$Palantir _老虎社区_美港股上老虎

2020-11-25

$Palantir Technologies Inc.(PLTR)$我来回复下下面一位三点全部讲错的朋友。第一：公司一共三位创始人，CEO Alex Karp是民主党支持者， President Peter Thiel是老川支持者，总裁未知，但我估计也是民主党支持者。业务都是和CEO谈，所以投资界都说拜登上台，就要马上买PLTR。第二：公司不仅仅是盈利的，而且利润惊人，80%毛利率，他们自己还搞出个边际利润率，也是每年在提高，说明利润率一直在提高。唯一令人担忧的是股票赔偿导致利润为负，这和小米上市给雷军发100亿导致报表亏损一个道理。第三：公司三位创始人都是全心全意在这个公司服务，而且这三位是硅谷久负盛名的大咖，名气不属于Elon Musk（Elon也是著名的管理强人）如果你们相信这个公司就是一个普普通通300亿市值的平庸企业，那你可以早点洗洗睡了。😂

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。

精彩评论

Yuko___4974
2020-11-26
Yuko___4974
请问大哥你目标价多少？这只股
- Yuko___4974:
  好的👌谢谢，请问VLDR这只股您有没有了解？有何见解？谢谢
- 带头老大哥:
  短期早已过了，我原来是24-26，出财报30-40。现在估计要全部重新来过，重做作业
莫问前程哥
2020-11-25
莫问前程哥
这家是不是正股好点，期权好像不怎么行啊
- 莫问前程哥回复带头老大哥:
  Sell put是好主意吗
- 带头老大哥:
  肯定，现在波动率很高，一旦回调或盘整，会狂杀期权价格
名侦探巴菲特
2020-11-25
名侦探巴菲特
说的不错，凭啥巴菲特给科技公司 $Snowflake(SNOW)$ 背书一天就5倍，我 $PayPal(PYPL)$ 精英们背书一个月多才1倍？？说到科技股，你相信巴菲特还是paypal黑帮？答案毋庸置疑！ $Palantir Technologies Inc.(PLTR)$ [思考][思考][抠鼻][抠鼻]
带头老大哥
2020-11-25
带头老大哥
我发个帖就上了1刀，我第一目标价24-26差不多到了，出了1/3，主要是价内call
- 带头老大哥:
  很安全，可以看做正股一直拿，如果嫌收益率低可以换远期价外，明年下半年到期都可以。我现在有几百手还没动。
- debucat:
  23年的20元价内应该拿到什么时候？
Elisabath
2020-11-25
Elisabath
大哥，非常佩服你做功课的详尽。无功受禄了。
说下自己的思路，盘面看23是一个阻力位。到现在为止，冲23来回拉锯，加上大盘今天已经高点，今天如果不能站稳24以上，准备先撤。
带头老大哥
2020-11-25
带头老大哥
还有一个谬误就是关于股票锁定期，这不是IPO，而是DPO, 他们定的全流通时间是在第一个年报后第三个交易日。

