<p>有人可能会说 Palantir Technologies NASDAQ: PLTR 正在变得无聊。PLTR 股票在 2026 年下跌了近 28%，但大部分下跌发生在 1 月和 2 月，这延续了自 2025 年 11 月以来的更广泛科技抛售。</p>
<p>自那时以来，多头和空头一直在争论估值，错过了更大的故事。</p>
<p>获取 <strong>Palantir Technologies</strong> 的提醒：</p>
<p>Palantir 正在发布自上市以来最快的收入增长。</p>
<p>在增长收入的过程中，公司建立了一套分销机制，这应该被纳入未来关于估值的讨论中。</p>
<h2><strong>Palantir 的增长指标继续挑战怀疑者</strong></h2>
<p>空头会说基本面无法证明股价的合理性。但这取决于他们关注的内容。以下是其第一季度财报的一些亮点：</p>
<ul>
<li>收入同比增长 85%，创下 16.3 亿美元的历史最高增长率。</li>
<li>在美国，收入翻了一番，增长 104% 达到 12.8 亿美元。</li>
<li>商业收入激增 133% 达到 5.95 亿美元。</li>
<li>GAAP 净收入达到 8.71 亿美元，净利润率为 53%。</li>
<li>调整后的自由现金流达到 9.25 亿美元，利润率为 57%。</li>
<li>美国政府收入增长 84% 达到 6.87 亿美元，较上一季度的 66% 增长加速。</li>
<li>Palantir 的 40 规则得分达到了 145%。</li>
</ul>
<p>这些数字表明公司并没有满足于前一季度的成绩，也没有在诱惑投资者关注未来的季度。这些数字反映了公司的当前增长。</p>
<p>然而，管理层对这种势头充满信心，提升了全年收入指引。Palantir 现在预计 2026 年的全年收入为 76.5 亿至 76.6 亿美元，意味着增长 71%。这比仅一个季度前给出的指引高出 10 个百分点。</p>
<p>进一步支持多头论点的是，美国商业收入预计全年增长至少 120%。而 Palantir 最近的公告为这一惊人预测增添了实质内容。</p>
<h2><strong>谷歌云合作伙伴关系扩大了 Palantir 的影响力</strong></h2>
<p>6 月 4 日 AIPCon 10 的头条新闻是 Palantir 与谷歌云的合作。这个多层次的合作使 Palantir 可在谷歌云市场上使用，并建立了 BigQuery 和 Foundry 之间的双向数据联邦，以及 Gemini 和 Palantir AIP 之间的更深层连接。</p>
<p>然而，真正重要的是它所完成的。Palantir Foundry 现在可在 AWS、谷歌云、微软 Azure 和 Oracle 云基础设施上使用。这涵盖了所有主要的超大规模云服务商。</p>
<p>这意味着该平台可以适应公司已经运行的任何基础设施，并可以通过现有的云承诺进行购买。这大大减少了采用的摩擦。但已经在谷歌云基础设施上运行的组织可以在不拆除已有构建的情况下，利用 Palantir 的分析堆栈。</p>
<p>这就是 AIPCon 10 的亮点，但并不是唯一的公告。Palantir 还宣布：</p>
<ul>
<li>通过保险公司 GNP 在墨西哥首次公开披露的商业客户。</li>
</ul>
<ul>
<li>与律师事务所 Kirkland &amp; Ellis 合作的企业 AI 平台，针对私募股权用例。</li>
</ul>
<ul>
<li>与 McCarthy Building Companies 扩展的建筑 AI 工作。</li>
</ul>
<p>呈现出的画面是一个公司在同时深化其平台并扩大其在各个行业和地区的影响力。</p>
<h2><strong>PLTR 正在建立基础，投资者争论估值</strong></h2>
<p>PLTR 的技术图景是一个奖励耐心而非冲动的局面。该股在 2025 年 11 月底接近 215 美元的高点后，已经回落约 40%，目前在 130 美元左右的区间。</p>
<h3>Palantir Technologies 市场排名™ 股票分析</h3>
<p><strong>整体市场排名™****92 百分位</strong></p>
<p>分析师评级 <strong>适度买入</strong></p>
<p>上涨/下跌 <strong>50.0% 上涨</strong></p>
<p>空头头寸水平 <strong>健康</strong></p>
<p>股息强度 <strong>不适用</strong></p>
<p>新闻情绪 <strong>1.01</strong></p>
<p><strong><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/MediaMentionsMiniChart.ashx/query-UHJlZml4PU5BU0RBUQZTeW1ib2w9UExUUgZ2PTI?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/MediaMentionsMiniChart.ashx/query-UHJlZml4PU5BU0RBUQZTeW1ib2w9UExUUgZ2PTI"/></strong></p>
<p>内部交易 <strong>出售股份</strong></p>
<p>预计收益增长 <strong>42.37%</strong></p>
<p>查看完整分析</p>
<p>这一下跌使 PLTR 远低于其 200 日简单移动平均线，该线位于 160.05 美元，并且现在呈下降趋势。这是一个经典的看跌设置，针对以动量为导向的交易者，也是该股在任何反弹尝试中继续面临技术阻力的主要原因。</p>
<p>更直接的图景显示，自 3 月以来，股价在 120 至 145 美元的区间内形成了一个整合模式，股价在低 120 美元时反复找到买家，而在中 140 美元时出现卖家。这个区间在 4 月和 6 月持续保持，这很有意义；尽管宏观情绪消极且估值担忧加剧，但该股已停止创出新低。</p>
<p>图表底部的 Chaikin 资金流动振荡器进一步强化了这一解读。在 2 月达到深度负值，与股价低谷相吻合后，振荡器已恢复至轻微正值 7.7M。这不是一个强烈的积累信号，但确实表明机构卖压有所缓解，安静的买入正在吸收供应。</p>
