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火火兔爸

火火兔爸

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08-06

$Palantir Technologies Inc.(PLTR)$ 又加到了

08-06

$Figma(FIG)$ 抄figma的都是根据什么条件做决策的?

08-05

$Palantir Technologies Inc.(PLTR)$ all in

08-05

$Palantir Technologies Inc.(PLTR)$

08-05

$Palantir Technologies Inc.(PLTR)$ 美国政府和北约的合同增长还没有计入本期财报，下一财年高增长可期。

08-05

$Palantir Technologies Inc.(PLTR)$ 依然在加速增长

08-05

这篇文章不错，转发给大家看看

Palantir业绩超市场预期 Q2营收10.04亿美元同比增长48%超过市场预期9.39亿美元；调整后每股收益0.16

08-05

这篇文章不错，转发给大家看看

Palantir Technologies Guides For Full Year 2025 Revenue of $4.142-$4.15 Billion, vs FactSet Analyst Consensus of $3.89 Billion

08-04

$Palantir Technologies Inc.(PLTR)$ 美媒：美国“金穹”反导系统计划于2028年底进行首次试验据CNN报道，美国计划于2028年总统大选前对其“金穹”反导系统进行首次大规模测试，以便现任政府能将其作为一项政治成果在选举期间加以宣传。报道指出，测试时间初步定于2028年第四季度。一名未透露姓名的美国国防部官员表示，这样的时间安排意味着共和党人希望在11月选举期间能拥有一个可供展示的成果。他还指出，在如此紧迫的时间内完成该系统的测试准备是一项“极具挑战性的任务”，尤其考虑到部署新型导弹拦截系统在技术上存在高度复杂性。此次测试可能只是“金穹”项目的第一阶段，真正全面部署仍需要更长时间。

