[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio800e3dfd":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio800e3dfd","Palantir(PLTR)绩前花旗重申看涨：基本面仍强劲-增加动能将持续","\u002Fdoc\u002Fdcio800e3dfd","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，美国数据分析与国防软件公司Palantir(PLTR)将于美东时间5月4日公布2026年第一季度业绩。花旗在近日发布的客户报告中重申了对Palantir的积极看法，上调了对该公司的业绩预期，尽管同时下调了对该股的目标价。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">花旗分析师Tyler Radke表示“我们预计Palantir在第一季度增长动能将持续，无论是美国政府业务还是商业业务，同时国际市场也将取得更多进展，此前公司已与空客和Stellantis完成大规模续约。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">分析师指出“第一季度内的政府合同消息显示Palantir在美国市场表现强劲，包括与美国农业部签署的大额合同、与美国国土安全部价值10亿美元的合同，以及Project Maven项目的扩张。我们在季度内与管理层沟通后进一步确认，商业与政府业务持续强劲，我们认为这将推动公司再度实现加速增长，并为2026财年第一季度及全年带来约4至5个百分点的上行空间。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">分析师补充称“我们进一步上调了预测，其中2027财年和2028财年的预估较市场普遍预期高出逾500个基点。不过，近期软件板块估值倍数压缩，使我们将对该股的目标价从260美元下调至210美元(对应约48倍2027财年企业价值\u002F销售额，以及约87倍企业价值\u002F自由现金流)。”他重申对Palantir的“买入\u002F高风险”评级，并表示“我们认为，随着人工智能持续在企业中普及，Palantir仍将是AI浪潮的最大受益者之一，这一点也在近期AI峰会上得到体现。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">值得一提的是，由于对AI颠覆风险的担忧导致软件板块遭遇抛售，Palantir今年以来股价表现不佳，累计跌超20%。不过，本月早些时候，投行Wedbush仍力挺Palantir，维持对该股“跑赢大盘”评级，并给予230美元目标价。该行认为，市场关于“Anthropic正在蚕食Palantir业务”的说法并不成立，属于被放大的市场叙事。该行指出，Palantir的竞争优势在于其以数据为核心构建的“护城河”，尤其是其AIP平台在企业级应用中的深度整合能力，并未被Anthropic的模型能力所取代，反而在AI应用落地过程中得到强化。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">摩根士丹利同样在Palantir绩前指出，该公司具备小幅加速增长并上调全年指引的潜力。该行指出，尽管股价表现显著落后，但需求环境仍保持健康。摩根士丹利对Palantir给予“中性”评级，目标价为205美元。分析师表示，Palantir进入第一季度时形势良好，因为卓越的基本面动能、积极的渠道调研反馈以及可能向上的业绩预期修正。分析师指出“基本面依然异常强劲，美国市场引领的增长加速、大客户采用率不断扩大以及行业领先的利润率，使得实现100亿美元收入目标的路径愈发可信。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]