盘后大涨近7%！Palantir业绩会全文：Palantir商业业务暴增137%，CEO宣言，作秀者终将湮没！

invest wallstreet02-03

全球AI赛道陷入术语狂欢与姿态表演，Palantir用一组硬核数据划下生死分界线：2025年Q4营收14亿美元创23年新高，美国商业业务同比暴增137%、一年翻倍，单季利润6.09亿美元环比激增28%！CEO Alexander Karp直言：“任何未能专注于技术系统创造价值的事物，终将褪色消逝。”他撕开行业幻象：大型语言模型若无可靠软件架构锚定现实，不过是“毫无价值的文本串”；真正的AI落地，是...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2608419998?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-02-03 13:01","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2608419998","market":"us","top_or_hot":-1,"title":"盘后大涨近7%！Palantir业绩会全文：Palantir商业业务暴增137%，CEO宣言，作秀者终将湮没！","media":"invest wallstreet","content":"<div>\n<p>全球AI赛道陷入术语狂欢与姿态表演，Palantir用一组硬核数据划下生死分界线：2025年Q4营收14亿美元创23年新高，美国商业业务同比暴增137%、一年翻倍，单季利润6.09亿美元环比激增28%！CEO Alexander Karp直言：“任何未能专注于技术系统创造价值的事物，终将褪色消逝。”他撕开行业幻象：大型语言模型若无可靠软件架构锚定现实，不过是“毫无价值的文本串”；真正的AI落地，是...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260203134815a6cd18c9&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>盘后大涨近7%！Palantir业绩会全文：Palantir商业业务暴增137%，CEO宣言，作秀者终将湮没！</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n盘后大涨近7%！Palantir业绩会全文：Palantir商业业务暴增137%，CEO宣言，作秀者终将湮没！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-03 13:01 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260203134815a6cd18c9&s=b><strong>invest wallstreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球AI赛道陷入术语狂欢与姿态表演，Palantir用一组硬核数据划下生死分界线：2025年Q4营收14亿美元创23年新高，美国商业业务同比暴增137%、一年翻倍，单季利润6.09亿美元环比激增28%！CEO Alexander Karp直言：“任何未能专注于技术系统创造价值的事物，终将褪色消逝。”他撕开行业幻象：大型语言模型若无可靠软件架构锚定现实，不过是“毫无价值的文本串”；真正的AI落地，是...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260203134815a6cd18c9&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4613","symbol_name":"AI应用软件","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260203134815a6cd18c9&s=b","article_id":"2608419998","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260203134815a6cd18c9&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2608419998","pubTimestamp":1770094902,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"全球AI赛道陷入术语狂欢与姿态表演，Palantir用一组硬核数据划下生死分界线：2025年Q4营收14亿美元创23年新高，美国商业业务同比暴增137%、一年翻倍，单季利润6.09亿美元环比激增28%！美国业务是公司的核心支柱。上季度仅美国市场就贡献了11亿美元收入，同比增长率达93%。因此，我们美国商业业务板块——这个曾被视为充满潜力却多停留在理论阶段的业务领域——如今正以惊人速度增长，上季度营收达5.07亿美元，较去年同期增长137%。