12/26/2024, 06:01 AM UTC
Palantir：2020年代中期，我们顶级科技股选择的一半Palantir: Halfway Through Our Top Tech Pick For The 2020s
1. 尽管Palantir的财务表现强劲，增长令人印象深刻，但其高估值掩盖了这些优点，因此谨慎地获利或暂缓增持是明智之举。2. 尽管收入年增长率达到30%且利润率较高，但Palantir的市盈率超过300倍，以及来自AWS和谷歌等巨头的竞争，都带来了重大风险。3. Palantir的估值要求其在未来几年内保持持续的高增长，考虑到规模效应和竞争加剧，这具有挑战性。1. Palantir's strong financial performance and impressive growth are overshadowed by its high valuation, making it prudent to take profits or hold off on adding more. 2. Despite 30% YoY revenue growth and high margins, Palantir's P/E ratio over 300x and competition from giants like AWS and Google pose significant risks. 3. Palantir's valuation demands sustained high-growth rates for years, which is challenging given the law of large numbers and increasing competition.---
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