软件板块近期重新获得投资者青睐，Palantir与Uber成为该领域的两大焦点，而它们的财报后走势揭示了市场对不同增长故事的分化态度。
Palantir公布了一季度强劲财报：营收同比增长85%至16.3亿美元，超出预期的15.3亿美元；美国业务翻倍以上至12.8亿美元。然而，股价在财报后不涨反跌，一度下滑约7%。核心原因在于前瞻指标降温，新签合同总价值增速从上一季度的138%骤降至61%。Michael Burry更在社交平台指出，Palantir逾3500亿美元的估值已可买下多家传统军工巨头。
与之形成鲜明对比的是Uber。该公司一季度总订单额达537亿美元，同比增长21%，超出分析师预期。尽管营收略低于预期、移动业务受油价影响仅增长5%，但经调整每股收益0.72美元同比增长44%，且二季度订单指引乐观。财报后Uber股价大涨约9%。
从技术面看，两者走势分化明显。Uber在业绩确认后突破了此前的下降趋势，站上关键均线；而Palantir虽基本面强劲，但仍需消化过高估值预期。分析师建议关注Uber能否守住突破位，以及Palantir能否在技术支撑位企稳形成新的买入结构。
责任编辑：张俊 SF065
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.