<p>需要关注的关键水平是 160 美元。这标志着 200 日 SMA 和该股在 11 月至 2 月下跌前的先前区间的下边界。持续突破该水平将代表一个重要的技术转变。在此之前，图表处于观望状态：从高点的下行趋势依然存在，但基础正在建立。</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/med_20260617163928_pltr2.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/med_20260617163928_pltr2.png"/></p>
<h2><strong>为什么长期多头论点依然有效</strong></h2>
<p>PLTR 的多头论点并不是建立在忽视估值的基础上。它是基于增长率证明了溢价的合理性，而随着业务的扩展，这一溢价正在压缩。</p>
<p>一家年收入增长 85%、净利润率为 53%、季度自由现金流达到 9.25 亿美元的公司，理应以反映其质量的倍数进行交易。谷歌云的交易增加了分销选择性，可能在不成比例增加销售成本的情况下，结构性地扩大客户渠道。而 AIPCon 的客户名单——政府机构、律师事务所、保险公司、建筑公司——则表明 AIP 并不是一个小众产品。</p>
<p>对于愿意超越噪音和当前技术图表设置的散户投资者来说，PLTR 提供了一个罕见的组合：一个真正被企业采用的平台业务，增长加速，以及刚刚显著增强的分销策略。市场对其给予的认可一直较慢。这种差距往往不会持续太久。</p>
<h2>你现在应该投资 1000 美元在 Palantir Technologies 吗？</h2>
<p>在你考虑 Palantir Technologies 之前，你需要听听这个。</p>
<p>MarketBeat 跟踪华尔街顶级评级和表现最佳的研究分析师，以及他们每天向客户推荐的股票。MarketBeat 已经识别出五只股票，顶级分析师正在悄悄地向客户推荐在更广泛的市场注意到之前立即购买……而 Palantir Technologies 并不在名单上。</p>
<p>虽然 Palantir Technologies 目前在分析师中获得了中等买入评级，但顶级分析师认为这五只股票更值得购买。</p>
<p>在这里查看这五只股票</p>

PLTR

谷歌-C

谷歌-A

<p>Palantir 与谷歌云的合作通过在谷歌云市场上提供 Palantir Foundry，扩大了其分销范围，完成了在所有主要云服务商中的布局。这一举措降低了现有云用户的采用障碍。该交易支持 Palantir 强劲的财务表现，包括 85% 的年同比收入增长和上调的全年指引，尽管近期股票波动，但仍增强了长期投资的理由</p>

<p>Some might say Palantir Technologies NASDAQ: PLTR is becoming boring. PLTR stock is down nearly 28% in 2026, but most of that decline came in January and February, which continued the broader tech sell-off that started in November 2025.</p>
<div class="lb-trans"><p>有人可能会说 Palantir Technologies NASDAQ: PLTR 正在变得无聊。PLTR 股票在 2026 年下跌了近 28%，但大部分下跌发生在 1 月和 2 月，这延续了自 2025 年 11 月以来的更广泛科技抛售。</p>
</div><p>Since then, the bulls and bears have been debating valuation, missing a bigger story.</p>
<div class="lb-trans"><p>自那时以来，多头和空头一直在争论估值，错过了更大的故事。</p>
</div><p>Get <strong>Palantir Technologies</strong> alerts:</p>
<div class="lb-trans"><p>获取 <strong>Palantir Technologies</strong> 的提醒：</p>
</div><p>Palantir is posting its fastest revenue growth since going public.</p>
<div class="lb-trans"><p>Palantir 正在发布自上市以来最快的收入增长。</p>
</div><p>In the process of growing its revenue, the company has been building a distribution machine that should be priced into any future conversations about valuation.</p>
<div class="lb-trans"><p>在增长收入的过程中，公司建立了一套分销机制，这应该被纳入未来关于估值的讨论中。</p>
</div><h2><strong>Palantir's Growth Metrics Continue to Defy Skeptics</strong></h2>
<div class="lb-trans"><h2><strong>Palantir 的增长指标继续挑战怀疑者</strong></h2>
</div><p>The bears will say the fundamentals don’t justify the stock price. But it depends on what they’re looking at. Here were some highlights from its first-quarter earnings report:</p>
<div class="lb-trans"><p>空头会说基本面无法证明股价的合理性。但这取决于他们关注的内容。以下是其第一季度财报的一些亮点：</p>
</div><ul>
<li>Revenue grew 85% year-over-year, marking its highest-ever growth rate to $1.63 billion.</li>
