Schwab Network 对 $PLTR 的判断变化

频道资料 →本频道有 11 位标注的说话人:BFA and JP Morgan、Bank of America、Berenberg、CEO、Citizens、JP Morgan Chase、Morgan Stanley、Oppenheimer、Truist、UBS、Wall Street Journal共 3 条
2026-09-17看涨
《Chris Wang on PLTR, META, SHOP Stock Picks Amid AI Safety Concerns》
随着企业倾向于掌控自身数据,PLTR 受益于向主权 AI 的转变;强劲的客户采用与支出上升支撑其积极前景。

你名单上的最后一家,是一位充满活力的领导者,以及一家从财务角度看似乎在增长和增长效率方面不断提高标准的公司。我很想知道你对 Palantir 的看法。

Last on your list, a dynamic leader and a company that seems to be constantly raising the bar in terms of its growth and the efficiency of that growth from a financial point of view .

I am curious to know your opinion about Palantir.

是的,我认为 Palantir 很有意思,因为它实际上帮助企业以有效的方式实施人工智能,而结果本身就说明了一切。企业根本不想把人工智能的钥匙交给大型企业。他们真的想控制自己的数据和逻辑。

所以,你会看到一种向所谓的“主权 AI”的转变,即企业在较小的开源模型与旗舰模型之间取得平衡。他们不想把所有知识产权都交给单一的科技巨头。

Yes, I think Palantir is interesting because it actually helps companies implement artificial intelligence in an effective way, and the results speak for themselves. Companies simply do not want to hand over the keys to artificial intelligence to large corporations.

They really want to control their own data and logic. So, you are seeing a shift towards what they call " sovereign AI," where companies balance smaller, open-source models with flagship models.

They do not want to hand over all their intellectual property to single technology giants.

2026-09-16看涨
2026-09-14看涨
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