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Palantir Technologies Inc.

157.88

+10.126.85%

盘后：155.85-2.0275-1.28%19:59 EST

成交量：1.13亿

成交额：178.47亿

市值：3,762.97亿

市盈率：365.69

高：165.08

开：165.05

低：153.12

收：147.76

52周最高：207.52

52周最低：66.12

股本：23.83亿

流通股本：21.90亿

量比：2.25

换手率：5.17%

股息：- -

股息率：- -

每股收益(TTM):0.4317

每股收益(LYR):0.2054

净资产收益率：19.50%

总资产收益率：7.65%

市净率：57.10

市盈率(LYR):768.64

数据加载中...

总览公司新闻资讯公告

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Palantir公布2025年第四季度美国商业收入同比激增137%，总营收增长70%；发布2026财年营收指引为同比增长61%，美国商业收入指引为115%，远超市场预期

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财报前瞻 | Palantir(PLTR.US)高增长已定，估值与指引成关键变量

本周美股财报焦点：Palantir爆发式增长，谷歌与亚马逊AI投入受关注

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Palantir Technologies Inc.盘中异动大幅跳水3.00%

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12:31","pubTimestamp":1770093081,"startTime":"0","endTime":"0","summary":"财报发布后，Palantir股价盘后上涨超过8%。该公司去年与ICE签订合同，为其开发用于移民执法的监控系统。截至去年6月3日，这是自201 年以来，Palantir从该机构获得的46份联邦合同中最大的一笔单笔拨款。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260203140034953f8fd0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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“打消质疑\"到\"要求加快部署\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2608484579","media":"海豚投研","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608484579?lang=zh_cn&edition=fundamental","pubTime":"2026-02-03 12:04","pubTimestamp":1770091440,"startTime":"0","endTime":"0","summary":"2025 财年全年营收同比增长 56%，达 44.75 亿美元。全年调整后自由现金流达 23 亿美元，同比增长 82%。Palantir 专注于后者，帮助客户从 “AI 采用者” 蜕变为 “AI 原生企业”，将执行力转化为指数级优势。TCV 订单达 13 亿美元，主要得益于与长期客户的续约。ShipOS 与 “超速计划”：加速潜艇生产与维护。世界面临的真正困难在于，若 Palantir 需承担此项工作的重任，如何证明投入更复杂事务是合理的。Palantir 不是单一位置的公司；人们知道它能工作、工作得很好且快速。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260203120541a6ccc712&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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Palantir、闪迪股价飙升，多头强势加码Call期权；苹果涨超4%，期权成交量激增","url":"https://stock-news.laohu8.com/highlight/detail?id=1151707145","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1151707145?lang=zh_cn&edition=fundamental","pubTime":"2026-02-03 11:31","pubTimestamp":1770089478,"startTime":"0","endTime":"0","summary":"期权市场总成交量56,862,405张合约，其中看涨期权占比56%。据知情人士称，SpaceX以2500亿美元的估值收购了xAI。$Palantir$隔夜涨近1%，盘后续涨近7%。2月6日到期的700美元的行权看涨期权交易量特别高，共有8,541份合约交易。","market":"us","thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AAPL","TSLA","PLTR","SNDK","DIS"],"gpt_icon":1},{"id":"2608846207","title":"速递｜AI助理IT处理60%工单：前Palantir高管操盘Shield，Thrive Holdings投资1亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2608846207","media":"Z Potentials","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608846207?lang=zh_cn&edition=fundamental","pubTime":"2026-02-03 10:54","pubTimestamp":1770087242,"startTime":"0","endTime":"0","summary":"Thrive Holdings与投资公司ZBS Partners于2025年6月共同创立了Shield，初始资金为1亿美元。截至2025年底，Shield已完成九项收购。