瑞银发表研报,将Palantir的投资评级由“中性”上调至“买入”,认为其股价自高位回调35%后,现价水平相当于2027年预测自由现金流的约50倍,估值具吸引力。该行强调Palantir处于AI及数据两大资本开支密集的领域,预料今年收入可实现70%增长,利润率水平稳定在约50%中段。该行又指Palantir是AI发展浪潮中的明显赢家,维持目标价180美元不变。
瑞银发表研报,将Palantir的投资评级由“中性”上调至“买入”,认为其股价自高位回调35%后,现价水平相当于2027年预测自由现金流的约50倍,估值具吸引力。该行强调Palantir处于AI及数据两大资本开支密集的领域,预料今年收入可实现70%增长,利润率水平稳定在约50%中段。该行又指Palantir是AI发展浪潮中的明显赢家,维持目标价180美元不变。
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