6月22日，Palantir盘中下跌3.18%，报124.29美元/股，成交额13.86亿美元。
消息面上，法国总理勒科尔尼宣布，法国安全情报机构（DGSI）将停止使用Palantir，转投本土企业ChapsVision的替代方案。勒科尔尼明确表示"不能依赖外国力量开发的工具"，此举直接受美国限制外国公民访问Anthropic最新AI模型事件推动。尽管法国此前刚与Palantir续签长期合同、替换过程预计需数年，但该事件标志着欧洲"数字主权"趋势加速，市场担忧Palantir政府端海外收入面临系统性收缩压力。
叠加年内累计回调约27%、估值仍处行业高位的背景，地缘政治风险进一步加剧了市场对高估值标的的抛售情绪。
（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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