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符家三寶
2021-01-08
$Palantir Technologies Inc.(PLTR)$
买PLTR的简单逻辑。大前提是, 1、大数据利用是风口,是未来无论政府或私营公司机构的管理效率,生产效率,决策效率提高的必须技术途径,是人工智能技术及数据技术积累到一定阶段得到的成果。技术变革带来效率提高几次带动社会的巨大经济增长,处于风口的公司那个不是发得像猪头一样? 2、市场容量足够,足够容纳目前崭露头角的几家上市大数据公司。未来增长不会有大问题。 3、pltr成立已超过17年,17年时间足够其公司思考各种可能发展方向无数遍,无需怀疑比我们聪明几百倍的人的能力。软件产品是一堆代码,要转变技术方向也不存在技术鸿沟。 3、pltr现有客户本身技术力量雄厚,他们的选择足以说明pltr技术的先进。花几个亿美金采购的人绝不是傻B。尤其是情报部门和美国陆军,没用的他们会买? 4、现有大数据类公司技术方向并不相同,面向的需求不同,并非正面竞争。起码四五年内不会发生直接竞争。 5、大股东都是行业内的顶级投资人和技术大牛,你不相信自己都应该相信他们。聪明如你,你去投钱干一下十七年都不赚钱的公司试一下?6、如要上市骗钱,找华尔街投行高估几倍上市融资几百亿顺便套现手上股票来得更爽,我大A股的公司没少干这事,偏偏PLTR没干这事。 小前提,1、公司刚上市,要骗钱不搞个发行价四五倍上去能有个什么赚头呢?目前远远没到。 2、短期股价波动只是正常套路,何须惊慌。没有波动那来成交?[开心] 3、但不好意思,往往套路得人心,确实没多少人能熬得过价格的波动。所谓低处未算低,再低你也不敢买。所谓高处未算高,再高你也拿不住。这就是命啊。 4、同类型公司只有它频频被投行分析师唱空,你懂的!呵呵。过几个月或者一年你就知道自己
符家三寶
2020-12-03
$Palantir Technologies Inc.(PLTR)$
看大股东与华尔街对决,不给生意华尔街做,免不了招黑。大股东不缺钱,就是不稀释股份给投行吃肉。
符家三寶
2020-12-02
上市没给投行占便宜,现在嘴炮来砸。唱空收货。特斯拉也是摩根史丹利先唱空后唱多。**
抱歉,原内容已删除
符家三寶
2020-12-03
$Palantir Technologies Inc.(PLTR)$
大股东都高位吸货1400万股。呵呵
符家三寶
2020-11-30
$Palantir Technologies Inc.(PLTR)$
估计跌到23-25之间。
符家三寶
2020-12-18
$Palantir Technologies Inc.(PLTR)$
又有分析师靠口技呃货。
符家三寶
2021-01-16
$Palantir Technologies Inc.(PLTR)$
抹平涨幅[笑哭] [笑哭] [笑哭]
符家三寶
2021-01-08
$Palantir Technologies Inc.(PLTR)$
独自在山坡高处未算高命运在冷笑暗示全无路浮云游身边发出警告我高视阔步虽知此山头猛虎满布胆小非英雄决不愿停步冷眼对血路寂寞是命途明月映山岗倍觉孤高抛开爱慕饱遭煎熬早知代价高丝方吐尽茧中天蚕必须破笼牢独自在山坡高处未算高命运在冷笑暗示全无路浮云游身边发出警告我高视阔步虽知此山头猛虎满布胆小非英雄决不愿停步冷眼对血路寂寞是命途明月映山岗倍觉孤高抛开爱慕饱遭煎熬早知代价高丝方吐尽茧中天蚕必须破笼牢一生称英雄永不信命数经得起波涛更感激傲抹去了眼泪背上了愤怒让我攀险峰再与天比高
符家三寶
2021-02-13
$Palantir Technologies Inc.(PLTR)$
跌到静悄悄。
符家三寶
2021-01-08
$Palantir Technologies Inc.(PLTR)$
梦里寻她千百度,蓦然回首那人确在灯火阑珊处!
