Palantir于美东时间2月2日盘后发布了2025年四季度的业绩。整体来看很不错,基本没啥可挑刺的地方。尤其是Q4增长重回加速,包括前瞻指标情况,直接缓解了市场对其高估值所依赖的高增长持续性的担忧。不过从盘后的股价反馈来看(上涨不到8%),市场似乎相对以往更理性一些,如果按照24年到25年上半年的情绪,至少会来个10%以上的涨幅。背后又有什么影响因素?先来看财报:1. 美国市场继续抗增长大旗:...
Source LinkPalantir于美东时间2月2日盘后发布了2025年四季度的业绩。整体来看很不错,基本没啥可挑刺的地方。尤其是Q4增长重回加速,包括前瞻指标情况,直接缓解了市场对其高估值所依赖的高增长持续性的担忧。不过从盘后的股价反馈来看(上涨不到8%),市场似乎相对以往更理性一些,如果按照24年到25年上半年的情绪,至少会来个10%以上的涨幅。背后又有什么影响因素?先来看财报:1. 美国市场继续抗增长大旗:...
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