瑞银分析师Karl Keirstead在Palantir发布2025年第二季度财报后指出,公司“叙事无明显瑕疵”,并将目标价从110美元上调至165美元。 他强调,Palantir连续第八个季度实现营收增速加快,从2023年第二季度的13%增速加速至今年第二季度的48%,且营收规模已达到40亿美元年化水平,这种反转“前所未见”。 不过,Keirstead也指出,尽管公司业绩强劲、增长与利润率...
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