投资策略方法论 - 采用基于规则的数量化投资方法 筛选美国500家最大公司中12个月总回报率最高的股票 选取前250只构成初选名单[2] - 对初选股票进行三项质量因子评分 包括股本回报率 债务权益比率和过去三年年化销售增长率 选取综合得分最高的125只股票[3] - 策略结合动量因子反映技术信心和质量因子反映基本面信心 旨在围绕信心进行长期成功投资[8] 基金表现与持仓操作 - Virtus Terranova美国质量动量ETF(JOET)今年上涨10.9% 超过Invesco标普500等权重ETF(RSP)6.8%的涨幅[1] - 策略帮助基金在2024年1月买入Palantir 当时股价约16.76美元 截至新闻发布日股价约173美元 2025年飙升129%[5] - 策略在特斯拉营收增长放缓后于万圣节季度调整时将其清仓 避免了情感依赖对投资决策的干扰[7] 基金产品特点与未来规划 - 基金采用等权重配置 每季度进行再平衡 费用比率为0.29% 管理资产规模约2.4亿美元[8][4] - 计划将投资规则应用于其他资产类别 如小盘股和欧洲股票 旨在为投资者构建核心股票持仓和投资组合减震器[7]

公司业绩与预期 - 公司将于11月3日公布第三季度财报，股价在2025年内已上涨165%，并于10月31日创下204.18美元的历史新高 [1] - 市场预期第三季度调整后每股收益为0.17美元，同比增长68%，预期营收增长50%至10.92亿美元 [2] - 过去四个季度的销售增速持续加速，分别为30%、36%、39%和48% [2] - 预期政府业务营收增长超过46%至4.69亿美元，美国商业业务营收增长超过90%至3.47亿美元 [2] 业务战略与市场定位 - 公司业务根植于基于预测的人工智能，主要使用模式识别工具，目前正将产品升级至依赖高级推理模型的生成式AI [4] - 公司传统上为政府客户提供用于情报收集、监控、反恐和军事目的的数据分析工具，目前计划利用生成式AI推动在美国商业市场（如医疗保健和金融服务）的增长 [5] - 公司举办了第八届人工智能大会（AIPCon），并早在2023年初就推出了其“人工智能平台”（AIP），该大会是展示真实世界AI用例的旗舰营销活动 [6] 行业环境与竞争格局 - 分析师关注管理层对欧洲业务趋势改善的评论，以及股票拆分的可能性 [2] - 花旗分析师指出渠道检查结果积极，包括来自甲骨文和Snowflake大会的反馈，合作伙伴报告协作交易增加，联邦政府合同追踪联系人指出已恢复20%的同比增长 [3] - 公司被认为在特朗普政府的“金穹”空中导弹防御 shield 计划中处于有利地位，但面临来自洛克希德马丁的竞争 [7] - 市场观点认为公司在特朗普政府期间有望赢得更多美国政府业务，特朗普政府中多名成员与公司有联系，例如被任命为白宫人工智能和加密沙皇的David Sacks [6] 市场表现与技术指标 - 公司股价在2024年上涨了340%，大部分涨幅在特朗普赢得总统选举后实现 [9] - 股票的综合评级为99分（满分99），最佳成长股的综合评级通常为90或以上 [10] - 股票的21日平均真实波幅（ATR）为4.48，该指标用于衡量股票价格波动的特征幅度 [11]

Last week, shares of Palantir Technologies Inc. (NASDAQ:PLTR) lost 5.48% over past five trading sessions after losing 6.55% the five prior. ...

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Palantir has been a terrific long-term investment.Most investors don't have $1 million to invest in a single stock. But it's fascinating to see what would happen if you went all in on one of the best investments in recent history: Palantir Technologies Inc (PLTR +1.09%). Want to know what a $1 million investment during Palatir's IPO would be worth today? Prepare to be shocked.NASDAQ : PLTRPalantir TechnologiesToday's Change( 1.09 %) $ 1.87Current Price$ 174.01Key Data PointsMarket Cap$415BDay's Range$ 164.5 ...

