这篇文章不错，转发给_老虎社区_美港股上老虎 - 老虎社区

这篇文章不错，转发给大家看看

@夏夏夏：Palantir Q2：“信仰股”的一次加分卷

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

我们需要你的真知灼见来填补这片空白

发表看法

1

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":897876624,"tweetId":"897876624","gmtCreate":1628908748868,"gmtModify":1631893741634,"author":{"id":3567110964642792,"idStr":"3567110964642792","authorId":3567110964642792,"authorIdStr":"3567110964642792","name":"Sinjinling","avatar":"https://static.tigerbbs.com/936eb96b6a7f33b202c242a44dbbb6b0","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":20,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>这篇文章不错，转发给大家看看</p></body></html>","htmlText":"<html><head></head><body><p>这篇文章不错，转发给大家看看</p></body></html>","text":"这篇文章不错，转发给大家看看","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/897876624","repostId":894489955,"repostType":1,"repost":{"magic":2,"id":894489955,"tweetId":"894489955","gmtCreate":1628847484374,"gmtModify":1628907370563,"author":{"id":163879441421586,"idStr":"163879441421586","authorId":163879441421586,"authorIdStr":"163879441421586","name":"夏夏夏","avatar":"https://static.tigerbbs.com/58ae2606862e6fc6213bbfb1de0eef2c","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":15494,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://static.tigerbbs.com/068e2fbe50b5c02e8e4af360c685a069","width":"1006","height":"547"},{"img":"https://static.tigerbbs.com/efff313f654103be93886d4e8cdd5ad9","width":"814","height":"551"},{"img":"https://static.tigerbbs.com/8361647baeb01c56452c1661b9880fd1","width":"1835","height":"1025"},{"img":"https://static.tigerbbs.com/b9ef288fae4cb66502fb0cb0a52895c0","width":"1836","height":"1025"},{"img":"https://static.tigerbbs.com/37154b5c93897956181bbbac1d1f3c4d","width":"852","height":"284"},{"img":"https://static.tigerbbs.com/7a5896747cee369fe784cf98547b4fd6","width":"1848","height":"1038"},{"img":"https://static.tigerbbs.com/a6fdb33a77799fd4c7c113ed78cbbf04","width":"1841","height":"1027"},{"img":"https://static.tigerbbs.com/9a1d85e6047a5b7044d96bce00a6c26d","width":"1016","height":"538"}],"coverImages":[{"img":"https://static.tigerbbs.com/068e2fbe50b5c02e8e4af360c685a069","width":"1006","height":"547"},{"img":"https://static.tigerbbs.com/efff313f654103be93886d4e8cdd5ad9","width":"814","height":"551"},{"img":"https://static.tigerbbs.com/8361647baeb01c56452c1661b9880fd1","width":"1835","height":"1025"}],"title":"Palantir 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":348,"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":27,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/897876624"}