Palantir迎来利好。高盛在最新研报中指出，定制化软件与主权AI市场的扩张速度正超越打包软件市场，Palantir有望从中充分受益。分析师Gabriela Borges与Maura Hager认为，该公司正将垂直模式向金融服务、半导体及新型云服务领域纵深推进。与此同时，企业愈发倾向于打造能够依托自身运营护城河、且不依赖前沿模型的AI工具。两位分析师还提到，Palantir在将AI代理用作前置部署工程师方面已抢占先机，并在拓展与美国政府的合作上拥有可观空间。高盛将Palantir评级从中性上调至买入。该股目前上涨1.6%。
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Palantir获上调评级，定制化AI软件市场增长成关键推力
投资观察10-09
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