符家三寶
2020-12-03
评级出来的时点真有意思。一鼓作气,再而衰,三而歇。
摩根士丹利:下调Palantir评级至跑输大市
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Inc.(PLTR)$梦里寻她千百度,蓦然回首那人确在灯火阑珊处!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/336148769","isVote":1,"tweetType":1,"viewCount":1740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398428783,"gmtCreate":1606944004442,"gmtModify":1703845564853,"author":{"id":"3557233371542355","authorId":"3557233371542355","name":"符家三寶","avatar":"https://static.tigerbbs.com/b97075d5da8f1506ba6a916c6de82318","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"评级出来的时点真有意思。一鼓作气,再而衰,三而歇。","listText":"评级出来的时点真有意思。一鼓作气,再而衰,三而歇。","text":"评级出来的时点真有意思。一鼓作气,再而衰,三而歇。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398428783","repostId":"1149068998","repostType":2,"repost":{"id":"1149068998","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1606906945,"share":"https://www.laohu8.com/m/news/1149068998?lang=&edition=full","pubTime":"2020-12-02 19:02","market":"us","language":"zh","title":"摩根士丹利:下调Palantir评级至跑输大市","url":"https://stock-news.laohu8.com/highlight/detail?id=1149068998","media":"老虎资讯综合","summary":"2日讯,摩根士丹利分析师Keith Weiss将Palantir Technologies评级从持平大市下调至跑输大市,目标价17美元。该分析师在研报中表示,该股股价自上市以来上升了155%,但基本面","content":"<p>2日讯,摩根士丹利分析师Keith Weiss将Palantir Technologies评级从持平大市下调至跑输大市,目标价17美元。</p><p>该分析师在研报中表示,该股股价自上市以来上升了155%,但基本面基本没有重要变动,因此Palantir目前的风险回报率“毫无疑问”表现负面。该分析师补充道,目前该股股价33倍高于该行对其2022年的预测,比目前SaaS板块的均价高两倍。</p><p>Weiss认为,公司目前仍面临着许多突出的问题,恐怕难以维持目前的股价,例如,今年削减营运支出是否会影响增长前景;公司是否能够增加其用户基础等。</p><p>受此消息影响,Palantir盘前跌幅扩大,现跌超10%。</p><p><img src=\"https://static.tigerbbs.com/002a331f3990efa98e4922d1d7a4a447\" tg-width=\"867\" tg-height=\"663\"></p>","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 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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摩根士丹利:下调Palantir评级至跑输大市\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-12-02 19:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2日讯,摩根士丹利分析师Keith Weiss将Palantir Technologies评级从持平大市下调至跑输大市,目标价17美元。</p><p>该分析师在研报中表示,该股股价自上市以来上升了155%,但基本面基本没有重要变动,因此Palantir目前的风险回报率“毫无疑问”表现负面。该分析师补充道,目前该股股价33倍高于该行对其2022年的预测,比目前SaaS板块的均价高两倍。</p><p>Weiss认为,公司目前仍面临着许多突出的问题,恐怕难以维持目前的股价,例如,今年削减营运支出是否会影响增长前景;公司是否能够增加其用户基础等。</p><p>受此消息影响,Palantir盘前跌幅扩大,现跌超10%。</p><p><img src=\"https://static.tigerbbs.com/002a331f3990efa98e4922d1d7a4a447\" tg-width=\"867\" tg-height=\"663\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/625ead01e817e539f90a4e42cc82c39f","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149068998","content_text":"2日讯,摩根士丹利分析师Keith Weiss将Palantir Technologies评级从持平大市下调至跑输大市,目标价17美元。该分析师在研报中表示,该股股价自上市以来上升了155%,但基本面基本没有重要变动,因此Palantir目前的风险回报率“毫无疑问”表现负面。该分析师补充道,目前该股股价33倍高于该行对其2022年的预测,比目前SaaS板块的均价高两倍。Weiss认为,公司目前仍面临着许多突出的问题,恐怕难以维持目前的股价,例如,今年削减营运支出是否会影响增长前景;公司是否能够增加其用户基础等。受此消息影响,Palantir盘前跌幅扩大,现跌超10%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2045,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}