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微量德丰
微量德丰
·
05-29 06:35
$Palantir Technologies Inc.(PLTR)$
说实话，我看Palantir的股价应该在180美元左右。现在140多美元，实在让人兴奋不起来。不过公司本身确实很棒。等所有金融机构都开始买入的时候，价格自然就上去了。这个价位真的太低了。
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微量德丰
·
05-14
$Palantir Technologies Inc.(PLTR)$
我纯粹是种感觉，觉得底部已经到了，上升趋势要开始了。这真的只是种感觉，不是技术分析。
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微量德丰
·
05-13
$Palantir Technologies Inc.(PLTR)$
一旦PLTR触及160美元进行突破测试，它就会朝着200美元的方向去。
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微量德丰
·
05-12
$Palantir Technologies Inc.(PLTR)$
展望未来五年，可能性很多。卡普提到，他认为到2027年收入会再次翻倍，这为业务短期发展提供了一个展望。他还说，“我们在美国目前最大的问题就是，需求根本满足不了。”我深入解读一下，我参与其中就是为了赢！
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微量德丰
·
05-11
$Palantir Technologies Inc.(PLTR)$
我个人认为，Palantir最终会收购Innodata，时间可能在今年年底或明年，价格会超过125美元。立帖为证。
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微量德丰
·
05-07
$Palantir Technologies Inc.(PLTR)$
韦德布什的分析师丹·艾夫斯认为，Palantir的股票可能会因为AI而迎来一波强劲上涨。
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微量德丰
·
05-06
$Palantir Technologies Inc.(PLTR)$
Palantir 各方面都执行得非常好，这个季度太棒了。指标都很出色，消费者业务同比增长33%，非常稳固。季度内对消费者业务的预期略高，导致电话会议期间股价停滞然后下跌。所以，我们现在看到的都在预期之内，没什么新东西。 Palantir 提供的解决方案需求旺盛，未来收入可观，这在无数财报中都有体现，尤其是2026年第一季度的财报：政府和消费者业务的收入管道都非常显著，而且值得注意的是，客户持续来电表示需要并等待 Palantir 的解决方案，同时 Palantir 还在竞争像120亿到320亿美元的商业美国联邦航空管理局合同。所有这些都预示着下跌不仅会过去，而且很快会反弹到150多美元，回升到175美元甚至更高。
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微量德丰
·
05-05
$Robinhood(HOOD)$
看起来这股在动，可能回到90？
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微量德丰
·
05-04
$Palantir Technologies Inc.(PLTR)$
我个人觉得，如果Palantir的业绩像预期一样出色，并且给出了亮眼的前瞻指引，那么像Michael Burry说他做空了Palantir一万亿美元，或者那些只会喊“但估值太高了”、天要塌了的空头，这次应该压不住它了。说实话，今年除了Palantir自己的业绩不及市场预期，我看不出还有什么叙事或观点能真正压制住它。
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微量德丰
·
04-28
$Palantir Technologies Inc.(PLTR)$
Mikhail Fedorov那篇Barchart文章，说实话，我觉得里面推测成分太多了。我更关心5月4日，PLTR明明还在高速增长期；他们和政府关系那么深，如果企业要和政府打交道，用Palantir反而是更合理的选择。
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说实话，我看Palantir的股价应该在180美元左右。现在140多美元，实在让人兴奋不起来。不过公司本身确实很棒。等所有金融机构都开始买入的时候，价格自然就上去了。这个价位真的太低了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/569417289908624","isVote":1,"tweetType":1,"viewCount":3855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564343208501256,"gmtCreate":1778773453000,"gmtModify":1778810684902,"author":{"id":"10000000000010479","authorId":"10000000000010479","name":"微量德丰","avatar":"https://static.tigerbbs.com/2214c44af667ceaccefbb23d0bcacbb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010479","idStr":"10000000000010479"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>我纯粹是种感觉，觉得底部已经到了，上升趋势要开始了。这真的只是种感觉，不是技术分析。","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>我纯粹是种感觉，觉得底部已经到了，上升趋势要开始了。这真的只是种感觉，不是技术分析。","text":"$Palantir Technologies Inc.(PLTR)$ 我纯粹是种感觉，觉得底部已经到了，上升趋势要开始了。这真的只是种感觉，不是技术分析。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/564343208501256","isVote":1,"tweetType":1,"viewCount":1587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563709364834336,"gmtCreate":1778628788000,"gmtModify":1778753549291,"author":{"id":"10000000000010479","authorId":"10000000000010479","name":"微量德丰","avatar":"https://static.tigerbbs.com/2214c44af667ceaccefbb23d0bcacbb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010479","idStr":"10000000000010479"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>一旦PLTR触及160美元进行突破测试，它就会朝着200美元的方向去。","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>一旦PLTR触及160美元进行突破测试，它就会朝着200美元的方向去。","text":"$Palantir Technologies Inc.