<li>In the United States, revenue doubled, growing 104% to $1.28 billion.</li>
<li>Commercial revenue surged 133% to $595 million.</li>
<li>GAAP net income reached $871 million, a 53% net margin.</li>
<li>Adjusted free cash flow hit $925 million on a 57% margin.</li>
<li>U.S. government revenue climbed 84% to $687 million, accelerating from 66% growth in the prior quarter.</li>
<li>Palantir's Rule of 40 score reached 145%.</li>
</ul>
<div class="lb-trans"><ul>
<li>收入同比增长 85%，创下 16.3 亿美元的历史最高增长率。</li>
<li>在美国，收入翻了一番，增长 104% 达到 12.8 亿美元。</li>
<li>商业收入激增 133% 达到 5.95 亿美元。</li>
<li>GAAP 净收入达到 8.71 亿美元，净利润率为 53%。</li>
<li>调整后的自由现金流达到 9.25 亿美元，利润率为 57%。</li>
<li>美国政府收入增长 84% 达到 6.87 亿美元，较上一季度的 66% 增长加速。</li>
<li>Palantir 的 40 规则得分达到了 145%。</li>
</ul>
</div><p>Those are the numbers of a company that’s not resting on the laurels of a prior quarter, or teasing investors to a quarter down the road. The numbers reflect the company’s current growth.</p>
<div class="lb-trans"><p>这些数字表明公司并没有满足于前一季度的成绩，也没有在诱惑投资者关注未来的季度。这些数字反映了公司的当前增长。</p>
</div><p>However, management was confident enough in the momentum to raise full-year revenue guidance. Palantir now expects full-year 2026 revenue of $7.65 to $7.66 billion, implying 71% growth. That's 10 percentage points above the guidance given just one quarter earlier.</p>
<div class="lb-trans"><p>然而，管理层对这种势头充满信心，提升了全年收入指引。Palantir 现在预计 2026 年的全年收入为 76.5 亿至 76.6 亿美元，意味着增长 71%。这比仅一个季度前给出的指引高出 10 个百分点。</p>
</div><p>Adding to the bull case, U.S. commercial revenue guided to at least 120% growth for the full year. And Palantir recently made an announcement that adds substance to that sensational forecast.</p>
<div class="lb-trans"><p>进一步支持多头论点的是，美国商业收入预计全年增长至少 120%。而 Palantir 最近的公告为这一惊人预测增添了实质内容。</p>
</div><h2><strong>The Google Cloud Partnership Expands Palantir's Reach</strong></h2>
<div class="lb-trans"><h2><strong>谷歌云合作伙伴关系扩大了 Palantir 的影响力</strong></h2>
</div><p>The headline out of AIPCon 10 on June 4 was Palantir's partnership with Google Cloud. The multi-tiered partnership makes Palantir available on Google Cloud Marketplace and establishes two-way data federation between BigQuery and Foundry, as well as deeper connectivity between Gemini and Palantir AIP.</p>
<div class="lb-trans"><p>6 月 4 日 AIPCon 10 的头条新闻是 Palantir 与谷歌云的合作。这个多层次的合作使 Palantir 可在谷歌云市场上使用，并建立了 BigQuery 和 Foundry 之间的双向数据联邦，以及 Gemini 和 Palantir AIP 之间的更深层连接。</p>
</div><p>However, the real significance is what it completes. Palantir Foundry is now available on AWS, Google Cloud, Microsoft Azure, and Oracle Cloud Infrastructure. That's a full sweep of the major hyperscalers.</p>
<div class="lb-trans"><p>然而，真正重要的是它所完成的。Palantir Foundry 现在可在 AWS、谷歌云、微软 Azure 和 Oracle 云基础设施上使用。这涵盖了所有主要的超大规模云服务商。</p>
