$PLTR · Benzinga · 2026-11-03
尽管 2026 年第三季度财报超预期(每股收益 44、营收 23.1 亿美元,预期为 41 和 21.8 亿美元),且商业收入超过政府收入,PLTR 盘前仍下跌 5.13%,盘中跌 6%。近期说话者预计会回落至 160-162 并可能回补缺口,随后会在 165-168 附近买入回调,博取数日反弹至 178-185,若选举不确定性消除后大盘走高则更有利;他已在 168 建了小仓位。
逐段跳播
Palanteer。我以为它会涨。尽管数据强劲,它却承压下跌。
Palanteer. I thought it was going to be up. It's down under pressure despite strong numbers.
Palunteer 下跌了。
We have Palunteer down.
Palunteer 的商业收入超过了政府收入。看到它没飞起来,很震惊。
commercial revenue surpassed government for Palunteer. Shocked to see it not fly.
所以 Palunteer,这家严重依赖政府合同的公司,现在从商业业务赚得更多了。
So Palunteer which is heavily relied on government contracts is now making more from commercial.
Palunteer Technologies 周二盘前交易下跌 5.13%,尽管公布的 2026 年第三季度财报超出预期,每股收益 44,营收 23.1 亿美元,而预期为 41 和 21.8 亿美元。
Palunteer Technologies was 5.13% lower in pre-market trading on Tuesday despite reporting thirdarter 2026 earnings that beat estimates with EPS of 44 on revenue of $2.31 billion versus estimates of 41 and $2.18 billion.
我们可能会看到财报后的反转。如果 pounder 能反转,也许会有意思。Palunteer 下跌交易中。它基本上跳空出去了。167 到 16773。期权现在跳空太大,不太好交易。
We could get earnings reversals. Maybe it would be fun if if we could get a reversal in pounder. Palunteer trading down. it's pretty much gapped out. 167 by 16773. options a little too gapped out to trade right now.
看,如果它肯给我,我会在盘前时段接 17250。我觉得它不会。好,我刚在 168 买了一点 pound,看看会怎么样。
See, I would take like a 17250 in global hours if it would give it to me. I don't think it will. All right, I just bought a little pound here at 168. see what goes on.
我确实认为 Palanteer 可能正在很好地酝酿一波反转。
I do think Palanteer could be setting up nicely for a reversal.
顺便说一下,我参与了 Palunteer。仓位非常小,非常小,只是想感受一下市场的动能。
And I got involved in Palunteer, by the way. Very small, very small, just to kind of get a feel on the momentum of the market.
所以我买了 Palunteer,它其实没怎么动。
so I bought that Palunteer hasn't really moved that much.
Palunteer 下跌 6%。早盘最活跃的是 Spies Q's、Apple、Palanteer、Celis、Life Sciences、Intel、Micron、Oracle、Tesla、SanDisk、AMD、Nvidia,没什么意外,SpaceX 138。
Palunteer down 6%. Uh, most active in the morning. Spies Q's, Apple, Palanteer, Celis, Life Sciences, Intel, Micron, Oracle, Tesla, SanDisk, AMD, Nvidia, no surprises, SpaceX 138.
暂无中文转述,仅英文原句可核对。
Palunteer Apple.
Par 昨天收盘后拉升了。
Par was popping yesterday after it closed.
现在它确实在拉升。它正朝反方向走。哎呀。我讨厌这种东西。完全是在猜。你确实帮我赚了钱。我不撒谎。谢谢你带来 Par。谁,谁刚说的?JD,谢谢你。那很好。我心怀感激。谢谢。
It's definitely popping now. It's going the other way. Uhoh. I hate this stuff. Totally guessing. You did make me money. I'm not going to lie. Thank you for the par. Who Who just said that?
JD, thank you. That was good. I have gratitude. Thank you.
Palanteer 来了。
Here comes Palanteer.
桌面上有太多东西要看了,比如 Apple 盘中会怎么走。Palunteer,
there's so much stuff on the table with how's Apple going to perform intraday. Palunteer,
所以我看了 Apple,又看了 Palunteer,然后我说这些家伙要回落。它们要回落。不管它们有多好都没用。
so I looked at Apple and I looked at Palunteer and I went those guys are going to fade. They're they're going to fade. It doesn't matter how great they are.
