作者 |Kenio Fontes编译 | 华尔街大事件Palantir(NASDAQ:PLTR)的商业模式很有吸引力,而且长期趋势会进一步增强这种吸引力。然而,下行风险太大,不容忽视。仅仅说估值不吸引人,或者安全边际狭窄,可能还不够。Palantir即使取得非凡业绩,也可能出现大幅下跌的情况。在提出假设之前,值得一提的是,即使是市场共识最终也会对 Palantir 的前景产生很大波动。这是很自然的...
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