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火火兔爸

火火兔爸

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0勋章

12-18 18:30

不是，抄Palantir最好

12-18 18:27

$Palantir Technologies Inc.(PLTR)$ 在全球动荡加剧不确定性增加的情况下，这会是很好的避风港，

12-18 17:34

$Palantir Technologies Inc.(PLTR)$ 老特上台后会对军工系统大刀阔斧改革

12-18 17:09

$Palantir Technologies Inc.(PLTR)$ 回来了，死也要死这里

12-17 07:36

$Palantir Technologies Inc.(PLTR)$ 等博通涨到位再回来接你。

12-17 07:34

$Palantir Technologies Inc.(PLTR)$ 走法应该回去约弹越低，横盘震荡一段时间。

12-16 23:06

$博通(AVGO)$ 博通这一波拉升不得上三百

12-16 23:02

$Palantir Technologies Inc.(PLTR)$ 利好不涨变利空，估值暂时到这，不与趋势作对，趴博通了

12-16

$Palantir Technologies Inc.(PLTR)$ 买入并持有Palantir绝对没错，除非美丽国亡了，否则系统将会越嵌越深，永远离不开AIP

12-14

$Palantir Technologies Inc.(PLTR)$ $英伟达(NVDA)$ 美国保留了部分算力产能，预期明后年可能出现过剩。应用层会得到更多的资金流入。

12-12

不赌没业绩的玩意儿。。

12-12

$Palantir Technologies Inc.(PLTR)$ CPI符合预期，通胀暂时安全，没必要继续砸盘

12-11

那些公司都是特殊情况导致的极端例子，你看亚马逊倒了吗？

Palantir Has a Sky-High Valuation. These 5 Stocks Tumbled After Reaching Similar Heights

