<p>自 2022 年底以来，华尔街上没有哪个投资趋势比人工智能（AI）的发展更为火热。让 AI 驱动的软件和系统能够在瞬间做出决策，并随着时间的推移在其任务中变得更加高效，这是一项颠覆性的技术，能够在全球大多数行业中提供实用性。</p><p>在《Sizing the Prize》中，普华永道的分析师将 AI 的全球可寻址市场估计为到 2030 年高达 15.7 万亿美元。即使这个估计仅仅是个大致的数字，它也将导致一长串公司从 AI 的崛起中受益。</p><figure class="image"><img src="https://pub.pbkrs.com/uploads/2025/1976e06f941a01dffbfab608f675fb05?x-oss-process=style/lg" alt="" width="700" height="466" original-src="https://pub.pbkrs.com/uploads/2025/1976e06f941a01dffbfab608f675fb05"/></figure><p>图片来源：Getty Images。</p><p>半导体巨头 <strong>Nvidia</strong> 常被视为 AI 革命的代表。由于企业对其 Hopper（H100）及后续的 Blackwell 图形处理单元的需求旺盛，它已成为最大的上市公司。</p><p>但可以说，AI 驱动的数据挖掘专家 <strong>Palantir Technologies</strong>（PLTR 1.62%）现在是华尔街最受欢迎的 AI 股票。自 2023 年初以来，Palantir 的股价飙升了 1940%，并成为最具影响力的科技公司之一，市值超过 3000 亿美元。但这并不意味着其他有影响力的企业在未来几年不会超过其估值。</p><h2 id="eztgwrb6">Palantir 登顶 AI 领域的时光可能短暂</h2><p>一方面，Palantir 确实提供了可持续的护城河。公司的 Gotham 和 Foundry 平台在规模上无法被其他公司复制，这意味着 Palantir 不必担心客户会被其他企业抢走。</p><p>此外，Gotham 以获得多年政府合同而闻名，而 Foundry 则是一种基于企业的订阅模式，这表明公司的运营现金流高度可预测。</p><p>然而，Palantir 正面临着历史性的逆风，这些逆风在最终拖累即使是最飞扬的公司方面有着完美的记录。</p><p>例如，过去三十年中每一个下一个大趋势，包括互联网的出现，都经历了扩张初期的泡沫破裂事件。投资者常常高估颠覆性技术的早期效用和采用，而人工智能可能也不例外。虽然 Palantir 的多年政府合同和订阅将支撑短期销售，但负面的投资者情绪可能会对其股价造成压力。</p><p>Palantir 面临的另一个问题是其估值。过去三十年中，处于下一个大趋势前沿的巨头公司，其市销率（P/S）历史上最高达到 30 到 43，而截至 7 月 1 日，Palantir 的市销率已超过 104。这种情况不可持续，暗示 Palantir 的市值将在未来几年内大幅下滑。</p><p>随着 Palantir 的股价（假设）回归现实，三只出色的成长股和/或价值股将在 2028 年前有机会超越它。</p><h2 id="ax170hnw">Pfizer：当前市值为 1420 亿美元</h2><p>第一家令人惊叹的企业是制药巨头 <strong>Pfizer</strong>（PFE 0.30%），它正在不断壮大，并拥有在未来三年内成为比 Palantir 更有价值公司的所有工具。</p><p>Pfizer 股票最近创下 13 年低点的奇怪之处在于，它因自身的成功而受到惩罚。Pfizer 的 COVID-19 药物的合计销售额从 2022 年的超过 560 亿美元骤降至 2024 年的 110 亿美元，近期偏见使其股价承压。</p><p>但如果投资者扩大视野，看看 Pfizer 自本十年以来的产品组合，那就是一个完全不同的故事。到 2020 年底，Pfizer 的 COVID-19 业务没有任何销售，全年收入为 419 亿美元。到 2024 年底，Pfizer 的 COVID-19 销售额为 110 亿美元，产品销售额为 636 亿美元。这是一个成熟制药公司在短短四年内净销售额增长 52%。</p><p>Pfizer 的肿瘤学部门是其估值能够上升的更具体原因。2023 年 12 月以 430 亿美元收购癌症药物开发商 Seagen，极大地扩展了 Pfizer 的癌症药物管道，并增强了其定价能力。管理层还曾指出，合并带来的成本协同效应将在交易后的几年内提升公司的利润率。</p><p>假设癌症筛查工具持续改善，全球医疗服务的可及性不断扩大，Pfizer 在未来三年内为其股东提供回报应该没有问题，甚至更久。</p><figure class="image"><img src="https://pub.pbkrs.com/uploads/2025/17b958214f6117f7192ab4f7af82b78d?x-oss-process=style/lg" alt="" width="700" height="466" original-src="https://pub.pbkrs.com/uploads/2025/17b958214f6117f7192ab4f7af82b78d"/></figure><p>图片来源：Getty Images。</p><h2 id="5n3k9r36e">PayPal Holdings：当前市值为 730 亿美元</h2><p>尽管 Palantir 的市值是金融科技巨头 <strong>PayPal Holdings</strong>（PYPL 0.41%）的四倍多，但截至 7 月 1 日，后者在未来三年内提供了更具吸引力的风险与回报配置。</p><p>即使在数字支付领域竞争加剧的情况下，PayPal 仍然在技术的驾驶席上，提供持续的两位数增长潜力。发达和新兴市场从传统现金支付转向数字基础设施，为 PayPal 及其同行提供了看似无限的增长空间。</p><p>除了少数例外，PayPal 的关键绩效指标自本十年以来一直朝着正确的方向发展。根据 PayPal 第一季度的总支付量（TPV），其总支付量已从 2020 年报告的 9360 亿美元激增至 16700 亿美元的年化水平。此外，活跃客户的参与度显著提高，过去 12 个月的平均支付次数从 2020 年的 40.9 次上升至截至 2025 年 3 月底的 59.4 次。这为毛利率扩张提供了良好的基础。