02/07/2025, 01:40 PM UTC
Palantir：一场心理学交易Palantir: A Psychology Trade
1、Palantir被认为在美国股市拥有最强的叙事和令人印象深刻的发展成果。2、随着更高效的LLM模型和强大的GPU（如Nvidia的B300）的可靠性提高，AIP平台预计将签署更多企业客户。3、CEO的股东信表明，最近的事件只是AI革命的开始。4、作者维持强烈买入评级，考虑更长的投资时间框架，并在未来几周内可能看到回调。1. Palantir is believed to have the strongest narrative in the US equities market with impressive growth results. 2. The AIP platform is expected to sign more enterprise customers as reliability improves with more efficient LLM models and powerful GPUs. 3. The CEO's shareholder letter indicates a bold conviction that recent events are just the beginning of the AI revolution. 4. The author maintains a strong buy rating with a longer investment timeframe and potential for a pullback in the next weeks.---
本文由大语言模型（LLM）生成，旨在为读者提供半导体新闻内容的知识扩展（Beta）。