12-11

$Palantir Technologies Inc.(PLTR)$ 系统性原因阶段性杀估值逻辑未变问题不大

12-11

$Palantir Technologies Inc.(PLTR)$

12-11

$Palantir Technologies Inc.(PLTR)$

12-11

波动太大不是好公司

@美股小懒猫:PLTR、APP之后必买的企业级人工智能应用公司

12-10

$Palantir Technologies Inc.(PLTR)$ 降息大周期没有走完，一切都是小插曲。

12-10

$Palantir Technologies Inc.(PLTR)$ 市场在担心二次通胀引发衰退，最明显的是大宗都在涨。

12-10

系统性风险引发的回调而已

异动解读 | Palantir Technologies Inc.盘中大跌5.03%,人工智能业务前景遭质疑

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我这还被挂树上呢"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382407375327464,"gmtCreate":1734392197256,"gmtModify":1734392198915,"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":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 等博通涨到位再回来接你。","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 等博通涨到位再回来接你。","text":"$Palantir Technologies Inc.(PLTR)$ 等博通涨到位再回来接你。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/382407375327464","isVote":1,"tweetType":1,"viewCount":1514,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574241544219299","authorId":"3574241544219299","name":"寒江雪夜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"idStr":"3574241544219299","authorIdStr":"3574241544219299"},"content":"借地请问股神大佬老虎出金顺利吗？","text":"借地请问股神大佬老虎出金顺利吗？","html":"借地请问股神大佬老虎出金顺利吗？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382407151407344,"gmtCreate":1734392069262,"gmtModify":1734392070764,"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":[],"htmlText":"<a 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买入并持有Palantir绝对没错，除非美丽国亡了，否则系统将会越嵌越深，永远离不开AIP","text":"$Palantir Technologies Inc.(PLTR)$ 买入并持有Palantir绝对没错，除非美丽国亡了，否则系统将会越嵌越深，永远离不开AIP","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/381891842859416","isVote":1,"tweetType":1,"viewCount":1592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":381235693744312,"gmtCreate":1734106067848,"gmtModify":1734106069995,"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":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp; 美国保留了部分算力产能，预期明后年可能出现过剩。应用层会得到更多的资金流入。","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp; 美国保留了部分算力产能，预期明后年可能出现过剩。应用层会得到更多的资金流入。","text":"$Palantir Technologies Inc.(PLTR)$ $英伟达(NVDA)$ 美国保留了部分算力产能，预期明后年可能出现过剩。应用层会得到更多的资金流入。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/381235693744312","isVote":1,"tweetType":1,"viewCount":1695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380791760822464,"gmtCreate":1733997775644,"gmtModify":1733997777635,"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":[],"htmlText":"不赌没业绩的玩意儿。。","listText":"不赌没业绩的玩意儿。。","text":"不赌没业绩的玩意儿。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/380791760822464","isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667712494123","authorId":"3527667712494123","name":"格鲁1498","avatar":"https://static.tigerbbs.com/dd05209ce138618bd17e3f60110c2d29","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667712494123","authorIdStr":"3527667712494123"},"content":"今年真的是很无语，跌回起点了。。","text":"今年真的是很无语，跌回起点了。。","html":"今年真的是很无语，跌回起点了。。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380504476742080,"gmtCreate":1733934341495,"gmtModify":1733934342892,"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":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> CPI符合预期，通胀暂时安全，没必要继续砸盘&nbsp;","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> CPI符合预期，通胀暂时安全，没必要继续砸盘&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$ CPI符合预期，通胀暂时安全，没必要继续砸盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380504476742080","isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380480483922448,"gmtCreate":1733932105890,"gmtModify":1733932108079,"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":[],"htmlText":"那些公司都是特殊情况导致的极端例子，你看亚马逊倒了吗？","listText":"那些公司都是特殊情况导致的极端例子，你看亚马逊倒了吗？","text":"那些公司都是特殊情况导致的极端例子，你看亚马逊倒了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380480483922448","repostId":"2490887544","repostType":2,"repost":{"id":"2490887544","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1733908651,"share":"https://www.laohu8.com/m/news/2490887544?lang=&edition=full","pubTime":"2024-12-11 17:17","market":"sg","language":"en","title":"Palantir Has a Sky-High Valuation. These 