公司战略定位 - 公司并非销售人工智能工具或模型，而是致力于成为企业人工智能的控制层和操作系统，这一战略定位被认为更具雄心 [1][2] - 公司的核心价值主张在于协调复杂性，不仅处理信息，还管理数据流、访问权限、决策制定和后续行动，为人工智能模型提供结构、护栏和集成 [4][5] - 公司的人工智能平台旨在将人工智能嵌入到受控的、有权限的工作流程中，反映组织的实际运作方式，其数十年来与美国国防部和情报机构的合作经验为其在商业环境中应用提供了独特优势 [10] 市场机会与需求 - 当前企业面临的最大挑战并非缺乏人工智能能力，而是能力过剩，数据分散在数十个系统中，模型激增，监管审查日益严格，决策需要可解释、可审计且安全 [8][9] - 企业需要解决的关键问题是：模型可以访问哪些数据、谁有权根据其输出采取行动、如何追溯决策、以及模型出错时如何处理，这些是治理层面的问题，而非应用层问题 [9][15] - 公司的定位恰好解决了这一市场缺口，其产品在企业和组织中引起共鸣 [10] 产品与技术架构 - 公司的核心构建模块与操作系统类比高度契合，其本体提供了一个结构化的现实世界表征，将数据与资产、人员、流程和决策联系起来，使人工智能模型能在上下文中运行，而非孤立运作 [11] - 公司的人工智能平台建立在此基础之上，使组织能够部署不仅能回答问题，还能在预定义护栏内触发行动的人工智能代理 [12] - 公司的“前线部署工程师”部署模式帮助客户将抽象能力转化为操作现实，这确保了其软件能深度嵌入客户的决策流程，虽然常被批评为难以规模化，但具有战略功能 [13] 商业模式与竞争壁垒 - 如果公司成功成为企业人工智能的操作系统，其上行空间可能非常显著，操作系统公司通常享有长期合同、高转换成本和深厚的客户嵌入度，一旦嵌入，它们就成为基础设施而非可自由支配的软件，从而带来持久的收入和长期的定价权 [14][16] - 公司的产品演示可能不如聊天机器人那样光鲜，但更难被移除，这是操作系统的典型特征 [13] - 公司的目标角色类似于SAP或甲骨文曾经在企业系统中扮演的角色：不引人注目、不可或缺且深度嵌入 [18] 财务与市场表现 - 公司股票代码为PLTR，当日上涨2.60%，股价上涨4.77美元 [7] - 公司当前股价为188.02美元，市值为4470亿美元，当日交易区间为181.20美元至188.50美元，52周交易区间为63.40美元至207.52美元，当日成交量为120万股，平均成交量为5200万股，毛利率为80.81% [8]

Palantir (NYSE: PLTR) and Snowflake (NYSE: SNOW) just reported earnings revealing two companies attacking AI from opposite ends of the stack. Palantir posted 63% revenue growth with 51% operating margins. Snowflake grew 29% but burns cash with a negative 27% operating margin. One Prints Cash While Building AI Applications. The Other Burns It Building Infrastructure. Snowflake's quarter looked solid on the surface. Revenue hit $1.21 billion, beating estimates, with product revenue up 29%. Net revenue retenti ...

Palantir has been one of the market's biggest winners the past two years.Palantir Technologies (PLTR 2.12%) has been one of the hottest stocks for each of the past two years. After more than quadrupling in price in 2024, the stock is up more than 147% this year.The question on many investors' minds is, can the stock keep the momentum going in 2026? Let's take a closer look to see if investors should be buying the stock before year-end.An AI winnerPalantir started as a data-gathering and analytics company pr ...

Palantir Technologies Inc. (NASDAQ:PLTR) is one of the best agentic AI stocks to buy now. The company continues to secure mission-critical government work, and the following announcement adds a high-stakes Navy program aimed at getting ships built faster and more predictably. On December 10, 2025, the U.S. Navy said it is partnering with Palantir to deploy Foundry and the Artificial Intelligence Platform across the nation’s Maritime Industrial Base under a new initiative called “ShipOS.” The partnership a ...

Key Takeaways NVIDIA, Micron and Palantir are gaining momentum as AI demand lifts hardware, software and cloud markets.Micron raised its revenue outlook on strong HBM demand, with FY25 sales rising to $37.38 billion.Palantir boosted its full-year guidance after a surge in U.S. commercial and government AIP adoption.Like in 2025, the rapid growth of artificial intelligence (AI) is expected to persist in 2026 and beyond, driving demand for AI hardware, software and cloud infrastructure worldwide. Micron Techn ...