(PLTR)$ 一旦PLTR触及160美元进行突破测试，它就会朝着200美元的方向去。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563709364834336","isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563314585793216,"gmtCreate":1778550413000,"gmtModify":1778753319807,"author":{"id":"10000000000010479","authorId":"10000000000010479","name":"微量德丰","avatar":"https://static.tigerbbs.com/2214c44af667ceaccefbb23d0bcacbb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010479","idStr":"10000000000010479"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a><v-v data-views=\"1\"></v-v> 展望未来五年，可能性很多。卡普提到，他认为到2027年收入会再次翻倍，这为业务短期发展提供了一个展望。他还说，“我们在美国目前最大的问题就是，需求根本满足不了。”我深入解读一下，我参与其中就是为了赢！","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a><v-v data-views=\"1\"></v-v> 展望未来五年，可能性很多。卡普提到，他认为到2027年收入会再次翻倍，这为业务短期发展提供了一个展望。他还说，“我们在美国目前最大的问题就是，需求根本满足不了。”我深入解读一下，我参与其中就是为了赢！","text":"$Palantir Technologies Inc.(PLTR)$ 展望未来五年，可能性很多。卡普提到，他认为到2027年收入会再次翻倍，这为业务短期发展提供了一个展望。他还说，“我们在美国目前最大的问题就是，需求根本满足不了。”我深入解读一下，我参与其中就是为了赢！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563314585793216","isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562842431070912,"gmtCreate":1778443647000,"gmtModify":1778482347664,"author":{"id":"10000000000010479","authorId":"10000000000010479","name":"微量德丰","avatar":"https://static.tigerbbs.com/2214c44af667ceaccefbb23d0bcacbb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010479","idStr":"10000000000010479"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a><v-v data-views=\"1\"></v-v> 我个人认为，Palantir最终会收购Innodata，时间可能在今年年底或明年，价格会超过125美元。立帖为证。","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a><v-v data-views=\"1\"></v-v> 我个人认为，Palantir最终会收购Innodata，时间可能在今年年底或明年，价格会超过125美元。立帖为证。","text":"$Palantir Technologies Inc.(PLTR)$ 我个人认为，Palantir最终会收购Innodata，时间可能在今年年底或明年，价格会超过125美元。立帖为证。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562842431070912","isVote":1,"tweetType":1,"viewCount":1540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561433951932440,"gmtCreate":1778092250000,"gmtModify":1778137344771,"author":{"id":"10000000000010479","authorId":"10000000000010479","name":"微量德丰","avatar":"https://static.tigerbbs.com/2214c44af667ceaccefbb23d0bcacbb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010479","idStr":"10000000000010479"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a><v-v data-views=\"1\"></v-v> 韦德布什的分析师丹·艾夫斯认为，Palantir的股票可能会因为AI而迎来一波强劲上涨。","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a><v-v data-views=\"1\"></v-v> 韦德布什的分析师丹·艾夫斯认为，Palantir的股票可能会因为AI而迎来一波强劲上涨。","text":"$Palantir Technologies Inc.(PLTR)$ 韦德布什的分析师丹·艾夫斯认为，Palantir的股票可能会因为AI而迎来一波强劲上涨。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561433951932440","isVote":1,"tweetType":1,"viewCount":1017,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561079581773920,"gmtCreate":1778001760000,"gmtModify":1778049901713,"author":{"id":"10000000000010479","authorId":"10000000000010479","name":"微量德丰","avatar":"https://static.tigerbbs.com/2214c44af667ceaccefbb23d0bcacbb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010479","idStr":"10000000000010479"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a><v-v data-views=\"1\"></v-v> Palantir 各方面都执行得非常好，这个季度太棒了。指标都很出色，消费者业务同比增长33%，非常稳固。季度内对消费者业务的预期略高，导致电话会议期间股价停滞然后下跌。所以，我们现在看到的都在预期之内，没什么新东西。 Palantir 提供的解决方案需求旺盛，未来收入可观，这在无数财报中都有体现，尤其是2026年第一季度的财报：政府和消费者业务的收入管道都非常显著，而且值得注意的是，客户持续来电表示需要并等待 Palantir 的解决方案，同时 Palantir 还在竞争像120亿到320亿美元的商业美国联邦航空管理局合同。所有这些都预示着下跌不仅会过去，而且很快会反弹到150多美元，回升到175美元甚至更高。","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a><v-v data-views=\"1\"></v-v> Palantir 各方面都执行得非常好，这个季度太棒了。