5 Stocks Tumbled After Reaching Similar Heights","url":"https://stock-news.laohu8.com/highlight/detail?id=2490887544","media":"Dow Jones","summary":"Investor enthusiasm about Palantir Technologies has driven the stock to sky-high valuation metrics.At Tuesday's close, Palantir was trading at 67 times its sales over the last 12 months. The S&P 500 index trades at 3.2 times sales. History suggests Palantir's stock could be peaking, at least in the short to medium term.We have seen this type of extended valuation before, especially during the 1999-2000 dot-com boom, and during the Covid pandemic era of 2020-2021.Amazon, an early dot-com darling, reached a price-to-sales peak of 66 times in 1999. Three years later, shares were down 88% amid concerns of retail weakness in a recession and about profitability -- Amazon wouldn't show a profit until 2003. But Amazon sales never shrank, with growth bottoming at 13% in 2001, and rebounding strongly the next year. The Amazon bulls of 1998 and 1999 were eventually proven correct; by 2005, Amazon shares were up 278% from three years earlier.Cloud names also saw extended valuations during the pand","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> rose 3% in premarket trading.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/56a03af3e6f749741608adc58a64c15c\" title=\"\" tg-width=\"427\" tg-height=\"426\"/></p><p>Investor enthusiasm about Palantir Technologies has driven the stock to sky-high valuation metrics.</p><p>At Tuesday&#39;s close, Palantir was trading at 67 times its sales over the last 12 months. The S&amp;P 500 index trades at 3.2 times sales. History suggests Palantir&#39;s stock could be peaking, at least in the short to medium term.</p><p>We have seen this type of extended valuation before, especially during the 1999-2000 dot-com boom, and during the Covid pandemic era of 2020-2021.</p><p><a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>, an early dot-com darling, reached a price-to-sales peak of 66 times in 1999. Three years later, shares were down 88% amid concerns of retail weakness in a recession and about profitability -- Amazon wouldn&#39;t show a profit until 2003. But Amazon sales never shrank, with growth bottoming at 13% in 2001, and rebounding strongly the next year. The Amazon bulls of 1998 and 1999 were eventually proven correct; by 2005, Amazon shares were up 278% from three years earlier.</p><p>To be sure, focusing on Amazon biases the view toward the survivors of the dot-com bust. E-commerce sites like Pets.com and Webvan weren&#39;t as fortunate.</p><p>More recently, during the pandemic, a number of stocks reached Palantir&#39;s kind of valuation. With office workers logging in from home, <a href=\"https://laohu8.com/S/ZM\">Zoom</a>&#39;s videoconferencing became one of the early winners of 2020. That year, Zoom&#39;s stock price peaked at 178 times sales. The company&#39;s revenue rose by more than 300% annually at the Covid peak. But sales growth slowed as workers went back to the office, and new competition emerged from productivity software providers like Microsoft and Alphabet&#39;s Google. By 2022, Zoom&#39;s sales growth was down to single digits. The stock was down 86% three years after its 2020 peak price-sales moment. Despite a recent rally, the stock is still off 83% since then.</p><p>Another sector that thrived during the pandemic was information security software, a group that included once red-hot Zscaler. Its revenue grew by 56% in fiscal 2021 and 62% in 2022. <a href=\"https://laohu8.com/S/ZS\">Zscaler Inc.</a>&#39;s price-sales ratio peaked at 74 in 2021. Though growth remained strong in 2023 and 2024, Zscaler has still struggled to show a profit, with a -5% operating profit margin in the past four quarters. Three years after Zscaler stock&#39;s 2021 peak, the price was down 45%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8f0b13883e935824e94ad3a24b14111e\" title=\"\" tg-width=\"484\" tg-height=\"311\"/></p><p>The pandemic was also wind in the sails of e-commerce names like <a href=\"https://laohu8.com/S/SHOP\">Shopify</a>, which saw revenue rise by 88% in 2020, giving the company a profit for the first time in its history. Its price reached 74 times sales that year. But as the pandemic wound down, sales growth slowed. That profit disappeared in 2022. Three years after its price-sales ratio peaked, Shopify shares were down 48%. A stronger 2023 and a return to profitability has driven a recovery, with shares now off only 11% from the peak price-to-sales.