Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Palantir Technologies Inc. (NASDAQ:PLTR) CEO Alex Karp reportedly held confidential meetings with top executives from major South Korean conglomerates to discuss AI strategy, as the software company bets on the growth of its platform. Secret AI Talks With Top Korean Executives Karp met with executives from four major South Korean companies during Tuesday’s “AX Leaders Summit” hosted by KT Corp (NYSE:KT) in ...

These are the must-have stocks for the new industrial revolution.The largest tech companies are spending tens of billions of dollars on data centers to meet growing demand for artificial intelligence (AI). These are massive expenditures, but they all make sense considering how transformative AI technology is expected to be for the economy. For example, Morgan Stanley recently estimated that the long-term efficiencies from AI could be worth $40 trillion.If that estimate is anywhere close to accurate, investo ...

公司表现 - Palantir Technologies股票自2024年初以来上涨约630%，成为市场表现最佳股票之一[1] - 第一季度政府收入同比增长45%至4.87亿美元，商业收入增长33%至3.97亿美元[5] - 美国商业收入增长显著，同比增长71%，远超全球商业部门整体增速[6] 业务模式 - 公司核心业务可概括为"数据输入，洞察输出"，通过人工智能技术为客户提供解决方案[3] - 典型案例包括帮助Wendy's在5分钟内解决原本需要数周的供应链问题，以及帮助Heineken在3个月内完成原本需要3年的物流优化[3] - 最初主要服务政府客户，近年拓展至商业领域，政府收入目前仍占较大比重[4][5] 估值分析 - 尽管股价大幅上涨，公司收入仅增长40%，显示市场给予更高估值倍数[8] - 假设未来5年收入从31亿美元增长至200亿美元，利润从5.71亿美元增至60亿美元[10] - 按此预测，公司估值将达到14倍市销率和48倍市盈率，与Nvidia当前估值水平相近[10] - 当前股价已隐含至少5年的增长预期，估值处于极高水平[11][12] 增长假设 - 假设收入增速从第一季度的39%提升至45%并维持[11] - 目标利润率设定为30%，接近优秀软件公司水平[11] - 计算中未考虑股票薪酬影响，过去一年公司流通股增加超过5%[11]