\"成立之初，Thrive Holdings从包括Thrive Capital现有部分支持者在内的投资者群体中筹集了10亿美元。该公司表示，OpenAI正派遣工程师和研究人员为Thrive Holdings旗下的企业提供咨询并开展合作。据知情人士透露，Thrive Holdings会向为控股企业提供服务的OpenAI员工支付报酬。据知情人士透露，定制模型的知识产权归OpenAI所有，但基于这些模型构建的最终产品则由Thrive Holdings及其关联公司所有。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026020312333997a49a07&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, 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10:05","pubTimestamp":1770084340,"startTime":"0","endTime":"0","summary":"Palantir于美东时间2月2日盘后发布了2025年四季度的业绩。12月10日Palantir新拿下了一个价值4.48亿美元的海军订单——与美国海军共同推出ShipOS，该系统将Foundry以及AIP技术应用在美国海外作业领域。相较上季度财报日，Palantir市值从近5000亿的巅峰缩水至盘后的3800亿。这种叙事下，Palantir虽然受益AI，但可能会被视为被AI赋能后的传统应用，仍被顺带着被担忧巅峰风险。除非Palantir某次财报搬出一个更超预期的炸裂成绩来对冲上述担忧。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260203101846a6cc636d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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08:31","pubTimestamp":1770078701,"startTime":"0","endTime":"0","summary":"美东时间2月2日美股收盘后，数据分析公司Palantir公布第四季度业绩。良好业绩刺激公司股价盘后一度涨约8%，截至发稿，Palantir股价盘后涨近7%。并称是“过去十年科技行业里无可争议的最好成绩”。投资者因估值担忧和对AI泡沫的担心而转向撤离AI股票，Palantir录得两年来表现最差的一个月。在致股东的信中，Karp表示，尽管市场对AI公司回归基本面的压力不断上升，Palantir的利润依然是“纯粹的、非刻意制造的”。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260203083207a47501a8&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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Inc.发布远超华尔街预期的2026财年营收展望，为其今年以来表现低迷的股价注入强心剂。近期，Palantir因协助特朗普政府大规模驱逐移民的政策而成为舆论焦点。过去两年间，Palantir股价飙升近800%，市值暴增约3150亿美元。美国国土安全部采购的Palantir应用程序ELITE，可向ICE执法官员提供包含AI提取地址在内的可操作数据。周一财报还显示，Palantir第四季度在美国政府及商业领域的营收均超预期：政府收入5.7亿美元，商业收入5.07亿美元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1400794.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1861558580.USD","IE00B894F039.SGD","LU1861559042.SGD","BK4543","IE00B19Z9P08.USD","PLTR","BK4588","BK4585","BK4613","IE00B19Z9Z06.USD","BK4023","BK4547","IE00BZ9MQY76.HKD"],"gpt_icon":1},{"id":"2608816518","title":"BUZZ-Palantir 季度收入超预期后上涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2608816518","media":"路透中文","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608816518?lang=zh_cn&edition=fundamental","pubTime":"2026-02-03 07:15","pubTimestamp":1770074124,"startTime":"0","endTime":"0","summary":"** Palantir 预计第一季度销售额在 15.3 亿至 15.4 亿美元之间，高于预期的 13.2 亿美元，根据LSEG编制的数据。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260202:nL4S3YY23H:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1861558580.USD","IE00B894F039.SGD","PLTR","BK4547","IE00BZ9MQY76.HKD","BK4588","BK4613","LU1861559042.SGD","BK4023","IE00B19Z9Z06.USD","BK4585","IE00B19Z9P08.USD","BK4543"],"gpt_icon":1},{"id":"2608815433","title":"Palantir四季度营收同比暴增70%，全年指引远超市场预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2608815433","media":"华尔街见闻","labels":["dataReport","movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608815433?lang=zh_cn&edition=fundamental","pubTime":"2026-02-03 