</p><p>Cloud names also saw extended valuations during the pandemic, so much so that <a href=\"https://laohu8.com/S/SNOW\">Snowflake</a> had a 268 price-sales ratio in 2020 on the back of triple-digit growth into fiscal 2022. But that growth didn&#39;t translate into profits. Snowflake had a -33% operating profit margin in the last year. Three years from its price-to-sales high, Snowflake stock was down 51%. Its lost more ground since.</p><p>This is all history, and as the frequent disclaimer says, past performance is no guarantee of future results. Among current Palantir peers, <a href=\"https://laohu8.com/S/CNSWF\">Constellation Software, Inc.</a> may be the best fit. Both companies make software for governments and private customers. In their latest quarters, both companies&#39; sales grow by more than 20%, Palantir with the edge. Both companies have operating margins in the midteens with Palantir a little better here, as well.</p><p>By sales, Constellation is the larger company, with 3.5 times the revenue of Palantir, but by market value, Palantir is 2.6 times larger. Palantir stock trades at 67 times sales, while Constellation fetches seven times sales. The wide valuation gap suggests Palantir&#39;s stock may be overextended. History suggests the same, at least over the next three years.</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 Has a Sky-High Valuation. These 5 Stocks Tumbled After Reaching Similar Heights</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{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { 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\">\nPalantir Has a Sky-High Valuation. These 5 Stocks Tumbled After Reaching Similar Heights\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-12-11 17:17</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> rose 3% in premarket trading.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/56a03af3e6f749741608adc58a64c15c\" title=\"\" tg-width=\"427\" tg-height=\"426\"/></p><p>Investor enthusiasm about Palantir Technologies has driven the stock to sky-high valuation metrics.</p><p>At Tuesday&#39;s close, Palantir was trading at 67 times its sales over the last 12 months. The S&amp;P 500 index trades at 3.2 times sales. History suggests Palantir&#39;s stock could be peaking, at least in the short to medium term.</p><p>We have seen this type of extended valuation before, especially during the 1999-2000 dot-com boom, and during the Covid pandemic era of 2020-2021.</p><p><a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>, an early dot-com darling, reached a price-to-sales peak of 66 times in 1999. Three years later, shares were down 88% amid concerns of retail weakness in a recession and about profitability -- Amazon wouldn&#39;t show a profit until 2003. But Amazon sales never shrank, with growth bottoming at 13% in 2001, and rebounding strongly the next year. The Amazon bulls of 1998 and 1999 were eventually proven correct; by 2005, Amazon shares were up 278% from three years earlier.</p><p>To be sure, focusing on Amazon biases the view toward the survivors of the dot-com bust. E-commerce sites like Pets.com and Webvan weren&#39;t as fortunate.</p><p>More recently, during the pandemic, a number of stocks reached Palantir&#39;s kind of valuation. With office workers logging in from home, <a href=\"https://laohu8.com/S/ZM\">Zoom</a>&#39;s videoconferencing became one of the early winners of 2020. That year, Zoom&#39;s stock price peaked at 178 times sales. The company&#39;s revenue rose by more than 300% annually at the Covid peak. But sales growth slowed as workers went back to the office, and new competition emerged from productivity software providers like Microsoft and Alphabet&#39;s Google. By 2022, Zoom&#39;s sales growth was down to single digits. The stock was down 86% three years after its 2020 peak price-sales moment. Despite a recent rally, the stock is still off 83% since then.