PLTR 是关键的长期持仓，因其在 AI 生态系统中为政府和企业客户发挥独特的数据利用作用。
逐段跳播
我们看到第一个，Palanteer。我们上涨了约 2.25%，看到这些网络安全股今天走高。是的，它们，你知道，有点不依赖特定前沿模型，但是的，它们身处 AI 生态系统之内。具体是哪一家其实并不重要，但它们存在于所有这些数据中心里。
它们拥有一项对政府和大型企业来说真正关键的技术，关乎这些数据如何被加以利用，而且是的，如果你认为这些数据将无所不能，Palunteer 将是能够非常有效地利用这种力量的公司之一。
We're seeing this first one, Palanteer. We're up about two and a quarter% seeing these cyber names move higher today. Yeah, they're, you know, kind of frontier model agnostic, but yeah, they're inside the AI ecosystem.
Uh, it doesn't really matter which one, but they are in all these data centers. they have a technology that is really critical to uh governments and big businesses as to how this data is being put to use and uh yeah if you're thinking about this data being all powerful uh Palunteer is going to be one of the companies that is going to be able to utilize that power very effectively.
所以是的，绝对如此。我认为这是一家面向未来、面向当下、面向长期都必不可少的公司。但 Palanteer，它会一直在那里。它会去落地市面上无论哪一种模型。它会成为这种数据利用的一部分，而这才是真正的关键所在。
So yeah, absolutely. Uh I think it's a must company for the future, for for the present, uh for the long term. But Palanteer, it's going to be there. It's going to be implementing whichever model is out there.
It's going to be part of this uh utilization of this data, which really is the bottom line.
好的，Rick。那么，我们来看 Palunteer，图表有点意思。过去一年整体上基本持平，但看它自 8 月发布财报以来的表现，我们看到它在一个新区间内交易并走高。
All right, Rick. So, as we look at Palunteer here, a bit of an interesting chart. It's pretty much flat overall over the past year, but as we look at it since its earnings in August, we've seen it trading in a new range and trading higher.
而这正是 Palunteer 给我的真正印象，他们拥有一套你在别处无法真正获得的数据。那么，接下来看我们的图表，我们可以看到它最近在 187 见顶，那是前期高点，然后我们还有一条向下倾斜的趋势线，在我们的两条白线之间形成一个下降楔形形态。所以这通常被视为更偏看涨的一种形态。
And that's kind of what Palunteer really strikes me as is they have a unique set of data you can't really get anywhere else. So when we look at our chart here next we can see that we topped out here recently 187 uh old highs here and then we also have had a downward sloping trend line here giving us a falling wedge type shape between our two white lines.
So this is typically regarded as more of a bullish type of setup though.
所以我们可以看到，现在它似乎在 166 企稳，我们的绿线代表一个前期低点以及随后的一个高点。这可能是一种有意思的形态。所以它当然不能保证会从这个形态向上走。但那样的话，我们要做的就是寻找突破这两条边界线中任何一条。
这才是关键部分，因为那样就能触发一连串订单，从而形成突破。
So we can see that now we seem to be solidifying here at 166 our green line that represents an old low and then a subsequent high. This uh could be an interesting type of setup.
So certainly it's not a guarantee it's going to move upward uh from this pattern. But uh what we have then uh would be uh looking for a breakout beyond either of these two boundary lines.
That's the important part because then that can trigger the cascade of orders that results in a breakout.
那么，接下来看我们的移动平均线，我们的 5 日和 21 日在 170 左右重合，170、171。所以我们跟踪的两条最短期的指数移动平均线正好叠在一起，而价格目前正突破它们上方。
今天还相当早，但这又是一个有意思的形态，因为如果我们再往上走一些，我们就会突破移动平均线的汇合点以及这里的趋势线。
So what we have here next with our moving averages is our 5day and our 21day coincide together around 170 or so 170 171. So our two exponential moving averages that we follow that are the shortest term are right on top of each other and prices for now breaking above them.
The day is still quite young but this is again an interesting setup because if we get too much further we'll break out from our moving average confluence as well as our trend line here.
RSI，也就是我们衡量动能的指标，显示尽管我们的D，也就是向上倾斜的绿色趋势线已被跌破，但我们现在正努力重新回到RSI的50中线上方，这表明我们的价格走势在这里更偏向看涨的轨迹。
RSI, our measure of momentum, shows that although our D, our upward sloping green trend line has been broken, we are now fighting our way back above that 50 midline on the RSI, which suggests more of a bullish uh trajectory here for our price activity.
成交量分布。这里节点相当清晰，是相当明显的关注区域。一个在这里，是174到187，然后控制点包含在这个更大的节点128到大约138之内。
Volume profile. Uh pretty clear nodes here, pretty obvious areas of interest. One here, it's 174 to 187 and then the point of control is contained here in the larger node 128 to about 138.
好。好，Palantir现在报17150。在对这轮潜在AI放缓的反应下，它上涨了2.5%。
All right. All right, Palanteer right now is at 17150. It is trading higher by 2 and a half% uh on the reaction to this potential AI slowdown.
这个频道对 $PLTR 的历次判断
Schwab Network 在这只股票上只有这一条判断。