杰富瑞:Palantir业绩受美政府支出影响较大

格隆汇
Yesterday

格隆汇2月3日|杰富瑞分析师指出,Palantir Technologies的业绩对美国联邦支出变化高度敏感。Palantir第四季度营收同比大增70%,达14.1亿美元,超过了分析师预期,原因在于美国政府对其人工智能技术的需求增加。分析师称,Palantir管理层表示,美国国内需求强劲到公司已无力承接海外市场中更具雄心的项目。因此,公司正错失国际市场的相关机会。此外,Palantir的股价相较...

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