</p><p>Another sector that thrived during the pandemic was information security software, a group that included once red-hot Zscaler. Its revenue grew by 56% in fiscal 2021 and 62% in 2022. <a href=\"https://laohu8.com/S/ZS\">Zscaler Inc.</a>&#39;s price-sales ratio peaked at 74 in 2021. Though growth remained strong in 2023 and 2024, Zscaler has still struggled to show a profit, with a -5% operating profit margin in the past four quarters. Three years after Zscaler stock&#39;s 2021 peak, the price was down 45%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8f0b13883e935824e94ad3a24b14111e\" title=\"\" tg-width=\"484\" tg-height=\"311\"/></p><p>The pandemic was also wind in the sails of e-commerce names like <a href=\"https://laohu8.com/S/SHOP\">Shopify</a>, which saw revenue rise by 88% in 2020, giving the company a profit for the first time in its history. Its price reached 74 times sales that year. But as the pandemic wound down, sales growth slowed. That profit disappeared in 2022. Three years after its price-sales ratio peaked, Shopify shares were down 48%. A stronger 2023 and a return to profitability has driven a recovery, with shares now off only 11% from the peak price-to-sales.</p><p>Cloud names also saw extended valuations during the pandemic, so much so that <a href=\"https://laohu8.com/S/SNOW\">Snowflake</a> had a 268 price-sales ratio in 2020 on the back of triple-digit growth into fiscal 2022. But that growth didn&#39;t translate into profits. Snowflake had a -33% operating profit margin in the last year. Three years from its price-to-sales high, Snowflake stock was down 51%. Its lost more ground since.</p><p>This is all history, and as the frequent disclaimer says, past performance is no guarantee of future results. Among current Palantir peers, <a href=\"https://laohu8.com/S/CNSWF\">Constellation Software, Inc.</a> may be the best fit. Both companies make software for governments and private customers. In their latest quarters, both companies&#39; sales grow by more than 20%, Palantir with the edge. Both companies have operating margins in the midteens with Palantir a little better here, as well.</p><p>By sales, Constellation is the larger company, with 3.5 times the revenue of Palantir, but by market value, Palantir is 2.6 times larger. Palantir stock trades at 67 times sales, while Constellation fetches seven times sales. The wide valuation gap suggests Palantir&#39;s stock may be overextended. History suggests the same, at least over the next three years.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","ZM":"Zoom","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) ACC","SNOW":"Snowflake","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU1221951046.USD":"NORDEA 1 STABLE RETURN \"HM\" (USDHDG) INC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0302445910.USD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0994945656.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC 2","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0861579265.USD":"联博低波幅策略股票基金A","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0444971666.USD":"天利全球科技基金","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","AMZN":"亚马逊","BK4592":"伊斯兰概念","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","PLTR":"Palantir Technologies Inc.","SHOP":"Shopify Inc"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2490887544","content_text":"Palantir Technologies Inc. rose 3% in premarket trading.Investor enthusiasm about Palantir Technologies has driven the stock to sky-high valuation metrics.At Tuesday's close, Palantir was trading at 67 times its sales over the last 12 months. The S&P 500 index trades at 3.2 times sales. History suggests Palantir's stock could be peaking, at least in the short to medium term.We have seen this type of extended valuation before, especially during the 1999-2000 dot-com boom, and during the Covid pandemic era of 2020-2021.Amazon.com, an early dot-com darling, reached a price-to-sales peak of 66 times in 1999. Three years