06:43","pubTimestamp":1770072223,"startTime":"0","endTime":"0","summary":"政府和商业业务双双超预期。","market":"us","thumbnail":"https://static.tigerbbs.com/98204e955432d74f42aea41094b64024","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/98204e955432d74f42aea41094b64024"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3764783","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3764783","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":"Palantir营收同比暴增70%，全年指引远超市场预期","news_tag":"dataReport,movement","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["PLTD","IE00B19Z9Z06.USD","PLTY","BK4543","BK4585","BK4023","IE00BZ9MQY76.HKD","PLTR","PLTG","PLTW","IE00B894F039.SGD","PLOO","LU1861559042.SGD","BK4547","BK4613","PLTZ","PLYY","LU1861558580.USD","PTIR","IE00B19Z9P08.USD","PLTU","BK4588"],"gpt_icon":1},{"id":"2608890605","title":"美国政府合同促进销售，Palantir 首席执行官为监控技术辩护","url":"https://stock-news.laohu8.com/highlight/detail?id=2608890605","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608890605?lang=zh_cn&edition=fundamental","pubTime":"2026-02-03 05:10","pubTimestamp":1770066647,"startTime":"0","endTime":"0","summary":"路透2月2日 - Palantir Technologies PLTR.O 首席执行官亚历克斯-卡普在周一公布销售额大幅增长时为该公司的监控技术进行了辩护，称其拥有防止政府越权的保障措施，但没有提及在明尼苏达州引起广泛抗议的美国移民执法工作 。这家数据分析公司称，第四季度来自美国政府的收入同比激增66% ，达到5.7亿美元。\" 根据 LSEG 编制的数据，Palantir 预测第一季度 销售额在15.3 亿美元 到 15.4亿美元之间，高于预期的13.2 亿美元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260202:nL4S3YY1U5:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00B19Z9P08.USD","LU1861558580.USD","BK4613","BK4547","PLTR","IE00B19Z9Z06.USD","BK4588","BK4543","BK4023","IE00B894F039.SGD","BK4585","LU1861559042.SGD","IE00BZ9MQY76.HKD"],"gpt_icon":1},{"id":"1139361564","title":"Palantir公布2025年第四季度美国商业收入同比激增137%，总营收增长70%；发布2026财年营收指引为同比增长61%，美国商业收入指引为115%，远超市场预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1139361564","media":"美股速递","labels":["productRelease","dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1139361564?lang=zh_cn&edition=fundamental","pubTime":"2026-02-03 05:09","pubTimestamp":1770066590,"startTime":"0","endTime":"0","summary":"数据分析公司Palantir Technologies Inc. (PLTR) 公布了其2025财年第四季度的强劲业绩。报告显示，该公司第四季度美国商业收入同比大幅增长137%，总营收同比增长70%，展现出其核心业务在美国市场的迅猛扩张势头。\n更令人瞩目的是，Palantir对2026财年做出了乐观预测。公司给出的全年营收增长指引为61%，而美国商业收入的增长指引更是高达115%。这一系列数据显著超出了华尔街分析师的普遍预期，反映出管理层对公司未来增长前景充满信心。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"productRelease,dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["PLTR","IE00B894F039.SGD","BK4547","IE00B19Z9P08.USD","BK4585","IE00BZ9MQY76.HKD","LU1861558580.USD","BK4023","IE00B19Z9Z06.USD","BK4588","LU1861559042.SGD","BK4543","BK4613"],"gpt_icon":0},{"id":"2608891059","title":"BUZZ-预览：对人工智能工具的需求有望提振 Palantir 的盈利","url":"https://stock-news.laohu8.com/highlight/detail?id=2608891059","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608891059?lang=zh_cn&edition=fundamental","pubTime":"2026-02-03 02:34","pubTimestamp":1770057262,"startTime":"0","endTime":"0","summary":"2月2日 - ** Palantir PLTR.O股价上涨 2.2% 至 149.84 美元，此前该公司将于周一收盘后发布季度财报。