08-02

$Palantir Technologies Inc.(PLTR)$ 美国证券交易委员会：将成立一个特别工作组，利用人工智能来提高整个机构的创新性和效率。

08-02

$Palantir Technologies Inc.(PLTR)$ 天天给送筹码

08-01

$Palantir Technologies Inc.(PLTR)$

07-31

50

07-29

$Palantir Technologies Inc.(PLTR)$ 有大户平仓，急跌不怕

07-29

$Palantir Technologies Inc.(PLTR)$

07-29

$Palantir Technologies Inc.(PLTR)$ 财报前部分资金选择获利了结，为财报后拉升留出空间。

07-28

给的预期这么低，又要超预期

财报前瞻 | Palantir营收预计达9.4亿美元，净利或大增61%，AI估值逻辑迎考验

06-29

盘子太大了被剔除罗素2000

@james duan:‌$Palantir Technologies Inc.(PLTR)$ ‌跳水是啥原因

06-28

$Palantir Technologies Inc.(PLTR)$ 尾盘有杠杆资金被强平了

06-27

pltr呗

去老虎APP查看更多动态

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[笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464179990028544,"gmtCreate":1754350505801,"gmtModify":1754350507158,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> all in","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> all in","text":"$Palantir Technologies Inc.(PLTR)$ all 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美国政府和北约的合同增长还没有计入本期财报，下一财年高增长可期。","text":"$Palantir Technologies Inc.(PLTR)$ 美国政府和北约的合同增长还没有计入本期财报，下一财年高增长可期。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464131614663016","isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464130398753168,"gmtCreate":1754338646741,"gmtModify":1754338647889,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 依然在加速增长","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 依然在加速增长","text":"$Palantir Technologies Inc.(PLTR)$ 依然在加速增长","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464130398753168","isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464131208396928,"gmtCreate":1754338370525,"gmtModify":1754338372095,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464131208396928","repostId":"2557339204","repostType":2,"repost":{"id":"2557339204","kind":"live","pubTimestamp":1754338200,"share":"https://www.laohu8.com/m/news/2557339204?lang=&edition=full","pubTime":"2025-08-05 04:10","market":"us","language":"zh","title":"Palantir业绩超市场预期 Q2营收10.04亿美元同比增长48%超过市场预期9.39亿美元；调整后每股收益0.16","url":"https://stock-news.laohu8.com/highlight/detail?id=2557339204","media":"智通财经","summary":"Palantir业绩超市场预期 Q2营收10.04亿美元同比增长48%超过市场预期9.39亿美元；调整后每股收益0.16美元市场预期0.14美元。","content":"<html><body><div>\n<div>\r\n                  Palantir业绩超市场预期 Q2营收10.04亿美元同比增长48%超过市场预期9.39亿美元；调整后每股收益0.16美元市场预期0.14美元。                </div>\n</div></body></html>","source":"live_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir业绩超市场预期 Q2营收10.04亿美元同比增长48%超过市场预期9.39亿美元；调整后每股收益0.16</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","PLTR":"Palantir Technologies Inc.","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","BK4588":"碎股","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","BK4585":"ETF&股票定投概念","BK4547":"WSB热门概念","BK4613":"AI应用软件","LU1861558580.USD":"日兴方舟颠覆性创新基金B","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","BK4023":"应用软件","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4543":"AI"},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2557339204","content_text":"Palantir业绩超市场预期 Q2营收10.04亿美元同比增长48%超过市场预期9.39亿美元；调整后每股收益0.16美元市场预期0.14美元。","news_type":1,"symbols_score_info":{"PLTR":1}},"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464130683195616,"gmtCreate":1754338354851,"gmtModify":1754338356725,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464130683195616","repostId":"2557339472","repostType":2,"repost":{"id":"2557339472","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe 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Billion</p></body></html>","source":"mtnewswires_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Technologies Guides For Full Year 2025 Revenue of $4.142-$4.15 Billion, vs FactSet Analyst Consensus of $3.89 Billion</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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财报前部分资金选择获利了结，为财报后拉升留出空间。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/461617899942304","isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":461607982678376,"gmtCreate":1753715974940,"gmtModify":1753715976782,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"htmlText":"给的预期这么低，又要超预期","listText":"给的预期这么低，又要超预期","text":"给的预期这么低，又要超预期","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/461607982678376","repostId":"1110365918","repostType":2,"repost":{"id":"1110365918","kind":"news","weMediaInfo":{"introduction":"专注财报前瞻、财报解析的大模型Agent","home_visible":1,"media_name":"财报Agent","id":"1017018787","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1753668352,"share":"https://www.laohu8.com/m/news/1110365918?lang=&edition=full","pubTime":"2025-07-28 10:05","market":"us","language":"zh","title":"财报前瞻 | Palantir营收预计达9.4亿美元，净利或大增61%，AI估值逻辑迎考验","url":"https://stock-news.laohu8.com/highlight/detail?id=1110365918","media":"财报Agent","summary":"AI热门股Palantir Technologies将于美东时间8月4日美股盘后公布2025财年第二季度财报。上季度回顾Palantir在2025财年第一季度交出了一份远超市场预期的成绩单。随着人工智能投资持续升温，Palantir已成为市场争议最激烈的AI概念股之一。与此相对，空头则质疑Palantir估值是否已经过度透支未来增长。","content":"<html><head></head><body><p>AI热门股<a href=\"https://laohu8.com/S/PLTR\">Palantir</a> Technologies将于美东时间8月4日美股盘后公布2025财年第二季度财报。</p><p>根据彭博分析师一致预期，公司营收预计达到9.4亿美元，同比增长38.59%；调整后净利润为3.57亿美元，同比增长61.33%；调整后每股收益预计为0.139美元，同比大幅增长54.97%。 </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af89295385e99e5cdedcea25d88a028e\" tg-width=\"1202\" tg-height=\"407\"/></p><h3 id=\"id_1191317658\">上季度回顾</h3><p>Palantir在2025财年第一季度交出了一份远超市场预期的成绩单。营收达到8.84亿美元，超出分析师普遍预测的8.63亿美元，同比大增39%（去年同期为6.343亿美元）。调整后每股收益为0.13美元，与市场预期一致；净收入则翻倍至2.14亿美元（去年同期为1.055亿美元），每股收益从0.04美元提升至0.08美元。</p><p>盈利能力方面，公司运营利润率大幅提升至19.9%，显著高于去年同期的12.8%。具体业务层面，美国政府收入同比增长45%，达到3.73亿美元；而美国商业业务表现尤为抢眼，同比暴涨71%至2.55亿美元，成为拉动整体增长的主要动力。</p><p>公司也因此显著上调了全年业绩指引：预计2025全年营收将在38.9亿至39.0亿美元之间，远高于此前预测的37.4亿至37.6亿美元；本季度营收预计区间为9.34亿至9.38亿美元。此外，公司预计全年调整后运营利润将达到17.11亿至17.23亿美元，自由现金流也有望达到16亿至18亿美元，显示出对盈利能力与现金流的强烈信心。</p><h3 id=\"id_1691450569\">本季度核心看点</h3><p><strong>AIP平台商业化步入关键阶段</strong></p><p>Palantir人工智能平台（AIP）正迈入从技术验证到大规模商用的关键转折期。该平台目前已部署于超过100家机构，同时有超过300家企业正处于洽谈阶段。尤其在国防领域，Maven AI系统的使用量已实现翻倍，并成功拓展至北约等关键客户；在商业应用中，AIP已在供应链优化、预测性维护等领域实现实际落地。</p><p>市场高度关注该平台是否能促使客户采购模式从单点解决方案，逐步转向平台化订阅。这种转变将直接提升营收的可持续性与质量，成为推动长期增长的核心引擎。</p><p><strong>政策红利加持，政府业务续写强劲表现</strong></p><p>在“大而美”税收法案和国防AI化趋势的推动下，Palantir的政府业务迎来双重利好。第一季度公司新签下31份价值超千万美元的大型合同，其中包括美军“战舰极速”（Warp Speed for Warships）项目。与<a href=\"https://laohu8.com/S/ACN\">埃森哲</a>联邦服务的战略合作也稳步推进，进一步巩固其在政府AI市场的领导地位。</p><p>投资者需关注本季度政府业务是否能延续大额合同获取的势头，特别是在海军与情报系统等高价值垂直领域的增长情况。</p><p><strong>商业模式转型：从项目制向平台服务进阶</strong></p><p>Palantir正加速推进由传统项目交付向长期服务合作的商业模式转型。该策略在美国市场已初见成效——美国商业收入在上一季度同比增长71%，续约率维持在行业领先水平。公司通过技术团队深度驻场，推动从标准化产品到客户定制化解决方案的转型。</p><p>本季度市场将关注这套“深度绑定”模式能否顺利复制至欧洲与亚洲市场，进一步扩大其全球商业化版图。</p><p><strong>投资逻辑博弈加剧：高增长与高估值的抉择</strong></p><p>尽管Palantir已实现多个季度的业绩超预期表现，但市场对其估值仍存在巨大分歧。乐观者看重公司在AI<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>体与国防数字化转型中的稀缺地位，尤其是其持续保持40%以上的自由现金流利润率，被誉为“科技行业罕见的高增长+高盈利组合”。</p><p>然而，谨慎派则指出，Palantir当前EV/Sales倍数已超过20倍，远高于软件行业平均水平的8倍。要支撑如此高估值，公司需在未来持续兑现超预期增长。</p><h3 id=\"id_211728480\">分析师观点：AI牛股还是估值泡沫？</h3><p>随着人工智能投资持续升温，Palantir已成为市场争议最激烈的AI概念股之一。Wedbush分析师Dan Ives将其比作“AI时代的AWS”，目标价设定在160美元，认为公司将成为特朗普政府税收改革与“制造业回流”政策的直接受益者。Piper Sandler更为乐观，给出175美元目标价，预计公司2032年营收将达到240亿美元，维持30%以上年复合增长率及超40%的自由现金流利润率。</p><p>多头还指出，Palantir被纳入纳斯达克100指数，有望吸引更多被动资金流入；同时，公司连续多个季度实现“超预期+上调指引”的惯性，有助于强化市场信心。Jackson Peak Capital也表示，当前机构配置水平仍偏低，存在显著的资金补配潜力。</p><p>与此相对，空头则质疑Palantir估值是否已经过度透支未来增长。<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>指出，尽管政府业务短期强劲，但可持续性存在疑问；而商业客户则面临来自<a href=\"https://laohu8.com/S/AI\">C3.ai</a>、<a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>等对手的激烈竞争。</p><p>Piper Sandler分析师Brent Bracelin在最新报告中坦言，尽管Palantir存在估值溢价与风险，但仍维持“强力买入”评级。他指出，公司平台在第二季度访问量同比激增144%，与ChatGPT和Anthropic等AI平台领军者不相上下，显示其产品热度与商业转化能力的持续走强。</p><p><strong>总结：</strong>Palantir正站在AI应用商业化与估值再定价的交汇点上。本季度财报能否延续增长动能、扩大客户黏性，并在关键政策利好与全球化扩张中实现突破，将成为多空双方交锋的核心依据。</p><p>无论是作为个股标的，还是作为观察AI应用商业化进程的风向标，Palantir这份财报，都值得市场重点关注。</p><p>此内容基于tiger AI及彭博数据生成，内容仅供参考</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>财报前瞻 | Palantir营收预计达9.4亿美元，净利或大增61%，AI估值逻辑迎考验</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ 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#eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n财报前瞻 | Palantir营收预计达9.4亿美元，净利或大增61%，AI估值逻辑迎考验\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1017018787\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">财报Agent </p>\n<p class=\"h-time\">2025-07-28 10:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>AI热门股<a href=\"https://laohu8.com/S/PLTR\">Palantir</a> Technologies将于美东时间8月4日美股盘后公布2025财年第二季度财报。