later, shares were down 88% amid concerns of retail weakness in a recession and about profitability -- Amazon wouldn't show a profit until 2003. But Amazon sales never shrank, with growth bottoming at 13% in 2001, and rebounding strongly the next year. The Amazon bulls of 1998 and 1999 were eventually proven correct; by 2005, Amazon shares were up 278% from three years earlier.To be sure, focusing on Amazon biases the view toward the survivors of the dot-com bust. E-commerce sites like Pets.com and Webvan weren't as fortunate.More recently, during the pandemic, a number of stocks reached Palantir's kind of valuation. With office workers logging in from home, Zoom's videoconferencing became one of the early winners of 2020. That year, Zoom's stock price peaked at 178 times sales. The company's revenue rose by more than 300% annually at the Covid peak. But sales growth slowed as workers went back to the office, and new competition emerged from productivity software providers like Microsoft and Alphabet's Google. By 2022, Zoom's sales growth was down to single digits. The stock was down 86% three years after its 2020 peak price-sales moment. Despite a recent rally, the stock is still off 83% since then.Another sector that thrived during the pandemic was information security software, a group that included once red-hot Zscaler. Its revenue grew by 56% in fiscal 2021 and 62% in 2022. Zscaler Inc.'s price-sales ratio peaked at 74 in 2021. Though growth remained strong in 2023 and 2024, Zscaler has still struggled to show a profit, with a -5% operating profit margin in the past four quarters. Three years after Zscaler stock's 2021 peak, the price was down 45%.The pandemic was also wind in the sails of e-commerce names like Shopify, which saw revenue rise by 88% in 2020, giving the company a profit for the first time in its history. Its price reached 74 times sales that year. But as the pandemic wound down, sales growth slowed. That profit disappeared in 2022. Three years after its price-sales ratio peaked, Shopify shares were down 48%. A stronger 2023 and a return to profitability has driven a recovery, with shares now off only 11% from the peak price-to-sales.Cloud names also saw extended valuations during the pandemic, so much so that Snowflake had a 268 price-sales ratio in 2020 on the back of triple-digit growth into fiscal 2022. But that growth didn't translate into profits. Snowflake had a -33% operating profit margin in the last year. Three years from its price-to-sales high, Snowflake stock was down 51%. Its lost more ground since.This is all history, and as the frequent disclaimer says, past performance is no guarantee of future results. Among current Palantir peers, Constellation Software, Inc. may be the best fit. Both companies make software for governments and private customers. In their latest quarters, both companies' sales grow by more than 20%, Palantir with the edge. Both companies have operating margins in the midteens with Palantir a little better here, as well.By sales, Constellation is the larger company, with 3.5 times the revenue of Palantir, but by market value, Palantir is 2.6 times larger. Palantir stock trades at 67 times sales, while Constellation fetches seven times sales. The wide valuation gap suggests Palantir's stock may be overextended. History suggests the same, at least over the next three years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380544544866672,"gmtCreate":1733931670436,"gmtModify":1733931672120,"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":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>系统性原因 阶段性杀估值逻辑未变问题不大","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>系统性原因 阶段性杀估值逻辑未变问题不大","text":"$Palantir Technologies Inc.