** PLTR对其军用级人工智能工具的需求不断增长。** 华尔街分析师预计，PLTR 的营收将增长约 61%，达到 13 亿美元，调整后每股收益将增长 64%，达到 23 美分，而去年同期为 14 美分。** 在过去 8 个季度中，PLTR 的营收和调整后每股收益均达到或超过分析师预期。** 覆盖PLTR的27位分析师中，平均评级为\"持有\"，中位目标价为200美元，与上月持平。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260202:nL4S3YY1PK:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00B1XK9C88.USD","LU0882574139.USD","LU0683600562.USD","LU0689472784.USD","IE00B775SV38.USD","LU1145028129.USD","IE00B7KXQ091.USD","BK4605","LU2097344431.USD","LU2750360997.AUD","LU0234570918.USD","IE00BYXW3230.USD","IE00BD6J9T35.USD","LU2750360641.GBP","BK4529","LU2756315664.SGD","LU1923622291.USD","LU2322448791.USD","BK4592","LU0187121727.USD","LU2077746001.SGD","LU2290526834.HKD","LU1623119135.USD","LU2456880835.USD","BK4551","SG9999002224.SGD","LU1633808545.USD","3NVD.UK","LU1267930573.SGD","LU1244550494.USD","IE00B5949003.HKD","IE00B19Z9Z06.USD","IE00BHPRN162.USD","BK4549","HK0000914660.USD","IE00BFSS7M15.SGD","IE00BJTD4N35.SGD","LU2106854487.HKD","BK4613","LU0889565833.HKD","LU2125154778.USD","LU0494093205.USD","LU1923623000.USD","2NVD.UK","LU2089283258.USD","LU1084165304.USD","IE00BZ1G4Q59.USD","LU0276348264.USD","LU2028103732.USD","IE00BFSS8Q28.SGD","IE00B19Z9505.USD","LU0170899867.USD","LU0347712357.USD","SG9999015358.SGD","LU1917777945.USD","NVD3.UK","LU2471134796.USD","LU2360032135.SGD","LU0225283273.USD","LU0256863902.USD","LU0444971666.USD","IE000ITXATA3.USD","LU0868494708.USD","LU1778281490.HKD","SG9999001424.SGD","SG9999000418.SGD","IE0034235303.USD","LU0353189763.USD","LU0354030438.USD","IE00B19Z8X17.USD","LU0011850046.USD","BK4554","NVDD","LU0823434583.USD","LU0345769631.USD","LU2403377893.USD","NVDW","IE00BMPRXQ63.HKD","BK4550","BK4534","LU1992135399.USD","LU1935043023.USD","LU2602419157.SGD","BK4587","LU0323591593.USD","LU2125909916.SGD","LU0820561909.HKD","LU0942090050.USD","LU0979878070.USD","NVDY","LU2237438978.USD","LU1861220033.SGD","IE00B1BXHZ80.USD","LU0265550946.USD","IE00BJTD4V19.USD","IE00BDRTCR15.USD","SG9999015952.SGD","LU2191332357.HKD","LU2491049909.HKD","LU1066053197.SGD","PLTR","IE00BMPRXR70.SGD","LU0157215616.USD","LU0238689110.USD","LU2462157665.USD","LU0094547139.USD","LU0724617625.USD","LU2023250504.SGD","LU0965509283.SGD","LU2326559502.SGD","LU2487616109.SGD","LU0719512351.SGD","LU0345768153.USD","LU0158827781.USD","LU0109391861.USD","NVD2.UK","LU0289961442.SGD","IE00BJJMRY28.SGD","LU2931357623.SGD","IE00B4JS1V06.HKD","LU1988902786.USD","LU1861558580.USD","BK4567","LU0528227936.USD","IE00B894F039.SGD","LU0211327993.USD","LU0823414478.USD","IE00BQXX3C00.GBP","LU1571399168.USD","LU2125909759.SGD","LU1839511570.USD","LU2111349929.HKD","NVD","LU1718418525.SGD","LU2237957902.USD","LU1242518931.SGD","SG9999014559.SGD","IE0009G5SDU7.USD","LU1242518857.USD","BK4547","LU0672654240.SGD","LU1366333091.USD","IE0034235295.USD","BK4023","IE00B3SWFQ91.USD","LU0072462426.USD","LU0096364046.USD","LU2360107168.USD","BK4503","IE00B4YYXB79.USD","LU0053666078.USD","LU0965509101.SGD","LU2065171402.SGD","SG9999014567.USD","LU1951198990.SGD","LU0266013472.USD","SGXZ31699556.SGD","LU2552382215.SGD","LU2087625088.SGD","BK4614","LU0964807845.USD","LU1983260115.SGD","LU0861579265.USD","LU1914381329.SGD","IE00BDCRKT87.USD","LU0957808578.USD","LU1934455277.USD","LU0109392836.USD","LU2458330169.SGD","SG9999015945.SGD","LU1815333072.USD","LU0823421416.USD","HK0000306685.HKD","LU2168564065.EUR","LU0316494557.USD","LU0210536198.USD","IE00BK4W5L77.USD","LU0820561818.USD","LU0267386448.USD","LU0417517546.SGD","LU2505996681.GBP","LU0787776722.HKD","LU0345769128.USD","LU0211328371.USD","IE00BK4W5M84.HKD","LU0557290698.USD","LU0061474705.USD","IE00BZ199S13.USD","LU2361044949.HKD","LU2237957811.SGD","BK4598","LU2860962120.EUR","LU2413666699.HKD","IE0003U64NQ7.SGD","LU1066051498.USD","LU2236285917.USD","LU0476273544.USD","LU0289739343.SGD","LU2461242641.AUD","NVDX","LU1232071149.USD","LU2491050071.SGD","LU0081259029.USD","SG9999014898.SGD","LU2092937148.SGD","IE0009356076.USD","SG9999015341.SGD","LU0868494617.USD","LU2452424414.USD","LU1989764748.USD","LU2552382058.USD","LU1127390331.HKD","LU0215105999.USD","LU1267930490.SGD","LU2023250330.USD","LU1935042215.USD","LU2265009873.SGD","LU2746668974.SGD","SGXZ99366536.SGD","LU0640476718.USD","LU0354030511.USD","LU0957791311.USD","LU2089284900.SGD","SG9999004303.SGD","SG9999014575.USD","LU2552382132.HKD","LU2054465674.USD","LU1721428933.USD","SG9999014542.SGD","LU0965509010.AUD","LU2168564495.EUR","LU1429558221.USD","BK4608","LU2286300806.USD","IE00B775H168.HKD","LU0965508806.USD","IE0001KFT4U8.USD","LU0029864427.USD","LU1712237335.SGD","LU2092627202.USD","LU2271345857.HKD","LU2242649171.HKD","SG9999015986.USD","LU0077335932.USD","SGXZ81514606.USD","GB00BDT5M118.USD","LU1116320901.HKD","SNVD.UK","LU0308772762.SGD","LU1244550221.USD","LU2322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21:33","pubTimestamp":1770039187,"startTime":"0","endTime":"0","summary":"尽管此轮抛售压低了Palantir的估值，其股价市盈率仍高达约142倍预期收益，在标普500指数中位列第三高。目前他对Palantir给出“卖出”评级，目标价定为135美元。多重因素之下，Palantir面临着巨大压力，其必须给出超预期的业绩指引，以此证明自身的高估值名副其实。Palantir近期的股价下跌也为其带来了反弹空间。业绩门槛高企Palantir将于美股周一收盘后发布财报，这份财报或将决定其股价后续走向。","market":"sh","thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1400743.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4543","LU1861559042.SGD","IE00B894F039.SGD","BK4547","IE00B19Z9Z06.USD","PLTR","IE00BZ9MQY76.HKD","IE00B19Z9P08.USD","BK4588","BK4585","BK4613","BK4023","LU1861558580.USD"],"gpt_icon":1},{"id":"2608586688","title":"随着反弹的扩大，法国凯捷寻求切断与 ICE 的关系","url":"https://stock-news.laohu8.com/highlight/detail?id=2608586688","media":"路透中文","labels":["event"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608586688?lang=zh_cn&edition=fundamental","pubTime":"2026-02-02 20:03","pubTimestamp":1770033816,"startTime":"0","endTime":"0","summary":"更新版 2-随着反弹的扩大，法国凯捷寻求切断与 ICE 的关系对与移民与海关执法局有关联的公司的反击 法国工会要求凯捷审计美国联邦合同Palantir股价在特朗普连任后大幅上涨增加了投资者和分析师的评论、背景情况，对整个事件进行了重铸，增加了公司的股票表现Leo Marchandon/Avinash  P. 