{"id":773409,"date":"2026-05-05T18:01:23","date_gmt":"2026-05-05T10:01:23","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=773409"},"modified":"2026-05-05T18:01:23","modified_gmt":"2026-05-05T10:01:23","slug":"palantir%ef%bc%9a%e8%bd%af%e4%bb%b6%e6%9c%ab%e6%97%a5%e8%ae%ba%e6%b1%b9%e6%b6%8c%ef%bc%8c%e6%9c%80%e7%89%9b%e4%bf%a1%e4%bb%b0%e8%82%a1%e4%b9%9f%e6%9d%be%e5%8a%a8%e4%ba%86%ef%bc%9f","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=773409","title":{"rendered":"Palantir\uff1a\u8f6f\u4ef6\u672b\u65e5\u8bba\u6c79\u6d8c\uff0c\u6700\u725b\u4fe1\u4ef0\u80a1\u4e5f\u677e\u52a8\u4e86\uff1f"},"content":{"rendered":"<blockquote>\n<p>\u6587 | \u6d77\u8c5a\u7814\u7a76<\/p>\n<\/blockquote>\n<p>Palantir Tech(PLTR.US) Q1 <a href=\"https:\/\/www.alphaseek.cn\/?tag=%e4%b8%9a%e7%bb%a9\" title=\"View all posts in \u4e1a\u7ee9\" target=\"_blank\" class=\"tag_link\">\u4e1a\u7ee9<\/a>\u6574\u4f53\u4ecd\u7136\u4e0d\u4fd7\uff0c\u5c3d\u7ba1\u8fde\u7eed\u7684\u786c\u6838\u4e1a\u7ee9\u6d88\u5316\u4e86\u4e00\u90e8\u5206\u7684\u4f30\u503c\u6ea2\u4ef7\uff0c\u4f46\u5176\u4e2d\u5173\u4e8e &ldquo;<strong><a href=\"https:\/\/www.alphaseek.cn\/?tag=%e7%be%8e%e5%9b%bd\" title=\"View all posts in \u7f8e\u56fd\" target=\"_blank\" class=\"tag_link\">\u7f8e\u56fd<\/a>\u5546\u4e1a\u6536\u5165\u4e0d\u53ca\u9884\u671f&rdquo;<\/strong>\u548c &ldquo;<strong>\u8ba2\u5355\u6ce2\u52a8\u548c\u6307\u5f15\u589e\u901f\u8d8b\u52bf\u653e\u7f13&rdquo;<\/strong>\u7684\u4e24\u4e2a\u7455\u75b5\uff0c\u53e0\u52a0 AI \u53d9\u4e8b\u7684\u5f71\u54cd\uff0c\u8fd8\u662f\u524a\u5f31\u4e86\u8d44\u91d1\u77ed\u671f\u505a\u591a\u610f\u613f\uff0c\u8d22\u62a5\u53cd\u9988\u5e73\u6de1\u3002<\/p>\n<p><strong>\u5177\u4f53\u6765\u770b\uff1a<\/strong><\/p>\n<p><strong>1. \u6307\u5f15\u4e0a\u8c03\uff0c\u4f46\u8d8b\u52bf\u8981\u653e\u7f13\uff1f\uff1a<\/strong>Q1 \u6536\u5165\u7ee7\u7eed\u52a0\u901f\u589e\u957f 85%\uff0c\u516c\u53f8\u5bf9 Q2 \u7684\u6307\u5f15\u589e\u957f 79% \u5de6\u53f3\uff0c\u5168\u5e74\u6536\u5165\u9884\u671f\u4e0a\u8c03\u5230\u8d85 76 \u4ebf\uff0c\u540c\u6bd4\u589e\u957f 71%\uff0c\u5747\u8d85\u5356\u65b9\u4e00\u81f4\u9884\u671f\u3002\u4f46\u4ece\u540e\u7eed\u589e\u901f\u6709\u653e\u7f13\u8d8b\u52bf\uff08Q2&amp;H2\uff09\uff0c\u53ef\u80fd\u5f15\u53d1\u4e86\u4e70\u65b9\u8d44\u91d1\u7684\u4e0d\u6ee1\u3002<\/p>\n<p>\u4e0d\u8fc7\u6309\u7167 Palantir \u4e00\u8d2f Beat \u6307\u5f15\u7684\u4e60\u60ef\uff0c\u4e8c\u5b63\u5ea6\u5e94\u8be5\u4ecd\u7136\u6709\u671b\u5b9e\u73b0\u52a0\u901f\u589e\u957f\u3002\u800c 4 \u6708\u4ee5\u6765\u7684\u8ba2\u5355\u7b7e\u7ea6\u60c5\u51b5\u6765\u770b\uff0c\u5168\u5e74\u9ad8\u589e\u957f\u8d8b\u52bf\u5e94\u8be5\u4e5f\u4e0d\u4f1a\u6709\u592a\u5927\u95ee\u9898\u3002<\/p>\n<p><strong>2.