PLTR 受益于大型企业构建自有技术栈所带来的主权 AI 采用；该股仍处于上升趋势。
逐段跳播
Palanteer。哦，其实，我们先聊 Tesla。先 SpaceX。这应该……等等。先 SpaceX，然后 Tesla。
Palanteer. Oh, actually, let's talk Tesla. SpaceX first. This should be Hang on. SpaceX first, then Tesla
Palanteer，这只不断给人惊喜的猛兽。难以置信。一只非常被讨厌的股票，但嘿，alpha 就是 alpha。我们在 106 有过绝佳的买入机会，当时我们有点疯狂，但结果一直不错。
它仍在向上走。主权 AI 就是主题。现在有大型企业用开源模型构建自己的 AI，借助像 Asenture 这样的公司与 Palunteer 合作来帮它们搭建。这是大事。你知道像 Anthropic 和 OpenAI 这样的人以为大型企业会用他们的 AI，结果不，他们根本不会。
不，他们会构建自己的，这就是主权 AI。关注这个领域。巨大。顺便说一句，主权 AI 对 IIA13 是好事，因为这意味着更多企业需要构建自己的数据中心、自己的技术栈，或者外包给像 Palunteer 这样能安全地为它们做的公司。
Palanteer, the beast that keeps on giving. Unbelievable. Uh, a very hated stock, but hey, alpha is alpha. We had the gorgeous 106 buying opportunity where we went a little bit crazy, but it's been good.
Uh, it's still heading up. Sovereign AI is the play. You now have big enterprises building their own AI with open source models using companies like Asenture who are working with Palunteer to build them out.
This is big. You know people like Anthropic and OpenAI think oh big enterprises are going to use our AI and say no they're not not at all. No they're going to build their own and that's sovereign AI.
Watch this space. Huge. This by the way, sovereign AI is great for IIA13 because it means more enterprises need to build their own data centers, their own stacks or outsource to companies that will do it securely for them like Palunteer.
这个频道对 $PLTR 的历次判断
InvestAnswers 在这只股票上共 7 条判断，这里只列相邻的几条。