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Palantir Technologies Inc.(PLTR)
盘前
154.34
0.84
+0.55%
08:12 EDT
153.50
+1.90
+1.25%
行情数据延迟15分钟
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黑兔X
·
11:21
$Palantir Technologies Inc.(PLTR)$
$Palantir (PLTR.US)$ $Circle (CRCL.US)$$Coinbase (COIN.US)$ 信念不足时就看我视频,一遍两遍n遍,少操作
$Palantir Technologies Inc.(PLTR)$ $Palantir (PLTR.US)$ $Circle (CRCL.US)$$Co...
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Sumire_9572
·
03-12 22:14
$Palantir Technologies Inc.(PLTR)$
沽空时刻!!!!150-
$Palantir Technologies Inc.(PLTR)$ 沽空时刻!!!!150-
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加大码XXL
·
03-11 17:46
我感觉
$Palantir Technologies Inc.(PLTR)$
是AI领域里最强的股票之一。
我感觉$Palantir Technologies Inc.(PLTR)$ 是AI领域里最强的股票之一。
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得失缘
·
03-10 22:43
$Palantir Technologies Inc.(PLTR)$
看空的人觉得这是在崩盘,可他们忘了当整个市场都下跌时,这东西曾在10个交易日内从129美元涨到160美元。
$Palantir Technologies Inc.(PLTR)$ 看空的人觉得这是在崩盘,可他们忘了当整个市场都下跌时,这东西曾在10个交易日内从12...
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加大码XXL
·
03-09
$Palantir Technologies Inc.(PLTR)$
我准备好迎接牛市了。弱手的膝跳反应是常态。多头会赢得这场博弈。
$Palantir Technologies Inc.(PLTR)$ 我准备好迎接牛市了。弱手的膝跳反应是常态。多头会赢得这场博弈。
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读财报话新股
·
03-09
IPO时挤破头?港股通接着抢!滴普科技AI业务收入暴增175%,南下资金早已瞄准靶心
前几个月和财哥一起打新的,有多少人在滴普科技吃肉了? IPO时挤破头?没事,港股通接着抢! 滴普
$滴普科技(01384)$
是市场上少有的——年初就确定能入通的标的 叠加上周五的预告:预计2025年营收同比暴增65~75%,AI业务收入更是预计同比飙升175% 港股通通道一开,财哥估计筹码一售而空,预计南下资金的狙击镜早就对准了这个靶心—— “中国版Palantir”这种稀缺货,谁看了不迷糊? 财哥先带大家看看核心数据 2025年全年营收录得4.01~4.25亿人民币,同比上升65~75% 王牌业务FastAGI企业级人工智能解决方案,收入增幅同比直接突破175% 利润端的改善,更是超出市场预期。公司全年净亏损同比收窄23%以上,而剔除非经营因素后的经调整净亏损,直接同比收窄65~75% 这里有个重要细节:非经营因素是什么? 1)优先股公允价值变动,这是上市前融资的历史遗留问题,上市后这部分负债将逐步转为权益,未来影响基本消失; 2)股份支付开支是会计处理层面的成本,不涉及实际现金流出; 3)上市开支更是一次性支出,不会对后续经营产生影响。 剔除这些非经营因素后,同比65~75%的经调整净亏损收窄幅度,直接反映了公司主营业务的盈利改善速度 另外,公告明确指出,亏损收窄的核心原因,正是营业收入增长带动毛利大幅提升,这意味着,滴普科技的主营业务,已经进入了“收入增长-毛利提升”的正向循环 财哥翻了翻滴普的公告和招股书,从上市到现在不过半年时间,这家公司进步不小,管理层也在履行IPO时的规划,2024年公司大手笔加码算力和FastAGI研发,这份投入在2025年结出了硕果,在消费零售、制造、医疗、交通等领域,形成了稳定且可复制的产业生成式AI应用 确实,FastAGI取得同比
IPO时挤破头?港股通接着抢!滴普科技AI业务收入暴增175%,南下资金早已瞄准靶心
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Elena mi
·
03-10
暴跌8%后,PLTR底牌全亮了!四大国防巨头+AI医疗
特朗普一声令下,美国六大国防承包商承诺将精密武器产量提高三倍。 这波看似与软件公司无关的军备扩产,却让 Palantir(PLTR)站在了风口中心。作为美军 AI 作战系统的核心供应商,它早已绑定洛克希德・马丁、波音等四大巨头,订单量即将迎来爆发式增长。 尽管近期股价回调 8%,但在国防需求激增、商业业务狂飙、国际版图扩张的三重利好下,PLTR 仍然是一个好机会。 一、绑定四大国防巨头,军备扩产直接引爆需求 此次白宫会议确定的六大扩产企业中,洛克希德・马丁、波音、诺斯罗普・格鲁曼、L3Harris四家均是 Palantir 的核心合作伙伴。 现代战争早已进入 “智能决胜” 时代,坦克、战机的产量翻倍,背后离不开 AI 指挥系统、数据融合平台的支撑。Palantir 的软件正是这些军工巨头的 “数字化大脑”——从武器研发模拟到战场态势分析,每一件精密武器的高效运转,都需要它的技术赋能。 随着美国国防订单大幅增加,Palantir 的政府业务收入和每股收益预期必然上调。这不是 “蹭热点”,而是实打实的业绩增量,也是其股价的最强安全垫。 二、商业业务狂飙 137%,2500 亿市场才刚挖一角 如果说国防业务是基本盘,那商业业务就是 PLTR 的 “增长引擎”。 最新财报显示,Palantir 美国商业业务收入同比激增137%,达到 5.07 亿美元。看似亮眼的数字,放在美国 2500 亿美元的企业软件市场中,还只是冰山一角。 其核心武器 AIP(应用集成平台)正在加速渗透各行各业:与埃森哲、毕马威等咨询巨头合作,快速触达海量企业客户;剩余商业合同价值暴涨 145%,预示着未来收入已被提前锁定。 从军工到民用,PLTR 早已摆脱 “靠政府订单吃饭” 的单一标签,形成 “政府 + 商业” 双轮驱动的增长格局。 三、国际扩张加速,亚洲欧洲遍地开花 国内市场高歌猛进的同时,PLTR 的全
暴跌8%后,PLTR底牌全亮了!四大国防巨头+AI医疗
精彩
Marialina:
军工AI双引擎发力,回调就是黄金坑!
