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Musol.温不胜
Palantir,也是 Yes,但没那么笃定
它要比共识多出一两分钱才能过线,听着不少,但$PLTR 过去几季超预期都超得很猛,不是挤牙膏那种,照这个节奏一两分钱不算难。
让我犹豫的是,最近分析师在悄悄往下调预期,公司自己给的营收指引也比市场想要的略低。
#Palantir财报前瞻:高增长能否支撑高估值
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