</p><p>创新是 PayPal 最终在估值方面超越 Palantir 的另一个关键因素。进一步货币化 “先买后付” 解决方案的潜力，以及利用人工智能为用户个性化其平台，都是创新可以重新加速 PayPal 有机增长的一些方式。</p><p>公司的估值也为其股票提供了一个起点。相比之下，Palantir 的市销率高达 104，而 PayPal 的前瞻市盈率仅为 13，并且有着超越自身保守预期的辉煌历史。</p><h2 id="28mvkendq">直觉外科：当前市值为 1930 亿美元</h2><p>到 2028 年，能够超越 Palantir 市值的第三只优秀股票是机器人辅助手术系统开发商 <strong>直觉外科</strong>（ISRG 0.74%）。</p><p>医疗保健股票（包括辉瑞）之所以美丽，是因为它们具有高度的防御性。无论美国经济和股市发生什么，人们仍然会生病并需要医疗护理。从处方药到医疗设备和手术程序的稳定需求确保了像直觉外科这样的公司能够年复一年地实现可预测的增长。</p><p>在更具体的公司层面上，直觉外科在机器人辅助手术市场中占据了绝大部分份额。包括第一季度安装的 367 台达芬奇系统，自本世纪开始以来，它已安装了 10189 台系统。没有其他外科设备公司能接近这个数字。</p><p>更重要的是，达芬奇系统的买家和租赁者通常在这些系统上投入了大量的手术培训时间和资金。简而言之，购买者往往会长期保持客户关系。</p><p>但直觉外科最好的地方，或许在于其收入构成。在 2000 年代，销售其高价但利润率一般的达芬奇手术系统占据了其收入的主要部分。如今，随着每次手术销售仪器和配件，以及对其系统的服务，已占据了全年收入的主要部分。这些类别的利润率显著更高，导致盈利增长（通常）超过销售增长。</p><p>随着达芬奇手术系统的普遍使用案例随着时间的推移而扩大，直觉外科的市值应该会攀升。</p>

PLTR

英伟达

<p>人工智能（AI）的崛起引发了市场的重大关注，像英伟达和 Palantir Technologies 这样的公司处于前沿。自 2023 年以来，Palantir 的股票上涨了 1,940%，但其超过 104 的高市销率引发了对可持续性的担忧。分析师预测，到 2028 年，像辉瑞和 PayPal 这样的公司可能会超越 Palantir 的市场价值，原因在于它们强劲的增长潜力和战略收购，尽管 Palantir 目前在政府合同和订阅模式方面具有优势</p>

<p>Since late 2022, no investment trend has been hotter on Wall Street than the evolution of artificial intelligence (AI). Allowing AI-empowered software and systems to make split-second decisions and grow more efficient at their tasks over time is a game-changing technology that offers utility in most industries around the globe.</p>
<div class="lb-trans"><p>自 2022 年底以来，华尔街上没有哪个投资趋势比人工智能（AI）的发展更为火热。让 AI 驱动的软件和系统能够在瞬间做出决策，并随着时间的推移在其任务中变得更加高效，这是一项颠覆性的技术，能够在全球大多数行业中提供实用性。</p>
</div><p>In <em>Sizing the Prize</em>, the analysts at PwC pegged AI's worldwide addressable market at a whopping $15.7 trillion come 2030. Even if this estimate is only remotely in the ballpark, it would lead to a long list of companies benefiting from the rise of AI.</p>
<div class="lb-trans"><p>在《Sizing the Prize》中，普华永道的分析师将 AI 的全球可寻址市场估计为到 2030 年高达 15.7 万亿美元。即使这个估计仅仅是个大致的数字，它也将导致一长串公司从 AI 的崛起中受益。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjM2MDcvc3RvY2stY2hhcnQtcXVvdGUtYmVhci1idWxsLXRyYWRpbmctaW52ZXN0LXNob3J0LW9wdGlvbnMtZ2V0dHkuanBnJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F823607%2Fstock-chart-quote-bear-bull-trading-invest-short-options-getty.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><p>Semiconductor giant <strong>Nvidia</strong> is often viewed as the face of the AI revolution. It's become the largest public company as a result of insatiable enterprise demand for its Hopper (H100) and successor Blackwell graphics processing units.</p>
<div class="lb-trans"><p>半导体巨头 <strong>Nvidia</strong> 常被视为 AI 革命的代表。由于企业对其 Hopper（H100）及后续的 Blackwell 图形处理单元的需求旺盛，它已成为最大的上市公司。</p>