&ldquo;\u65e0\u60ca\u559c&rdquo; \u7684\u7f8e\u56fd\u5e02\u573a\uff1a<\/strong>Q1 \u7f8e\u56fd\u5ba2\u6237\u6536\u5165\u6574\u4f53\u7ffb\u500d\u589e\u957f\uff0c\u589e\u901f\u770b\u4f9d\u65e7\u4fdd\u6301\u9ad8\u666f\u6c14\u5ea6\uff0c\u516c\u53f8\u5bf9\u7f8e\u56fd\u5e02\u573a\u7684\u4f9d\u8d56\u7a0b\u5ea6\u4e5f\u63d0\u9ad8\u5230\u6536\u5165\u5360\u6bd4 78%\u3002\u4e0d\u8fc7\uff0c\u867d\u7136\u7f8e\u56fd\u653f\u5e9c\u3001\u7f8e\u56fd\u5546\u4e1a\u6536\u5165\u7684\u589e\u901f\u5747\u5f88\u4eae\u773c\uff0c\u4f46\u5e02\u573a\u539f\u5148\u7684\u9884\u671f\u8981\u6bd4\u5b9e\u9645\u66f4\u4e50\u89c2\u3002<\/p>\n<p><strong>\uff081\uff09\u7f8e\u56fd\u653f\u5e9c\uff1a\u56fd\u9632\u90e8 &ldquo;\u706f\u5854\u6548\u5e94&rdquo; \u53d1\u6325\u5f71\u54cd\uff0c\u591a\u90e8\u95e8\u91c7\u8d2d<\/strong><\/p>\n<p>\u7f8e\u56fd\u653f\u5e9c\u6536\u5165\u88ab\u89c6\u4f5c Palantir \u7684\u62a4\u57ce\u6cb3\uff0c\u867d\u7136\u662f\u4e1a\u7ee9\u6258\u5e95\u7684\u5b58\u5728\uff0c\u4f46 Q1 \u8d85 84% \u7684\u589e\u901f\u4f9d\u65e7\u4eae\u773c\u3002<\/p>\n<p>\u76ee\u524d Palantir \u4e0d\u53ea\u662f\u5b58\u5728\u4e8e\u56fd\u9632\u90e8\u7684\u5408\u540c\u7eed\u671f\u6216\u65b0\u589e\u9879\u76ee\u4e2d\uff0c\u8fd8\u6e17\u900f\u5230\u4e86<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e8%83%bd%e6%ba%90\" title=\"View all posts in \u80fd\u6e90\" target=\"_blank\" class=\"tag_link\">\u80fd\u6e90<\/a>\u90e8\u3001<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e8%b4%a2%e6%94%bf%e9%83%a8\" title=\"View all posts in \u8d22\u653f\u90e8\" target=\"_blank\" class=\"tag_link\">\u8d22\u653f\u90e8<\/a>\u4ee5\u53ca\u519c\u4e1a\u90e8\u7684\u91c7\u8d2d\u610f\u5411\u4e0a\u3002\u5c24\u5176\u662f\u519c\u4e1a\u90e8\uff0c\u4e00\u5b63\u5ea6\u548c Palantir \u7b7e\u4e0b\u4e86 3 \u4ebf\u7f8e\u91d1\u989d\u5ea6\u4e0a\u9650\u7684\u5408\u4f5c\u6846\u67b6\u3002<\/p>\n<p><strong>\uff082\uff09\u7f8e\u56fd\u5546\u4e1a\uff1a\u72c2\u98d9 133%\uff0c\u4f46\u4ecd\u7136 miss \u9884\u671f<\/strong><\/p>\n<p>\u8d44\u91d1\u6700\u5173\u6ce8\u7684\u7f8e\u56fd\u5546\u4e1a\u6536\u5165\uff0c\u53ef\u4ee5\u8bf4\u662f\u4f30\u503c\u5411\u4e0a\u7684\u6838\u5fc3\u652f\u6491\u70b9\uff0c\u867d\u7136\u672c\u5b63\u5ea6\u4f9d\u65e7\u662f\u9ad8\u589e\u957f 133%\uff0c\u73af\u6bd4 Q1 \u7684 