指标都很出色，消费者业务同比增长33%，非常稳固。季度内对消费者业务的预期略高，导致电话会议期间股价停滞然后下跌。所以，我们现在看到的都在预期之内，没什么新东西。 Palantir 提供的解决方案需求旺盛，未来收入可观，这在无数财报中都有体现，尤其是2026年第一季度的财报：政府和消费者业务的收入管道都非常显著，而且值得注意的是，客户持续来电表示需要并等待 Palantir 的解决方案，同时 Palantir 还在竞争像120亿到320亿美元的商业美国联邦航空管理局合同。所有这些都预示着下跌不仅会过去，而且很快会反弹到150多美元，回升到175美元甚至更高。","text":"$Palantir Technologies Inc.(PLTR)$ Palantir 各方面都执行得非常好，这个季度太棒了。指标都很出色，消费者业务同比增长33%，非常稳固。季度内对消费者业务的预期略高，导致电话会议期间股价停滞然后下跌。所以，我们现在看到的都在预期之内，没什么新东西。 Palantir 提供的解决方案需求旺盛，未来收入可观，这在无数财报中都有体现，尤其是2026年第一季度的财报：政府和消费者业务的收入管道都非常显著，而且值得注意的是，客户持续来电表示需要并等待 Palantir 的解决方案，同时 Palantir 还在竞争像120亿到320亿美元的商业美国联邦航空管理局合同。所有这些都预示着下跌不仅会过去，而且很快会反弹到150多美元，回升到175美元甚至更高。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561079581773920","isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":560998796501024,"gmtCreate":1777986762000,"gmtModify":1778033620890,"author":{"id":"10000000000010479","authorId":"10000000000010479","name":"微量德丰","avatar":"https://static.tigerbbs.com/2214c44af667ceaccefbb23d0bcacbb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010479","idStr":"10000000000010479"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/HOOD\">$Robinhood(HOOD)$ </a>看起来这股在动，可能回到90？","listText":"<a href=\"https://laohu8.com/S/HOOD\">$Robinhood(HOOD)$ </a>看起来这股在动，可能回到90？","text":"$Robinhood(HOOD)$ 看起来这股在动，可能回到90？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/560998796501024","isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":560482042073960,"gmtCreate":1777866648000,"gmtModify":1777884024454,"author":{"id":"10000000000010479","authorId":"10000000000010479","name":"微量德丰","avatar":"https://static.tigerbbs.com/2214c44af667ceaccefbb23d0bcacbb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010479","idStr":"10000000000010479"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>我个人觉得，如果Palantir的业绩像预期一样出色，并且给出了亮眼的前瞻指引，那么像Michael Burry说他做空了Palantir一万亿美元，或者那些只会喊“但估值太高了”、天要塌了的空头，这次应该压不住它了。说实话，今年除了Palantir自己的业绩不及市场预期，我看不出还有什么叙事或观点能真正压制住它。","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>我个人觉得，如果Palantir的业绩像预期一样出色，并且给出了亮眼的前瞻指引，那么像Michael Burry说他做空了Palantir一万亿美元，或者那些只会喊“但估值太高了”、天要塌了的空头，这次应该压不住它了。说实话，今年除了Palantir自己的业绩不及市场预期，我看不出还有什么叙事或观点能真正压制住它。","text":"$Palantir Technologies Inc.(PLTR)$ 我个人觉得，如果Palantir的业绩像预期一样出色，并且给出了亮眼的前瞻指引，那么像Michael Burry说他做空了Palantir一万亿美元，或者那些只会喊“但估值太高了”、天要塌了的空头，这次应该压不住它了。说实话，今年除了Palantir自己的业绩不及市场预期，我看不出还有什么叙事或观点能真正压制住它。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/560482042073960","isVote":1,"tweetType":1,"viewCount":4487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558333699474280,"gmtCreate":1777328886000,"gmtModify":1777346211976,"author":{"id":"10000000000010479","authorId":"10000000000010479","name":"微量德丰","avatar":"https://static.tigerbbs.com/2214c44af667ceaccefbb23d0bcacbb8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010479","idStr":"10000000000010479"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>Mikhail Fedorov那篇Barchart文章，说实话，我觉得里面推测成分太多了。我更关心5月4日，PLTR明明还在高速增长期；他们和政府关系那么深，如果企业要和政府打交道，用Palantir反而是更合理的选择。","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a>Mikhail Fedorov那篇Barchart文章，说实话，我觉得里面推测成分太多了。我更关心5月4日，PLTR明明还在高速增长期；他们和政府关系那么深，如果企业要和政府打交道，用Palantir反而是更合理的选择。","text":"$Palantir Technologies Inc.(PLTR)$ Mikhail Fedorov那篇Barchart文章，说实话，我觉得里面推测成分太多了。我更关心5月4日，PLTR明明还在高速增长期；他们和政府关系那么深，如果企业要和政府打交道，用Palantir反而是更合理的选择。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558333699474280","isVote":1,"tweetType":1,"viewCount":1384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}