(PLTR)$ 系统性原因 阶段性杀估值逻辑未变问题不大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380544544866672","isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380478291468792,"gmtCreate":1733931409673,"gmtModify":1733931497713,"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":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$","images":[{"img":"https://static.tigerbbs.com/bcf2c6d639c2a2a67ad5a6193de32296","width":"878","height":"1703"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380478291468792","isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":380468687188536,"gmtCreate":1733931347446,"gmtModify":1733931477328,"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":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$","images":[{"img":"https://static.tigerbbs.com/8494d3820a7c4a60d8de5d86f482b9f9","width":"878","height":"1703"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380468687188536","isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":380517971079544,"gmtCreate":1733925182970,"gmtModify":1733925185238,"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":[],"htmlText":"波动太大不是好公司","listText":"波动太大不是好公司","text":"波动太大不是好公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380517971079544","repostId":"380446011716024","repostType":1,"repost":{"id":380446011716024,"gmtCreate":1733916515117,"gmtModify":1733924416175,"author":{"id":"4090891950073930","authorId":"4090891950073930","name":"美股小懒猫","avatar":"https://static.tigerbbs.com/87ae51d68621d0e4a57f0ae0c33f585f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090891950073930","authorIdStr":"4090891950073930"},"themes":[],"title":"PLTR、APP之后必买的企业级人工智能应用公司","htmlText":"SoundHound AI（纳斯达克代码：SOUN）是一家市值达56亿美元的对话式人工智能应用开发商，正在引领向基于语音的人工智能客户服务的代际转型。除了在企业解决方案方面取得进展外，SoundHound 在消费者领域也在快速扩张。企业逐渐认识到拥有一致的对话式人工智能代理的操作价值和优势，公司在餐饮行业和电动车领域取得了显著成果，分别优化了点餐服务和现代车辆的对话式人工智能功能。 SoundHound 拥有强大的护城河，其技术完全由内部开发，因而托管成本较低，同时拥有数百项专利，并凭借20多年的经验积累了庞大的数据资源。 随着人工智能在多个行业释放新的可能性，SoundHound AI 成为了这一转型的领导者，无论是在企业领域还是面向消费者的层面。由于需求激增，SOUN在过去几个季度的收入呈现大幅增长，并持续扩大规模。公司资产负债表稳健，在其超高速增长轨迹下，其估值显得极具吸引力。 我将 SoundHound AI 评级为“强力买入”。 SoundHound AI 的市场颠覆潜力 发现一家有能力颠覆市场的公司对任何投资者来说都是难得的机会。我认为这样的机会十分稀有，通常预示着潜在的高回报，让投资者有机会在一项重大变革的早期介入。 观察 SoundHound AI，可以看到许多迹象表明其颠覆性特质，以及如何在技术领域的代际转型中引领潮流。该公司致力于通过对话式智能推动消费者和企业迈向人工智能的下一篇章。 SoundHound 的核心人工智能模型 Polaris 是一个多语言、多模态平台，在准确性方面表现出色，并在多项指标上超过了竞争对手。据管理层介绍，Polaris 历经20年的开发，通过数十亿次人类对话和超过一百万小时的音频数据进行训练，涵盖数十种语言。Polaris 能够理解语音、语境变量和意图，适用于各种行业需求。最重要的是，由于其内部开发的特点，Polaris 的托","listText":"SoundHound AI（纳斯达克代码：SOUN）是一家市值达56亿美元的对话式人工智能应用开发商，正在引领向基于语音的人工智能客户服务的代际转型。除了在企业解决方案方面取得进展外，SoundHound 在消费者领域也在快速扩张。企业逐渐认识到拥有一致的对话式人工智能代理的操作价值和优势，公司在餐饮行业和电动车领域取得了显著成果，分别优化了点餐服务和现代车辆的对话式人工智能功能。 SoundHound 拥有强大的护城河，其技术完全由内部开发，因而托管成本较低，同时拥有数百项专利，并凭借20多年的经验积累了庞大的数据资源。 随着人工智能在多个行业释放新的可能性，SoundHound AI 成为了这一转型的领导者，无论是在企业领域还是面向消费者的层面。由于需求激增，SOUN在过去几个季度的收入呈现大幅增长，并持续扩大规模。公司资产负债表稳健，在其超高速增长轨迹下，其估值显得极具吸引力。 我将 SoundHound AI 评级为“强力买入”。 SoundHound AI 的市场颠覆潜力 发现一家有能力颠覆市场的公司对任何投资者来说都是难得的机会。我认为这样的机会十分稀有，通常预示着潜在的高回报，让投资者有机会在一项重大变革的早期介入。 观察 SoundHound AI，可以看到许多迹象表明其颠覆性特质，以及如何在技术领域的代际转型中引领潮流。该公司致力于通过对话式智能推动消费者和企业迈向人工智能的下一篇章。 SoundHound 的核心人工智能模型 Polaris 是一个多语言、多模态平台，在准确性方面表现出色，并在多项指标上超过了竞争对手。据管理层介绍，Polaris 历经20年的开发，通过数十亿次人类对话和超过一百万小时的音频数据进行训练，涵盖数十种语言。Polaris 能够理解语音、语境变量和意图，适用于各种行业需求。最重要的是，由于其内部开发的特点，Polaris 的托","text":"SoundHound AI（纳斯达克代码：SOUN）是一家市值达56亿美元的对话式人工智能应用开发商，正在引领向基于语音的人工智能客户服务的代际转型。除了在企业解决方案方面取得进展外，SoundHound 在消费者领域也在快速扩张。企业逐渐认识到拥有一致的对话式人工智能代理的操作价值和优势，公司在餐饮行业和电动车领域取得了显著成果，分别优化了点餐服务和现代车辆的对话式人工智能功能。 SoundHound 拥有强大的护城河，其技术完全由内部开发，因而托管成本较低，同时拥有数百项专利，并凭借20多年的经验积累了庞大的数据资源。 随着人工智能在多个行业释放新的可能性，SoundHound AI 成为了这一转型的领导者，无论是在企业领域还是面向消费者的层面。由于需求激增，SOUN在过去几个季度的收入呈现大幅增长，并持续扩大规模。公司资产负债表稳健，在其超高速增长轨迹下，其估值显得极具吸引力。 我将 SoundHound AI 评级为“强力买入”。 SoundHound AI 的市场颠覆潜力 发现一家有能力颠覆市场的公司对任何投资者来说都是难得的机会。我认为这样的机会十分稀有，通常预示着潜在的高回报，让投资者有机会在一项重大变革的早期介入。 观察 SoundHound AI，可以看到许多迹象表明其颠覆性特质，以及如何在技术领域的代际转型中引领潮流。该公司致力于通过对话式智能推动消费者和企业迈向人工智能的下一篇章。 SoundHound 的核心人工智能模型 Polaris 是一个多语言、多模态平台，在准确性方面表现出色，并在多项指标上超过了竞争对手。据管理层介绍，Polaris 历经20年的开发，通过数十亿次人类对话和超过一百万小时的音频数据进行训练，涵盖数十种语言。Polaris 能够理解语音、语境变量和意图，适用于各种行业需求。最重要的是，由于其内部开发的特点，Polaris 的托","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380446011716024","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380105400914488,"gmtCreate":1733842654508,"gmtModify":1733842655988,"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":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 降息大周期没有走完，一切都是小插曲。","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 降息大周期没有走完，一切都是小插曲。","text":"$Palantir Technologies Inc.(PLTR)$ 降息大周期没有走完，一切都是小插曲。