137% \u7565\u6709\u653e\u7f13\uff0c\u4f46\u4e0d\u53ca\u66f4\u4e50\u89c2\u7684\u5e02\u573a\u9884\u671f\u3002\u5e02\u573a\u9884\u8bbe\u7684\u8fd8\u662f\u73af\u6bd4\u52a0\u901f\u7684\u8d77\u91cf\u8d8b\u52bf\uff0c\u8d22\u62a5\u524d\u90e8\u5206\u673a\u6784\u9884\u671f\u751a\u81f3\u8fbe\u5230\u4e86\u589e\u957f 140% \u4ee5\u4e0a\u3002<\/p>\n<p>\u4e0d\u8fc7\uff0c\u7ba1\u7406\u5c42\u5bf9\u5168\u5e74\u7f8e\u56fd\u5546\u4e1a\u6536\u5165\u7ed9\u4e86\u589e\u957f 120%+ \u7684\u6307\u5f15\uff0c\u8fd9\u610f\u5473\u7740\u4e0b\u534a\u5e74\u5728\u663e\u8457\u66f4\u9ad8\u7684\u57fa\u6570\u4e0b\uff0cPalantir \u5728\u7f8e\u56fd\u4f01\u4e1a\u5ba2\u6237\u4e0a\u7684\u9700\u6c42\u4ecd\u4e0d\u4f4e\u3002<\/p>\n<p><strong>3. \u56fd\u9645\u9700\u6c42\u610f\u6599\u4e4b\u5916\u7684\u56de\u6696\uff1a<\/strong>\u56fd\u9645\u5546\u4e1a\u6536\u5165\u6bd4\u8f83\u610f\u5916\u7684\u51fa\u73b0\u4e86\u52a0\u901f\u56de\u6696\uff0c\u589e\u957f 26%\u3002<\/p>\n<p>Palantir \u56e0\u4e3a\u4e00\u76f4\u5f3a\u8c03\u5bf9\u7f8e\u56fd\u4f18\u5148\u3001\u670d\u52a1\u7f8e\u56fd\u5b89\u5168\u7684\u957f\u671f\u7ecf\u8425\u6218\u7565\uff0c\u56e0\u6b64\u9664\u4e86\u82f1\u56fd\u653f\u5e9c\uff0c\u56fd\u9645\u653f\u4f01\u51fa\u4e8e\u5b89\u5168\u76ee\u7684\uff0c\u5bf9\u91c7\u8d2d Palantir \u4ea7\u54c1\u670d\u52a1\u90fd\u4f1a\u6709\u6240\u72b9\u8c6b\u3002\u5f53\u4e0b\u589e\u957f\u53cd\u5f39\uff0c\u53ef\u80fd\u662f\u56e0\u4e3a\u5438\u5f15\u5230\u66f4\u591a\u5168\u7403\u4f01\u4e1a\u7684\u5408\u4f5c\uff0c\u4ee5\u53ca\u4e0a\u5b63\u5ea6\u5c31\u5df2\u7ecf\u63a8\u8fdb\u7684\u5934\u90e8\u54a8\u8be2\u673a\u6784\u5408\u4f5c\uff0c\u4ece\u800c\u63d0\u9ad8\u4e86\u4ea7\u54c1\u548c\u54c1\u724c\u8de8\u5e02\u573a\u7684\u5f71\u54cd\u529b\u3002<\/p>\n<p>\u4e0d\u8fc7\u5728\u52a0\u901f\u56de\u6696\u7684\u6301\u7eed\u6027\u4e0a\uff0c\u6d77\u8c5a\u541b\u8ba4\u4e3a\u8fd8\u662f\u8c28\u614e\u4e50\u89c2\u3002CEO \u7684\u6bcf\u4e00\u6b21 &ldquo;\u672c\u571f\u4fdd\u62a4\u4e3b\u4e49&rdquo; \u53d1\u8a00\uff0c\u90fd\u53ef\u80fd\u4f1a\u5f71\u54cd\u56fd\u9645\u5e02\u573a\u7684\u8fdb\u4e00\u6b65\u5f00\u62d3\u3002<\/p>\n<p><strong>4. \u524d\u77bb\u6307\u6807\uff1a\u653f\u5e9c\u9700\u6c42\u7a33\u5b9a\u9ad8\u666f\u6c14\u3001\u4f01\u4e1a\u9700\u6c42\u6216\u5b58\u5728\u65b0\u589e\u653e\u7f13<\/strong><\/p>\n<p><strong>\uff081\uff09\u4e2d\u957f\u671f\u89c6\u89d2\u5173\u6ce8 TCV\u3001RPO\u3001\u5ba2\u6237\u6570\u91cf\uff1a<\/strong>\u4e00\u5b63\u5ea6 TCV\uff08\u603b\u5408\u540c\u4ef7\u503c\uff09\u540c\u6bd4\u589e\u957f 61% \u8fbe\u5230 24 \u4ebf\u7f8e\u91d1\uff0c\u589e\u901f\u73af\u6bd4\u6709\u660e\u663e\u653e\u7f13\u3002\u6311\u5927\u6881\u7684\u7f8e\u56fd\u5546\u4e1a\u8ba2\u5355\u5b63\u5ea6\u589e\u901f\u5728\u4e0a\u5b63\u5ea6\u663e\u8457\u653e\u7f13\u4e0b\uff0c\u7ee7\u7eed\u6ed1\u843d\u81f3 