</div><p>But an argument can be made that AI-driven data-mining specialist <strong>Palantir Technologies</strong>(PLTR 1.62%) is now Wall Street's favorite AI stock. Since the start of 2023, shares of Palantir have soared by 1,940% and it's become one of the most-influential tech companies, with a market cap of more than $300 billion. But this doesn't mean other influential businesses won't surpass its valuation in the years to come</p>
<div class="lb-trans"><p>但可以说，AI 驱动的数据挖掘专家 <strong>Palantir Technologies</strong>（PLTR 1.62%）现在是华尔街最受欢迎的 AI 股票。自 2023 年初以来，Palantir 的股价飙升了 1940%，并成为最具影响力的科技公司之一，市值超过 3000 亿美元。但这并不意味着其他有影响力的企业在未来几年不会超过其估值。</p>
</div><h2>Palantir's ascent to the top of the AI pedestal may be short-lived</h2>
<div class="lb-trans"><h2>Palantir 登顶 AI 领域的时光可能短暂</h2>
</div><p>On one hand, Palantir does offer a sustainable moat. The company's Gotham and Foundry platforms aren't replicable at scale by any other companies, which means Palantir doesn't have to worry about having its clients stolen by other businesses.</p>
<div class="lb-trans"><p>一方面，Palantir 确实提供了可持续的护城河。公司的 Gotham 和 Foundry 平台在规模上无法被其他公司复制，这意味着 Palantir 不必担心客户会被其他企业抢走。</p>
</div><p>Further, Gotham is known for landing multiyear government contracts, and Foundry is an enterprise-based subscription model, which suggests the company's operating cash flow is highly predictable.</p>
<div class="lb-trans"><p>此外，Gotham 以获得多年政府合同而闻名，而 Foundry 则是一种基于企业的订阅模式，这表明公司的运营现金流高度可预测。</p>
</div><p>However, Palantir is butting heads with historical headwinds that have a flawless track record of eventually weighing down even the most high-flying companies.</p>
<div class="lb-trans"><p>然而，Palantir 正面临着历史性的逆风，这些逆风在最终拖累即使是最飞扬的公司方面有着完美的记录。</p>
</div><p>For example, every next-big-thing trend for three decades, including the advent of the internet, has endured a bubble-bursting event early in its expansion. Investors frequently overestimate the early innings utility and adoption of game-changing technologies, and artificial intelligence likely isn't an exception. While Palantir's multiyear government contracts and subscriptions would buoy near-term sales, negative investor sentiment would likely weigh on its stock.</p>
<div class="lb-trans"><p>例如，过去三十年中每一个下一个大趋势，包括互联网的出现，都经历了扩张初期的泡沫破裂事件。投资者常常高估颠覆性技术的早期效用和采用，而人工智能可能也不例外。虽然 Palantir 的多年政府合同和订阅将支撑短期销售，但负面的投资者情绪可能会对其股价造成压力。</p>
</div><p>The other issue for Palantir is its valuation. Whereas megacap companies on the leading edge of next-big-thing trends have historically topped out at price-to-sales (P/S) ratios of 30 to 43 over the last three decades, Palantir's P/S ratio is pushing above 104, as of this writing on July 1. This isn't sustainable and suggests that Palantir's market cap will plunge in the coming years.</p>
<div class="lb-trans"><p>Palantir 面临的另一个问题是其估值。过去三十年中，处于下一个大趋势前沿的巨头公司，其市销率（P/S）历史上最高达到 30 到 43，而截至 7 月 1 日，Palantir 的市销率已超过 104。这种情况不可持续，暗示 Palantir 的市值将在未来几年内大幅下滑。</p>