不过，法国 CFDT 工会对此次出售表示欢迎。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260202:nL4T3YY0YN:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"event","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CXW","BK4588","BK4516","BK4585","PLTR","BK4543","GEO","IE00B19Z9P08.USD","BK4084","IE00B894F039.SGD","LU1861559042.SGD","BK4023","BK4613","IE00BZ9MQY76.HKD","IE00B19Z9Z06.USD","BK4547","BK4165","LU1861558580.USD"],"gpt_icon":0},{"id":"2608852036","title":"本周Palantir、谷歌、亚马逊财报看点前瞻","url":"https://stock-news.laohu8.com/highlight/detail?id=2608852036","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608852036?lang=zh_cn&edition=fundamental","pubTime":"2026-02-02 17:42","pubTimestamp":1770025320,"startTime":"0","endTime":"0","summary":"本周最重磅的财报将在周三出炉，谷歌母公司字母表届时将发布财报，优步、阅后即焚软件 Snap、高通和安谋也将同日披露。周四登场的则有亚马逊、红迪网等企业。　　周一通常也鲜有财报发布，不过Palantir偏偏选择在这一天披露，这份财报和后续的分析师电话会议值得重点关注。谷歌云业务也将成为焦点，该业务第三季度营收增速攀升至 33.5%。　　至于亚马逊，其云服务部门亚马逊网络服务将再次成为财报的核心看点。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-02-02/doc-inhkmmxx7392899.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0312595415.SGD","LU0056508442.USD","LU1127390331.HKD","SG9999017495.SGD","LU1935043536.SGD","IE00B775H168.HKD","BK4587","BK4554","LU0187121727.USD","LU2191332357.HKD","LU2168564065.EUR","LU1301847155.USD","IE00B775SV38.USD","LU0128525689.USD","LU2244417387.USD","LU0345770993.USD","LU2065171311.SGD","IE00B19Z3B42.SGD","LU0690374615.EUR","LU2362541273.HKD","LU1267930730.SGD","LU1585245621.USD","LU2487616109.SGD","LU2237443622.USD","BK4525","LU0949170426.SGD","LU1496350502.SGD","LU2211815571.USD","LU0203202063.USD","LU1691799644.USD","LU2237443465.HKD","LU2746668974.SGD","LU0683600562.USD","BK4538","LU2106854487.HKD","LU0251132253.USD","LU2452424414.USD","LU1914381329.SGD","IE000M9KFDE8.USD","LU0211331839.USD","SG9999001077.SGD","IE00B1XK9C88.USD","LU0545039389.USD","LU0302445910.USD","BK4588","BK4533","BK4514","LU0310799852.SGD","LU1066051498.USD","LU1815333072.USD","LU2023250504.SGD","LU2092937148.SGD","IE000KEQY171.SGD","LU2083900584.USD","LU0724617625.USD","SG9999015945.SGD","LU0323591593.USD","LU1839511570.USD","LU1934455277.USD","LU2491049909.HKD","IE00B19Z8X17.USD","LU0251131958.USD","IE00B4YYXB79.USD","LU0094547139.USD","LU2065170008.USD","LU0130517989.USD","LU0476273544.USD","IE00BWXC8680.SGD","IE00B19Z8W00.USD","LU0265550359.USD","LU0820561909.HKD","LU2237443549.SGD","LU2764262908.HKD","IE00B7KXQ091.USD","LU2764263203.CNY","IE00BMPRXQ63.HKD","LU0640476718.USD","BK4602","SG9999018865.SGD","LU0820562030.AUD","BK4077","LU2750360641.GBP","LU2250418816.HKD","LU0557290698.USD","LU1551013342.USD","LU1935042215.USD","LU0980610538.SGD","LU0738911758.USD","PLTR","IE00BK4W5L77.USD","LU0784385840.USD","LU1046421795.USD","SG9999014914.USD","SGXZ81514606.USD","BK4574","LU1814569148.SGD","USJW.SI","LU0528227936.USD","LU2361045086.USD","LU1852331112.SGD","LU0345768153.USD","IE00BZ199S13.USD","LU0648000940.SGD","LU2896262040.SGD","IE00B4JS1V06.HKD","LU0072462426.USD","LU0096362180.USD","LU0466842654.USD","BK4592","LU1267930227.SGD","LU1366333091.USD","IE00B3S45H60.SGD","LU0642271901.SGD","LU2461242641.AUD","BK4547","LU2404859667.USD","LU2471134523.USD","SG9999014880.SGD","LU2463028550.USD","LU1935043023.USD","LU0096364046.USD","LU0251142724.SGD","IE0005OL40V9.USD","LU2097344431.USD","LU2108987350.USD","LU0477156953.USD","LU0289941410.SGD","LU1221951129.SGD","LU0648001328.SGD","LU0861579265.USD","AMZU","LU2237443895.HKD","LU0965508806.USD","LU1366192091.USD","LU2362540622.SGD","LU1303367103.USD","LU1066051811.HKD","LU1670628061.USD","SGXZ23171101.USD","IE00BZ1G4Q59.USD","LU1989764664.SGD","LU1035775433.USD","LU1489326972.SGD","BK4220","LU1803068979.SGD","LU2756315664.SGD","LU2360032135.SGD","LU2213496289.HKD","LU2023251221.USD","LU1718418525.SGD","LU0348723411.USD","LU1037948541.HKD","LU2028103732.USD","LU2491050071.SGD","LU0433182093.SGD","IE00BFSS8Q28.SGD","LU0964807845.USD","IE00BJLML261.HKD","SGXZ99366536.SGD","LU0029864427.USD","LU0496365809.HKD","GB00B4LPDJ14.GBP","LU0942090050.USD","LU1934455194.USD","SGXZ31699556.SGD","LU0784384876.USD","LU0210528500.USD","LU0784385170.HKD","LU1003077747.HKD","LU1430594728.SGD","LU1435385759.SGD","LU1791710582.SGD","LU1043141396.HKD","LU1894683348.USD","LU0211326755.USD","LU0157215616.USD","HK0000914686.HKD","LU0314106906.USD","USAW.SI","LU1506573853.SGD","GOOGL","IE000W1ABFV2.USD","LU2491050154.USD","LU1201861165.SGD","LU2063271972.USD","LU0234572021.USD","LU0308772762.SGD","LU1221951046.USD","BK4559","LU0006306889.USD","LU0943347566.SGD","IE00B5TLWC47.USD","LU1064131342.USD","LU2242650005.HKD","LU0390134368.USD","LU1951200564.SGD","LU2505996509.AUD","LU2097829019.USD","LU2430703178.SGD","LU1069347547.HKD","LU1674673691.USD","LU2247934214.USD","IE0034235303.USD","LU0345768740.USD","LU2077746001.SGD","LU1804176565.USD","LU2271345857.HKD","LU2361044865.SGD","LU2023250843.SGD","LU1951198990.SGD","LU1069344957.HKD","LU1119994496.HKD","LU1720051108.HKD","BK4604","BK4548","LU2087621335.USD","BK4551","LU0158827948.USD","BK4532","IE00BLSP4452.SGD","LU1974910355.USD","LU1868836591.USD","LU0353189763.USD","LU0345770308.USD","IE00BJTD4V19.USD","SG9999002224.SGD","LU0345774631.USD","IE00B894F039.SGD","LU1988902786.USD","LU0426417589.USD","LU0553294199.USD","LU2236285917.USD","AMZW","LU2417539215.USD","LU0170899867.USD","BK4543","IE00B19Z9P08.USD","LU1074936037.SGD","LU1116320901.HKD","IE00BFSS7M15.SGD","GOOY","LU0957808578.USD","BK4023","LU1145028129.USD","LU2265009873.SGD","LU1868837136.USD","LU0011850046.USD","LU1629891620.HKD","LU0965509101.SGD","LU0719512351.SGD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| Palantir(PLTR.US)高增长已定，估值与指引成关键变量","url":"https://stock-news.laohu8.com/highlight/detail?id=2608559918","media":"智通财经","labels":["preview"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608559918?lang=zh_cn&edition=fundamental","pubTime":"2026-02-02 15:40","pubTimestamp":1770018037,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，Palantir Technologies Inc.