图文 | 躺姐当Palantir在2025年Q2财报中抛出 “订单量同比激增140%、营收突破10亿美元”的成绩单时,市场给出了最直接的反应——盘后股价冲上168美元,创下历史新高。说实话,这家公司曾因“政府业务过度依赖”而饱受争议,政府收入占比曾经一度接近70%;如今,他们用连续8个季度加速增长的曲线(从2023Q3的17%到 2025Q2的48%),彻底改写了投资者对其的认知,政府收入高也在...
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