05/13/2025, 04:59 AM UTC
Palantir：我为何押注其美国商业业务的持续爆发式增长Palantir: How I'm Betting On Its Continued Explosive U.S. Commercial Growth
1、Palantir 2025年第一季度财报显示，尽管面临季节性挑战，其美国商业业务仍实现强劲增长（环比19.2%，同比70%）；2、PLTR股价下跌主要因国际商业收入疲软，尤其是欧洲市场AI应用滞后；3、尽管估值偏高，但Palantir的收入增长、盈利能力和财务健康状况突出，建议通过长期看涨价差策略平衡风险与增长潜力。1. Palantir's Q1 2025 earnings demonstrated robust U.S. commercial growth (19.2% QoQ, 70% YoY) despite seasonal headwinds; 2. PLTR stock decline is attributed to weak international commercial revenue, particularly in Europe, where AI adoption lags; 3. Despite stretched valuations, Palantir's strong revenue growth, profitability, and financial health justify long-term call spreads to capture upside while mitigating risk.---
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