Palantir:无愧 AI 应用一哥,指引瑕疵不是问题

海豚投研
Aug 05

Palantir 于美东时间 8 月 5 日盘后发布了 2025 年二季度的业绩。整体来看,Q2 业绩依旧亮眼,虽然指引隐含巅峰临近、放缓在即的迹象,但总体看经营状态健康,尤其是 Q1 出现的一些问题也基本解决。考虑到当下政府对 AI 和国防投入的积极态度,以及仍然较大 TAM 的 ToB 空间,因此未来继续 beat 指引也并非不可能。具体来看财报核心信息:1. 美企需求旺盛:ToB 表现最关键...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10