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- 夏天有风吹过夏天有风吹过
  ·2025-03-13
  $Palantir Technologies Inc.(PLTR)$ Palantir因为AI概念被爆炒，最高估值到近100倍PS，这个估值水平是大概2021年SaaS公司炒作高点的水平。实际上按照SaaS公司现在的估值水平，以其营收增速，最高PS给不到20倍。当然AI概念有溢价，也不应该有这么多。这次跌下来纯属价值回归，也许还远远没到底。
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