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@夏夏夏：Palantir Q2：“信仰股”的一次加分卷

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Q2：“信仰股”的一次加分卷","extraTitle":"","html":"<html><head></head><body><p><a target=\"_blank\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> 昨天财报大涨，碾压预期自然。但相信虎友们更关注细节，亮点部分公司其实总结很好了，</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/37154b5c93897956181bbbac1d1f3c4d\" tg-width=\"852\" tg-height=\"284\"></p> <p>PPT部分更直观做出了图表：</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/7a5896747cee369fe784cf98547b4fd6\" tg-width=\"1848\" tg-height=\"1038\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/a6fdb33a77799fd4c7c113ed78cbbf04\" tg-width=\"1841\" tg-height=\"1027\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/8361647baeb01c56452c1661b9880fd1\" tg-width=\"1835\" tg-height=\"1025\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/b9ef288fae4cb66502fb0cb0a52895c0\" tg-width=\"1836\" tg-height=\"1025\">首先我想补充三张图，为虎友们展示整体趋势感，以营收、contribution margin、分部营收三个指标为例如下，</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/068e2fbe50b5c02e8e4af360c685a069\" tg-width=\"1006\" tg-height=\"547\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/9a1d85e6047a5b7044d96bce00a6c26d\" tg-width=\"1016\" tg-height=\"538\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/efff313f654103be93886d4e8cdd5ad9\" tg-width=\"814\" tg-height=\"551\">从营收增速来说，49.1%略高于上季度48.8%,，可说是持平。而表现在contribution margin则是跃升。</p> <p>第三张图展现的分部营收，商业部门的表现稳中有升。关于Palantir的未来，做一个不够准确的类比：政府部门如果说是护城河，商业部门或许是想象空间。在20Q4商业部门环比收入下降后，Palantir股价经历了一段下跌时光。</p> <p>之于Palantir，如果无法把握市场对它的估值逻辑，则无法形成洞见。关于这部分，上季度财报分析文章我有去写（<a href=\"https://laohu8.com/TW/193038922\" target=\"_blank\">链接附在此处</a>）。其中有两句话，我以为对于把握Palantir估值很重要：</p> <blockquote>\n  Palantir自己宣称，到2025年实现40亿美元收入的目标。 \n</blockquote> <blockquote>\n  管理层说过，他们相信直到FY25为止，每年的收入增长都将超过30％。 \n</blockquote> <p>对于一只SAAS股，对于一只成长股，需不停检验它的成长逻辑，调整对它的估值看法。以本季度而言，Palantir合格且加分。</p></body></html>","htmlText":"<html><head></head><body><p><a target=\"_blank\" href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> 昨天财报大涨，碾压预期自然。但相信虎友们更关注细节，亮点部分公司其实总结很好了，</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/37154b5c93897956181bbbac1d1f3c4d\" tg-width=\"852\" tg-height=\"284\"></p> <p>PPT部分更直观做出了图表：</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/7a5896747cee369fe784cf98547b4fd6\" tg-width=\"1848\" tg-height=\"1038\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/a6fdb33a77799fd4c7c113ed78cbbf04\" tg-width=\"1841\" tg-height=\"1027\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/8361647baeb01c56452c1661b9880fd1\" tg-width=\"1835\" tg-height=\"1025\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/b9ef288fae4cb66502fb0cb0a52895c0\" tg-width=\"1836\" tg-height=\"1025\">首先我想补充三张图，为虎友们展示整体趋势感，以营收、contribution margin、分部营收三个指标为例如下，</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/068e2fbe50b5c02e8e4af360c685a069\" tg-width=\"1006\" tg-height=\"547\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/9a1d85e6047a5b7044d96bce00a6c26d\" tg-width=\"1016\" tg-height=\"538\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/efff313f654103be93886d4e8cdd5ad9\" tg-width=\"814\" tg-height=\"551\">从营收增速来说，49.1%略高于上季度48.8%,，可说是持平。而表现在contribution margin则是跃升。</p> <p>第三张图展现的分部营收，商业部门的表现稳中有升。关于Palantir的未来，做一个不够准确的类比：政府部门如果说是护城河，商业部门或许是想象空间。在20Q4商业部门环比收入下降后，Palantir股价经历了一段下跌时光。</p> <p>之于Palantir，如果无法把握市场对它的估值逻辑，则无法形成洞见。关于这部分，上季度财报分析文章我有去写（<a href=\"https://laohu8.com/TW/193038922\" target=\"_blank\">链接附在此处</a>）。其中有两句话，我以为对于把握Palantir估值很重要：</p> <blockquote>\n  Palantir自己宣称，到2025年实现40亿美元收入的目标。 \n</blockquote> <blockquote>\n  管理层说过，他们相信直到FY25为止，每年的收入增长都将超过30％。 \n</blockquote> <p>对于一只SAAS股，对于一只成长股，需不停检验它的成长逻辑，调整对它的估值看法。以本季度而言，Palantir合格且加分。</p></body></html>","text":"$Palantir Technologies Inc.(PLTR)$ 昨天财报大涨，碾压预期自然。但相信虎友们更关注细节，亮点部分公司其实总结很好了， PPT部分更直观做出了图表： 首先我想补充三张图，为虎友们展示整体趋势感，以营收、contribution margin、分部营收三个指标为例如下， 从营收增速来说，49.1%略高于上季度48.8%,，可说是持平。而表现在contribution margin则是跃升。 第三张图展现的分部营收，商业部门的表现稳中有升。关于Palantir的未来，做一个不够准确的类比：政府部门如果说是护城河，商业部门或许是想象空间。在20Q4商业部门环比收入下降后，Palantir股价经历了一段下跌时光。 之于Palantir，如果无法把握市场对它的估值逻辑，则无法形成洞见。关于这部分，上季度财报分析文章我有去写（链接附在此处）。其中有两句话，我以为对于把握Palantir估值很重要： Palantir自己宣称，到2025年实现40亿美元收入的目标。 管理层说过，他们相信直到FY25为止，每年的收入增长都将超过30％。 对于一只SAAS股，对于一只成长股，需不停检验它的成长逻辑，调整对它的估值看法。以本季度而言，Palantir合格且加分。","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/894489955","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"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":false,"length":869,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":188,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":6,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/894787191"}