</div><p>That means the platform fits inside whatever infrastructure a company already runs and can be purchased through existing cloud commitments. That's a meaningful reduction in the friction of adoption. But organizations already running on Google Cloud infrastructure can tap into Palantir's analytics stack without ripping out what they've already built.</p>
<div class="lb-trans"><p>这意味着该平台可以适应公司已经运行的任何基础设施，并可以通过现有的云承诺进行购买。这大大减少了采用的摩擦。但已经在谷歌云基础设施上运行的组织可以在不拆除已有构建的情况下，利用 Palantir 的分析堆栈。</p>
</div><p>That was the highlight of AIPCon 10, but not the only announcement. Palantir also announced:</p>
<div class="lb-trans"><p>这就是 AIPCon 10 的亮点，但并不是唯一的公告。Palantir 还宣布：</p>
</div><ul>
<li>Its first publicly disclosed commercial customer in Mexico through insurer GNP.</li>
</ul>
<div class="lb-trans"><ul>
<li>通过保险公司 GNP 在墨西哥首次公开披露的商业客户。</li>
</ul>
</div><ul>
<li>An enterprise AI platform with law firm Kirkland &amp; Ellis for private equity use cases.</li>
</ul>
<div class="lb-trans"><ul>
<li>与律师事务所 Kirkland &amp; Ellis 合作的企业 AI 平台，针对私募股权用例。</li>
</ul>
</div><ul>
<li>Expanded construction AI work with McCarthy Building Companies.</li>
</ul>
<div class="lb-trans"><ul>
<li>与 McCarthy Building Companies 扩展的建筑 AI 工作。</li>
</ul>
</div><p>The picture that emerges is a company simultaneously deepening its platform and widening its reach across verticals and geographies.</p>
<div class="lb-trans"><p>呈现出的画面是一个公司在同时深化其平台并扩大其在各个行业和地区的影响力。</p>
</div><h2><strong>PLTR Is Building a Base as Investors Debate Valuation</strong></h2>
<div class="lb-trans"><h2><strong>PLTR 正在建立基础，投资者争论估值</strong></h2>
</div><p>The technical picture on PLTR is one that rewards patience over impulse. The stock peaked near $215 in late November 2025 and has since pulled back roughly 40% to the current range around $130.</p>
<div class="lb-trans"><p>PLTR 的技术图景是一个奖励耐心而非冲动的局面。该股在 2025 年 11 月底接近 215 美元的高点后，已经回落约 40%，目前在 130 美元左右的区间。</p>
</div><h3>Palantir Technologies MarketRank™ Stock Analysis</h3>
<div class="lb-trans"><h3>Palantir Technologies 市场排名™ 股票分析</h3>
</div><p><strong>Overall MarketRank™****92nd Percentile</strong></p>
<div class="lb-trans"><p><strong>整体市场排名™****92 百分位</strong></p>
</div><p>Analyst Rating<strong>Moderate Buy</strong></p>
<div class="lb-trans"><p>分析师评级 <strong>适度买入</strong></p>
</div><p>Upside/Downside<strong>50.0% Upside</strong></p>
<div class="lb-trans"><p>上涨/下跌 <strong>50.0% 上涨</strong></p>
</div><p>Short Interest Level<strong>Healthy</strong></p>
<div class="lb-trans"><p>空头头寸水平 <strong>健康</strong></p>
</div><p>Dividend Strength<strong>N/A</strong></p>
<div class="lb-trans"><p>股息强度 <strong>不适用</strong></p>
</div><p>News Sentiment<strong>1.01</strong></p>
<div class="lb-trans"><p>新闻情绪 <strong>1.01</strong></p>
