港股市场近日迎来一场资本热潮——"企业级大模型AI应用第一股"滴普科技(股票代码：1384.HK)强势 登场。公司公开发售认购超7,569倍，创下港股历史纪录，成为名副其实的AI"超购王"。其暗盘收涨 94.67%后，上市前3个交易日再大涨超320%，盘中最高市值突破400亿港元。 这场火爆行情，不仅体现出投资者对滴普科技的高度认可，也折射出市场对"人工智能+"概念下"企业级 大模型AI应用"赛道的浓厚信心。 这一赛道在全球范围内正受到资本追捧。美股大数据与AI应用平台龙头Palantir凭借企业级AI解决方 案，过去三年股价涨幅超过20倍。而滴普科技凭借相似的技术架构与商业模式，被市场普遍视为"中国 版Palantir"。 与此同时，"十五五"规划明确提出"深入推进数字中国建设"，其重点任务包括"全面实施'人工智能+'行 动"以及"健全数据要素基础制度，建设全国一体化数据市场"，为这一新兴赛道进一步确立了需求确定 性与政策弹性。 一、"中国版Palantir"的资本故事 在资本市场的普遍认知中，滴普科技相当于Palantir模式在中国市场的本土化延伸与强化版。 因此，要理解滴普科技的价值，最直接的方式，是将 ...

Key Takeaways PLTR's AIP platform drove 93% YoY U.S. commercial revenue growth and a 222% surge in contract value.ACN's $3B GenAI investment tripled AI revenues and nearly doubled bookings to $5.9 billion.Both stocks rate a Hold, but ACN's steadier growth and valuation make it the more balanced AI pick.Both are major players in the enterprise technology and AI space, with Palantir Technologies (PLTR) focusing on advanced data and AI-driven software platforms and Accenture plc (ACN) operating as a global IT ...

Valued at a market cap of $450 billion, Palantir (PLTR) stock has returned a monstrous 2,290% over the last three years. Palantir Technologies builds software platforms that assist government agencies and enterprises in integrating, analyzing, and operationalizing massive datasets. Its core products include Gotham for intelligence and defense operations, Foundry for enterprise data management, Apollo for software deployment, and an AI platform that leverages large language models to transform organization ...

When Nvidia Corp (NASDAQ:NVDA) became the world's first $5 trillion company this week, it wasn't just another milestone in the chip wars—it was the start of a new chapter in the artificial intelligence software race. And if ARK Invest's Cathie Wood was right about one thing, it's that hardware alone doesn't win revolutions—software does.Track NVDA stock here.Nvidia's Next Leg Isn't About Chips — It's About ControlNvidia's string of new partnerships — from Uber Technologies Inc's (NYSE:UBER) robotaxi fleet t ...

Palantir is expected to report earnings for the third quarter on Nov. 3.Earnings season has arrived, and as usual, growth investors have their eyes on all things related to artificial intelligence (AI). On Nov. 3, data analytics specialist Palantir Technologies (PLTR +0.22%) will publish financial and operating results for the third quarter.It's been almost exactly three years since OpenAI commercially launched ChatGPT, igniting the AI revolution as we know it. In that time frame, shares of Palantir have go ...

Wall Street and investors will be looking for nothing short of perfection when Palantir unveils its third-quarter operating results early next week.For the last three years, no innovation has captivated the attention of Wall Street and everyday investors quite like the evolution of artificial intelligence (AI). Empowering software and systems with the tools to make split-second decisions without the need for human oversight is a game-changer for most industries around the globe, and a technological leap for ...

Key growth drivers: Palantir's four operating platforms, AIP, Foundry, Gotham and Apollo. ...

Key Takeaways Palantir expands its alliance with Lumen through a multi-year, multi-million-dollar AI partnership.The deal links Palantir's AI Platform with Lumen's Connectivity Fabric for faster, safer data integration.The collaboration boosts Palantir's commercial market presence while enhancing Lumen's AI capabilities.Palantir Technologies (PLTR) has deepened its collaboration with Lumen Technologies (LUMN) through a multi-year, multi-million-dollar strategic partnership focused on helping enterprises dep ...

战略合作与市场反应 - Lumen Technologies与Palantir Technologies宣布达成价值超过2亿美元的战略联盟，推动公司股价在2025年10月23日上涨11% [2] - 该合作将Palantir的Foundry和人工智能平台与Lumen的Connectivity Fabric相结合，旨在为企业提供结合先进数据分析与弹性网络基础设施的AI解决方案 [3] - 此次合作建立在Lumen此前内部使用Palantir技术的基础上，该内部应用已在2025年为公司节省了3.5亿美元的成本 [3] 战略定位与转型方向 - 该协议确立Lumen在AI基础设施领域的关键参与者地位，专注于满足多云环境中安全、快速数据传输的迫切需求 [4] - 公司首席执行官将此次合作描述为为企业提供“圣杯”，结合了广泛的数据移动能力与AI驱动的智能 [4] - 此次合作标志着公司从传统电信服务提供商向尖端技术基础设施公司的关键转折点 [2] 财务状况与运营挑战 - 公司面临持续的收入下滑，三年平均收入下降12.2%，而标普500指数成分公司同期增长5.4% [13] - 最近12个月收入从140亿美元下降至130亿美元，降幅为6.5%；最新季度收入同比下降5.4%至31亿美元 [13] - 公司总债务高达180亿美元，而其市值仅为77亿美元，债务权益比为230.7%，远高于标普500指数21.1%的平均水平 [14] 估值指标与市场表现 - 公司估值指标显示其相对于大盘可能存在显著低估，市销率为0.6倍，而标普500指数为3.2倍 [6][7] - 公司价格与自由现金流比率为8.4倍，低于标普500指数21.1倍的平均水平 [7] - 公司在市场压力时期表现脆弱，例如在2022年通胀危机中股价从15.28美元跌至0.98美元，跌幅达93.6% [14] 未来发展前景 - 与Palantir的合作带来了超过2亿美元的明确收入可见性，并验证了公司的AI基础设施战略 [10] - 公司设定了到2027年削减10亿美元成本的宏伟目标，结合此次合作，有望推动潜在利润率增长 [10]

Palantir said on Thursday it had struck a partnership with Lumen Technologies that will see the telecommunications company using the data management company’s AI software to build capabilities to support enterprise AI services. The companies are calling the deal “a multi-year, multi-million-dollar strategic partnership,” but Bloomberg reports, citing anonymous sources, that Lumen is going to spend over $200 million on Palantir’s tech over the course of several years. The agreement will see Lumen pairing ...