怎么解释最近的PLTR, Space X ,无人机热?都与政府花费有关

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稍微纠正一下,PLTR目前大涨最主要得原因是它在commercial 市场上的增速远远超过预期 -三心三意- 给 三心三意 发送悄悄话 (0 bytes) () 12/08/2024 postreply 08:38:31

还会涨多少?都没机会加仓 -桃花好运- 给 桃花好运 发送悄悄话 (0 bytes) () 12/08/2024 postreply 08:46:57

Not recommending now, I plan buy more hedge at 76 on Monday -三心三意- 给 三心三意 发送悄悄话 (174 bytes) () 12/08/2024 postreply 11:33:36

That makes more sense... Commercial is the future. -BrightLine- 给 BrightLine 发送悄悄话 (91 bytes) () 12/08/2024 postreply 08:47:06

Commercial growth is higher, but government revenue -study169- 给 study169 发送悄悄话 (1393 bytes) () 12/08/2024 postreply 08:50:58

I think you guys misunderstand my point -三心三意- 给 三心三意 发送悄悄话 (607 bytes) () 12/08/2024 postreply 11:30:45

If they can penetrate commercial, then worth the price -BrightLine- 给 BrightLine 发送悄悄话 (0 bytes) () 12/08/2024 postreply 14:10:42

SpaceX's future is more than just NASA budget. Starlink, -BrightLine- 给 BrightLine 发送悄悄话 (52 bytes) () 12/08/2024 postreply 08:49:05

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