Meet Kevin 对 $PLTR 的判断变化

频道资料 →本频道有 3 位标注的说话人:Adam Jonas、Goldman Sachs、Wells Fargo共 5 条
2026-09-03看涨
Wall Street is Warning: The Crash of 2027 is Coming: PREPARE.
对PLTR持乐观态度;股价触及164支撑位触发买入建议,但需注意自由现金流收益率约为1%。

我们之前提到过对 Palointer 和特斯拉股票的买入建议,但这背后有其逻辑,这反映了部分这种谨慎态度,尽管他们对硬件板块的看法也有其合理之处。

We previously mentioned buy recommendations for Palointer and Tesla shares, but there is a logic behind that, which reflects some of this caution, even though they also have a valid point about the hardware sector.

相反,正如我们今天早上提到的,与其在设备价格下跌时买入设备,我们建议买入 Palunteer,因为它已经达到了我们确定的支撑位。

Instead, as we mentioned this morning , rather than buying devices when their price drops, we recommend buying Palunteer because it has reached the support level we identified.

但如果我们转向 Palunteer 平台,这是我们今天早上初步评估时所依赖的平台,我们会发现我们非常接近 164 的支撑线,仅差 1 美元 40 秒。这对今天来说是一个积极的信号,尤其是在 Snowflake 股票面临抛售压力的情况下。

But if we move to the Palunteer platform, which is the platform we relied on in our initial assessment this morning, we will find that we came very close to the support line at 164, with a difference of only $1 and 40 seconds. This is a positive sign for today , especially with selling pressure on Snowflake stock.

2026-08-28看涨
The Software Stock Bottom is IN: Is it TOO LATE to Buy?
PLTR有约50%的上行空间,现在买入并不晚,但投资者应关注潜在的危险信号。

我们在大约 118 的时候发出了警报。Palantir 在第三季度爆发了,但你现在看到软件在扩张。

We got about at about 118 sent an alert for that. Palanteer's exploded here in the third quarter but you're now seeing software expand.

然后我们有 Palantir,我认为它现在的市盈率大约是 25 倍,这使其公允价值约为 222。说实话,我认为这大约低了 20% 到 30%。所以,我认为 Palantir 有接近 50% 的上涨空间。

Uh, and then we've got Palanteer, which I also think is probably at I think we're running this at like a 25 peg right now, which brings it to about a 222 fair value. Honestly, think that's about 20 to 30% too low. So, I think there's closer to 50% upside on Palunteer.

2026-08-28看涨
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