Palantir's performance has been incredible for a company of its size.Palantir (PLTR 0.21%) has had an incredible 2025, with its stock up 140% so far. And it more than doubled in both 2023 and 2024, too. A three-year streak of triple-digit percentage gains is rare, but now, it's worth considering what would be required for Palantir to extend that run for a fourth year -- and whether or not that's a realistic expectation. Palantir's software business is rapidly expandingPalantir develops artificial intelligen ...

A handful of trillion-dollar corporations, known as the Magnificent Seven, have been the driving force behind the stock market's narrative and most of its recent returns. These companies established the bedrock of today's digital economy. Nevertheless, even the most robust businesses are ultimately constrained by the Law of Large Numbers. Put simply, it is mathematically challenging for a company worth $3 trillion to double in size compared to a company worth $50 billion. Growth eventually slows down as mar ...

Palantir's biggest problem: valuation.Palantir Technologies (PLTR +3.42%) has soared more than 2,000% over the past three years, driving its valuation to unbelievable levels, and this is thanks to the company's ability to do something very important: Palantir is helping customers immediately put artificial intelligence (AI) to work for them.This tech company makes software platforms that aggregate and analyze a customer's data, and its AI-driven system, simply called Artificial Intelligence Platform (AIP) h ...

What does 2026 hold for Palantir Technologies (PLTR)? The software and data-mining company is wrapping up another tremendous year, up 146% in 2025, which is a great follow-up to its 340% run higher in 2024. But Palantir has its skeptics as well, including famed investor Michael Burry. Burry seems to be enjoying a more public profile after closing down his Scion Asset Management hedge fund and launching a Substack called “Cassandra Unchained.” He recently made some interesting remarks about Palantir, compa ...

英伟达与Palantir人工智能股票对比分析 - 文章核心观点：对比分析英伟达与Palantir作为人工智能投资标的的各自优势与特点 英伟达业务多元化且估值合理 适合寻求稳定增长的投资者 而Palantir增长迅猛但估值高且依赖政府合同 风险较高 更适合风险承受能力强的投资者 [1][7][11] 英伟达看涨理由 - 公司在人工智能硬件市场拥有竞争优势 其CUDA软件平台的持续需求预计将推动增长 [1] - 对创新的Blackwell芯片和云端图形处理器(GPU)的强劲需求 已助力公司在2026财年第三季度取得出色业绩 该季度营收达570亿美元 同比增长62% 环比增长22% [2] - 当季数据中心和游戏业务营收均实现增长 净利润达到319.1亿美元 高于去年同期的193.1亿美元 强劲的季度表现缓解了市场对人工智能增长可能进入泡沫的担忧 [3] - 公司预计2026财年第四季度营收约为650亿美元 误差幅度约为2% [1] - 公司业务模式多元化 横跨人工智能硬件、软件和游戏领域 提供了额外的市场韧性 [10] - 公司估值合理 其39.44倍的远期市盈率低于半导体行业44.97倍的平均水平 [10] Palantir看涨理由 - 对其人工智能平台(AIP)的强劲需求 帮助其扩大了美国商业客户群 同时维持了有价值的政府合同 [4] - AIP的快速采用推动Palantir第三季度美国商业部门营收达到3.97亿美元 同比增长121% 环比增长29% [4] - 第三季度政府业务营收达到4.86亿美元 同比增长52% 环比增长14% 总营收达到11.8亿美元 同比增长63% 环比增长18% 轻松超出市场预期 [5] - 公司首席执行官Alex Karp表示 当季公司实现了近5亿美元的美国通用会计准则(GAAP)净利润 [5] - 预计大型人工智能企业合同的增加将推动公司未来增长 公司预计全年营收在43.96亿至44亿美元之间 [6] 投资考量与风险因素 - Palantir的估值引发担忧 其250.36倍的远期市盈率显著高于互联网软件行业39.25倍的平均水平 如果整体市场回调 其股价下跌风险较高 [8] - Palantir对政府合同的依赖使其面临监管和政策变化等政治风险 [11] - 投资Palantir涉及较高风险 更适合风险偏好者 而保守型投资者可考虑英伟达以获取稳定可靠的增长 [11]