异动解读|Palantir盘中上涨3.02%,多家投行财报季前力荐叠加AI编排层逻辑持续发酵

行情直击
Jul 21

7月20日,Palantir Technologies盘中上涨3.02%,报136.39美元/股,成交额23.05亿美元。

消息面上,多家华尔街投行在即将到来的第二季度财报季前集中看好Palantir。花旗将其列为软件板块首选标的,维持买入评级及225美元目标价,强调AI预算正向数据基础设施头部平台集中;瑞穗亦在财报季前瞻中力荐该股。此外,CEO Alex Karp近日公开抨击OpenAI等闭源模型的Token计价商业模式,强化公司作为企业AI安全编排层的差异化定位,市场对其中长期竞争优势的认可度持续提升。

Palantir Technologies Inc.于2003年成立,建立并部署Palantir Gotham和Palantir Foundry软件平台,作为客户的中心操作系统,最初为美国情报部门开发反恐软件,后拓展至商业企业领域。

(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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