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Replying to @Page Ren:离火运年，战争不断，只会越来越好//@Page Ren:不会冲击万亿，军工股盈利上限有限

Palantir此前公布二季度财报，营收同比大增48%，并上调全年业绩预期，瑞银分析师Karl Keirstead在Palantir发布2025年第二季度财报后指出，公司“叙事无明显瑕疵”，并将目标价从110美元上调至165美元。【“无瑕疵叙事”，能把PLTR股价推升至多少价位？大家会坚定持有吗？】

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