9月23日，Palantir盘中上涨3.77%，报191.99美元/股，成交额7.87亿美元。
消息面上，近期多重利好持续发酵。瑞银将Palantir目标价从220美元上调至250美元并维持买入评级，指出其软件需求已超出公司供给能力；DA Davidson同步上调目标价至250美元，强调数据主权理念获市场认可。业务层面，Palantir近期密集落地合作——与英伟达联合部署主权AI供应链技术栈，与富士通深化全球FDE合作伙伴关系，并与Nebius达成主权AI基础设施战略合作。此外，长期多头丹·艾夫斯重提万亿美元市值逻辑，认为企业级AI采用加速将推动估值进一步扩张。值得关注的是，知名投资人Michael Burry同日披露加码做空Palantir等标的，多空博弈明显加剧。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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