计划于2026年2月2日(星期一)美国股市收盘后发布其2025年第四季度财务报告。在 Q3 财报中，Palantir官方给出的 Q4 营收指引区间为 13.27 亿至 13.31 亿美元。而客户忠诚度的提升以及对Palantir交付关键产品能力的信心增强，预计已造成第四季度其产品需求的激增。由于 Palantir 股价在 2025 年已累计上涨约 78%，期权市场预计财报公布后股价波动幅度可能达到 9%。分析师目前对该股的评价存在分歧，一方看好其 AI 龙头地位，另一方则担忧其估值过高。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1400510.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"preview","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4613","IE00B19Z9Z06.USD","IE00B894F039.SGD","PLTR","BK4588","IE00B19Z9P08.USD","BK4547","IE00BZ9MQY76.HKD","LU1861559042.SGD","BK4585","BK4023","BK4543","LU1861558580.USD"],"gpt_icon":1},{"id":"1170286739","title":"本周美股财报焦点：Palantir爆发式增长，谷歌与亚马逊AI投入受关注","url":"https://stock-news.laohu8.com/highlight/detail?id=1170286739","media":"老虎资讯综合","labels":["preview"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1170286739?lang=zh_cn&edition=fundamental","pubTime":"2026-02-02 10:03","pubTimestamp":1769997788,"startTime":"0","endTime":"0","summary":"谷歌母公司Alphabet将于周三盘后公布业绩，亚马逊盘后将在周四披露财报，Palantir则选择在周一盘后率先发布。Palantir业绩高增长，AI商业化预期集中释放Palantir作为企业级软件公司，过去几年维持约30%的年均收入增速，而2025年业务增长明显加速。本次财报及管理层电话会议被市场视为观察AI应用落地成效的重要节点。第三季度Google Cloud收入同比增长33.5%，云业务成为检验Alphabet AI商业模式的重要抓手。","market":"us","thumbnail":"https://static.tigerbbs.com/3a33c23f8e5a366189f532d19af270ed","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/3a33c23f8e5a366189f532d19af270ed"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":"本周美股财报焦点：Palantir爆发式增长，谷歌与亚马逊AI投入受关注","news_tag":"preview","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["GOOGL","AMZN","NDX","PLTR",".DJI",".SPX","GOOG",".IXIC"],"gpt_icon":1},{"id":"2607025669","title":"Palantir Technologies Inc.盘中异动 大幅跳水3.00%","url":"https://stock-news.laohu8.com/highlight/detail?id=2607025669","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2607025669?lang=zh_cn&edition=fundamental","pubTime":"2026-01-31 02:15","pubTimestamp":1769796946,"startTime":"0","endTime":"0","summary":"北京时间2026年01月31日02时15分，Palantir Technologies Inc.股票出现异动，股价急速跳水3.00%。Palantir Technologies Inc.股票所在的软件服务行业中，整体跌幅为0.61%。其相关个股中，Techcreate Group Ltd.、Republic Power Group Limited、Orangekloud Technology Inc.涨幅较大，Orangekloud Technology Inc.、Republic Power Group Limited、Signing Day Sports, Inc.较为活跃，换手率分别为725.78%、400.66%、182.99%，振幅较大的相关个股有Techcreate Group Ltd.、Orangekloud Technology Inc.、Republic Power Group Limited，振幅分别为197.44%、97.02%、90.69%。Palantir Technologies Inc.公司简介：Palantir是一家分析软件公司，专注于利用数据提高其客户机构的效率。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260131021546953f2c6c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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