46%\uff0c\u8868\u660e\u5f53\u4e0b\u65b0\u7b7e\u5408\u540c\u4e3b\u8981\u5728\u653f\u5e9c\u7aef\u3002<\/p>\n<p>\u4e00\u5b63\u5ea6 RPO \u4f9d\u65e7\u4fdd\u6301 134% \u7684\u9ad8\u589e\u901f\uff0cTCV \u548c RPO \u589e\u957f\u8d8b\u52bf\u51fa\u73b0\u8fde\u7eed\u5b63\u5ea6\u7684\u504f\u79bb\uff0c\u4e5f\u80fd\u540c\u6837\u8bf4\u660e\u5408\u540c\u989d\u7684\u77ed\u671f\u589e\u91cf\u4e3b\u8981\u662f\u653f\u5e9c\u7aef\uff1a<\/p>\n<p>RPO \u8868\u660e\u5269\u4f59\u5408\u540c\u4e2d\u5df2\u7ecf\u660e\u786e\u9501\u5355\uff08\u65e0\u6cd5\u53d6\u6d88\uff09\u7684\u91d1\u989d\uff0c\u653f\u5e9c\u5408\u540c\u5f80\u5f80\u91d1\u989d\u9ad8\u3001\u4e14\u4e0d\u53ef\u53d6\u6d88\u7684\u6bd4\u4f8b\u4e5f\u76f8\u5bf9\u8f83\u9ad8\uff08\u76ee\u524d\u653f\u5e9c\u8ba2\u5355\u591a\u6765\u81ea\u7f8e\u56fd\u548c\u5173\u7cfb\u8f83\u597d\u7684\u82f1\u56fd\uff0c\u53d6\u6d88\u6216\u8fdd\u7ea6\u53ef\u80fd\u6027\u4e0d\u9ad8\uff09\uff0c\u56e0\u6b64\u5f80\u5f80\u4f1a\u5bfc\u81f4\u8ba2\u5355\u6307\u6807\u51fa\u73b0\u77ed\u671f\u8109\u51b2\u3002\u6bd4\u5982\u53bb\u5e74 Q4\uff0c\u4ee5\u53ca\u4eca\u5e74 Q1 \u7f8e\u56fd\u653f\u5e9c\u5c31\u51fa\u73b0\u4e86\u591a\u4e2a\u90e8\u95e8\uff08\u519c\u4e1a\u90e8\u3001\u56fd\u9632\u90e8\u3001\u80fd\u6e90\u90e8\u3001\u8d22\u653f\u90e8\u7b49\uff09\u5bf9 Palantir \u4ea7\u54c1\u548c\u670d\u52a1\u7684\u91c7\u8d2d\/\u7eed\u7ea6\uff0c\u5408\u540c\u7b7e\u7f72\u624e\u5806\u3002<\/p>\n<p>\u5f53\u7136\uff0c\u65b0\u589e\u8ba2\u5355\u60c5\u51b5\u5b58\u5728\u4e00\u4e9b\u5b63\u8282\u6027\u6ce2\u52a8\uff0c\u4f46\u8fd8\u662f\u9700\u8981\u7ee7\u7eed\u5173\u6ce8\u4f01\u4e1a\u7aef\u8ba2\u5355\u60c5\u51b5\uff0c\u6bd5\u7adf\u5546\u4e1a\u5e02\u573a\u624d\u662f\u66f4\u5bb9\u6613\u652f\u6491\u4f30\u503c\u5411\u4e0a\u7684\u5173\u952e\u3002<\/p>\n<p>Q1 \u5ba2\u6237\u6570\u91cf\u6574\u4f53\u51c0\u589e 53 \u5bb6\uff0c\u5176\u4e2d\u653f\u5e9c\u65b0\u589e 1 \u4e2a\uff08\u5408\u4f5c\u90e8\u95e8\uff09\uff0c\u4f01\u4e1a\u65b0\u589e 52 \u5bb6\uff0c44 \u5bb6\u7f8e\u56fd\u4f01\u4e1a\uff0c8 \u5bb6\u56fd\u9645\u4f01\u4e1a\u3002<\/p>\n<p><strong>\uff082\uff09\u77ed\u671f<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e4%b8%8a%e5%b8%82\" title=\"View all posts in \u4e0a\u5e02\" target=\"_blank\" class=\"tag_link\">\u4e0a\u5e02<\/a>\u573a\u4e3b\u8981\u5173\u6ce8 Billings\u3001NDR \u53d8\u5316\uff1a<\/strong>\u4e00\u5b63\u5ea6 Billings \u540c\u6bd4\u589e\u957f 93%\uff0c\u6574\u4f53\u5408\u540c\u8d1f\u503a\uff08\u542b\u5ba2\u6237\u5b9a\u91d1\uff09\u73af\u6bd4\u51c0\u589e\u52a0\u8fd1 