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4613":"AI应用软件","PLTR":"Palantir Technologies Inc.","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","BK4547":"WSB热门概念","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4588":"碎股","PLTU":"2倍做多PLTR ETF-Direxion","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","PLTW":"PLTR周配息ETF-Roundhill","PTIR":"2倍做多PLTR ETF-GraniteShares","PLTY":"PLTR期权收益策略ETF-YieldMax","BK4023":"应用软件","PLTZ":"2倍做空PLTR ETF-Defiance","PLOO":"2倍上限加速PLTR ETF-Leverage Shares","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","BK4543":"AI","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","PLT":"Defiance Leveraged Long Plus Income PLTR ETF","BK4585":"ETF&股票定投概念","PLTA":"ProShares Ultra PLTR ETF","PLYY":"GraniteShares YieldBOOST PLTR ETF","PLTD":"1倍做空PLTR ETF-Direxion","PLTG":"2倍做多PLTR ETF-Leverage Shares"},"translate_title":"It rose nearly 7% after hours! Full text of Palantir's performance meeting: Palantir's commercial business surged by 137%, CEO declaration, showmakers will eventually be lost!","themeId":"b19cdac49b0046afeb87b30dba453c34","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PLOO":0.6,"PTIR":0.6,"PLTY":0.6,"PLTG":0.6,"PLT":0.6,"PLTW":0.6,"PLYY":0.6,"PLTA":0.6,"PLTU":0.6,"PLTZ":0.6,"PLTD":0.6,"PLTR":1.98},"content_text":"全球AI赛道陷入术语狂欢与姿态表演，Palantir用一组硬核数据划下生死分界线：2025年Q4营收14亿美元创23年新高，美国商业业务同比暴增137%、一年翻倍，单季利润6.09亿美元环比激增28%！CEO Alexander Karp直言：“任何未能专注于技术系统创造价值的事物，终将褪色消逝。”他撕开行业幻象：大型语言模型若无可靠软件架构锚定现实，不过是“毫无价值的文本串”；真正的AI落地，是粒度化权限、功能性审计与极致务实的成果导向。这不仅是财报，更是一封写给浮夸时代的战书。以下为Karp亲述：如何以软件之力，重塑国家安全与公民自由的双重边界。我们正站在一项跨代工程的起点，真正的开端。我们的财务业绩——这个由充满兴奋与恐惧的市场用来评估其垂涎企业的价值的粗糙且不完美的指标——再次超越了我们最雄心勃勃的预期。2025年第四季度，我们创造了14亿美元的收入，创下二十三年历史的新纪录，较上年同期增长70%。对于我们这样的规模企业而言，如此迅猛的增长加速堪称非凡成就——这如同宇宙赐予的奖赏，献给那些认同我们独特事业、接纳（或至少未全盘否定）我们工作模式的伙伴。科技企业更常见的道路是追逐公众市场的青睐与资本，在预期巅峰实现变现，随后便步入漫长而必然的萎缩与沉寂。我们拒绝了这条道路。五年前的公开上市标志着我们上升的起点，而非顶点。季度营收增长然而我们以极强的自律实现了这一增长水平——这种自律在当今行业似乎已属罕见。单季度利润创下6.09亿美元的新纪录，环比增长28%。我们至今仍清晰记得，且不会轻易忘记，多年来始终面临着那些礼貌却犀利的质疑——质疑我们模式的盈利潜力，更质疑其根本的合理性。GAAP净利润（精确到整数）在某些人并非错误地称之为“人工智能系统狂热市场”的领域，其他企业或许正承受着围绕财务数据经营业务的压力。然而我们的创纪录利润纯粹而自然。更重要的是，这源于以软件平台为核心的商业模式，而非依赖大批资历显赫的顾问及其演示文稿与高明建议。美国业务是公司的核心支柱。上季度仅美国市场就贡献了11亿美元收入，同比增长率达93%。推动我们发展的动力源于美国日益明智的企业与机构群体——他们深谙人工智能价值，却不再愿意为科研项目买单。在那些洞悉人工智能应用先决条件者与那些更脆弱、更迷茫者之间，正形成一道鸿沟。事实上，人工智能应用领域正日益分裂为拥有者与无拥有者。某些机构乃至国家正蓬勃发展；另一些则被抛弃在荒芜的海岸。仅凭大型语言模型无法引领我们走向救赎。它们需要可靠高效的交互方式，才能应对现代企业错综复杂的体系——那些交织的数据集、运营流程与人员网络。若缺乏能为这些概率预测引擎输出赋予语法结构的软件架构，语言模型生成的文本串便毫无价值。模型必须与现实世界的实体建立锚定关系，而这种锚定机制——即我们构建的定位与定向手段——正是关键所在。因此，我们美国商业业务板块——这个曾被视为充满潜力却多停留在理论阶段的业务领域——如今正以惊人速度增长，上季度营收达5.07亿美元，较去年同期增长137%。美国商业季度营收增长","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":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2608419998","isCrawlerRequest":true}