10/16/2024, 02:28 PM UTC
Palantir Q3前瞻：我有强烈的预期，但现在是卖出的时候了Palantir Q3 Preview: I Have Strong Expectations, But It's Time To Sell
1. Palantir的前瞻EV/销售额比率为34，前向市现率为111.3，表明这是一个高风险的投资。2. 尽管预计第三季度业绩强劲，但当前的估值是不可持续的。3. 该公司商业收入的增长，由其AI平台和训练营驱动，前景看好，但其对战争经济的依赖带来了长期风险。4. 考虑到其当前估值的投机性质，现在是考虑卖出PLTR股票的时候了，因为很可能出现重大调整。1. Palantir is significantly overvalued with a forward EV-to-sales ratio of 34 and a forward price-to-cash-flow ratio of 111.3, indicating a high-risk investment. 2. Despite expected strong Q3 results, the current valuation is unsustainable. 3. The company's commercial revenue growth driven by its AI Platform and boot camps is promising, but its reliance on wartime economics poses long-term risks. 4. Given the speculative nature of its current valuation, consider selling PLTR stock now as a significant correction is likely.
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