五角大楼“盖章”Palantir旗下Maven！Wedbush再唱多：增长确定性提升，股价有望上涨43%

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3月24日，投行Wedbush指出，Palantir的Maven人工智能超级系统(Maven AI)已获得美国五角大楼的“正式记录项目”认定，这进一步巩固了该公司作为美国军方关键供应商的地位。Wedbush重申对Palantir的“跑赢大盘”评级，并给予230美元目标价，这一目标价较该股周一收盘价160.84美元有近43%的上行空间。据悉，美国国防部副部长史蒂夫范伯格(Steve Feinberg...

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Wedbush Sings More: Growth Certainty Boosts Shares on Track to Rally 43%","themeId":"0cc199da3be799fbdc5d53a3978d6383","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/608ac4908999ef30213813774eae8f2d","symbols_score_info":{"PLT":0.6,"PLYY":0.6,"PTIR":0.6,"PLTZ":0.6,"PLOO":0.6,"PLTW":0.6,"PLTG":0.6,"PLTY":0.6,"PLTA":0.6,"PLTD":0.6,"PLTR":1.98,"PLTI":0.6,"PLTU":0.6},"content_text":"3月24日，投行Wedbush指出，Palantir的Maven人工智能超级系统(Maven AI)已获得美国五角大楼的“正式记录项目”认定，这进一步巩固了该公司作为美国军方关键供应商的地位。Wedbush重申对Palantir的“跑赢大盘”评级，并给予230美元目标价，这一目标价较该股周一收盘价160.84美元有近43%的上行空间。据悉，美国国防部副部长史蒂夫范伯格(Steve Feinberg)在给五角大楼领导人的一封信中说，Palantir的Maven人工智能系统将成为一项正式记录项目，此举将确保Palantir的武器瞄准技术在美军中长期使用。范伯格在这封3月9日致五角大楼高级领导人和美军指挥官的信中表示，嵌入Palantir的Maven智能系统将为作战人员提供“在所有领域探测、威慑和控制对手所需的最新工具”。信中称，该决定预计将在本财年(于9月结束)结束前生效。Maven是一个指挥控制软件平台，可以分析战场数据并识别目标。该系统可以快速分析来自卫星、无人机、雷达、传感器和情报报告的海量数据，并利用人工智能自动识别潜在威胁或目标，如敌方军用车辆、建筑和武器库。该系统已经是美军的主要人工智能操作系统。范伯格称，将Maven指定为正式记录项目将简化军队各部门对它的采用，并提供稳定、长期的资金。这对Palantir来说是一项重大胜利。该公司已与美国政府签订了越来越多的合同，包括去年夏天宣布与美国陆军签订的价值高达100亿美元的合同。在过去的一年里，这些合同使该公司的股价翻了一番，市值达到近3600亿美元。以丹·艾夫斯为首的Wedbush分析师在投资者报告中表示：“这距离Palantir于2025年5月赢得Maven智能系统合同仅不到一年，当时合同金额为13亿美元，旨在协助国防部进行数据融合与目标识别，鉴于当前地缘政治背景，这一能力正变得愈发关键。”艾夫斯补充称称：“将Palantir的Maven智能系统认定为‘正式记录项目’将简化该公司与各军种的合作，同时为Palantir提供长期资金支持。未来30天内，Maven的监督职责将移交至五角大楼首席数字与人工智能办公室，后续合同将由美国陆军负责。”他还指出：“我们仍认为，Palantir将在联邦政府层面赢得更多合同。其软件价值主张完美契合美国政府在复杂地缘政治环境中的导航需求，公司通过深度参与国防部的高优先级项目与合同，有望在五角大楼获取更多IT预算份额。”","kind":"news","is_publish_news":true,"is_publish_highlight":true,"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":3,"commentSize":0,"repostSize":2,"favoriteSize":1,"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":"4.43.1","shortVersion":"4.43.1","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/2621569140","isCrawlerRequest":true}