$Palantir _老虎社区_美港股上老虎

不肯媚俗的心

2025-05-06

$Palantir Technologies Inc.(PLTR)$ Palantir财报后业绩增速还是高于行业水平，主要是超出预期的成本投入拉低了利润率。其政府与商业客户粘性强，AI数据分析平台需求具有目前市场上最强的爆发潜力。

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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