</div><p>As Palantir stock (presumably) comes back to Earth, three magnificent growth and/or value stocks will have the opportunity to leapfrog it by 2028.</p>
<div class="lb-trans"><p>随着 Palantir 的股价（假设）回归现实，三只出色的成长股和/或价值股将在 2028 年前有机会超越它。</p>
</div><h2>Pfizer: current market cap of $142 billion</h2>
<div class="lb-trans"><h2>Pfizer：当前市值为 1420 亿美元</h2>
</div><p>The first amazing business that's only growing stronger and has all the tools necessary to become a more valuable company than Palantir over the next three years is pharmaceutical behemoth <strong>Pfizer</strong>(PFE 0.30%).</p>
<div class="lb-trans"><p>第一家令人惊叹的企业是制药巨头 <strong>Pfizer</strong>（PFE 0.30%），它正在不断壮大，并拥有在未来三年内成为比 Palantir 更有价值公司的所有工具。</p>
</div><p>What's odd about Pfizer stock recently hitting a 13-year low is that it's been punished for its own success. With combined sales of Pfizer's COVID-19 drugs plummeting from north of $56 billion in 2022 to $11 billion in 2024, recency bias has weighed down its shares.</p>
<div class="lb-trans"><p>Pfizer 股票最近创下 13 年低点的奇怪之处在于，它因自身的成功而受到惩罚。Pfizer 的 COVID-19 药物的合计销售额从 2022 年的超过 560 亿美元骤降至 2024 年的 110 亿美元，近期偏见使其股价承压。</p>
</div><p>But if investors widen their lens and look at Pfizer's product portfolio since this decade began, it's a <em>completely</em> different story. When 2020 ended, Pfizer didn't have any sales from its COVID-19 franchise and full-year revenue came in at $41.9 billion. When 2024 came to a close, Pfizer had $11 billion in COVID-19 sales and $63.6 billion in product sales. That's 52% growth in net sales spanning just four years for a mature pharmaceutical company.</p>
<div class="lb-trans"><p>但如果投资者扩大视野，看看 Pfizer 自本十年以来的产品组合，那就是一个完全不同的故事。到 2020 年底，Pfizer 的 COVID-19 业务没有任何销售，全年收入为 419 亿美元。到 2024 年底，Pfizer 的 COVID-19 销售额为 110 亿美元，产品销售额为 636 亿美元。这是一个成熟制药公司在短短四年内净销售额增长 52%。</p>
</div><p>Pfizer's oncology segment is a more specific reason its valuation can head higher. The $43 billion acquisition of cancer-drug developer Seagen in December 2023 vastly expands Pfizer's cancer-drug pipeline, as well as enhances its pricing power. Management has also previously pointed out that cost synergies from the combination will bolster the company's margins in the years following the deal.</p>
<div class="lb-trans"><p>Pfizer 的肿瘤学部门是其估值能够上升的更具体原因。2023 年 12 月以 430 亿美元收购癌症药物开发商 Seagen，极大地扩展了 Pfizer 的癌症药物管道，并增强了其定价能力。管理层还曾指出，合并带来的成本协同效应将在交易后的几年内提升公司的利润率。</p>
</div><p>With the assumption that cancer screening tools continue to improve and access to medical care expands worldwide, Pfizer should have no trouble delivering for its patient shareholders over the next three years, if not well beyond.</p>
<div class="lb-trans"><p>假设癌症筛查工具持续改善，全球医疗服务的可及性不断扩大，Pfizer 在未来三年内为其股东提供回报应该没有问题，甚至更久。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjM2MDcvZGlnaXRhbC1wYXltZW50LWNvbnRhY3RsZXNzLWNhc2hhcHAtdmVubW8tZmludGVjaC1zbWFydHBob25lLWdldHR5LmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F823607%2Fdigital-payment-contactless-cashapp-venmo-fintech-smartphone-getty.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>PayPal Holdings: current market cap of $73 billion</h2>
