金吾财讯 | Palantir（PLTR）盘前股价上扬，最新涨2.36%，报198.74美元。消息面上，高盛（GS）周四上调企业软件厂商Palantir投资评级，分析师加布丽埃拉·博尔赫斯在研报中将Palantir由中性上调至买入，12个月目标价230美元，对应潜在上行空间18%。分析师指出，在公司当前80亿美元年化营收、增速接近100%的背景下，市场主要存在两大争议：一是Palantir的AI红利是否已经充分兑现，市场空间能否支撑业绩再度大幅上修；二是FDE业务模式的可持续性。结合最新行业调研，该行认为2027年该股有望开启新一轮超额上涨行情。
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