❤️ 欢迎从Apple Store上下载我们最新开发的市场泡沫监测应用Buffett Indicator，可以每天收到最新的巴菲特指标提醒，快去下载噢!https://apps.apple.com/us/app/buffett-indicator/id6747404614免责声明：本内容所有分析均基于公开可获得的信息，仅供教育用途，不构成投资建议。在进行投资决策之前，请自行进行尽职调查。对了，如果您觉得这些话题有意思别忘了在Apple/Spotify Podcasts和Youtube Channel：Deep Value Investing深度价值投资频道中点赞订阅我们！节目介绍栏中还有我们精选的价值投资必读书单哦！深度价值投资本來源文件提供了一份關於Palantir Technologies (PLTR)的全面分析，這家公司在2025年第二季度取得了顯著的財務成就，特別是在其人工智慧平台 (AIP)的推動下，實現了營收大幅增長和強勁的自由現金流。儘管其業務表現強勁，且具備高毛利率和低負債的優勢，但文件強調其極高的股價估值與傳統的價值投資原則脫節。透過華倫·巴菲特的投資框架和貼現現金流 (DCF) 模型進行評估，該分析指出Palantir的當前股價被顯著高估，缺乏安全邊際。因此，這是一項高成長投資，其成功完全取決於公司長期維持卓越執行力的能力。
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