Post
赚麻
$PLTR 上周五收约184，周一盘后财报共识营收已压过自家指引
上周五收约184.11，单日跌约6.3%，周跌约7.4%。
离52周高约213还有约14%回撤。
周一11/2盘后出Q3，自家指引营收约21.60–21.64亿刀。
华尔街共识约21.8亿、EPS约0.41，比指引还高一截。
我觉得估值约97倍远期市盈，光打平指引不够，得超预期再上修才撑得住溢价。
观察不追，不接飞刀，不抄底。
站稳看盘后美国商业收入与全年指引是否上修。
若只踩指引下沿、商业增速明显放缓，或盘后跌破约180站不回，这波财报叙事先失效。
你更怕估值太贵被打脸，还是怕错过又一次超预期？
$PLTR $AAPL $SPY
#美股财报 #AI
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