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火火兔爸
·
03-06
$Palantir Technologies Inc.(PLTR)$
全球 开启资产挤兑现现金模式
$Palantir Technologies Inc.(PLTR)$ 全球 开启资产挤兑现现金模式
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等也是一种策略 如何等在哪里等
·
03-09
💥 美国陆军刚刚签了一张$100亿的支票——收款人只有一个 当$美股在地缘政治动荡中全面下跌的时候—— $PLTR 单周逆势上涨15%。 原因很简单: 战争,是Palantir最好的广告。 上周美以联合军事行动打击伊朗的消息一出,Palantir股价立刻跳涨—— 因为全球每一个国防部长都在问同一个问题: “我们的AI情报系统,够用吗?” 而答案,几乎都指向同一家公司。 美国陆军刚刚与Palantir签署了一份$100亿的长期AI合约。 国土安全部也同步追加了AI数据分析合约。 Q4 2025营收$14亿,同比暴涨70%——连续第10个季度加速增长。 2026年全年营收指引$72亿,增长61%。 美国商业客户营收增长137%。 UBS刚刚把评级从中性上调至买入。 Rosenblatt发起覆盖,直接给出买入评级。 15位分析师给出的中位目标价:$196——距离现价约$137还有超过40%的上涨空间。 但有一个细节所有人都忽略了: Palantir的CEO Alex Karp和创始人Peter Thiel,刚刚把公司总部从科罗拉多州迁到迈阿密—— 原因是科罗拉多州的AI监管法规太严苛。 他把那些法规称为”扼杀创新的过度管制”。 然后转身搬到了监管更宽松的佛罗里达州。 这不是一个普通的搬家决定。 这是一家公司在用行动告诉你,它接下来要做什么。 $PLTR 现价约$157, 距离52周高点$207还有相当距离。 你觉得$PLTR 值得在这个价位建仓吗? 👍 值得 ❤️ 估值太贵 👇 评论告诉我你的判断
💥 美国陆军刚刚签了一张$100亿的支票——收款人只有一个 当$美股在地缘政治动荡中全面下跌的时候—— $PLTR 单周逆势上涨15%。 原因很简单: 战...
精彩
火火兔爸:
接下来要做什么你倒是说啊
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商业知识汇
·
15:39
寻找“工业界的Palantir”:上海精智成为HALO时代的核心资产
【深度观察】当全球投资者还在为美国大数据巨头Palantir(帕兰提尔)在国防与商业领域的AI决策能力惊叹时,一家刚刚在港交所递交上市申请的中国企业——上海精智实业有限公司(以下简称“上海精智”),正在用另一种方式诠释“数据驱动未来”。 虚实融合的双子星:当Palantir遇见上海精智 在高盛提出的HALO(人形机器人、AI、低空经济等)投资新概念下,上海精智正展现出成为“工业界Palantir”的巨大潜力。 在人工智能的浩瀚星图中,美国巨头Palantir(帕兰提尔)以其Gotham和Foundry平台,被誉为连接数字世界与物理世界的“神经中枢”。它擅长在虚拟空间中整合数据、推演决策,指挥现实世界的资产。然而,当市场将目光投向更深层的“具身智能”时,市场发现:仅有“大脑”是不够的,世界还需要一双能精准执行、感知并介入物理现实的能力。上海精智正以独特的“工业AI+精密制造”双轮驱动模式,填补了这一关键空白。如果说Palantir是虚拟世界的“AI指挥官”,那么上海精智就是让指令落地的“物理执行官”。两者共同构成了打通AI虚拟世界与物理实体的完整闭环。 对标Palantir:从“数据操作系统”到“制造操作系统” Palantir的核心护城河在于其Gotham和Foundry平台,能够将分散、异构的数据整合成可操作的洞察,服务于复杂决策。而上海精智在招股书中披露的商业模式,恰恰是在离散制造领域构建了一套类似的“制造操作系统”。 1. 数据资产的深度沉淀: Palantir的价值源于对海量异构数据的处理能力。上海精智同样拥有令人咋舌的工业数据壁垒。这些并非沉睡的档案,而是经过近二十年清洗、标注的高质量工业语料。正如Palantir利用数据训练AI模型一样,上海精智利用这些数据训练出了专属于中小离散制造的工业AI大模型。 2. 决策智能的实时化: Palantir帮助客户
寻找“工业界的Palantir”:上海精智成为HALO时代的核心资产
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公司概况
公司名称
Palantir Technologies Inc.
