股价年内跌超30%！Palantir遭AI竞争担忧冲击，Wedbush和特朗普力挺

智通财经04-11

智通财经APP获悉，人工智能与数据分析公司Palantir(PLTR.US)股价周五盘初一度跌6%，年内累计跌幅已超30%，引发市场对其增长前景的关注。市场分析认为，近期软件板块整体走弱，部分原因在于AI领域竞争加剧，尤其是Anthropic的快速崛起。数据显示，Anthropic当前年化经常性收入(ARR)已达约300亿美元，较年初的90亿美元大幅增长，成为AI赛道的重要新势力。不过，华尔街机构...

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Palantir hit by AI competition fears, Wedbush and Trump back up","themeId":"9d9c86e7ef5805c0fb96081c9f587042","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/bc5ae4dcada5e6b0ac421e8cf83142c8","symbols_score_info":{"PLTU":0.6,"PLT":0.6,"PLTA":0.6,"PLTW":0.6,"PLTD":0.6,"PLOO":0.6,"PTIR":0.6,"PLTI":0.6,"PLTY":0.6,"PLTG":0.6,"PLYY":0.6,"PLTR":1.98,"PLTZ":0.6},"content_text":"智通财经APP获悉，人工智能与数据分析公司Palantir(PLTR.US)股价周五盘初一度跌6%，年内累计跌幅已超30%，引发市场对其增长前景的关注。市场分析认为，近期软件板块整体走弱，部分原因在于AI领域竞争加剧，尤其是Anthropic的快速崛起。数据显示，Anthropic当前年化经常性收入(ARR)已达约300亿美元，较年初的90亿美元大幅增长，成为AI赛道的重要新势力。不过，华尔街机构Wedbush指出，Anthropic的成功并未对Palantir构成实质性冲击。报告称，Palantir在美国商业与政府业务方面仍保持强劲增长，其中商业业务同比增长137%，政府业务增长66%，显示出其核心业务持续加速。Wedbush维持对Palantir“跑赢大盘”评级，并给予230美元目标价。该机构认为，市场关于“Anthropic正在蚕食Palantir业务”的说法并不成立，属于被放大的市场叙事。分析指出，Palantir的竞争优势在于其以数据为核心构建的“护城河”，尤其是其AIP平台在企业级应用中的深度整合能力，并未被Anthropic的模型能力所取代，反而在AI应用落地过程中得到强化。值得注意的是，美国总统特朗普也在社交媒体上对Palantir表示肯定，称其在军事领域展现出强大能力。受该消息提振，Palantir股价跌幅收窄至1.7%。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"CCBot/2.0 (https://commoncrawl.org/faq/)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.1","shortVersion":"4.42.1","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/2626011919","isCrawlerRequest":true}