发表看法

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put是好主意吗","text":"Sell put是好主意吗","html":"Sell put是好主意吗"},{"id":3090819,"gmtCreate":1606258892569,"gmtModify":1606258892569,"authorId":3525300878623959,"author":{"id":3525300878623959,"authorId":3525300878623959,"name":"带头老大哥","avatar":"https://static.tigerbbs.com/3e541eee6532bd94aef25cba763b90a8","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":393341943,"type":1,"supId":3090809,"prevId":0,"content":"肯定，现在波动率很高，一旦回调或盘整，会狂杀期权价格","text":"肯定，现在波动率很高，一旦回调或盘整，会狂杀期权价格","html":"肯定，现在波动率很高，一旦回调或盘整，会狂杀期权价格"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":3089977,"gmtCreate":1606235382105,"gmtModify":1606235382105,"authorId":3465431517609033,"author":{"id":3465431517609033,"authorId":3465431517609033,"name":"名侦探巴菲特","avatar":"https://static.tigerbbs.com/db276ba85a4522c13024de22b29a73fe","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":393341943,"type":1,"supId":0,"prevId":0,"content":"说的不错，凭啥巴菲特给科技公司 <a 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[思考][思考][抠鼻][抠鼻]","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":3090273,"gmtCreate":1606238478390,"gmtModify":1606238478390,"authorId":3525300878623959,"author":{"id":3525300878623959,"authorId":3525300878623959,"name":"带头老大哥","avatar":"https://static.tigerbbs.com/3e541eee6532bd94aef25cba763b90a8","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":393341943,"type":1,"supId":0,"prevId":0,"content":"我发个帖就上了1刀，我第一目标价24-26差不多到了，出了1/3，主要是价内call","text":"我发个帖就上了1刀，我第一目标价24-26差不多到了，出了1/3，主要是价内call","html":"我发个帖就上了1刀，我第一目标价24-26差不多到了，出了1/3，主要是价内call","likeSize":2,"commentSize":2,"subComments":[{"id":3092531,"gmtCreate":1606279719802,"gmtModify":1606279719802,"authorId":3525300878623959,"author":{"id":3525300878623959,"authorId":3525300878623959,"name":"带头老大哥","avatar":"https://static.tigerbbs.com/3e541eee6532bd94aef25cba763b90a8","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":393341943,"type":1,"supId":3090273,"prevId":0,"content":"很安全，可以看做正股一直拿，如果嫌收益率低可以换远期价外，明年下半年到期都可以。我现在有几百手还没动。","text":"很安全，可以看做正股一直拿，如果嫌收益率低可以换远期价外，明年下半年到期都可以。我现在有几百手还没动。","html":"很安全，可以看做正股一直拿，如果嫌收益率低可以换远期价外，明年下半年到期都可以。我现在有几百手还没动。"},{"id":3092514,"gmtCreate":1606279403491,"gmtModify":1606279403491,"authorId":3555606107954158,"author":{"id":3555606107954158,"authorId":3555606107954158,"name":"debucat","avatar":"https://static.tigerbbs.com/6047e3a8901d51d027af7e1b0af8a128","vip":1,"hat":"https://static.tigerbbs.com/eec1894d24f295622b8891594288edf1","crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":393341943,"type":1,"supId":3090273,"prevId":0,"content":"23年的20元价内应该拿到什么时候？","text":"23年的20元价内应该拿到什么时候？","html":"23年的20元价内应该拿到什么时候？"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":3090009,"gmtCreate":1606235606350,"gmtModify":1606235606350,"authorId":3529312864766704,"author":{"id":3529312864766704,"authorId":3529312864766704,"name":"Elisabath","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":393341943,"type":1,"supId":0,"prevId":0,"content":"大哥，非常佩服你做功课的详尽。无功受禄了。\n 说下自己的思路，盘面看23是一个阻力位。到现在为止，冲23来回拉锯，加上大盘今天已经高点，今天如果不能站稳24以上，准备先撤。","text":"大哥，非常佩服你做功课的详尽。无功受禄了。\n 说下自己的思路，盘面看23是一个阻力位。到现在为止，冲23来回拉锯，加上大盘今天已经高点，今天如果不能站稳24以上，准备先撤。","html":"大哥，非常佩服你做功课的详尽。无功受禄了。\n 说下自己的思路，盘面看23是一个阻力位。到现在为止，冲23来回拉锯，加上大盘今天已经高点，今天如果不能站稳24以上，准备先撤。","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":3090646,"gmtCreate":1606254478874,"gmtModify":1606254478874,"authorId":3525300878623959,"author":{"id":3525300878623959,"authorId":3525300878623959,"name":"带头老大哥","avatar":"https://static.tigerbbs.com/3e541eee6532bd94aef25cba763b90a8","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":393341943,"type":1,"supId":0,"prevId":0,"content":"还有一个谬误就是关于股票锁定期，这不是IPO，而是DPO, 他们定的全流通时间是在第一个年报后第三个交易日。","text":"还有一个谬误就是关于股票锁定期，这不是IPO，而是DPO, 他们定的全流通时间是在第一个年报后第三个交易日。","html":"还有一个谬误就是关于股票锁定期，这不是IPO，而是DPO, 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