$PLTR · Verified Investing · 2026-11-03
PLTR 的财报非常强劲：营收和利润均超预期，指引非常强劲，其他收入占总收入的比重现已超过美国政府业务，从而降低了对这一最终将面临削减的收入来源的依赖。其估值仍然偏高，说话者将此归咎为财报后抛售的原因；他只有在 120 至 125 之间做波段交易时才会觉得 PLTR 有意思。
逐段跳播
昨天盘后我们公布了Apple和Palunteer的财报，但今天早上我们先来看一下标普期货。
We had Apple Palunteer earnings yesterday after the bell, but let's go first check on the S&P futures this morning.
现在，你可能会说，为什么呢？什么变了？嗯，不是Palanteer的财报，因为Palanteer因财报下跌了。顺便说一句，那份财报非常非常好。
Now, you might say, well, why? What changed? Well, it wasn't Palanteer earnings because Palanteer is down on earnings. Now, by the way, those earnings were very, very good.
Palanteer因财报下跌，但跌幅不大。再说一次，他们的财报很棒。营收超预期。盈利超预期。指引非常非常强劲。Palanteer财报中的一个亮点是，其他收入占总收入的比例首次超过了美国政府。
这之所以重要，是因为你知道，你可以依赖美国政府获得合同等等。但我们知道在某个时候可能会有削减。事实上，最终支出必然会削减。所以没有公司愿意依赖单一的收入来源，你想要多元化，而我们看到Palanteer正在这样做。
那么它是否仍然以高昂的估值交易？是的，我认为这也是今天出现一些抛售的原因。
Palanteer down on earnings, not down massively. Again, they had great earnings. They beat on revenue. They beat on earnings. Guidance was very, very strong. One of the positives in Palanteer's earnings report was that for the first time other revenue is making up a bigger percentage of total revenue versus the US government.
And the reason that's important is that you know listen you can rely on the US government for contracts etc. But we know at some point there might be cutbacks. In fact eventually there will have to be cutbacks in spending.
And so you never no company wants to rely on one specific you know revenue stream you want to diversify and we are seeing Palanteer doing that. Now is it still trading at a lofty valuation?
Yes it is which I think is also creating that little bit of sellside action today.
所以如果我们看日线图，今天下跌到大约166美元多一点。这比昨天收盘价下跌了约12美元。我的日内交易水平在156，低10美元。那里有一个缺口回补。这将是我寻找的第一个水平。然后在波段交易的基础上，我这里有这个水平。
在125附近有一个缺口回补，还有一条上升趋势线在这里与120汇合。所以在120到125之间，那是我将开始把Palunteer视为波段交易有趣机会的地方。
So if we look at the daily chart we have a drop today down to about $166 and change. That's about a $12 drop from yesterday's close. My day trade level is at 156, $10 lower. There's a gap fill right there.
That'll be my first level I look for. And then on a swing basis, I have this level down here. There's a gap fill at around 125 and an ascending trend line here that merges at 120.
So between 120 and 125 that is where I will start looking at Palunteer as an intriguing opportunity for a swing trade.
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