高盛将其评级上调至买入，目标价230美元；现场工程师优势支撑其到2027年实现更优表现。
逐段跳播
我们来看一些个股，并看到 Palantir 股票获得上调评级。我看到 Dan Ives 给出了他对 2027 年的选股。那是在报告里。他很看好 Palantir。他非常看好它。
他看好它 2027 年的表现。我在名单上看到了。我只是想补充这一点。
We take a look at some of the names, and see an upgrade for Palantir stock. I saw Dan Ives making his picks for 2027. That was in the report. He loves Palantir. Oh, he loves her very much.
He loves it for 2027. I saw it on the list. I just thought I'd add that.
我们来谈谈 Palantir。这些股票在早盘交易中上涨。这是情绪更为乐观的结果。这源于高盛在 Palantir 今年迄今表现疲软之后转向乐观。他们将 Palantir 的评级从中性上调至买入，目标价为 230 美元。
这意味着较昨日收盘水平有两位数的涨幅，较昨日收盘上涨约 18%。
Let's talk about Palantir. Those stocks are rising here in early trading. This is a result of more optimistic feelings. This is driven by Goldman Sachs' shift towards optimism regarding Palantir after its weak performance so far this year.
They upgraded Palantir's rating from neutral to buy, with a target price of $230. This means a double-digit increase from yesterday's closing levels, about 18% from yesterday's close.
请记住，该股今年迄今仅小幅上涨。它跑输了标普 500 指数，也跑输了其所在板块。高盛认为其有望在 2027 年前迎来一段表现优异的时期。其论据是，该公司的业务和所在行业在利用自身数据应用人工智能方面仍处于早期阶段。
因此，他们认为 Palantir 具有优势，因为它派出实地工程师与客户紧密合作，解决具体的业务问题。这是这里论据的一部分，也凸显了他们目前对该股的乐观看法。
Keep in mind that the stock has only been up a small percentage year-to-date. It underperformed the S&P 500 and also underperformed its sector. Goldman sees potential for a period of superior performance until 2027.
The argument there is that its businesses and sectors are still in the early stages of employing artificial intelligence with their own data. Therefore, they believe that Palantir has an advantage because it uses field engineers who work closely with customers to solve specific business problems.
This is part of the argument here, which underscores their optimism about this stock now.
他们认为 Palantir 具有优势。对投资者而言，考验在于 Palantir 能否在业务扩张的同时，以同样的速度服务更多客户而不推高成本。
They believe that Palantir has an advantage. The test for investors will be whether Palantir can serve more customers without raising costs at the same pace as it expands its business.
下一波增长来自主权人工智能。这是 Palantir 起步的重要部分，不是吗？政府合同。长期以来，那是它的主要收入来源。然后他们开始向这里的商业领域扩张。定制应用，他们在其中看到了一些潜力。
企业希望获得专门为其运营设计的人工智能工具。因此，有一些特定的、进而针对特定行业的产品。
The next wave of growth is coming from sovereign artificial intelligence. This is a big part of starting out in Palantir, isn't it? Government contracts. That was her primary source of income for a long time.
Then they began to expand into the commercial sector here. Custom applications where they see some potential. Companies want artificial intelligence tools specifically designed for their operations there.
Therefore, there are some specific and then industry-specific products.
显然，华尔街很喜欢这一点，就在我们说话之际，该股涨势越来越猛，目前涨幅已超过 4.5%，Nicole。对 Palantir 来说，这是一个不错的走势。
Clearly, Wall Street loves this, with stocks accelerating more and more as we speak, up by more than 4.5 percent now, Nicole. Well, a good move for Palantir.
这个频道对 $PLTR 的历次判断
Schwab Network 在这只股票上共 5 条判断，这里只列相邻的几条。