</p><p>根据彭博分析师一致预期，公司营收预计达到9.4亿美元，同比增长38.59%；调整后净利润为3.57亿美元，同比增长61.33%；调整后每股收益预计为0.139美元，同比大幅增长54.97%。 </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af89295385e99e5cdedcea25d88a028e\" tg-width=\"1202\" tg-height=\"407\"/></p><h3 id=\"id_1191317658\">上季度回顾</h3><p>Palantir在2025财年第一季度交出了一份远超市场预期的成绩单。营收达到8.84亿美元，超出分析师普遍预测的8.63亿美元，同比大增39%（去年同期为6.343亿美元）。调整后每股收益为0.13美元，与市场预期一致；净收入则翻倍至2.14亿美元（去年同期为1.055亿美元），每股收益从0.04美元提升至0.08美元。</p><p>盈利能力方面，公司运营利润率大幅提升至19.9%，显著高于去年同期的12.8%。具体业务层面，美国政府收入同比增长45%，达到3.73亿美元；而美国商业业务表现尤为抢眼，同比暴涨71%至2.55亿美元，成为拉动整体增长的主要动力。</p><p>公司也因此显著上调了全年业绩指引：预计2025全年营收将在38.9亿至39.0亿美元之间，远高于此前预测的37.4亿至37.6亿美元；本季度营收预计区间为9.34亿至9.38亿美元。此外，公司预计全年调整后运营利润将达到17.11亿至17.23亿美元，自由现金流也有望达到16亿至18亿美元，显示出对盈利能力与现金流的强烈信心。</p><h3 id=\"id_1691450569\">本季度核心看点</h3><p><strong>AIP平台商业化步入关键阶段</strong></p><p>Palantir人工智能平台（AIP）正迈入从技术验证到大规模商用的关键转折期。该平台目前已部署于超过100家机构，同时有超过300家企业正处于洽谈阶段。尤其在国防领域，Maven AI系统的使用量已实现翻倍，并成功拓展至北约等关键客户；在商业应用中，AIP已在供应链优化、预测性维护等领域实现实际落地。</p><p>市场高度关注该平台是否能促使客户采购模式从单点解决方案，逐步转向平台化订阅。这种转变将直接提升营收的可持续性与质量，成为推动长期增长的核心引擎。</p><p><strong>政策红利加持，政府业务续写强劲表现</strong></p><p>在“大而美”税收法案和国防AI化趋势的推动下，Palantir的政府业务迎来双重利好。第一季度公司新签下31份价值超千万美元的大型合同，其中包括美军“战舰极速”（Warp Speed for Warships）项目。与<a href=\"https://laohu8.com/S/ACN\">埃森哲</a>联邦服务的战略合作也稳步推进，进一步巩固其在政府AI市场的领导地位。</p><p>投资者需关注本季度政府业务是否能延续大额合同获取的势头，特别是在海军与情报系统等高价值垂直领域的增长情况。</p><p><strong>商业模式转型：从项目制向平台服务进阶</strong></p><p>Palantir正加速推进由传统项目交付向长期服务合作的商业模式转型。该策略在美国市场已初见成效——美国商业收入在上一季度同比增长71%，续约率维持在行业领先水平。公司通过技术团队深度驻场，推动从标准化产品到客户定制化解决方案的转型。</p><p>本季度市场将关注这套“深度绑定”模式能否顺利复制至欧洲与亚洲市场，进一步扩大其全球商业化版图。</p><p><strong>投资逻辑博弈加剧：高增长与高估值的抉择</strong></p><p>尽管Palantir已实现多个季度的业绩超预期表现，但市场对其估值仍存在巨大分歧。乐观者看重公司在AI<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>体与国防数字化转型中的稀缺地位，尤其是其持续保持40%以上的自由现金流利润率，被誉为“科技行业罕见的高增长+高盈利组合”。</p><p>然而，谨慎派则指出，Palantir当前EV/Sales倍数已超过20倍，远高于软件行业平均水平的8倍。要支撑如此高估值，公司需在未来持续兑现超预期增长。</p><h3 id=\"id_211728480\">分析师观点：AI牛股还是估值泡沫？</h3><p>随着人工智能投资持续升温，Palantir已成为市场争议最激烈的AI概念股之一。Wedbush分析师Dan Ives将其比作“AI时代的AWS”，目标价设定在160美元，认为公司将成为特朗普政府税收改革与“制造业回流”政策的直接受益者。Piper Sandler更为乐观，给出175美元目标价，预计公司2032年营收将达到240亿美元，维持30%以上年复合增长率及超40%的自由现金流利润率。</p><p>多头还指出，Palantir被纳入纳斯达克100指数，有望吸引更多被动资金流入；同时，公司连续多个季度实现“超预期+上调指引”的惯性，有助于强化市场信心。Jackson Peak Capital也表示，当前机构配置水平仍偏低，存在显著的资金补配潜力。</p><p>与此相对，空头则质疑Palantir估值是否已经过度透支未来增长。<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>指出，尽管政府业务短期强劲，但可持续性存在疑问；而商业客户则面临来自<a href=\"https://laohu8.com/S/AI\">C3.ai</a>、<a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>等对手的激烈竞争。</p><p>Piper Sandler分析师Brent Bracelin在最新报告中坦言，尽管Palantir存在估值溢价与风险，但仍维持“强力买入”评级。他指出，公司平台在第二季度访问量同比激增144%，与ChatGPT和Anthropic等AI平台领军者不相上下，显示其产品热度与商业转化能力的持续走强。</p><p><strong>总结：</strong>Palantir正站在AI应用商业化与估值再定价的交汇点上。本季度财报能否延续增长动能、扩大客户黏性，并在关键政策利好与全球化扩张中实现突破，将成为多空双方交锋的核心依据。</p><p>无论是作为个股标的，还是作为观察AI应用商业化进程的风向标，Palantir这份财报，都值得市场重点关注。</p><p>此内容基于tiger AI及彭博数据生成，内容仅供参考</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ebf1591247e7db8b8951d6b62014157d","relate_stocks":{"BK4023":"应用软件","BK4613":"AI应用软件","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","PLTR":"Palantir Technologies Inc.","BK4585":"ETF&股票定投概念","BK4543":"AI","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","BK4588":"碎股","BK4547":"WSB热门概念"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110365918","content_text":"AI热门股Palantir Technologies将于美东时间8月4日美股盘后公布2025财年第二季度财报。根据彭博分析师一致预期，公司营收预计达到9.4亿美元，同比增长38.59%；调整后净利润为3.57亿美元，同比增长61.33%；调整后每股收益预计为0.139美元，同比大幅增长54.97%。 上季度回顾Palantir在2025财年第一季度交出了一份远超市场预期的成绩单。营收达到8.84亿美元，超出分析师普遍预测的8.63亿美元，同比大增39%（去年同期为6.343亿美元）。调整后每股收益为0.13美元，与市场预期一致；净收入则翻倍至2.14亿美元（去年同期为1.055亿美元），每股收益从0.04美元提升至0.08美元。盈利能力方面，公司运营利润率大幅提升至19.9%，显著高于去年同期的12.8%。具体业务层面，美国政府收入同比增长45%，达到3.73亿美元；而美国商业业务表现尤为抢眼，同比暴涨71%至2.55亿美元，成为拉动整体增长的主要动力。公司也因此显著上调了全年业绩指引：预计2025全年营收将在38.9亿至39.0亿美元之间，远高于此前预测的37.4亿至37.6亿美元；本季度营收预计区间为9.34亿至9.38亿美元。此外，公司预计全年调整后运营利润将达到17.11亿至17.23亿美元，自由现金流也有望达到16亿至18亿美元，显示出对盈利能力与现金流的强烈信心。本季度核心看点AIP平台商业化步入关键阶段Palantir人工智能平台（AIP）正迈入从技术验证到大规模商用的关键转折期。该平台目前已部署于超过100家机构，同时有超过300家企业正处于洽谈阶段。尤其在国防领域，Maven AI系统的使用量已实现翻倍，并成功拓展至北约等关键客户；在商业应用中，AIP已在供应链优化、预测性维护等领域实现实际落地。市场高度关注该平台是否能促使客户采购模式从单点解决方案，逐步转向平台化订阅。这种转变将直接提升营收的可持续性与质量，成为推动长期增长的核心引擎。政策红利加持，政府业务续写强劲表现在“大而美”税收法案和国防AI化趋势的推动下，Palantir的政府业务迎来双重利好。第一季度公司新签下31份价值超千万美元的大型合同，其中包括美军“战舰极速”（Warp Speed for Warships）项目。与埃森哲联邦服务的战略合作也稳步推进，进一步巩固其在政府AI市场的领导地位。投资者需关注本季度政府业务是否能延续大额合同获取的势头，特别是在海军与情报系统等高价值垂直领域的增长情况。商业模式转型：从项目制向平台服务进阶Palantir正加速推进由传统项目交付向长期服务合作的商业模式转型。