己AI方向多强，你听过PLTR有出过什么前沿算法的研究吗？Goolge18年就架构了 Transformer模型，现在主流方向都在用这个，Deepseek用蒸馏模型，他提出什么模型了？比别人好了吗？销售方面政府订单一半，说明没有市场竞争能力，靠的都是政府关系，你见过国内哪家公司靠政府关系能做大的？而且这个情况在美国，你觉得他能吃下多少市场？现在一个季度销售8个亿，每个季度增长这么点，现在市值已经3000亿美金了，你对他估值是多少？难道1万亿？现在万亿的公司一共5家，全世界都能看到他们的产品，你见过PLTR的产品吗？想想这些再做多吧。","text":"对标微软，你是在搞笑吗？他靠的是什么在对标？微软、google哪些在AI方面没有基础架构没有研究？一直在吹自己AI方向多强，你听过PLTR有出过什么前沿算法的研究吗？Goolge18年就架构了 Transformer模型，现在主流方向都在用这个，Deepseek用蒸馏模型，他提出什么模型了？比别人好了吗？销售方面政府订单一半，说明没有市场竞争能力，靠的都是政府关系，你见过国内哪家公司靠政府关系能做大的？而且这个情况在美国，你觉得他能吃下多少市场？现在一个季度销售8个亿，每个季度增长这么点，现在市值已经3000亿美金了，你对他估值是多少？难道1万亿？现在万亿的公司一共5家，全世界都能看到他们的产品，你见过PLTR的产品吗？想想这些再做多吧。","html":"对标微软，你是在搞笑吗？他靠的是什么在对标？微软、google哪些在AI方面没有基础架构没有研究？一直在吹自己AI方向多强，你听过PLTR有出过什么前沿算法的研究吗？Goolge18年就架构了 Transformer模型，现在主流方向都在用这个，Deepseek用蒸馏模型，他提出什么模型了？比别人好了吗？销售方面政府订单一半，说明没有市场竞争能力，靠的都是政府关系，你见过国内哪家公司靠政府关系能做大的？而且这个情况在美国，你觉得他能吃下多少市场？现在一个季度销售8个亿，每个季度增长这么点，现在市值已经3000亿美金了，你对他估值是多少？难道1万亿？现在万亿的公司一共5家，全世界都能看到他们的产品，你见过PLTR的产品吗？想想这些再做多吧。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502945250431784,"gmtCreate":1763817445622,"gmtModify":1763875802269,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/LLY\">$礼来(LLY)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 感谢英伟达pltr和礼来共同促使我三年一个月达成五百倍收益","listText":"<a href=\"https://laohu8.com/S/LLY\">$礼来(LLY)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 感谢英伟达pltr和礼来共同促使我三年一个月达成五百倍收益","text":"$礼来(LLY)$ $Palantir Technologies Inc.(PLTR)$ $英伟达(NVDA)$ 感谢英伟达pltr和礼来共同促使我三年一个月达成五百倍收益","images":[{"img":"https://static.tigerbbs.com/ad0936828ff47f9ec7f671129f676c2d","width":"957","height":"216"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":22,"commentSize":18,"repostSize":2,"link":"https://laohu8.com/post/502945250431784","isVote":1,"tweetType":1,"viewCount":11412,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575453506994802","authorId":"3575453506994802","name":"老鹰飞翔","avatar":"https://static.tigerbbs.com/3033df8d5693e4a9045f973d88b65f87","crmLevel":1,"crmLevelSwitch":0,"idStr":"3575453506994802","authorIdStr":"3575453506994802"},"content":"恭喜恭喜🎉🎉🎉 沾沾大佬的喜气！","text":"恭喜恭喜🎉🎉🎉 沾沾大佬的喜气！","html":"恭喜恭喜🎉🎉🎉 沾沾大佬的喜气！"},{"author":{"id":"3515065343866850","authorId":"3515065343866850","name":"尖沙咀龍哥","avatar":"https://static.tigerbbs.com/2b179506c14a825d353bcd9e99387a7a","crmLevel":8,"crmLevelSwitch":1,"idStr":"3515065343866850","authorIdStr":"3515065343866850"},"content":"主要靠期权吗","text":"主要靠期权吗","html":"主要靠期权吗"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":267210360516872,"gmtCreate":1706261374372,"gmtModify":1706447402020,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"title":"","htmlText":"晒晒收益，只做正股不搞期权<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp;","listText":"晒晒收益，只做正股不搞期权<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp;","text":"晒晒收益，只做正股不搞期权$英伟达(NVDA)$","images":[{"img":"https://static.tigerbbs.com/dcd3d6f79ff48eb7a95ac6fd27ace1cc","width":"998","height":"1163"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":14,"commentSize":17,"repostSize":1,"link":"https://laohu8.com/post/267210360516872","isVote":1,"tweetType":1,"viewCount":6988,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3456140950403382","authorId":"3456140950403382","name":"风_99","avatar":"https://static.tigerbbs.com/5e5b1938caf163c456484718eec269de","crmLevel":5,"crmLevelSwitch":1,"idStr":"3456140950403382","authorIdStr":"3456140950403382"},"content":"你这业绩牛逼，经过正股考验后，完全可以用小部分资金再上期权，创造辉煌了","text":"你这业绩牛逼，经过正股考验后，完全可以用小部分资金再上期权，创造辉煌了","html":"你这业绩牛逼，经过正股考验后，完全可以用小部分资金再上期权，创造辉煌了"},{"author":{"id":"3478594197398735","authorId":"3478594197398735","name":"诚信是牛市","avatar":"https://static.tigerbbs.com/56881f8bca5ac358a9f54c7d9d218dcd","crmLevel":6,"crmLevelSwitch":0,"idStr":"3478594197398735","authorIdStr":"3478594197398735"},"content":"关键是本金多少啊","text":"关键是本金多少啊","html":"关键是本金多少啊"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":501194783060736,"gmtCreate":1763391886311,"gmtModify":1763391888861,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/LLY\">$礼来(LLY)$&nbsp;</a> 明年二月美联储将下场购债","listText":"<a href=\"https://laohu8.com/S/LLY\">$礼来(LLY)$&nbsp;</a> 明年二月美联储将下场购债","text":"$礼来(LLY)$ 明年二月美联储将下场购债","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/501194783060736","isVote":1,"tweetType":1,"viewCount":1615,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3540692585190396","authorId":"3540692585190396","name":"赛车猫","avatar":"https://static.tigerbbs.com/4fec6c99c8a6e8353aeaeca380c0894c","crmLevel":7,"crmLevelSwitch":1,"idStr":"3540692585190396","authorIdStr":"3540692585190396"},"content":"请问购债对股市是不好的意思吗","text":"请问购债对股市是不好的意思吗","html":"请问购债对股市是不好的意思吗"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}