03/14/2025, 08:31 AM UTC
Palantir在第一季度后的风险/收益评估：经历大幅回调后的道路分析Palantir's Road To Q1, Assessing The Risk/Reward After A Sharp Correction
1. 由于市场波动，Palantir的股价下跌约34%，但其长期业务模式和增长速度仍然具有吸引力。2. 尽管担忧国防开支削减，但Palantir的政府收入仅占国防部预算的一小部分，表明有增长潜力。3. 市场可能过度反应负面，提供了潜在的买入机会。4. 尽管股价下跌，但Palantir因其高估值和强大的长期竞争优势而仍被持有。1. Palantir's stock has retreated by approximately 34% due to market volatility, but its long-term business model and growth rate remain attractive. 2. Despite concerns about defense spending cuts, Palantir's government revenue is a small fraction of the DoD budget, indicating potential for growth. 3. The market may be overreacting negatively, presenting a potential buying opportunity. 4. Palantir's high valuation and strong long-term competitive advantage make it a hold despite the drawdown.---
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