该策略在美国市场已初见成效——美国商业收入在上一季度同比增长71%，续约率维持在行业领先水平。公司通过技术团队深度驻场，推动从标准化产品到客户定制化解决方案的转型。本季度市场将关注这套“深度绑定”模式能否顺利复制至欧洲与亚洲市场，进一步扩大其全球商业化版图。投资逻辑博弈加剧：高增长与高估值的抉择尽管Palantir已实现多个季度的业绩超预期表现，但市场对其估值仍存在巨大分歧。乐观者看重公司在AI智能体与国防数字化转型中的稀缺地位，尤其是其持续保持40%以上的自由现金流利润率，被誉为“科技行业罕见的高增长+高盈利组合”。然而，谨慎派则指出，Palantir当前EV/Sales倍数已超过20倍，远高于软件行业平均水平的8倍。要支撑如此高估值，公司需在未来持续兑现超预期增长。分析师观点：AI牛股还是估值泡沫？随着人工智能投资持续升温，Palantir已成为市场争议最激烈的AI概念股之一。Wedbush分析师Dan Ives将其比作“AI时代的AWS”，目标价设定在160美元，认为公司将成为特朗普政府税收改革与“制造业回流”政策的直接受益者。Piper Sandler更为乐观，给出175美元目标价，预计公司2032年营收将达到240亿美元，维持30%以上年复合增长率及超40%的自由现金流利润率。多头还指出，Palantir被纳入纳斯达克100指数，有望吸引更多被动资金流入；同时，公司连续多个季度实现“超预期+上调指引”的惯性，有助于强化市场信心。Jackson Peak Capital也表示，当前机构配置水平仍偏低，存在显著的资金补配潜力。与此相对，空头则质疑Palantir估值是否已经过度透支未来增长。摩根士丹利指出，尽管政府业务短期强劲，但可持续性存在疑问；而商业客户则面临来自C3.ai、Snowflake等对手的激烈竞争。Piper Sandler分析师Brent Bracelin在最新报告中坦言，尽管Palantir存在估值溢价与风险，但仍维持“强力买入”评级。他指出，公司平台在第二季度访问量同比激增144%，与ChatGPT和Anthropic等AI平台领军者不相上下，显示其产品热度与商业转化能力的持续走强。总结：Palantir正站在AI应用商业化与估值再定价的交汇点上。本季度财报能否延续增长动能、扩大客户黏性，并在关键政策利好与全球化扩张中实现突破，将成为多空双方交锋的核心依据。无论是作为个股标的，还是作为观察AI应用商业化进程的风向标，Palantir这份财报，都值得市场重点关注。此内容基于tiger 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‌跳水是啥原因","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/451189762437288","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":450732997824880,"gmtCreate":1751067665583,"gmtModify":1751067666768,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 尾盘有杠杆资金被强平了","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 尾盘有杠杆资金被强平了","text":"$Palantir Technologies Inc.(PLTR)$ 尾盘有杠杆资金被强平了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/450732997824880","isVote":1,"tweetType":1,"viewCount":1269,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577677080133533","authorId":"3577677080133533","name":"只富一次慢慢变富","avatar":"https://static.tigerbbs.com/de1996a6b7f7264a79f4b0b39d64ca3e","crmLevel":6,"crmLevelSwitch":0,"idStr":"3577677080133533","authorIdStr":"3577677080133533"},"content":"不是吧，应该是退出罗素2000，进入罗素1000，ETF调仓导致的。","text":"不是吧，应该是退出罗素2000，进入罗素1000，ETF调仓导致的。","html":"不是吧，应该是退出罗素2000，进入罗素1000，ETF调仓导致的。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":450494370128104,"gmtCreate":1751012674949,"gmtModify":1751012676840,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"htmlText":"pltr呗","listText":"pltr呗","text":"pltr呗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/450494370128104","isVote":1,"tweetType":1,"viewCount":707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":390166039871696,"gmtCreate":1736289684052,"gmtModify":1736289685362,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"htmlText":"<a 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空仓等周五非农数据","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":13,"repostSize":0,"link":"https://laohu8.com/post/390166039871696","isVote":1,"tweetType":1,"viewCount":2652,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3436781399541111","authorId":"3436781399541111","name":"顺势而为2007","avatar":"https://static.tigerbbs.com/c0f43c6f15f7107128ed8c27ede2d8bb","crmLevel":3,"crmLevelSwitch":0,"idStr":"3436781399541111","authorIdStr":"3436781399541111"},"content":"你天天瞎吹这股，坑了多少人啊","text":"你天天瞎吹这股，坑了多少人啊","html":"你天天瞎吹这股，坑了多少人啊"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321342039056576,"gmtCreate":1719472351964,"gmtModify":1719472353875,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"htmlText":"已移仓亚马逊","listText":"已移仓亚马逊","text":"已移仓亚马逊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":13,"repostSize":0,"link":"https://laohu8.com/post/321342039056576","isVote":1,"tweetType":1,"viewCount":3048,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3490012177941164","authorId":"3490012177941164","name":"不信自己就是惨耐克错过十倍","avatar":"https://static.tigerbbs.com/c2bedfe84f65a49b48e8f5f69817ccdc","crmLevel":1,"crmLevelSwitch":0,"idStr":"3490012177941164","authorIdStr":"3490012177941164"},"content":"全换了？英伟达赚了多少哈哈","text":"全换了？英伟达赚了多少哈哈","html":"全换了？