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。
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