智通财经APP获悉,美国银行在最新的研报中唱多Palantir Technologies(PLTR.US),并将其目标价上调至华尔街最高水平。
分析师Mariana Perez-Mora在给客户的一份报告中写道:“虽然通用工具具有一定价值,但我们始终提醒投资者,Palantir的核心价值在于规模化开发以结果为导向的定制化AI产品。我们认为Palantir正在定义企业如何利用AI实现实质性成果的市场标准。”Perez Mora重申“买入”评级,并将目标价从125美元上调至150美元。
该分析师强调,Palantir最新季度财报证明,其产品部署速度和客户转化规模正在持续提升。
此外,近期颁布的《国防采购现代化与创新促进行政令》(Modernizing Defense Acquisitions and Spurring Innovation)将为Palantir带来利好,因为这一命令是美国国防部处理国防合同招标方式的“重大变革”。
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