7月28日，Palantir盘前下跌3.08%，报127.58美元/股，成交额3105.12万美元。
消息面上，传奇投资者"大空头"迈克尔·伯里于7月25日在Substack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AI芯片行业大量需求通过表外融资安排循环驱动，而非来自终端客户，对整个AI相关板块持看空立场。该消息于周末扩散，对盘前情绪形成压制。
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%，超出公司79%的指引中值，目标价维持200美元。花旗此前亦重申买入评级。
Palantir于2003年成立，主营大数据分析软件平台Gotham和Foundry，服务政府及商业客户。
（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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