--- title: "儘管失去了德國情報合同,Palantir 仍然提升了 2026 年的展望" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/286693423.md" description: "Palantir 將其 2026 年收入增長預測上調至 71%,因為第一季度表現強勁,報告美國政府收入為 6.87 億美元,同比增長 84%。然而,它失去了與 ChapsVision 的德國合同,突顯出歐洲對本土軟件的趨勢。儘管如此,分析師們仍然保持樂觀,華爾街的目標價為 194.17 美元,顯示出由人工智能和政府需求驅動的潛在 44.91% 上漲空間" datetime: "2026-05-18T01:11:18.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286693423.md) - [en](https://longbridge.com/en/news/286693423.md) - [zh-HK](https://longbridge.com/zh-HK/news/286693423.md) --- # 儘管失去了德國情報合同,Palantir 仍然提升了 2026 年的展望 Forecast raised: Palantir now expects 71% revenue growth in 2026 after a strong Q1, with $687 million in U.S. government revenue, up 84% year over year. German contract loss: Germany's BfV chose French firm ChapsVision’s ArgonOS over Palantir, underscoring Europe's preference for domestic intelligence software post-Snowden. Analysts stay bullish: Despite European setbacks, Wall Street's average price target of $194.17 implies a 44.91% upside, driven by strong AI and government demand. ### 相關股票 - [PLTR.US](https://longbridge.com/zh-HK/quote/PLTR.US.md) - [PLOO.US](https://longbridge.com/zh-HK/quote/PLOO.US.md) - [PLTG.US](https://longbridge.com/zh-HK/quote/PLTG.US.md) - [PTIR.US](https://longbridge.com/zh-HK/quote/PTIR.US.md) - [PLTW.US](https://longbridge.com/zh-HK/quote/PLTW.US.md) - [PLTU.US](https://longbridge.com/zh-HK/quote/PLTU.US.md) ## 相關資訊與研究 - [川普買進 Palantir 後在社羣發文喊多 文件曝光交易紀錄](https://longbridge.com/zh-HK/news/286621647.md) - [Palantir 公佈了創紀錄的增長,但卻面臨歐洲市場的損失](https://longbridge.com/zh-HK/news/286781683.md) - [那個最窩囊的部門,才是中國軟件最大的短板](https://longbridge.com/zh-HK/news/287133521.md) - [五年後 Palantir 的股票會達到什麼水平?](https://longbridge.com/zh-HK/news/286617160.md) - [特朗普投資 Palantir 引發了倫理和市場的爭議](https://longbridge.com/zh-HK/news/286793179.md)