7月28日，Palantir盘中下跌3.75%，报123.17美元/股，成交额7.03亿美元。
消息面上，传奇投资者大空头迈克尔·伯里于7月25日披露最新持仓动向，明确表示维持对Palantir的空头仓位不变，同时加码做空英伟达及美光科技。伯里认为英伟达当前大量需求并非来自终端客户，而是通过表外融资安排循环驱动，其对AI板块整体看空的立场对市场情绪形成压制。此外，Palantir高管Sankar Shyam近期累计减持约185000股、总价约2405万美元，亦加重市场谨慎情绪。不过，奥本海默同日发布研报看多Palantir，预计其8月3日公布的Q2营收将同比增长约85%，目标价维持200美元，多空分歧明显。
（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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