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/380105400914488","isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":379855883579840,"gmtCreate":1733775993555,"gmtModify":1733775995356,"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":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 市场在担心二次通胀引发衰退，最明显的是大宗都在涨。","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 市场在担心二次通胀引发衰退，最明显的是大宗都在涨。","text":"$Palantir Technologies Inc.(PLTR)$ 市场在担心二次通胀引发衰退，最明显的是大宗都在涨。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/379855883579840","isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":379906128736640,"gmtCreate":1733775807686,"gmtModify":1733775810053,"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":[],"htmlText":"系统性风险引发的回调而已","listText":"系统性风险引发的回调而已","text":"系统性风险引发的回调而已","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/379906128736640","repostId":"1138471718","repostType":2,"repost":{"id":"1138471718","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1733760296,"share":"https://www.laohu8.com/m/news/1138471718?lang=&edition=full","pubTime":"2024-12-10 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justify;\">伯恩斯坦分析师表示，目前限制英伟达营收的因素是半导体代工厂先进的芯片封装能力。随着明年封装能力的提升，<strong>英伟达将有可能在2024年创造750亿至900亿美元的数据中心和AI芯片收入，而华尔街分析师的一致预期仅为420亿美元。</strong></p><p style=\"text-align: justify;\">不过，随着人工智能基础设施建设过多，可能带来的短期和中期风险，比如对英伟达芯片需求先旺后衰，伯恩斯坦技术分析师团队淡化了这一风险。</p><p style=\"text-align: justify;\"><strong>他们将英伟达股票评级调至“跑赢大盘”，目股价为475美元。</strong>目前，英伟达股价为467美元左右。</p><p style=\"text-align: justify;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/906f6ead5c983b5a91f6e22ac4897ac5\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">伯恩斯坦团队表示，在未来相当长的一段时间内，至少在未来12-18个月内，预计英伟达的业绩将保持增长，并可能将持续走高。这一分析结果显示了对英伟达未来发展的乐观态度。</p><p style=\"text-align: justify;\">此前，瑞穗分析师Vijay Rakesh也指出，AI给英伟达带来的股价上行空间超乎想象，并将英伟达目标价从400美元上调至530美元。</p></body></html>","source":"wallstreetcn_api","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>四巨头订单就够季度目标！华尔街发现英伟达“需求远超预期”</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; 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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四巨头订单就够季度目标！华尔街发现英伟达“需求远超预期”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-01 10:56 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3694528><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>伯恩斯坦分析师，芯片需求爆表，2024年英伟达数据中心和AI芯片收入或达750亿至900亿美元，远超华尔街分析师的一致预期420亿美元。芯片需求“爆表”，主宰者“英伟达”业绩或远超普遍预期。周一，伯恩斯坦分析师通过云计算厂商最新透露的在人工智能支出计划，测算得出英伟达的实际业绩情况可能更为乐观。该分析师团队汇总了他们对微软 、Meta、字节和谷歌 AI 芯片支出增长的估计，发现仅这四家公司就足以让...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3694528\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4567":"ESG概念","BK4554":"元宇宙及AR概念","BK4534":"瑞士信贷持仓","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4532":"文艺复兴科技持仓","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4548":"巴美列捷福持仓","NVDA":"英伟达","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc 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芯片支出增长的估计，发现仅这四家公司就足以让英伟达实现本季度的指导目标。同时，他们预计其他大型科技公司和人工智能初创企业对英伟达的需求也更乐观。伯恩斯坦分析师表示，目前限制英伟达营收的因素是半导体代工厂先进的芯片封装能力。随着明年封装能力的提升，英伟达将有可能在2024年创造750亿至900亿美元的数据中心和AI芯片收入，而华尔街分析师的一致预期仅为420亿美元。不过，随着人工智能基础设施建设过多，可能带来的短期和中期风险，比如对英伟达芯片需求先旺后衰，伯恩斯坦技术分析师团队淡化了这一风险。他们将英伟达股票评级调至“跑赢大盘”，目股价为475美元。目前，英伟达股价为467美元左右。伯恩斯坦团队表示，在未来相当长的一段时间内，至少在未来12-18个月内，预计英伟达的业绩将保持增长，并可能将持续走高。这一分析结果显示了对英伟达未来发展的乐观态度。此前，瑞穗分析师Vijay Rakesh也指出，AI给英伟达带来的股价上行空间超乎想象，并将英伟达目标价从400美元上调至530美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1038,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3470548862272800","authorId":"3470548862272800","name":"峰子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3470548862272800","authorIdStr":"3470548862272800"},"content":"扯淡，用LLM的人都没几个了，还用的人越多对算力越高，在国内就没几个人能够正确打开，都用来聊天去了。生成式AI根本不需要大语言模型，台式机显卡就能解决问题了。","text":"扯淡，用LLM的人都没几个了，还用的人越多对算力越高，在国内就没几个人能够正确打开，都用来聊天去了。生成式AI根本不需要大语言模型，台式机显卡就能解决问题了。","html":"扯淡，用LLM的人都没几个了，还用的人越多对算力越高，在国内就没几个人能够正确打开，都用来聊天去了。生成式AI根本不需要大语言模型，台式机显卡就能解决问题了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318335890137312,"gmtCreate":1718757344942,"gmtModify":1718862602066,"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":[],"htmlText":"<a 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