03/27/2025, 05:10 AM UTC
Palantir：增长动力逐渐减弱Palantir: Tailwinds Continuing To Fade
1. Palantir的股价在美国总统选举后因预期联邦业务增长加速和第四季度强劲业绩而飙升。2. 尽管当前表现良好，但公司的市值并不能证明其当前的表现。3. 作者认为，随着AI动力的减弱，Palantir的增长将趋于正常化，但由于强大的投资者基础，股价可能不会大幅下跌。1. Palantir's stock surged after the US presidential election, driven by expectations of accelerated federal business growth and strong fourth quarter results. 2. Despite current performance, the company's market capitalization does not justify its current performance. 3. The author believes Palantir's growth will normalize as AI momentum fades, but the strong investor base may prevent a significant drop in stock price.---
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