12/05/2024, 05:55 AM UTC
狂热代价:Palantir股价上涨可能只是海市蜃楼The Cost Of Euphoria: Why Palantir's Rally Could Be A Mirage
1. 尽管Palantir近期增长迅猛,但作者仍维持“卖出”评级,原因是其估值过高且依赖情绪驱动的股价上涨。2. 该股票当前的估值倍数,如333倍市盈率和60倍市销率,是不可持续的,并且无法由基本面支撑。3. Palantir令人印象深刻的季度业绩和增长率被对未来自由现金流增长的过高预期和持续的股票稀释所掩盖。1. Despite Palantir's recent explosive growth, the author maintains a 'Sell' rating due to its extreme overvaluation and reliance on sentiment-driven stock price increases. 2. The stock's current valuation multiples, such as 333 times earnings and 60 times sales, are unsustainable and not justified by fundamentals. 3. Palantir's impressive quarterly results and growth rates are overshadowed by the unrealistic expectations for future free cash flow growth and ongoing share dilution.---
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