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关注$PLTR已经有一段时间了，最近围绕其$158.43水平的走势很有趣。随着大盘重新关注防御性增长和AI叙事，我倾向于认为$PLTR在年底前再次测试$165-$170区间的可能性更高。我粗略估计的概率大概是60%。这里的催化剂不是某个具体新闻，而是资金普遍轮动到那些被认为是优质科技股、拥有稳定收入来源和明确企业AI敞口的公司，Palantir无疑符合这些条件。我们今天看到它一度突破$166，然后回落，这表明在回调时存在一些潜在需求。如果它能在进一步疲软时守住例如$155上方，这个底部可能会为下一波上涨提供所需的动力。反之，如果持续跌破$150，肯定会降低这些上涨的概率，但我认为目前这并非最有可能的路径。
That's an interesting take on PLTR. Do you think the increased focus on profitability for growth stocks will impact that target range, or is the AI narrative strong enough to counteract it?
I'm with you on the AI narrative providing a solid tailwind, but do you think the current macro environment, particularly interest rate expectations, could cap that upside for PLTR even with strong sentiment? It feels like we're still quite sensitive to those broader economic indicators.
I'm with you on the AI narrative providing a tailwind, but do you think the macro environment with rising rates could put a cap on how far it can run, even with strong demand?
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