PLTR是软件板块的首选,凭借独特的AI技术和企业采用,预计将在2-3年内翻倍或达到1万亿美元市值。
逐段跳播
这意味着,像Nvidia、AMD、Microsoft、Alphabet和Amazon这样的公司,还有我们谈过的Palantir和网络安全公司。这是技术的黄金时代,而且也是30年来美国首次在技术领域领先中国。
What this means is that companies like Nvidia, AMD, Microsoft, Alphabet , and Amazon, and we've talked about names like Palantir and cybersecurity companies . I mean, this is now a golden age in terms of technology, and also for the first time in 30 years the United States is ahead of China in the field of technology.
我认为这些名字值得大家记下来:Nvidia、Microsoft、Palantir、Apple、CrowdStrike。
These are the names I think people should write down. Nvidia, Microsoft, Palantir, Apple, CrowdStrike.
Palantir在整体软件领域仍然是我们的首选,我相信它未来两三年内市值可能达到一万亿美元。当你考虑到工作空间的扩展和智能体的扩展。
Palantir remains our top choice in the software field in general, and I believe it could reach a market value of one trillion dollars in the next two or three years. And when you consider the expansion of workspaces and the expansion of agents.
Palantir软件是你的首选。Palantir的股价能涨到多高?这是你很久以前就选中的股票,你认为它会走向哪里,为什么?
Palantir software is your preferred choice. How high can Palantir's stock go ? It's a stock you selected a long time ago , where do you think it's headed and why?
我认为它未来两三年内可能翻倍。我把它看作一家将定义企业领域的公司,因为现金流在增加,更多公司转向人工智能,这要归功于他们在“AIP”平台上的作为,以及“Karp”和他的团队预见未来的能力。
我认为他们显然改变了许多公司如今的销售方式。但Palantir拥有无与伦比的技术。
I think it could double in the next two or three years . I mean, I see it as a company that will define the corporate sector as cash flow increases and more companies move into artificial intelligence , thanks to what they have done with their "AIP" platform and the ability of "Karp " and his team to foresee the future.
I think they have clearly changed many of the ways companies sell today. But Palantir possesses unparalleled technology.
所以,如果你回想那个关于“SAS软件时代终结”的童话,记得他们说过Anthropic会横扫Palantir之类的话。去和任何一位技术经理聊聊,他们都会告诉你,在AI应用场景方面,Palantir拥有无与伦比的技术。
随着这在企业和政府层面不断扩展,我相信Palantir的市值将达到1万亿美元。
That's why, if you go back to the fairy tale about the "end of the SAS software era ," remember when they said Anthropic would sweep Palantir and all that. Speak to any technical manager, and they will tell you that Palantir has unparalleled technology when it comes to AI use cases.
As this expands, both at the corporate and governmental levels, I believe Palantir's market value will reach $1 trillion.
这个频道对 $PLTR 的历次判断
Schwab Network 在这只股票上共 6 条判断,这里只列相邻的几条。