LONDON--(BUSINESS WIRE)--Multiverse, the AI upskilling platform, and Palantir Technologies Inc. (NASDAQ: PLTR), a leading provider of AI-enabled software, are partnering to upskill staff on the use of the NHS Federated Data Platform (FDP) across the NHS. Together, the organisations will launch new, FDP-specific apprenticeship programmes, equipping staff with the critical AI and data skills needed to improve patient care and operational efficiency. The NHS FDP, which is supplied by Palantir, con. ...

Investors have focused on valuations in recent weeks.Michael Burry's name has been echoing throughout Wall Street in recent days, much as it did several years ago when the hedge fund manager bet against the U.S. housing market -- and won. Burry made $700 million for his investors back then, during the subprime market crash, and his story was popularized through the movie "The Big Short." Today, though, Burry hasn't been taking action against the housing market; instead, he's focused on artificial intelligen ...

Palantir may look like it's on track for $1 trillion, but it will need to keep topping expectations every quarter.A market cap of $1 trillion, while more common than it used to be, is still a major milestone. Only the 11 most valuable companies in the world have accomplished it so far.At its current value, Palantir Technologies (PLTR +1.09%), an artificial intelligence (AI) data analytics company, doesn't look like it will join the trillion-dollar club in the near future. It's worth $410 billion (as of this ...

投资组合概况 - 截至2025年9月30日的第三季度持仓总市值达1.65万亿美元，较上一季度的1.54万亿美元环比上升7.1% [1] - 投资组合新增400只个股，增持3542只个股，减持3456只个股，清仓328只个股 [1] - 前十大持仓标的占总市值的21.93% [1] - 投资组合周转率为8.58% [2] 前五大重仓股持仓变动 - 微软位列第一，持仓1.20亿股，市值约622.8亿美元，占投资组合3.77%，持仓数量较上季度增加0.96% [3] - 英伟达位列第二，持仓3.23亿股，市值约602.6亿美元，占投资组合3.65%，持仓数量较上季度减少0.85% [3] - 苹果位列第三，持仓2.29亿股，市值约583.4亿美元，占投资组合3.53%，持仓数量较上季度减少1.76% [4] - 亚马逊位列第四，持仓1.63亿股，市值约357.6亿美元，占投资组合2.16%，持仓数量较上季度增加1.47% [4] - 谷歌位列第五，持仓1.22亿股，市值约296.4亿美元，占投资组合1.79%，持仓数量较上季度减少9.33% [4] 重点买入与卖出标的 - 前五大买入标的为：景顺纳指100ETF、SPDR标普500指数ETF、景顺MSCI美国ETF、Vanguard标普500指数ETF、强生 [5] - 前五大卖出标的为：Visa、Meta、埃森哲、开市客、赛富时 [5] - 增持SPDR标普500指数ETF 3,703,801股，变动比例10.02%，持仓市值达270.8亿美元 [7] - 增持Vanguard标普500指数ETF 2,130,431股，变动比例9.14%，持仓市值达155.9亿美元 [7] - 增持景顺纳指100ETF 4,198,148股，变动比例20.62%，持仓市值达147.4亿美元 [7] 行业与个股配置调整 - 对美股科技七巨头，仅增持微软与亚马逊，减持了苹果、英伟达、Meta、谷歌与特斯拉 [6] - 减持部分明星AI股，如甲骨文、博通与Palantir [6] - 加仓美国能源巨头埃克森美孚，增持771,438股，变动比例1.04%，持仓市值达84.5亿美元 [7] - 加仓美国能源巨头雪佛龙，增持3,048,508股，变动比例9.08%，持仓市值达56.8亿美元 [7] - 增持医疗保健股强生11,317,357股，变动比例2.13% [7]

Michael Burry, the famed “Big Short” investor, issued an ominous new warning on X, suggesting the current “Cloud then AI Buildout” has created a capital expenditure bubble rivaling the DotCom and Housing peaks.Burry Mocks Euphoric Market CapEx Chart, ‘Live Love Laugh’ MemeIn a cynical two-part post, he mocked a euphoric market for ignoring the clear and present danger, comparing investors to those who would see “Live Love Laugh” inscribed on the Lord of the Rings’ “One Ring.”The post featured two images. Th ...