</div><p><strong><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/MediaMentionsMiniChart.ashx/query-UHJlZml4PU5BU0RBUSZTeW1ib2w9UExUUiZ2PTI" alt="" original-src="https://www.marketbeat.com/scripts/MediaMentionsMiniChart.ashx?Prefix=NASDAQ&amp;Symbol=PLTR&amp;v=2"/></strong></p>
<div class="lb-trans"><p><strong><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/MediaMentionsMiniChart.ashx/query-UHJlZml4PU5BU0RBUQZTeW1ib2w9UExUUgZ2PTI" alt="" original-src="https://www.marketbeat.com/scripts/MediaMentionsMiniChart.ashx?Prefix=NASDAQ%06Symbol=PLTR%06v=2"/></strong></p>
</div><p>Insider Trading<strong>Selling Shares</strong></p>
<div class="lb-trans"><p>内部交易 <strong>出售股份</strong></p>
</div><p>Proj. Earnings Growth<strong>42.37%</strong></p>
<div class="lb-trans"><p>预计收益增长 <strong>42.37%</strong></p>
</div><p>See Full Analysis</p>
<div class="lb-trans"><p>查看完整分析</p>
</div><p>That decline has brought PLTR well below its 200-day simple moving average, which sits at $160.05 and is now sloping downward. That's a classically bearish setup for momentum-focused traders, and the primary reason the stock continues to face technical resistance on any rally attempt.</p>
<div class="lb-trans"><p>这一下跌使 PLTR 远低于其 200 日简单移动平均线，该线位于 160.05 美元，并且现在呈下降趋势。这是一个经典的看跌设置，针对以动量为导向的交易者，也是该股在任何反弹尝试中继续面临技术阻力的主要原因。</p>
</div><p>The more immediate picture shows a consolidation pattern forming in the $120–$145 range since March, with the stock repeatedly finding buyers in the low $120s and sellers materializing in the mid-$140s. That range has held through April and into June, which is meaningful; despite negative macro sentiment and elevated valuation concerns, the stock has stopped making new lows.</p>
<div class="lb-trans"><p>更直接的图景显示，自 3 月以来，股价在 120 至 145 美元的区间内形成了一个整合模式，股价在低 120 美元时反复找到买家，而在中 140 美元时出现卖家。这个区间在 4 月和 6 月持续保持，这很有意义；尽管宏观情绪消极且估值担忧加剧，但该股已停止创出新低。</p>
</div><p>The Chaikin Money Flow oscillator at the bottom of the chart reinforces this read. After reaching deeply negative readings in February, coinciding with the stock's trough, the oscillator has recovered to a mildly positive 7.7M. That's not a strong accumulation signal, but it does suggest institutional selling pressure has eased, and that quiet buying has been absorbing the supply.</p>
<div class="lb-trans"><p>图表底部的 Chaikin 资金流动振荡器进一步强化了这一解读。在 2 月达到深度负值，与股价低谷相吻合后，振荡器已恢复至轻微正值 7.7M。这不是一个强烈的积累信号，但确实表明机构卖压有所缓解，安静的买入正在吸收供应。</p>
</div><p>The key level to watch is $160. That marks the 200-day SMA and the lower boundary of the stock's prior range before the November-to-February breakdown. A sustained move above that level would represent a meaningful technical shift. Until then, the chart is in a wait-and-see mode: the downtrend is intact from the highs, but the base is building.</p>
