陈玉歌
2020-11-30
就喜欢这种波动强的票,+15%
@小虎活动:
【有奖竞猜】一周怒涨50%,预测Palantir涨跌幅!
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Palantir的大数据产品在G端(政府)市场稳固,而B端(商业)市场进入开拓期,某种程度上,类似于新能源汽车的产品导入期,股价提前反应未来的增长。</p> <p>2.公司深谙用户业务逻辑,产品解决用户痛点,让议价权紧握在自己手中(当然,这样增加了商业开拓的难度),加上经营效率的提升有望支撑毛利率保持扩张趋势。</p> <p>3.大数据行业空间广阔,无论是G端,还是B端,都有足够大的想象力,这是支撑Palantir市值的必要条件,但是估值的扩张往往来源于行业的拓展和渗透,俗称破圈。</p> <p><img src=\"https://static.tigerbbs.com/32acce3fb0a55fe330c46a52ed989c6f\" tg-width=\"831\" tg-height=\"677\">人红是非多,上周Palantir被香橼盯上,称其已经不再是一只股票,而是一个赌场。香橼认为Palantir在2020年会跌至20美元。香橼的看空,也让Palantir结束近日的强势,当日收跌近5%。</p> <p><img src=\"https://static.tigerbbs.com/2f02223a0f0833fa839d00e821e306bf\" tg-width=\"1183\" tg-height=\"370\"></p> <p>而这份报告究竟是上车机会,还是转向风标。虎友们怎么看?欢迎评论区留言你的观点。</p> <p><span style=\"color:rgba(255,111,0,1);\"><b>戳下方</b></span>参与投票竞猜↓↓,预测Palantir一周涨跌幅!猜对更有66虎币奖励!</p></body></html>","htmlText":"<html><head></head><body><p>一直保持神秘身份的大数据公司<a target=\"_blank\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> ,上周风头无两,一周涨幅52%。</p> <p><img src=\"https://static.tigerbbs.com/25bdb3cff633439083f63538fc2b20c2\" tg-width=\"840\" tg-height=\"470\"></p> <p>早前两周,Palantir曾发布首份财报,收入激增52%大超预期。</p> <blockquote>\n Q3季度公司商业收入1.27亿美元,增长35%;政府机构收入增长1.63亿美元,增长68%。 \n</blockquote> <p><img src=\"https://static.tigerbbs.com/b8bfa9a7b5a6c69ccc0e64377c2331ba\" tg-width=\"850\" tg-height=\"478\"></p> <p><a target=\"_blank\" href=\"https://laohu8.com/U/36979109942400\">@小虎周报</a> 曾分析过支撑Palantir的三点利好因素:</p> <p>1. Palantir的大数据产品在G端(政府)市场稳固,而B端(商业)市场进入开拓期,某种程度上,类似于新能源汽车的产品导入期,股价提前反应未来的增长。</p> <p>2.公司深谙用户业务逻辑,产品解决用户痛点,让议价权紧握在自己手中(当然,这样增加了商业开拓的难度),加上经营效率的提升有望支撑毛利率保持扩张趋势。</p> <p>3.大数据行业空间广阔,无论是G端,还是B端,都有足够大的想象力,这是支撑Palantir市值的必要条件,但是估值的扩张往往来源于行业的拓展和渗透,俗称破圈。</p> <p><img src=\"https://static.tigerbbs.com/32acce3fb0a55fe330c46a52ed989c6f\" tg-width=\"831\" tg-height=\"677\">人红是非多,上周Palantir被香橼盯上,称其已经不再是一只股票,而是一个赌场。香橼认为Palantir在2020年会跌至20美元。香橼的看空,也让Palantir结束近日的强势,当日收跌近5%。</p> <p><img src=\"https://static.tigerbbs.com/2f02223a0f0833fa839d00e821e306bf\" tg-width=\"1183\" tg-height=\"370\"></p> <p>而这份报告究竟是上车机会,还是转向风标。虎友们怎么看?欢迎评论区留言你的观点。</p> <p><span style=\"color:rgba(255,111,0,1);\"><b>戳下方</b></span>参与投票竞猜↓↓,预测Palantir一周涨跌幅!猜对更有66虎币奖励!</p></body></html>","text":"一直保持神秘身份的大数据公司$Palantir Technologies Inc.(PLTR)$ ,上周风头无两,一周涨幅52%。 早前两周,Palantir曾发布首份财报,收入激增52%大超预期。 Q3季度公司商业收入1.27亿美元,增长35%;政府机构收入增长1.63亿美元,增长68%。 @小虎周报 曾分析过支撑Palantir的三点利好因素: 1. 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