1.2 \u4ebf\uff0c\u73af\u6bd4\u589e\u52a0\u3002\u6765\u81ea\u8001\u5ba2\u6237\u7684\u6536\u5165\u51c0\u6269\u5f20\u7387 150%\uff0c\u73af\u6bd4\u7ee7\u7eed\u63d0\u9ad8\uff0c\u4f53\u73b0\u54c1\u724c\u5fc3\u667a\u63d0\u5347\u548c\u6df1\u5165\u5408\u4f5c\u7684\u8d8b\u52bf\u3002<\/p>\n<p><strong>5. \u4e1a\u7ee9\u6307\u6807\u4e00\u89c8&amp;\u8ba2\u5355\u65b0\u589e\u60c5\u51b5<\/strong><\/p>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/05\/05\/0d866f64c2e42da42d9914c78f8b6c2c_1777946047.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x628\/gravity\/center\/crop\/!1440x628&ext=.jpeg\" width=\"2162\" height=\"944\" alt=\"Palantir\uff1a\u8f6f\u4ef6\u672b\u65e5\u8bba\u6c79\u6d8c\uff0c\u6700\u725b\u4fe1\u4ef0\u80a1\u4e5f\u677e\u52a8\u4e86\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/05\/05\/b8852ff797e4a4add6d7bc0e7799e24b_1777946047.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x319\/gravity\/center\/crop\/!1440x319&ext=.jpeg\" width=\"2148\" height=\"476\" alt=\"Palantir\uff1a\u8f6f\u4ef6\u672b\u65e5\u8bba\u6c79\u6d8c\uff0c\u6700\u725b\u4fe1\u4ef0\u80a1\u4e5f\u677e\u52a8\u4e86\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<p><strong>\u6d77\u8c5a\u541b\u89c2\u70b9<\/strong><\/p>\n<p>Palantir \u5728\u5f53\u4e0b\u7684<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%9f%ba%e6%9c%ac%e9%9d%a2\" title=\"View all posts in \u57fa\u672c\u9762\" target=\"_blank\" class=\"tag_link\">\u57fa\u672c\u9762<\/a>\u6574\u4f53\u4e0a\u6ca1\u6709\u5927\u95ee\u9898\uff0c\u8fd9\u4ee3\u8868\u540e\u7eed\u7684\u589e\u957f\u4ecd\u6709\u5e0c\u671b\u4fdd\u6301\u9ad8\u901f\uff0c\u4f46\u7531\u4e8e\u9ad8\u4f30\u503c\u7684\u539f\u56e0\uff0c\u4f7f\u5f97\u8d44\u91d1\u975e\u5e38\u5728\u610f\u589e\u901f\u653e\u7f13\uff0c\u54ea\u6015\u53ef\u80fd\u6700\u540e\u53ea\u662f\u5b63\u8282\u6027\u6ce2\u52a8\u3002\u56e0\u6b64\u5f53 Q1 \u8d22\u62a5\u4e2d\uff0c\u7f8e\u56fd\u5546\u4e1a\u6536\u5165 miss\u3001\u6307\u5f15\u9690\u542b\u589e\u901f\u653e\u7f13\u3001\u603b\u8ba2\u5355\u989d TCV \u589e\u901f\u6301\u7eed\u6536\u655b\u4e0b\uff0c\u81f3\u5c11\u8d4c\u8d22\u62a5\u7684\u8d44\u91d1\u4f1a\u79bb\u5f00\u3002<\/p>\n<p>\u4f46\u53c8\u56e0\u4e3a\u6b64\u524d\u8f6f\u4ef6\u80a1\u6740\u4f30\u503c\u4e2d\uff0cPalantir \u4e5f\u8ddf\u7740\u6d88\u5316\u4e86\u4e00\u4e9b\uff0c\u56e0\u6b64\u4e00\u4efd\u6574\u4f53\u770b\u4e5f\u4e0d\u7b97\u5dee\u7684\u8d22\u62a5\uff0c\u8d44\u91d1\u60f3\u8981\u8fdb\u4e00\u6b65\u5927\u60e9\u7f5a\u7684\u610f\u613f\u4e5f\u6709\u9650\uff0c\u56e0\u6b64\u4e5f\u5c31\u524a\u5f31\u4e86\u7a7a\u5934\u56de\u8865\u52a8\u529b\u3002<\/p>\n<p>\u77ed\u671f\u6765\u770b\uff0c\u867d\u7136\u56fd\u9645\u5e02\u573a\u56de\u6696\uff0c\u4f46\u6d77\u8c5a\u541b\u8ba4\u4e3a\uff0c\u65e0\u8bba\u662f\u77ed\u671f\u4e1a\u7ee9\u8fd8\u662f\u4f30\u503c\u903b\u8f91\uff0c\u90fd\u8fd8\u662f\u6bd4\u8f83\u4f9d\u8d56\u7f8e\u56fd\u5e02\u573a\uff08\u653f\u5e9c\u8ba2\u5355\u505a\u6258\u5e95\uff0c\u4f01\u4e1a\u5408\u540c\u62c9\u9ad8\u60f3\u8c61\u529b\uff09\uff0c\u4f46\u53ef\u4ee5\u770b\u5230\u6709\u4e00\u4e9b\u5ba2\u6237\u7684\u6001\u5ea6\u5df2\u7ecf\u9010\u6e10\u4ece\u53c2\u52a0 bootcamp \u7684\u8bd5\u4e00\u8bd5\u5fc3\u7406\uff0c\u8f6c\u53d8\u4e3a\u5927\u89c4\u6a21\u653e\u5fc3\u5408\u4f5c\uff1a\u4e00\u5b63\u5ea6\u7684\u65b0\u5408\u4f5c\u4e2d\uff0c\u9664\u4e86\u653f\u5e9c\u8ba2\u5355\uff0c\u4f01\u4e1a\u4e2d\u7684\u4e2d\u957f\u671f\u5408\u4f5c\u4e5f\u5728\u660e\u663e\u589e\u591a\u3002<\/p>\n<p>\u800c\u5bf9\u4e8e\u6b64\u524d Anthropic \u7b49\u5927\u6a21\u578b\u7684\u5a01\u80c1\uff0c\u6d77\u8c5a\u541b\u8ba4\u4e3a\u53ef\u80fd\u4e5f\u65e0\u9700\u592a\u60b2\u89c2\u53bb\u770b\uff1a<\/p>\n<p>Anthropic \u53d1\u7684\u4e24\u4e2a\u4ea7\u54c1\uff0c\u4e00\u4e2a Mythos \u662f\u5b9a\u5411\u90e8\u7f72\u7684\u7f51\u7edc\u5b89\u5168\u5de5\u5177\uff1b\u53e6\u4e00\u4e2a Managed Agents \u5219\u662f\u6258\u7ba1 AI Agents \u8fd0\u884c\u65f6\u7684\u57fa\u7840\u8bbe\u65bd\uff0c\u65b9\u4fbf\u4f01\u4e1a\u5c06\u73b0\u6709\u5927\u6a21\u578b\u8d4b\u80fd\u5230\u5546\u4e1a\u6d41\u7a0b\u4e2d\u3002\u6211\u4eec\u8ba4\u4e3a\uff0c\u4e0d\u4ec5\u662f\u5e94\u7528\u573a\u666f\u7684\u91cd\u5408\u5ea6\u504f\u5dee\uff0c<strong>\u8fd9\u4e24\u4e2a Agents \u4e0e Palantir \u7684 AIP \u670d\u52a1\u4ee5\u53ca Foundry \u4e2d\u7684 Ontology \u8fd8\u662f\u6709\u771f\u6b63\u5b9e\u7528\u6027\u7684\u5dee\u8ddd\u3002<\/strong><\/p>\n<p>\u8fd9\u91cc\u9762\u7684\u5173\u952e\u5728\u4e8e Palantir \u662f\u57fa\u4e8e\u4f01\u4e1a\u5185\u90e8\u9700\u6c42\u505a\u7684\u5b9a\u5236\u5316\u90e8\u7f72\uff0c\u8fd9\u91cc\u9762\u4e0d\u4ec5\u6d89\u53ca\u5230 Ontology \u7684\u8bbe\u8ba1\uff08\u4e0d\u540c\u5b9e\u4f53\/\u5143\u7d20\u3001\u5b9e\u4f53\u4e0e\u5b9e\u4f53\u4e4b\u95f4\u7684\u6620\u5c04\u5173\u7cfb\u7b49\uff09\uff0c\u5b9e\u73b0\u7275\u4e00\u53d1\u800c\u52a8\u5168\u8eab\u7684\u6548\u679c\uff08\u5bf9\u4f01\u4e1a\u9762\u5bf9\u7684\u4e0d\u540c\u53d8\u5316\u505a\u51fa\u6b63\u786e\u7684\u8de8\u90e8\u95e8\u51b3\u7b56\uff09\uff0c\u540c\u65f6\u8fd8\u6d89\u53ca\u5230\u4f01\u4e1a\u5185\u90e8\u4e0d\u540c\u6570\u636e\u590d\u6742\u7684\u6388\u6743\u8303\u56f4\uff0c\u8fd9\u662f\u57fa\u4e8e\u6982\u7387\u8f93\u51fa\u7ed3\u679c\u7684\u901a\u7528 