8月3日，Palantir盘前上涨3.03%，报126.84美元/股，成交额1709.39万美元。公司将于当日美股盘后发布第二季度财报，市场情绪提前升温。
消息面上，市场一致预期Palantir Q2营收约18.05亿美元，同比增长81%-92%，调整后EPS预计为0.28-0.35美元，同比增超150%。奥本海默给予200美元目标价并预计公司将上调全年指引至75%以上增速，花旗重申"买入"评级。期权市场定价财报后约11%波动幅度，卖出方在125美元及120美元Put位置合计收取超320万美元权利金，显示支撑位信心较强。近期AI应用软件板块相对半导体显著走强，Palantir此次财报被视为AI牛市从"买芯片"驶向"买AI工作流"的关键验证节点。
（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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