---
title: "尽管收入增长创下纪录，Palantir 的股票仍然下滑"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/287143811.md"
description: "Palantir 第一季度的收入同比激增 85%，达到 16.3 亿美元，美国商业销售增长 133%，运营利润率为 60%。然而，2026 年股价下跌超过 23%，表现不及标准普尔 500 指数。对高市盈率、国际增长放缓以及来自 Anthropic 和 OpenAI 等人工智能公司的竞争的担忧，导致投资者保持谨慎"
datetime: "2026-05-21T02:01:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/287143811.md)
  - [en](https://longbridge.com/en/news/287143811.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/287143811.md)
---

# 尽管收入增长创下纪录，Palantir 的股票仍然下滑

Record quarter reported: Palantir's Q1 revenue soared 85% year-over-year to $1.63 billion, with U.S. commercial sales up 133% and operating margins reaching 60%. Stock still sliding: Shares are down over 23% in 2026, underperforming the S&P 500 despite record results and raised guidance. Valuation fears linger: High P/E multiples, slowing international growth, and AI competition from Anthropic and OpenAI keep investors cautious.

### 相关股票

- [PLTR.US](https://longbridge.com/zh-CN/quote/PLTR.US.md)
- [PLTW.US](https://longbridge.com/zh-CN/quote/PLTW.US.md)
- [PLOO.US](https://longbridge.com/zh-CN/quote/PLOO.US.md)
- [PTIR.US](https://longbridge.com/zh-CN/quote/PTIR.US.md)
- [PLTG.US](https://longbridge.com/zh-CN/quote/PLTG.US.md)
- [PLTU.US](https://longbridge.com/zh-CN/quote/PLTU.US.md)
- [.SPX.US](https://longbridge.com/zh-CN/quote/.SPX.US.md)
- [OpenAI.NA](https://longbridge.com/zh-CN/quote/OpenAI.NA.md)

## 相关资讯与研究

- [Palantir 面临着比估值更大的威胁：Anthropic 和 OpenAI 等 AI 实验室正在扰乱 PLTR 的股票故事](https://longbridge.com/zh-CN/news/286928347.md)
- [五年后 Palantir 的股票会达到什么水平？](https://longbridge.com/zh-CN/news/286617160.md)
- [OpenAI 为何造手机？苹果不给的权限，ChatGPT 自己抢](https://longbridge.com/zh-CN/news/286691692.md)
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- [孙正义 600 亿美元押注 OpenAI，软银内部慌了](https://longbridge.com/zh-CN/news/287201665.md)