美股AI软件巨头业绩碾压预期股价延续去年涨势创新高

东方财富2025-02-04

周一（2月3日）美股收盘后，美国人工智能软件商Palantir Technologies Inc.发布了公司2024年第四季度的业绩报告。报告显示，Palantir去年Q4的营收录得8.28亿美元，环比增长14%，同比增长36%，调整后每股收益0.14美元，分别高于市场预期的7.76亿美元和0.11美元。Palantir预计，公司2025年第一季度营收在8.58亿美元至8.62亿美元之间，高于...

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Inc.发布了公司2024年第四季度的业绩报告。报告显示，Palantir去年Q4的营收录得8.28亿美元，环比增长14%，同比增长36%，调整后每股收益0.14美元，分别高于市场预期的7.76亿美元和0.11美元。Palantir预计，公司2025年第一季度营收在8.58亿美元至8.62亿美元之间，高于分析师估计的7.99亿美元；2025全年营收将在37.41亿美元至37.57亿美元之间，也高于市场预期。周一在财报公布前，Palantir股价逆市走高，收于83.74美元，刷新了前一日的历史最高价。盘后，股价进一步走强，一度涨超23%，现涨幅收窄至18%，报99.36美元。截至周一收盘，Palantir股价年内已累涨超10%，并且这还是建立在2024年累涨逾340%这一基础上。去年，该股力压Vistra和英伟达，成为标普500指数中表现最好的成分股。财联社提到过，Palantir 2003年成立之初就服务于美国联邦调查局（FBI）、国家安全局（NSA）、中央情报局（CIA）等机构。2023年，公司超一半的营收来自于“政府客户”。有传言，Palantir为追捕击毙本·拉登行动提供了重要数据与情报分析支持。公司高管还承认，其技术已经应用在俄乌冲突中。其CEO亚历克斯·卡普（Alex Karp）也是冲突爆发后第一位访问乌克兰并与泽连斯基会面的西方公司CEO。去年12月，Palantir宣布延长与美国陆军的长期合作伙伴关系，将提供“Army Vantage”系统支持“陆军数据平台”（ADP），四年合同总价值超4亿美元，最高可超6亿美元。卡普在业绩报告中评论道，“我们的业务成果持续令人惊叹，表明我们在人工智能革命中心的地位不断加深。我们对大语言模型商品化的早期见解已从理论发展为事实。”卡普在电话会上补充道：“我们仍处于最早期的阶段，这是一场将持续数年甚至数十年的革命的第一幕的开端。”他补充说，该公司“为这一刻已经认真准备了二十多年”。被问及由埃隆·马斯克管理的政府效率部（DOGE）会否对Palantir业务产生影响时，公司首席技术官表示，DOGE将带来精英管理和透明度，促使美国政府更像商业市场一样运作。（文章来源：财联社）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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美股AI软件巨头业绩碾压预期 股价延续去年涨势创新高

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美股AI软件巨头业绩碾压预期股价延续去年涨势创新高