---
title: "儘管收入增長創下紀錄，Palantir 的股票仍然下滑"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/287143811.md"
description: "Palantir 第一季度的收入同比激增 85%，達到 16.3 億美元，美國商業銷售增長 133%，運營利潤率為 60%。然而，2026 年股價下跌超過 23%，表現不及標準普爾 500 指數。對高市盈率、國際增長放緩以及來自 Anthropic 和 OpenAI 等人工智能公司的競爭的擔憂，導致投資者保持謹慎"
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)
---

# 儘管收入增長創下紀錄，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.

### 相關股票

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

## 相關資訊與研究

- [Palantir 剛交出亮麗業績卻照跌：原因在估值開始「追得上」基本面](https://longbridge.com/zh-HK/news/286551949.md)
- [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)
- [阿里：未來一年 AI 相關產品成為雲收入增長引擎](https://longbridge.com/zh-HK/news/286341216.md)
- [傳與蘋果關係現裂痕 收入遠遜預期 OpenAI 擬採法律行動](https://longbridge.com/zh-HK/news/286502021.md)
- [Palantir 面臨着比估值更大的威脅：Anthropic 和 OpenAI 等 AI 實驗室正在擾亂 PLTR 的股票故事](https://longbridge.com/zh-HK/news/286928347.md)