$PLTR · Financial Education · 2026-10-28
说话者倾向于投资 PLTR：与 ServiceNow 不同，Palantir 当下正在实现业绩数字并把握AI机遇，其费用并未超过利润和营收，因此他认为 Palantir 在高增长竞争对手中占据主导；他想投资 Palantir。
逐段跳播
但我也向外看，说，看看“Balantir”。看看 Alex Karp 和 Palantir 团队正在实现的数字。你知道，他们不找借口。他们正在利用人工智能的巨大浪潮。他们现在已经准备好实现这些数字了。
为什么“Service Now”不是这样？为什么 ServiceNow 不那样做？为什么他们只提供这些数字？这种情况在“Balantir”身上不会发生。Palantir 没有超出其总利润和收入的失控开支。
所以在我看来，Palantir 正在主导这些所谓的高增长竞争对手。所以，“Balantir”简直是在一个完全不同的层面上运作，老兄。是的，这就是我目前的立场。我想投资 Palantir。
我想投资 Salesforce 和 ServiceNow。它在短期内让我赚了很多钱，我想从中退出。我不是说它们长期来看是坏股票，但我有其他我认为会给我带来大得多利润的股票。就是这样。
But I also look out and say, look at "Balantir". Look at the numbers Alex Karp is achieving with the Palantir team. They, as you know, do not make excuses. They are taking advantage of the massive wave of artificial intelligence.
They are ready to achieve the numbers now. Why isn't "Service Now" like that? Why doesn't ServiceNow do that? Why do they only provide these figures? This does not happen with "Balantir".
Palantir does not have out-of-control expenses that exceed its total profits and revenues. So it seems to me that Palantir is dominating these supposed high-growth competitors.
So, "Balantir" simply operates on a completely different level, man. And yes, that's my current position. I want to invest in Palantir. I want to invest in Salesforce and ServiceNow.
It has made me a lot of money in the short term and I want to get out of it. I'm not saying they're bad stocks in the long run, but I have other stocks that I think will bring me much greater profit. That's all there is to it.
这个频道对 $PLTR 的历次判断
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