Palantir:“DOGE+ 关税” 双刀齐上,AI 信仰会跌落神坛吗?

钛媒体APP
06 May

文 | 海豚投研$Palantir Tech.US于美东时间 5 月 5 日盘后发布了 2025 年一季度的业绩。整体来看,一季度业绩超预期,虽然不如上季度惊艳,但短中期的高增长趋势并未打破,二季度指引以及全年指引均优于机构预期。不过高估值下市场容忍度也在降低。财报前无视关税和 DOGE 的影响,市值创新高已经逼近 3000 亿,隐含 25 年 EV/Sales 75 倍。因此,除了对 “不够惊艳...

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