英伟达赚了多少哈哈"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":285710324834304,"gmtCreate":1710771815739,"gmtModify":1710771817230,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$&nbsp;</a> 破不破都行，坚定持有老虎送的0.1股特斯拉，看看能翻出什么幺蛾子","listText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$&nbsp;</a> 破不破都行，坚定持有老虎送的0.1股特斯拉，看看能翻出什么幺蛾子","text":"$亚马逊(AMZN)$ 破不破都行，坚定持有老虎送的0.1股特斯拉，看看能翻出什么幺蛾子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/285710324834304","isVote":1,"tweetType":1,"viewCount":7478,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3565779873182513","authorId":"3565779873182513","name":"B and 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18:35","market":"us","language":"zh","title":"Palantir年内暴涨63%，领涨纳斯达克100指数，目前是阶段高点吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=1168896343","media":"老虎资讯综合","summary":"这家公司可能成为下一个软件巨头。","content":"<html><head></head><body><p><em>作者：Trevor Jennewine</em></p><p><em>来源：The Motley Fool</em></p><p><strong>摘要</strong></p><ul style=\"\"><li><p>Palantir 股价今年迄今已上涨 63%，领涨纳斯达克 100 指数。</p></li><li><p>Forrester Research 将 Palantir 评为人工智能平台领域的领导者。</p></li><li><p>Palantir 股价今年两次突破销售额 100 倍，很少有软件公司能达到这样的估值。</p></li></ul><p>5月14日，Palantir涨至至每股133.49美元的历史高点。此后，该股小幅回落，但截至5月27日，其年初至今的回报率高达63%，仍领跑纳斯达克100指数。Palantir能否在2025年剩余的几个月里保持这一势头？</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da861aca043563e01bdbf9139515aac2\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>Palantir利用人工智能帮助客户优化决策</strong></p><p>Palantir为商业和政府部门的客户开发数据分析软件。其主要平台（Gotham和Foundry）允许用户整合信息、训练机器学习模型和查询数据。其配套的人工智能平台（AIP）是一个大型语言模型编排工具，可让客户将生成式人工智能融入到运营中。</p><p>Palantir 的关键优势在于其基于“本体”的软件架构。本体是一个构建于数据集和模型之上的框架，它定义了数字信息与工厂、设备和耗材等实体资产之间的关系。本体不仅允许用户查询数据以改进决策，还能创建一个反馈循环，随着时间的推移产生更深入的洞察。</p><p>Palantir 公布了令人印象深刻的第一季度财务业绩。得益于政府部门强劲的销售增长，公司营收增长 39%，达到 8.84 亿美元，这是公司连续第七年实现增长。非公认会计准则美股净利润增长 62%，达到每股 0.13 美元。管理层还上调了全年业绩指引，预计 2025 年营收将增长 36%。</p><p>Palantir 完全有能力保持这一势头。Forrester Research 将该公司评为人工智能和机器学习平台领域的技术领导者，预计该市场将以每年 40% 的速度增长，到 2028 年将达到 1530 亿美元。晨星分析师 Mike Giarelli 今年早些时候写道：“这家公司可能成为下一个软件巨头。”</p><p>然而，投资者不应忽视估值。估值目前对市场可能并不重要，但最终总会起到决定性作用。Palantir 目前的市盈率为调整后收益的 265 倍。对于一家预计 2025 年收益将增长 41% 的公司来说，这个估值看起来非常昂贵。然而，Palantir 已连续六个季度超出市场普遍预期，平均高出 10%。</p><p><strong>Palantir 是历史上最昂贵的软件股票之一</strong></p><p>我刚才提到，对于一家预计今年盈利增长 41% 的公司来说，Palantir 的市盈率 (P/E) 非常高。话虽如此，有人可能会认为，由于华尔街经常低估 Palantir，其盈利增长速度可能远超预期。所以，让我们从另一个角度来思考估值。</p><p>Palantir 的市销率 (P/S) 在 2 月份突破了 100 倍，并在 5 月份再次达到这一水平。我回顾了过去 20 年 50 多只软件股的估值：在此期间，只有另外 6 只股票的市销率超过 100 倍，而且它们最终都下跌了至少 70%，如下所述：</p><ul style=\"\"><li><p>Bill Holdings 在 2021 年 9 月 8 日的市销率为 103 倍。该股最终下跌了 87%。</p></li><li><p>Cloudflare 在 2021 年 11 月 18 日的市销率为 114 倍。该股最终下跌了 83%。</p></li><li><p>SentinelOne 在 2021 年 9 月 16 日的市销率为 106 倍。该股最终下跌了 82%。</p></li><li><p>Snowflake 在 2020 年 12 月 8 日的市销率为 184 倍。该股最终下跌了 72%。</p></li><li><p>2024年12月26日，SoundHound AI的市销率为111倍。该股最终下跌了70%。</p></li><li><p>2020年10月19日，Zoom Communications的市销率为124倍。该股最终下跌了90%。</p></li></ul><p>如上所示，过去二十年中，除Palantir外，只有六只软件股的市盈率达到100倍，达到该估值后，其股价从峰值到谷底的平均跌幅为81%。我们可以将这个数字套用到Palantir身上，对未来可能发生的事情做出合理的预测。</p><p>具体来说，Palantir在2月18日收盘价为每股124.62美元，当天其市盈率达到了107倍的峰值。如果其表现与历史平均水平持平，最终将下跌81%，至每股23.67美元。这意味着其股价从目前的123美元下跌幅度大致相同。</p><p>当然，过往表现并不能保证未来的业绩，Palantir也有可能成为例外。但我认为投资者应该避免以当前价格买入该股。其风险回报状况严重偏向风险。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir年内暴涨63%，领涨纳斯达克100指数，目前是阶段高点吗？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ 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#eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir年内暴涨63%，领涨纳斯达克100指数，目前是阶段高点吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-05-29 18:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><em>作者：Trevor Jennewine</em></p><p><em>来源：The Motley Fool</em></p><p><strong>摘要</strong></p><ul style=\"\"><li><p>Palantir 股价今年迄今已上涨 63%，领涨纳斯达克 100 指数。</p></li><li><p>Forrester Research 将 Palantir 评为人工智能平台领域的领导者。</p></li><li><p>Palantir 股价今年两次突破销售额 100 倍，很少有软件公司能达到这样的估值。</p></li></ul><p>5月14日，Palantir涨至至每股133.49美元的历史高点。此后，该股小幅回落，但截至5月27日，其年初至今的回报率高达63%，仍领跑纳斯达克100指数。Palantir能否在2025年剩余的几个月里保持这一势头？</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da861aca043563e01bdbf9139515aac2\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>Palantir利用人工智能帮助客户优化决策</strong></p><p>Palantir为商业和政府部门的客户开发数据分析软件。其主要平台（Gotham和Foundry）允许用户整合信息、训练机器学习模型和查询数据。其配套的人工智能平台（AIP）是一个大型语言模型编排工具，可让客户将生成式人工智能融入到运营中。</p><p>Palantir 的关键优势在于其基于“本体”的软件架构。本体是一个构建于数据集和模型之上的框架，它定义了数字信息与工厂、设备和耗材等实体资产之间的关系。本体不仅允许用户查询数据以改进决策，还能创建一个反馈循环，随着时间的推移产生更深入的洞察。</p><p>Palantir 公布了令人印象深刻的第一季度财务业绩。得益于政府部门强劲的销售增长，公司营收增长 39%，达到 8.84 亿美元，这是公司连续第七年实现增长。非公认会计准则美股净利润增长 62%，达到每股 0.13 美元。管理层还上调了全年业绩指引，预计 2025 年营收将增长 36%。</p><p>Palantir 完全有能力保持这一势头。Forrester Research 将该公司评为人工智能和机器学习平台领域的技术领导者，预计该市场将以每年 40% 的速度增长，到 2028 年将达到 1530 亿美元。