Palantir股价无视估值担忧,"特朗普效应"压倒空头

环球市场播报
Apr 15

  Palantir Technologies股价周二上涨约3%,延续了近期获得政府合同以及前总统唐纳德·特朗普公开背书所带来的积极情绪。

  这家数据分析公司近几周已与美国国防机构签署了多项大规模协议。其中包括与美国陆军签订的一项为期10年的软件合同,据称是该军种历史上规模最大的合同,以及与国土安全部签订的一项多年期协议。

  特朗普在4月10日的讲话中称赞了Palantir的国防能力,这一表态似乎强化了投资者对该公司在军用人工智能生态系统中根深蒂固地位的看法。此外,ARK Invest增持了Palantir的头寸,这一举动可能有助于抵消该股早些时候面临的抛售压力。

  分析师对Palantir的 sentiment 总体保持积极,共识评级为“中度买入”,目标价高达260美元。不过,对于估值水平和来自新兴AI竞争对手的竞争压力,仍存在一些谨慎情绪。

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