<div class="lb-trans"><p>需要关注的关键水平是 160 美元。这标志着 200 日 SMA 和该股在 11 月至 2 月下跌前的先前区间的下边界。持续突破该水平将代表一个重要的技术转变。在此之前，图表处于观望状态：从高点的下行趋势依然存在，但基础正在建立。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/med_20260617163928_pltr2.png" alt="" original-src="https://www.marketbeat.com/logos/articles/med_20260617163928_pltr2.png"/></p>
<h2><strong>Why the Long-Term Bull Case Remains Intact</strong></h2>
<div class="lb-trans"><h2><strong>为什么长期多头论点依然有效</strong></h2>
</div><p>The PLTR bull case isn't built on ignoring valuation. It's built on the argument that the growth rate justifies a premium, and that premium is compressing as the business scales.</p>
<div class="lb-trans"><p>PLTR 的多头论点并不是建立在忽视估值的基础上。它是基于增长率证明了溢价的合理性，而随着业务的扩展，这一溢价正在压缩。</p>
</div><p>A company growing revenue 85% annually with a 53% net margin and $925 million in quarterly free cash flow has earned the right to trade at a multiple that reflects that quality. The Google Cloud deal adds distribution optionality that could structurally expand the customer funnel without proportional increases in sales cost. And the AIPCon customer roster—government agencies, law firms, insurers, construction companies—makes the point that AIP is not a niche product.</p>
<div class="lb-trans"><p>一家年收入增长 85%、净利润率为 53%、季度自由现金流达到 9.25 亿美元的公司，理应以反映其质量的倍数进行交易。谷歌云的交易增加了分销选择性，可能在不成比例增加销售成本的情况下，结构性地扩大客户渠道。而 AIPCon 的客户名单——政府机构、律师事务所、保险公司、建筑公司——则表明 AIP 并不是一个小众产品。</p>
</div><p>For retail investors willing to look past the noise and the chart's current technical setup, PLTR offers a rare combination: a platform business with genuine enterprise adoption, accelerating growth, and a distribution strategy that just got meaningfully stronger. The market has been slow to give it credit. That gap tends not to last.</p>
<div class="lb-trans"><p>对于愿意超越噪音和当前技术图表设置的散户投资者来说，PLTR 提供了一个罕见的组合：一个真正被企业采用的平台业务，增长加速，以及刚刚显著增强的分销策略。市场对其给予的认可一直较慢。这种差距往往不会持续太久。</p>
</div><h2>Should You Invest $1,000 in Palantir Technologies Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资 1000 美元在 Palantir Technologies 吗？</h2>
</div><p>Before you consider Palantir Technologies, you'll want to hear this.</p>
<div class="lb-trans"><p>在你考虑 Palantir Technologies 之前，你需要听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Palantir Technologies wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 跟踪华尔街顶级评级和表现最佳的研究分析师，以及他们每天向客户推荐的股票。MarketBeat 已经识别出五只股票，顶级分析师正在悄悄地向客户推荐在更广泛的市场注意到之前立即购买……而 Palantir Technologies 并不在名单上。</p>
</div><p>While Palantir Technologies currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然 Palantir Technologies 目前在分析师中获得了中等买入评级，但顶级分析师认为这五只股票更值得购买。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>在这里查看这五只股票</p>
</div>

Why Palantir’s Google Cloud Deal Could Change the Debate

- Palantir Technologies 2026 年首季营收同比增长 85%，达到 16.3 亿美元。  
- 与 Google Cloud 的合作将扩大 Palantir 的市场覆盖，减少采用障碍。  
- 尽管面临估值争议，公司的长期增长潜力依然引人关注。

为什么 Palantir 与谷歌云的合作可能会改变讨论的方向