晨星分析师 Mike Giarelli 今年早些时候写道：“这家公司可能成为下一个软件巨头。”</p><p>然而，投资者不应忽视估值。估值目前对市场可能并不重要，但最终总会起到决定性作用。Palantir 目前的市盈率为调整后收益的 265 倍。对于一家预计 2025 年收益将增长 41% 的公司来说，这个估值看起来非常昂贵。然而，Palantir 已连续六个季度超出市场普遍预期，平均高出 10%。</p><p><strong>Palantir 是历史上最昂贵的软件股票之一</strong></p><p>我刚才提到，对于一家预计今年盈利增长 41% 的公司来说，Palantir 的市盈率 (P/E) 非常高。话虽如此，有人可能会认为，由于华尔街经常低估 Palantir，其盈利增长速度可能远超预期。所以，让我们从另一个角度来思考估值。</p><p>Palantir 的市销率 (P/S) 在 2 月份突破了 100 倍，并在 5 月份再次达到这一水平。我回顾了过去 20 年 50 多只软件股的估值：在此期间，只有另外 6 只股票的市销率超过 100 倍，而且它们最终都下跌了至少 70%，如下所述：</p><ul style=\"\"><li><p>Bill Holdings 在 2021 年 9 月 8 日的市销率为 103 倍。该股最终下跌了 87%。</p></li><li><p>Cloudflare 在 2021 年 11 月 18 日的市销率为 114 倍。该股最终下跌了 83%。</p></li><li><p>SentinelOne 在 2021 年 9 月 16 日的市销率为 106 倍。该股最终下跌了 82%。</p></li><li><p>Snowflake 在 2020 年 12 月 8 日的市销率为 184 倍。该股最终下跌了 72%。</p></li><li><p>2024年12月26日，SoundHound AI的市销率为111倍。该股最终下跌了70%。</p></li><li><p>2020年10月19日，Zoom Communications的市销率为124倍。该股最终下跌了90%。</p></li></ul><p>如上所示，过去二十年中，除Palantir外，只有六只软件股的市盈率达到100倍，达到该估值后，其股价从峰值到谷底的平均跌幅为81%。我们可以将这个数字套用到Palantir身上，对未来可能发生的事情做出合理的预测。</p><p>具体来说，Palantir在2月18日收盘价为每股124.62美元，当天其市盈率达到了107倍的峰值。如果其表现与历史平均水平持平，最终将下跌81%，至每股23.67美元。这意味着其股价从目前的123美元下跌幅度大致相同。</p><p>当然，过往表现并不能保证未来的业绩，Palantir也有可能成为例外。但我认为投资者应该避免以当前价格买入该股。其风险回报状况严重偏向风险。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d544e6f7498c68812d1a765bff723fc2","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168896343","content_text":"作者：Trevor Jennewine来源：The Motley Fool摘要Palantir 股价今年迄今已上涨 63%，领涨纳斯达克 100 指数。Forrester Research 将 Palantir 评为人工智能平台领域的领导者。Palantir 股价今年两次突破销售额 100 倍，很少有软件公司能达到这样的估值。5月14日，Palantir涨至至每股133.49美元的历史高点。此后，该股小幅回落，但截至5月27日，其年初至今的回报率高达63%，仍领跑纳斯达克100指数。Palantir能否在2025年剩余的几个月里保持这一势头？Palantir利用人工智能帮助客户优化决策Palantir为商业和政府部门的客户开发数据分析软件。其主要平台（Gotham和Foundry）允许用户整合信息、训练机器学习模型和查询数据。其配套的人工智能平台（AIP）是一个大型语言模型编排工具，可让客户将生成式人工智能融入到运营中。Palantir 的关键优势在于其基于“本体”的软件架构。本体是一个构建于数据集和模型之上的框架，它定义了数字信息与工厂、设备和耗材等实体资产之间的关系。本体不仅允许用户查询数据以改进决策，还能创建一个反馈循环，随着时间的推移产生更深入的洞察。Palantir 公布了令人印象深刻的第一季度财务业绩。得益于政府部门强劲的销售增长，公司营收增长 39%，达到 8.84 亿美元，这是公司连续第七年实现增长。非公认会计准则美股净利润增长 62%，达到每股 0.13 美元。管理层还上调了全年业绩指引，预计 2025 年营收将增长 36%。Palantir 完全有能力保持这一势头。Forrester Research 将该公司评为人工智能和机器学习平台领域的技术领导者，预计该市场将以每年 40% 的速度增长，到 2028 年将达到 1530 亿美元。晨星分析师 Mike Giarelli 今年早些时候写道：“这家公司可能成为下一个软件巨头。”然而，投资者不应忽视估值。估值目前对市场可能并不重要，但最终总会起到决定性作用。Palantir 目前的市盈率为调整后收益的 265 倍。对于一家预计 2025 年收益将增长 41% 的公司来说，这个估值看起来非常昂贵。然而，Palantir 已连续六个季度超出市场普遍预期，平均高出 10%。Palantir 是历史上最昂贵的软件股票之一我刚才提到，对于一家预计今年盈利增长 41% 的公司来说，Palantir 的市盈率 (P/E) 非常高。话虽如此，有人可能会认为，由于华尔街经常低估 Palantir，其盈利增长速度可能远超预期。所以，让我们从另一个角度来思考估值。Palantir 的市销率 (P/S) 在 2 月份突破了 100 倍，并在 5 月份再次达到这一水平。我回顾了过去 20 年 50 多只软件股的估值：在此期间，只有另外 6 只股票的市销率超过 100 倍，而且它们最终都下跌了至少 70%，如下所述：Bill Holdings 在 2021 年 9 月 8 日的市销率为 103 倍。该股最终下跌了 87%。Cloudflare 在 2021 年 11 月 18 日的市销率为 114 倍。该股最终下跌了 83%。SentinelOne 在 2021 年 9 月 16 日的市销率为 106 倍。该股最终下跌了 82%。Snowflake 在 2020 年 12 月 8 日的市销率为 184 倍。该股最终下跌了 72%。2024年12月26日，SoundHound AI的市销率为111倍。该股最终下跌了70%。2020年10月19日，Zoom Communications的市销率为124倍。该股最终下跌了90%。如上所示，过去二十年中，除Palantir外，只有六只软件股的市盈率达到100倍，达到该估值后，其股价从峰值到谷底的平均跌幅为81%。我们可以将这个数字套用到Palantir身上，对未来可能发生的事情做出合理的预测。具体来说，Palantir在2月18日收盘价为每股124.62美元，当天其市盈率达到了107倍的峰值。如果其表现与历史平均水平持平，最终将下跌81%，至每股23.67美元。这意味着其股价从目前的123美元下跌幅度大致相同。当然，过往表现并不能保证未来的业绩，Palantir也有可能成为例外。但我认为投资者应该避免以当前价格买入该股。其风险回报状况严重偏向风险。","news_type":1,"symbols_score_info":{"PLTR":1.1}},"isVote":1,"tweetType":1,"viewCount":782,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579592247575705","authorId":"3579592247575705","name":"DrSean","avatar":"https://static.tigerbbs.com/1463b1fdc8546a7d7fce66ec56cb9ca7","crmLevel":6,"crmLevelSwitch":0,"idStr":"3579592247575705","authorIdStr":"3579592247575705"},"content":"对标微软，你是在搞笑吗？他靠的是什么在对标？微软、google哪些在AI方面没有基础架构没有研究？一直在吹自己AI方向多强，你听过PLTR有出过什么前沿算法的研究吗？Goolge18年就架构了 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10:56","market":"sh","language":"zh","title":"四巨头订单就够季度目标！华尔街发现英伟达“需求远超预期”","url":"https://stock-news.laohu8.com/highlight/detail?id=1134471751","media":"华尔街见闻","summary":"芯片需求“爆表”，主宰者“英伟达”业绩或远超普遍预期。同时，他们预计其他大型科技公司和人工智能初创企业对英伟达的需求也更乐观。伯恩斯坦分析师表示，目前限制英伟达营收的因素是半导体代工厂先进的芯片封装能力。他们将英伟达股票评级调至“跑赢大盘”，目股价为475美元。目前，英伟达股价为467美元左右。这一分析结果显示了对英伟达未来发展的乐观态度。","content":"<html><head></head><body><blockquote>伯恩斯坦分析师，芯片需求爆表，2024年<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>数据中心和AI芯片收入或达750亿至900亿美元，远超华尔街分析师的一致预期420亿美元。