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校尉扛扛扛
Palantir(PLTR)这次财报数据看着很漂亮,营收大涨,美国商业业务首次超过政府单,还上调了全年目标,AI落地效果不错。
但坑点在于新增订单增速跟不上,估值本来就拉得很高,市场预期已经打满,所以就算业绩超预期,资金也不买账。
#Palantir财报前瞻:高增长能否支撑高估值
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