12月6日周五,Palantir Technologies Inc.(PLTR)盘中大涨5.05%,引起了广泛关注。PLTR作为去年9月才被纳入标普500指数的AI创新企业,今年已成为该指数表现最佳的成分股之一,甚至超过了英伟达。
数据显示,PLTR今年的增长速度和盈利能力均保持着加速趋势,市场普遍看好这家公司正处于全球扩张的早期阶段。PLTR最新公布的三季度业绩显示,其收入同比大增30%,主要得益于大型企业客户对其人工智能平台AIP的采用。这一强劲的收入增长也带动了利润的大幅提升,市场认为这一趋势将持续至2025年及以后。
与此同时,AI领域其他品牌股如BigBear.ai(BBAI)等过去一个月也出现了近80%的大涨,反映出投资者对该行业的热捧。分析师指出,这些公司虽难与PLTR相提并论,但若能有所突破如在转型商业领域实现收入增长,也将存在大涨的潜力。总体而言,PLTR盘中大涨反映了市场目前对AI板块的普遍乐观预期。
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