所属市场
NASDAQ
成立日期
- -
员工人数
- -
办公地址
- -
公司网址
http://www.palantir.com
邮政编码
- -
联系电话
- -
联系传真
- -
公司概况
Palantir Technologies Inc.于2003年5月6日在特拉华州注册成立。该公司建立并部署了Palantir Gotham和Palantir Foundry软件平台,作为其客户的中心操作系统。该公司开始为美国情报部门开发软件,以协助反恐调查和行动。该公司后来开始与商业企业合作。
03-02
关联方拟减持公告
Form 144 | Palantir Technologies Officer Peter Thiel 拟减持200万股,总价约2.8亿美元
Form 144 | Palantir Technologies Officer Peter Thiel 拟减持200万股,总价约2.8亿美元
02-20
关联方拟减持公告
Form 144 | PALANTIR TECHNOLOGIES INC.高管 Ryan Taylor拟减持19988股,总价约267万美元
Form 144 | PALANTIR TECHNOLOGIES INC.高管 Ryan Taylor拟减持19988股,总价约267万美元
02-20
关联方拟减持公告
Form 144 | Palantir Technologies高管Stephen A Cohen拟减持327088股,总价约4374万美元
Form 144 | Palantir Technologies高管Stephen A Cohen拟减持327088股,总价约4374万美元
02-20
关联方拟减持公告
Form 144 | PALANTIR 高管 Shyam Sankar 拟减持168004股,总价约2247万美元
Form 144 | PALANTIR 高管 Shyam Sankar 拟减持168004股,总价约2247万美元
02-20
关联方拟减持公告
Form 144 | Palantir Technologies Inc. 高管 Alexander Karp 拟减持403025股,总价约5389万美元
Form 144 | Palantir Technologies Inc. 高管 Alexander Karp 拟减持403025股,总价约5389万美元
02-20
关联方拟减持公告
Form 144 | PALANTIR TECHNOLOGIES高管 David Glazer拟减持17438股,总价约233.2万美元
Form 144 | PALANTIR TECHNOLOGIES高管 David Glazer拟减持17438股,总价约233.2万美元
02-20
关联方拟减持公告
Form 144 | Palantir高管Alexander Karp拟减持90000股,总价约1214万美元
Form 144 | Palantir高管Alexander Karp拟减持90000股,总价约1214万美元
02-17
员工持股计划
Form S-8 - Securities to be offered to employees in employee benefit plans
Form S-8 - Securities to be offered to employees in employee benefit plans
02-17
年度报告
Form 10-K - Annual report [Section 13 and 15(d), not S-K Item 405]
Form 10-K - Annual report [Section 13 and 15(d), not S-K Item 405]
02-03
关联方拟减持公告
Form 144 | Palantir Technologies 董事 Lauren Stat 拟减持400股,总价约58636美元
Form 144 | Palantir Technologies 董事 Lauren Stat 拟减持400股,总价约58636美元
02-02
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
01-02
关联方拟减持公告
Form 144 | Palantir董事Lauren Stat拟减持3400股,总价约60.44万美元
Form 144 | Palantir董事Lauren Stat拟减持3400股,总价约60.44万美元
01-02
关联方拟减持公告
Form 144 | Palantir Technologies高管 Ryan D. Taylor拟减持12000股,总价约213万美元
Form 144 | Palantir Technologies高管 Ryan D. Taylor拟减持12000股,总价约213万美元
01-02
关联方拟减持公告
Form 144 | Palantir Technologies, Inc.董事 Alexander Moore 拟减持40000股,总价约711万美元
Form 144 | Palantir Technologies, Inc.董事 Alexander Moore 拟减持40000股,总价约711万美元
2025-12-12
关联方拟减持公告
Form 144 | Palantir Technologies高管 David A. Glazer拟减持9000股,总价约168.8万美元
Form 144 | Palantir Technologies高管 David A. Glazer拟减持9000股,总价约168.8万美元
分时
5日
日
周
月
数据加载中...
最高
155.88
今开
153.01
量比
1.07
最低
150.98
昨收
151.60
换手率
2.48%
热议股票
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