机构投资者交易动态 - 华尔街机构投资者持续买入人工智能相关股票，尤其是英伟达和Palantir Technologies [2] - 近期部分知名投资者开始减持Palantir股票并转向台积电(TSMC) [3] - 杜肯家族办公室(Duquesne Family Office)在第一季度清仓Palantir股票，共卖出41,710股 [9] - Ark Invest虽仍持有Palantir但近期持续减仓，即使公司发布强劲财报后仍在减持 [7][8] Palantir估值分析 - Palantir市销率(P/S)接近100倍，在软件行业中属于极高估值水平 [11] - 投资者可能认为当前估值过高，选择在股价强势时获利了结 [11] - 2025年股市波动加剧，但Palantir股价仍保持强劲上涨势头 [5] 台积电投资逻辑 - 杜肯家族办公室第一季度增持台积电491,265股，持仓增加457% [12] - Ark Invest近期也在增加半导体股票持仓，包括英伟达、AMD和台积电 [12] - 科技巨头未来几年将在AI相关资本支出投入数千亿美元，利好半导体行业 [14] - AI基础设施发展推动GPU和网络设备需求，长期利好台积电 [15] - 台积电当前远期市盈率仅21.3倍，估值处于较低水平 [17] 投资策略比较 - Palantir估值过高而台积电估值合理，后者更具投资吸引力 [18] - 投资者可将Palantir获利资金重新配置到台积电等估值更具吸引力的标的 [19]

Key Takeaways PLTR's AIP platform pushed U.S. commercial revenue up 71% YoY and 19% sequentially in Q1 2025. Total contract value in the U.S. commercial segment surged 239% YoY, with $1M deals closed. AIP bootcamps and AI agents help clients rapidly deploy AI workflows and compress decision timelines.Big data and AI specialist Palantir Technologies (PLTR) is gaining significant momentum with its Artificial Intelligence Platform (AIP), which is quickly emerging as the company’s most powerful enterprise gro ...

Both of these AI-fueled tech sector leaders are producing great financial results, but the market has drastically different price outlooks for them.Artificial intelligence (AI) has been the driving force behind the stock market's gains since the bottom of the recent bear market in October 2022. Breakthroughs in generative AI's capabilities created a lot of excitement about the potential of new uses for AI within businesses.Palantir Technologies (PLTR 7.69%) found immense value in using AI within its data mi ...

Potential Golden Dome Space InitiativeEntrepreneurShares LLCA new kind of arms race is underway—not for nuclear stockpiles or territorial conquest, but in the contested domains of artificial intelligence, autonomous systems, and space-based defense. With rising threats ranging from hypersonic missiles to rogue-state satellite programs, the United States is laying the foundation for what could be the most ambitious defense upgrade in decades: a next-generation missile shield known informally as the “Golden D ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Palantir Technologies. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Technology stocks have been under pressure this year due to the tariff-fueled turmoil, as evident from the flat performance of the Nasdaq Composite so far in 2025 (it was down as much as 24% at one point). But shares of Palantir Technologies (PLTR 7.69%) and Snowflake (SNOW 1.75%) have defied the sell-off and have clocked impressive gains.Palantir stock has shot up 63% this year despite bouts of volatility. Snowflake stock has jumped close to 32%, aided by a solid set of results recently. Their efforts rela ...

公司表现 - Palantir股价自2024年初以来上涨超过600%，2025年迄今涨幅达60% [1] - 第一季度美国商业部门收入增长71%至2.55亿美元，美国政府业务收入增长45%至3.73亿美元 [5] - 全球商业销售增长33%至3.97亿美元，政府销售增长45%至4.87亿美元 [6] - 第一季度利润率达到创纪录的24% [7] 业务发展 - 公司提供AI驱动的数据分析软件平台，实现数据输入与洞察输出的功能 [3] - 最初服务于全球政府客户，现已成功拓展至美国商业市场 [4] - 管理层预计第二季度收入同比增长38%，历史显示实际表现常超指引 [9] 估值分析 - 当前股价对应212倍前瞻市盈率和近100倍市销率 [12] - 假设未来五年利润率提升至30%、增长率保持40%、股本不变，五年后营收将达168亿美元，利润50亿美元 [13] - 即使实现上述乐观假设，届时市盈率仍达58倍 [13] 市场对比 - 股价涨幅远超基本面改善幅度（收入+40%，净利润+172%） [10] - 当前估值已透支至少五年的高增长预期 [14]

Large asset managers are required to disclose their equity holdings in quarterly Forms 13F. Investors can use those filings to track which stocks billionaires are buying. For instance, several hedge fund managers bought Palantir Technologies (PLTR 7.69%) and Upstart (UPST 1.35%) in the first quarter, as detailed below:Chris Rokos of Rokos Capital Management bought 55,809 shares of Palantir, starting a new position.Philippe Laffont of Coatue Management added 521,887 shares of Upstart, increasing his stake 15 ...

Palantir Technologies Inc (NASDAQ:PLTR) is one of the best stocks on the Nasdaq today, last seen up 6.4% to trade at $130.17. Per a New York Times report, President Donald Trump is tapping the data software firm to organize personal data across government agencies such as the Department of Homeland Security (DHS), Internal Revenue Service (IRS), and others. The cross-agency data backbone would bolster Palantir's already-growing government contract list since Trump took office.PLTR is now 72% higher in 2025, ...

Following the introduction of ChatGPT, billionaire Bill Gates wrote, "Artificial intelligence (AI) is as revolutionary as mobile phones and the internet." That implies substantial wealth creation in the coming years.Morgan Stanley estimates generative AI revenue across software and internet companies will increase more than 600% to approach $1.1 trillion by 2028. Palantir Technologies probably comes to mind for many readers, given how well the stock has performed. But AppLovin (APP -1.47%) and CoreWeave (CR ...