AI军工概念股Palantir(PLTR)即将在美东时间 8 月 4 日(周一盘后)公布其 2025 财年 Q2 财报。在经历股价强势拉升、估值推至历史高位之后,这份财报无疑将成为一次关键“压力测试”。当前市场对 PLTR 的预期并不低:一方面,公司刚刚签署与美军的百亿美元长期协议,Z府业务有望迎来结构性放量;另一方面,AIP 驱动下的商业化进程正在提速,客户留存率和大型企业投入持续上升。但...
Source LinkAI军工概念股Palantir(PLTR)即将在美东时间 8 月 4 日(周一盘后)公布其 2025 财年 Q2 财报。在经历股价强势拉升、估值推至历史高位之后,这份财报无疑将成为一次关键“压力测试”。当前市场对 PLTR 的预期并不低:一方面,公司刚刚签署与美军的百亿美元长期协议,Z府业务有望迎来结构性放量;另一方面,AIP 驱动下的商业化进程正在提速,客户留存率和大型企业投入持续上升。但...
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