华尔街认为帕兰提尔估值过高而弃之不顾,散户却对其趋之若鹜

Core Insights - Despite Wall Street's valuation concerns, retail investors have poured billions into Palantir this year, making it a standout stock in the retail investment space [2] - Palantir's stock price has surged over 150% in 2025, with a staggering cumulative increase of nearly 3000% over the past three years [2] - Retail investors are expected to net buy approximately $8 billion worth of Palantir stock in 2025, representing an over 80% increase from the previous year and a more than 400% surge compared to 2023 [2] Retail Investor Activity - Palantir is projected to be the fifth highest net bought security by retail investors this year, following major tech stocks like Nvidia and Tesla [3] - The net buy amounts for the top five securities from 2022 to 2025 highlight Palantir's growing popularity among retail investors [3] Business Outlook - Palantir's stock has gained significant attention, with its CEO emphasizing the company's remarkable business potential [5] - The stock has been a hot topic on social media platforms, particularly on the "WallStreetBets" forum, indicating strong retail investor interest [5] Institutional Investor Sentiment - Institutional investors remain cautious, with analysts rating Palantir as "hold" due to concerns over its high valuation multiples [6] - The company's trailing P/E ratio is approximately 450, significantly higher than the S&P 500 average of about 28 [6] Valuation Debate - The contrasting views between retail investors and institutional analysts highlight a divide, with retail investors viewing Palantir's high valuation as indicative of its potential for growth [7] - Despite experiencing stock price volatility, retail investors see these fluctuations as opportunities to buy at lower prices [7]