消息面上,前一交易日美股AI应用软件股集体走强,Palantir单日大涨逾8%,带动盘前延续涨势。近期公司密集释放合作利好:与英伟达达成战略协议,在主权环境中部署Nemotron开源AI模型,服务美国政府及关键基础设施领域;同时与Surf Air Mobility扩大合作加速航空AI软件商业化,并与Zeta Global联合打造企业级AI营销基础设施。此外,President Capital将其评级由中性上调至买入,目标价由25.50美元大幅调升至133美元。不过值得注意的是,期权市场近日出现多笔大额偏空布局,包括近200万美元熊市看跌价差,显示部分机构押注短中期回调空间。
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