公司与客户动态 - 美国科技公司Palantir与HD Hyundai达成一项大型软件销售协议 [1] - 该协议旨在向HD Hyundai销售更多软件 [1] - 此举加强了Palantir在韩国重工业领域的工作 [1]

Palantir (NASDAQ:PLTR ) is not off to a wonderful start this year. ...

Since my last coverage , Palantir ( PLTR ) has been relatively quiet in the market with strong fundamentals, and it seems as if the market is now ready for earnings confirmation before theHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. Investment Style: Spotting ...

CALGARY – TheNewswire - January 20, 2026 - San Lorenzo Gold Corp. ("San Lorenzo" or the "Corporation") (TSXV: SLG) is pleased to advise, further to its news releases dated December 11, 15, 19 and 29, 2025, that it has completed the second and final closing (“Final Closing”) of its previously announced private placement of units (“Units”) and issued 5,567,193 Units for gross proceeds of $3,451,659.66, bringing the total raised under the upsized private placement to $5,999,999.78 (the “Offering”).  Each Unit ...

 January 20, 2026 – TheNewswire - Vancouver, British Columbia – Happy Creek Minerals Ltd. (TSX-V: HPY) (“Happy Creek” or the “Company”) announces that David Blann has resigned from the Company’s Board of Directors, effective January 19, 2026.The Board and management thank Mr. Blann for his contributions during his tenure and wish him the best in his future endeavors.On behalf of the Board of Directors, “Stephen Gray” President and Chief Executive Officer FOR FURTHER INFORMATION, PLEASE CONTACT:Stephen Gray ...

核心观点 - 围绕格陵兰岛的关税之争导致市场避险情绪升温，科技板块承压，但这为投资者提供了布局未来科技龙头股的良机 [1] - 尽管当前存在政治纷争，但预计最终紧张关系将缓和，关税威胁会降温，不会改变AI革命和第四次工业革命的大趋势 [1][2] - 科技巨头即将迎来强劲的四季度财报季，巨额资本开支正推动AI革命进入新一轮增长周期 [1] 市场影响与投资机会 - 受避险情绪影响，人工智能概念股首当其冲，科技板块整体承压 [1] - 若早盘市场走弱，建议加仓包括英伟达、微软、Palantir、CrowdStrike、Nebius、苹果、Palo Alto Networks、谷歌和特斯拉在内的多只IVES AI 30成分股 [2] - 当前美国在科技竞赛中已实现对中国的反超，这是30年来的首次，英伟达、微软、Palantir、谷歌、AMD、亚马逊等美国核心科技企业正成为本轮AI革命的核心驱动力 [2] 行业与公司动态 - 今年美股科技巨头的资本开支规模高达5500亿美元 [1] - 未来几周内，科技巨头们将迎来强劲的四季度财报季 [1] - AI革命仍处于发展初期，2026年第四次工业革命将迈入新阶段 [2]

SEOUL, South Korea & DENVER--(BUSINESS WIRE)--HD Hyundai and Palantir Technologies Inc. have strengthened their alliance by reinforcing the strategic partnership. This alliance represents the largest and longest partnership of its kind for Palantir in Korea, significantly expanding the adoption of Palantir's Foundry and Artificial Intelligence Platform (AIP) across the HD Hyundai Group. The partnership builds on a successful track record that began in 2021 with HD Hyundai Oilbank and expanded t. ...

公司表现与市场地位 - Palantir股票在过去三年中涨幅超过2400%，使其成为全球最有价值的科技公司之一 [3] - 公司当前市值超过4000亿美元，超过了Salesforce和Adobe的市值总和 [10] - 花旗分析师Tyler Radke将其目标价从210美元上调至235美元，意味着较当前股价有34%的上涨空间 [3] 业务模式与增长动力 - 公司开发企业软件工具Foundry、Gotham和Apollo，共同构成其面向企业和政府机构的人工智能平台 [5] - 其商业模式的一个关键优势是通过多年合同锁定客户，未确认收入的合同价值是衡量未来增长的重要指标 [6] - 仅美国商业部门的剩余履约义务就达到36亿美元，同比增长199% [7] - 分析师预计其公共部门业务在2026年至少增长51%，上行潜力指向70% [8] 关键合同与合作伙伴关系 - 与美国陆军签订了一份为期十年、价值高达100亿美元的企业服务协议 [11] - 其Maven智能系统协议扩大了7.95亿美元，使交易总价值达到13亿美元 [11] - 与盟国，特别是北约成员国合作部署MSS平台，并与法国情报机构DGSI续签了三年协议 [11] - 公司与包括英伟达在内的顶级AI开发商合作，同时五角大楼正在加倍投入AI投资 [8] 财务与估值指标 - 公司毛利率为80.81% [10] - 公司市销率高达115倍，明显高于其他行业领导者 [13] - 在覆盖该股票的25位卖方分析师中，有17位给予“持有”评级，主要担忧在于其过高的估值 [16] 行业背景与趋势 - 人工智能浪潮已成为科技行业公司的一代风向标，而大型科技公司是迄今为止AI革命的最大受益者 [1] - 在AI革命中，Palantir的估值扩张比软件领域任何其他高增长同行都更为显著 [13]

Palantir技术分析 - 公司股价表现疲软 市场可能测试163美元水平 [1] - 若跌破该水平 200日指数移动平均线154美元将成为关键 [1] - 股价在148美元存在强力支撑位 [1] Palantir投资策略 - 市场环境仍适合价值型投资策略 [2] - 计划利用市场噪音（如格陵兰相关事件）买入股票 [2] Super Micro Computer技术分析 - 公司股价在周五上涨 但周一预计将保持平稳 [3] - 2月3日即将发布的财报是下一个主要催化剂 [3] Super Micro Computer投资策略 - 图表显示股价处于可能反弹的区域 [4] - 周二开盘可能因宏观消息面出现跳空低开 但被视为潜在买入机会 [4] - 过去一年至一年半内股价呈现良好的区间震荡格局 [5] - 若股价下跌数美元 将考虑开始分批建仓 [5]

When Palantir reported Q3 earnings on Nov. 3, 2025, it topped quarterly estimates and issued strong guidance, assigning its strong growth to adoption of its AI software platforms. The company beat on the top and bottom lines, with EPS of 21 cents versus 17 cents expected, and revenue of $1.18 billion versus $1.09 billion expected. In September 2025, the company announced a new defense partnership with the U.K. government valued at £1.5 billion. In late July, it was announced that Palantir secured a $10 bill ...