<div class="lb-trans"><h2>PayPal Holdings：当前市值为 730 亿美元</h2>
</div><p>Despite Palantir being worth more than four times as much as fintech giant <strong>PayPal Holdings</strong>(PYPL 0.41%), as of July 1, the latter offers a far more attractive risk-versus-reward profile over the coming three years.</p>
<div class="lb-trans"><p>尽管 Palantir 的市值是金融科技巨头 <strong>PayPal Holdings</strong>（PYPL 0.41%）的四倍多，但截至 7 月 1 日，后者在未来三年内提供了更具吸引力的风险与回报配置。</p>
</div><p>Even with competition in the digital payment space picking up, PayPal continues to be in the driver's seat for a technology that offers sustained double-digit growth potential. Developed and emerging markets shifting away from traditional cash payments to digital infrastructures affords PayPal and its peers a seemingly limitless ceiling.</p>
<div class="lb-trans"><p>即使在数字支付领域竞争加剧的情况下，PayPal 仍然在技术的驾驶席上，提供持续的两位数增长潜力。发达和新兴市场从传统现金支付转向数字基础设施，为 PayPal 及其同行提供了看似无限的增长空间。</p>
</div><p>With few exceptions, PayPal's key performance indicators have been moving in the right direction since this decade began. Total payment volume (TPV) has surged from a reported $936 billion in 2020 to an annual run rate of $1.67 trillion, based on PayPal's first-quarter TPV. What's more, active customers are considerably more engaged, with the average number of payments over the trailing-12-month period climbing from 40.9 in 2020 to 59.4, as of the end of March 2025. This is a recipe for gross margin expansion.</p>
<div class="lb-trans"><p>除了少数例外，PayPal 的关键绩效指标自本十年以来一直朝着正确的方向发展。根据 PayPal 第一季度的总支付量（TPV），其总支付量已从 2020 年报告的 9360 亿美元激增至 16700 亿美元的年化水平。此外，活跃客户的参与度显著提高，过去 12 个月的平均支付次数从 2020 年的 40.9 次上升至截至 2025 年 3 月底的 59.4 次。这为毛利率扩张提供了良好的基础。</p>
</div><p>Innovation is another key puzzle piece for PayPal to eventually leapfrog Palantir in the valuation department. The potential to further monetize buy now, pay later solutions, as well as leverage AI to personalize its platforms for users, are just some of the ways innovation can reaccelerate PayPal's organic growth.</p>
<div class="lb-trans"><p>创新是 PayPal 最终在估值方面超越 Palantir 的另一个关键因素。进一步货币化 “先买后付” 解决方案的潜力，以及利用人工智能为用户个性化其平台，都是创新可以重新加速 PayPal 有机增长的一些方式。</p>
</div><p>The company's valuation also provides a launching point for its stock. Whereas Palantir is trading at a nosebleed P/S ratio of 104, PayPal has a forward price-to-earnings ratio of just 13, along with a storied history of blowing past its own conservative expectations.</p>
<div class="lb-trans"><p>公司的估值也为其股票提供了一个起点。相比之下，Palantir 的市销率高达 104，而 PayPal 的前瞻市盈率仅为 13，并且有着超越自身保守预期的辉煌历史。</p>
</div><h2>Intuitive Surgical: current market cap of $193 billion</h2>