然后是 Palunteer。这一只也非常背离。看看动能事件。它真的是断崖式下跌。所以我的想法是,这东西会回来测试 160、162,最终可能回补缺口。我是说,我并不排除这种可能。所以这绝对是我看到的。
And then Palunteer. This one is really also very divergent. Look at the momentum event. It's just really fallen off a cliff. And so my thought was this thing's going to come back in and test 160 162 and it could eventually fill the gap.
I mean I I'm not putting that out of the way. So that's definitely what I'm seeing.
也在关注这一只。我认为同样的事情很可能发生。当然,你可以看到 165 是我当时关注的区域。它在盘前测试了该位置,现在守得相当不错。它已经突破了陡峭的下行趋势。所以,第一波反弹需要回踩。
所以我会设置一个提醒,说:“嘿,听着。到 168 的时候给我个提醒。”然后如果它来到 168,我就买入看涨期权价差、卖出看跌期权价差,做同样的组合,对吧?或者我可以进场,稍微做一点——哦,那走得真漂亮。
哇,那个铁鹰太棒了。好,那我可以到这里。球在哪里走平?它一直把我们带到 20 号,但我们可以清楚地看到墙在哪里。我们在 160 到 155 有东西。然后我们想去哪里?我们想去 178 到 185。
那我们就做 75。是 85 吗?不,75 到 80。是 1.70。会花我们 50 块。类似的做法。如果我们只是等盘中稍微回落一点,试着多拿一点,试着为你的看跌期权空头价差拿到 1.50,试着为你的看涨期权多头价差拿到大概 1.60。
这样你只付,你知道,10 美元建这个仓位。非常不对称的押注,但我喜欢,而且我认为从季节性角度看非常合理,非常非常合理。
also watching this one. I think the same thing is very likely to happen. And of course, you can see that 165 was the area that I was looking at. It tested it in the pre-market and now it's holding it pretty nicely.
It's broken above a steep downward trend. So, the first pass bounce needs to pull back. So, I would have something that says, "Hey, listen. Give me an alert. When it comes to 168 and then if it comes into 168, I'll buy a call spread, sell a put spread, do the same setup, right?
Or I could go in and have a little bit of Oh, that went beautifully. Wow, that iron coner was fantastic. Okay, so I can go here. Where's the ball flatten out? It takes us all the way the 20th, but we can clearly see where the wall is.
We got something at 160 to 155. And then where do we want to go? We'd want to go 178 to 185. So, let's do 75. Is it 85? No, 75 to 80. It's a buck 70. It'll cost us 50 bucks. Same sort of thing.
If we just wait for a little bit of a fade through the day, try and get a little bit more, you know, try and get a buck 50 for your short put spread and try to get your long calls spread for maybe a buck 60.
So, you're only paying, you know, $10 for the position. very asymmetric bet, but something I like and something that I think from a seasonality perspective looks very reasonable, very very reasonable.
哦,看看 Apple 和 Palunteer 的情况怎么样了。很好。喜欢。完全,完全按我想的走。那真的真的很好。
Oh, let's see how the Apple and Palunteer things are going. Great. Love it. Doing exactly Doing exactly what I think it's going to. That's really really nice.
到目前为止还不错。我们终于进入了正值区域。所以,这抬升得相当不错。它抬升得相当不错。然后我们这里有什么?这一只在回落。我们还在等它回到 165 左右。所以给自己在那个大概 165 区域设个提醒。
然后考虑在那里接它,因为我认为它有几天的运行空间,当然也因为我认为大盘会抬升,选举的不确定性会消失,当不确定性消失时,市场喜欢这样,他们想更好地布局,看看会发生什么。
And you know, so far so good. We finally got into positive territory. So, this is lifting pretty nicely. It's lifting pretty nicely. And then what do we have here? This one pulling back.
We're still waiting for it to come back into 165ish. So, set an alert there for yourself at that maybe that 165 area. and you know think about picking it up there because I I think it's got room for a couple of days of motion and of course because I think the broad market is is going to lift the uncertainty of the election is going to go away and when uncertainty disappears the market likes that they want to position better and and see what's going on.
这个频道对 $PLTR 的历次判断
Benzinga 在这只股票上共 6 条判断,这里只列相邻的几条。