大摩敲警钟!领跑AI应用的Palantir涨不动了?

华尔街见闻
08 Jan

大摩质疑Palantir增长势头持续性,其认为当前阶段Palantir的技术优势已达到或接近顶峰,增长前景吸也已充分反映在股价中,拥有比同行业高出100%的溢价,基于此给出“低配”评级,目标价60美元/股。隔夜,Palantir股价跌近8%。AI数据分析商Palantir去年大涨340%,成为美股市场上的大赢家。而大摩敲响警钟,下调Palantir评级至“低配”,警示估值溢价与风险收益失衡。...

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