<div class="lb-trans"><h2>直觉外科：当前市值为 1930 亿美元</h2>
</div><p>The third magnificent stock that can surpass Palantir's market cap by 2028 is robotic-assisted surgical systems developer <strong>Intuitive Surgical</strong>(ISRG 0.74%).</p>
<div class="lb-trans"><p>到 2028 年，能够超越 Palantir 市值的第三只优秀股票是机器人辅助手术系统开发商 <strong>直觉外科</strong>（ISRG 0.74%）。</p>
</div><p>The beauty of healthcare stocks (this includes Pfizer) is that they're highly defensive. Regardless of what's happening with the U.S. economy and stock market, people still come down with ailments and require medical care. Steady demand for everything from prescription medicine to medical devices and surgical procedures ensures that companies like Intuitive Surgical can deliver predictable growth year after year.</p>
<div class="lb-trans"><p>医疗保健股票（包括辉瑞）之所以美丽，是因为它们具有高度的防御性。无论美国经济和股市发生什么，人们仍然会生病并需要医疗护理。从处方药到医疗设备和手术程序的稳定需求确保了像直觉外科这样的公司能够年复一年地实现可预测的增长。</p>
</div><p>On a more company-specific basis, Intuitive Surgical holds the lion's share of the robotic-assisted surgical market. Including the 367 da Vinci systems placed during the first quarter, it's now installed 10,189 systems since this century began. No other surgical device company is remotely close to this figure.</p>
<div class="lb-trans"><p>在更具体的公司层面上，直觉外科在机器人辅助手术市场中占据了绝大部分份额。包括第一季度安装的 367 台达芬奇系统，自本世纪开始以来，它已安装了 10189 台系统。没有其他外科设备公司能接近这个数字。</p>
</div><p>What's more, buyers and lessees of da Vinci systems have typically invested a <em>lot</em> of surgical training time and money into these systems. In short, purchasers tend to remain clients for a very long time.</p>
<div class="lb-trans"><p>更重要的是，达芬奇系统的买家和租赁者通常在这些系统上投入了大量的手术培训时间和资金。简而言之，购买者往往会长期保持客户关系。</p>
</div><p>But the best thing about Intuitive Surgical is, arguably, its revenue breakdown. Throughout the 2000s, selling its high-priced but mediocre-margin da Vinci surgical system accounted for the bulk of its revenue. Nowadays, selling instruments and accessories with each procedure, along with servicing its systems, accounts for a majority of full-year revenue. These are considerably higher margin categories, which has led to earnings growth (often) outpacing sales growth.</p>
<div class="lb-trans"><p>但直觉外科最好的地方，或许在于其收入构成。在 2000 年代，销售其高价但利润率一般的达芬奇手术系统占据了其收入的主要部分。如今，随着每次手术销售仪器和配件，以及对其系统的服务，已占据了全年收入的主要部分。这些类别的利润率显著更高，导致盈利增长（通常）超过销售增长。</p>
</div><p>Intuitive Surgical should see its market cap climb as the general use case of the da Vinci surgical system is expanded over time.</p>
<div class="lb-trans"><p>随着达芬奇手术系统的普遍使用案例随着时间的推移而扩大，直觉外科的市值应该会攀升。</p>
</div>

Prediction: 3 Magnificent Stocks That'll Be Worth More Than Palantir by 2028

- 人工智能的市场预计到 2030 年将达到 15.7 万亿美元。  
- Palantir 的股价自 2023 年初上涨 1940%，市值超 3000 亿美元。  
- Pfizer、PayPal 和 Intuitive Surgical 有潜力在 2028 年前超越 Palantir 的市值。

预测：到 2028 年，三只极具潜力的股票将比 Palantir Tech 更有价值