President Trump is threatening fresh tariffs on some of America's top trading partners.Tariffs are a surcharge placed on physical goods imported into the United States. President Donald Trump uses them to encourage companies to manufacture their products domestically rather than overseas. While this is great in theory, tariffs significantly increase prices for consumers, which can hurt economic growth, and they can also lead to a highly damaging global trade war.That's why the S&P 500 was down by as much as ...

公司业绩表现 - 第二季度每股收益16美分 超出Zacks共识预期2美分 同比增长78% [2] - 季度营收达10亿美元 同比增长48% 超出共识预期93833万美元 [2] - 美国政府业务收入同比增长53%至426亿美元 美国商业收入同比飙升93%至306亿美元 [2] - 首次实现单季度10亿美元营收里程碑 [1] 财务指引与市场反应 - 全年营收指引从39亿美元上调至414-415亿美元 [3] - 第三季度营收预期1085亿美元 将延续破纪录增长趋势 [3] - 股价在盘后交易中上涨近5% 成交量显著放大 [1] - 年内股价翻倍 过去12个月涨幅超500% 当前远期市盈率达276倍 [4] AI技术驱动因素 - 业绩增长主要源于AI技术整合至产品线 [3] - 被归类为"受益AI热潮的科技巨头" [1][3] ETF关联机会 - Direxion Daily PLTR Bull 2X Shares(PLTU)和GraniteShares 2x Long PLTR Daily ETF(PTIR)提供200%杠杆敞口 管理费分别为095%和115% [5] - iShares US Tech Independence Focused ETF(IETC)和iShares Expanded Tech-Software Sector ETF(IGV)分别配置103%和96%权重 [6] - Global X Defense Tech ETF(SHLD)将PLTR作为头号持仓 聚焦国防科技领域AI及网络安全应用 [9] ETF产品结构 - IETC主动管理型ETF 软件服务占比415% 半导体占237% 年费率018% [7] - IGV跟踪标普北美扩展科技软件指数 应用软件占比6069% 系统软件占366% 年费率039% [8] - SHLD跟踪Global X国防科技指数 年费率05% [9]