Palantir Technologies Inc.的股价今日有望上涨,围绕该公司在人工智能竞赛中竞争力的激烈辩论仍在持续。
——Palantir股价在盘前交易中攀升2%。
——上周该股暴跌逾12%,此前知名投资者迈克尔·贝瑞在社交媒体X上发文称,人工智能公司Anthropic"正在抢走Palantir的午餐"。该帖子随后被删除。
——截至上周五收盘,该股今年迄今已下跌近30%。
数月来,市场担忧这家数据分析公司将输给新崛起的人工智能竞争对手,这持续拖累其股价。但近期,投资者、分析师乃至前总统特朗普均纷纷为Palantir辩护。
根据披露文件,凯西·伍德旗下的ARK交易所交易基金于上周五买入了超过8.5万股Palantir股票。
韦德布什证券公司分析师丹·艾夫斯在昨日的一份报告中指出,对Anthropic构成竞争威胁的担忧纯属"虚构的看空论调",并断言"将被证明大错特错"。
上周五,特朗普表示该公司的技术"已被证明拥有强大的作战能力和装备。不妨问问我们的敌人!!!"
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