美国“金穹”计划将为Palantir、OpenAI等带来逆袭？

虎啸商业评论

03-06

最近美国军工股逆势上扬，特朗普提出的导弹防御系统计划成为关键推手。这项代号"金穹"的战略部署，不仅牵动着资本市场的神经，更可能重塑美国军工科技的未来格局。我们来分析这项计划的技术前景与市场效应。

炮轰华尔街空头！Palantir，大家看多or看空？

Palantir三季度营收超预期激增63%再创新高，四季度指引又超预期，上调全年指引。Palantir电话会上，CEO炮轰华尔街看空者，称“我们交出软件公司史上最佳业绩，而你们一直看错”！【PLTR，大家是看空or看多？】

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