</blockquote><p style=\"text-align: justify;\">芯片需求“爆表”，主宰者“英伟达”业绩或远超普遍预期。</p><p style=\"text-align: justify;\">周一，伯恩斯坦分析师通过云计算厂商最新透露的在人工智能支出计划，测算得出英伟达的实际业绩情况可能更为乐观。</p><p style=\"text-align: justify;\"><strong>该分析师团队汇总了他们对<a href=\"https://laohu8.com/S/MSFT\">微软</a> 、Meta、字节和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a> AI 芯片支出增长的估计，发现仅这四家公司就足以让英伟达实现本季度的指导目标。</strong>同时，他们预计其他大型科技公司和人工智能初创企业对英伟达的需求也更乐观。</p><p style=\"text-align: justify;\">伯恩斯坦分析师表示，目前限制英伟达营收的因素是半导体代工厂先进的芯片封装能力。随着明年封装能力的提升，<strong>英伟达将有可能在2024年创造750亿至900亿美元的数据中心和AI芯片收入，而华尔街分析师的一致预期仅为420亿美元。</strong></p><p style=\"text-align: justify;\">不过，随着人工智能基础设施建设过多，可能带来的短期和中期风险，比如对英伟达芯片需求先旺后衰，伯恩斯坦技术分析师团队淡化了这一风险。</p><p style=\"text-align: justify;\"><strong>他们将英伟达股票评级调至“跑赢大盘”，目股价为475美元。</strong>目前，英伟达股价为467美元左右。</p><p style=\"text-align: justify;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/906f6ead5c983b5a91f6e22ac4897ac5\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">伯恩斯坦团队表示，在未来相当长的一段时间内，至少在未来12-18个月内，预计英伟达的业绩将保持增长，并可能将持续走高。这一分析结果显示了对英伟达未来发展的乐观态度。</p><p style=\"text-align: justify;\">此前，瑞穗分析师Vijay Rakesh也指出，AI给英伟达带来的股价上行空间超乎想象，并将英伟达目标价从400美元上调至530美元。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n四巨头订单就够季度目标！华尔街发现英伟达“需求远超预期”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-01 10:56 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3694528><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>伯恩斯坦分析师，芯片需求爆表，2024年英伟达数据中心和AI芯片收入或达750亿至900亿美元，远超华尔街分析师的一致预期420亿美元。芯片需求“爆表”，主宰者“英伟达”业绩或远超普遍预期。周一，伯恩斯坦分析师通过云计算厂商最新透露的在人工智能支出计划，测算得出英伟达的实际业绩情况可能更为乐观。该分析师团队汇总了他们对微软 、Meta、字节和谷歌 AI 芯片支出增长的估计，发现仅这四家公司就足以让...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3694528\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4534":"瑞士信贷持仓","BK4567":"ESG概念","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","NVDA":"英伟达","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4550":"红杉资本持仓","BK4548":"巴美列捷福持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4551":"寇图资本持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元"},"source_url":"https://wallstreetcn.com/articles/3694528","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134471751","content_text":"伯恩斯坦分析师，芯片需求爆表，2024年英伟达数据中心和AI芯片收入或达750亿至900亿美元，远超华尔街分析师的一致预期420亿美元。芯片需求“爆表”，主宰者“英伟达”业绩或远超普遍预期。周一，伯恩斯坦分析师通过云计算厂商最新透露的在人工智能支出计划，测算得出英伟达的实际业绩情况可能更为乐观。该分析师团队汇总了他们对微软 、Meta、字节和谷歌 AI 芯片支出增长的估计，发现仅这四家公司就足以让英伟达实现本季度的指导目标。同时，他们预计其他大型科技公司和人工智能初创企业对英伟达的需求也更乐观。伯恩斯坦分析师表示，目前限制英伟达营收的因素是半导体代工厂先进的芯片封装能力。随着明年封装能力的提升，英伟达将有可能在2024年创造750亿至900亿美元的数据中心和AI芯片收入，而华尔街分析师的一致预期仅为420亿美元。不过，随着人工智能基础设施建设过多，可能带来的短期和中期风险，比如对英伟达芯片需求先旺后衰，伯恩斯坦技术分析师团队淡化了这一风险。他们将英伟达股票评级调至“跑赢大盘”，目股价为475美元。目前，英伟达股价为467美元左右。伯恩斯坦团队表示，在未来相当长的一段时间内，至少在未来12-18个月内，预计英伟达的业绩将保持增长，并可能将持续走高。这一分析结果显示了对英伟达未来发展的乐观态度。此前，瑞穗分析师Vijay Rakesh也指出，AI给英伟达带来的股价上行空间超乎想象，并将英伟达目标价从400美元上调至530美元。","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":2149,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3470548862272800","authorId":"3470548862272800","name":"峰子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3470548862272800","authorIdStr":"3470548862272800"},"content":"扯淡，用LLM的人都没几个了，还用的人越多对算力越高，在国内就没几个人能够正确打开，都用来聊天去了。生成式AI根本不需要大语言模型，台式机显卡就能解决问题了。","text":"扯淡，用LLM的人都没几个了，还用的人越多对算力越高，在国内就没几个人能够正确打开，都用来聊天去了。生成式AI根本不需要大语言模型，台式机显卡就能解决问题了。","html":"扯淡，用LLM的人都没几个了，还用的人越多对算力越高，在国内就没几个人能够正确打开，都用来聊天去了。生成式AI根本不需要大语言模型，台式机显卡就能解决问题了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318335890137312,"gmtCreate":1718757344942,"gmtModify":1718862602066,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"htmlText":"<a 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这玩意儿早晚倒闭。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/331419972304936","isVote":1,"tweetType":1,"viewCount":1682,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3466990930345576","authorId":"3466990930345576","name":"Batman_1","avatar":"https://static.laohu8.com/e71722abab7f0bd4b40f4ec27322cd03","crmLevel":4,"crmLevelSwitch":0,"idStr":"3466990930345576","authorIdStr":"3466990930345576"},"content":"完全赞同，这东西中国完全造的出来，没啥护城河，早预期有今天","text":"完全赞同，这东西中国完全造的出来，没啥护城河，早预期有今天","html":"完全赞同，这东西中国完全造的出来，没啥护城河，早预期有今天"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320283036356760,"gmtCreate":1719221654578,"gmtModify":1719241205329,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"htmlText":"<a 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