短期（3年）：依靠军_老虎社区_美港股上老虎

短期（3年）：依靠军工订单可支撑3000亿市值，但商业变现决定能否突破5000亿。
长期（10年）：需在AI决策市场复制Snowflake的垂直渗透率，当前配置建议不超过组合5%。

当地时间周五，科技公司Palantir的股价大幅跳水，盘中跌幅一度接近9%，最终收跌7.47%，单日市值蒸发超330亿美元。有媒体曝光称，Palantir与另外一家防务科技企业合作开发的战场通信系统存在严重缺陷，应被视为极高风险项目。【PLTR现在能加仓吗？这次利空，会是上车时机，还是逃跑时机？】

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