LLM \u8fd0\u4f5c\u539f\u7406\u6709\u6839\u672c\u5dee\u5f02\u7684\u5730\u65b9\u3002<\/p>\n<p>\u5f53\u7136 LLM \u4e5f\u53ef\u4ee5\u57fa\u4e8e\u7279\u5b9a\u4f01\u4e1a\u53bb\u505a\u8c03\u8bd5\u548c\u5b9a\u5236\uff0c\u4f46\u8fd9\u4e2a\u9700\u8981\u94fa\u4e13\u95e8\u7684\u4eba\u529b\u53bb\u914d\u5408\u4f01\u4e1a\u5b8c\u6210\uff0c\u4ee5\u53ca\u8fd8\u9700\u8981\u4e00\u4e9b &ldquo;\u5c0f\u767d\u9f20&rdquo; \u4f01\u4e1a\u53bb\u505a\u5148\u884c\u8bd5\u9a8c\u6765\u505a\u540c\u6837\u7684\u6548\u679c\u80cc\u4e66\u3002\u53cd\u8fc7\u6765\u8bf4\uff0c\u5728\u8fd9\u4e00\u70b9\u4e0a\uff0cPalantir \u8fd8\u6709\u4e00\u4e9b\u660e\u663e\u7684\u5148\u53d1\u4f18\u52bf\u548c\u53e3\u7891\u8ba4\u8bc1\u7684\u3002<\/p>\n<p>\u6700\u540e\u770b\u770b\u9ad8\u4f30\u503c\u901a\u8fc7\u4e0d\u5230\u4e00\u4e2a\u5b63\u5ea6\u7684\u80a1\u4ef7\u8c03\u6574\u548c\u4e1a\u7ee9\u8d85\u9884\u671f\u589e\u957f\uff0c\u6d88\u5316\u4e86\u591a\u5c11\uff1a\u76d8\u540e 3412 \u4ebf\u5e02\u503c\uff0c\u5bf9\u5e94 26\/27 \u5e74\u7ecf\u8c03\u6574\u7ecf\u8425\u5229\u6da6\u5206\u522b\u4e3a 76x\/47x Adj.P\/EBIT\uff08\u5df2\u5bf9\u4e1a\u7ee9\u9884\u671f\u9488\u5bf9\u65b0\u7684\u6307\u5f15\u548c\u589e\u957f\u8d8b\u52bf\uff0c\u505a\u4e86\u663e\u8457\u4e0a\u8c03\uff0c\u9884\u8ba1 26\u300127 \u5e74\u6536\u5165\u589e\u901f\u5206\u522b\u4e3a 75%\u300160%\uff0c\u7ecf\u8c03\u6574\u7ecf\u8425\u5229\u6da6\u7387\u4e3a 58%\uff09\uff0c\u76f8\u6bd4\u5e74\u521d\u63a5\u8fd1\u767e\u500d PE \u7684\u4f30\u503c\u6d88\u5316\u4e86\u4e00\u90e8\u5206\uff0c\u4f46\u4ecd\u7136\u7b97\u662f\u4e00\u4e2a\u4e0d\u4f4e\u7684\u4f30\u503c\u6c34\u5e73\uff0c\u5bf9\u9ad8\u589e\u957f\u6301\u7eed\u6027\u7684\u8981\u6c42\u8fd8\u662f\u4e0d\u4f4e\uff0c\u8fd9\u53ef\u80fd\u9700\u8981\u516c\u53f8\u6301\u7eed\u4ea4\u51fa\u4eae\u773c\u7684\u4e1a\u7ee9\u6765\u652f\u6491\u5f53\u524d\u4f30\u503c\u3002<\/p>\n<p><strong>\u4ee5\u4e0b\u4e3a\u8be6\u7ec6\u5206\u6790<\/strong><\/p>\n<p><strong>\u4e00\u3001\u5bf9\u7f8e\u4f9d\u8d56\u5ea6\u63d0\u5347\uff0c\u4f46\u8d85\u9884\u671f\u5728\u56fd\u9645\u5e02\u573a<\/strong><\/p>\n<p>\u4e00\u5b63\u5ea6\u5b9e\u73b0\u603b\u8425\u6536 16.3 \u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f 85%\uff0c\u8d85\u5e02\u573a\u9884\u671f\uff08\uff5e15.4 \u4ebf\uff09\uff0c\u589e\u901f\u7ee7\u7eed\u73af\u6bd4\u4e0a\u5b63\u5ea6\u62c9\u5347\u3002<\/p>\n<p>Palantir \u4e3b\u8981\u662f\u5411\u5ba2\u6237\u63d0\u4f9b\u5b9a\u5236\u5316\u7684\u8f6f\u4ef6\u670d\u52a1\uff0c\u56e0\u6b64\u6536\u5165\u5728\u77ed\u671f\u5185\u53ef\u9884\u671f\u6027\u8f83\u5f3a\uff0c\u516c\u53f8\u7684\u6307\u5f15\u533a\u95f4\u4e5f\u6bd4\u8f83\u7a84\uff0c\u9690\u542b\u6536\u5165\u7684\u786e\u5b9a\u6027\u8f83\u9ad8\u3002\u4e0d\u8fc7\u6d77\u8c5a\u541b\u4e24\u5e74\u8ddf\u8e2a\u4e0b\u6765\uff0c\u53d1\u73b0 Palantir \u7684 CEO \u867d\u7136\u5728\u80a1\u4e1c\u4fe1\u4e2d\u6bd4\u8f83\u72c2\u5984\u81ea\u4fe1\uff0c\u4f46\u6307\u5f15\u603b\u4f1a\u88ab\u4e1a\u7ee9\u8d85\u8fc7\u3002<\/p>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/05\/05\/7bd535f04869ec572761183b26e36189_1777946047.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x659\/gravity\/center\/crop\/!1440x659&ext=.jpeg\" width=\"1244\" height=\"570\" alt=\"Palantir\uff1a\u8f6f\u4ef6\u672b\u65e5\u8bba\u6c79\u6d8c\uff0c\u6700\u725b\u4fe1\u4ef0\u80a1\u4e5f\u677e\u52a8\u4e86\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<p><strong>1. \u5206\u4e1a\u52a1\u60c5\u51b5<\/strong><\/p>\n<p><strong>\uff081\uff09\u653f\u5e9c\u5ba2\u6237\u6536\u5165\uff1a\u8ba2\u5355\u624e\u5806\uff0c\u8de8\u90e8\u95e8\u6e17\u900f<\/strong><\/p>\n<p>\u4e00\u5b63\u5ea6\u653f\u5e9c\u5ba2\u6237\u6536\u5165\u540c\u6bd4\u589e\u957f 76%\uff0c\u589e\u957f\u4e3b\u529b\u4f9d\u7136\u662f\u7f8e\u56fd\u672c\u571f\uff0c\u7ee7\u7eed\u73af\u6bd4\u52a0\u901f\u589e\u957f\u3002\u8fd1\u4e24\u4e2a\u5b63\u5ea6\u591a\u4e2a\u7f8e\u56fd\u653f\u5e9c\u90e8\u95e8\u4e0e Palantir \u7b7e\u7f72\u5408\u540c\uff0c\u6bd4\u5982\u519c\u4e1a\u90e8\u5728 4 \u6708\u76f4\u63a5\u786e\u8ba4\u4e86 3 \u4ebf\u989d\u5ea6\u7684\u5408\u540c\u6846\u67b6\u3002<\/p>\n<p>\u56fd\u9645\u653f\u5e9c\u540c\u6837\u5c0f\u5e45\u52a0\u901f\uff0c\u4f46\u5e94\u8be5\u4e3b\u8981\u662f\u786e\u8ba4\u6d88\u8017\u4e4b\u524d\u7684\u82f1\u56fd\u3001\u5fb7\u6cd5\u653f\u5e9c\u5408\u540c\uff0c\u5f53\u4e0b\u65b0\u589e\u8ba2\u5355\u4e0d\u591a\u3002<\/p>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/05\/05\/5903f0043a35aed23ba445b2cc3530b5_1777946047.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x657\/gravity\/center\/crop\/!1440x657&ext=.jpeg\" width=\"1230\" height=\"562\" alt=\"Palantir\uff1a\u8f6f\u4ef6\u672b\u65e5\u8bba\u6c79\u6d8c\uff0c\u6700\u725b\u4fe1\u4ef0\u80a1\u4e5f\u677e\u52a8\u4e86\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/05\/05\/6306c500352d4912849edb348b488724_1777946047.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x601\/gravity\/center\/crop\/!1440x601&ext=.jpeg\" width=\"1284\" height=\"536\" alt=\"Palantir\uff1a\u8f6f\u4ef6\u672b\u65e5\u8bba\u6c79\u6d8c\uff0c\u6700\u725b\u4fe1\u4ef0\u80a1\u4e5f\u677e\u52a8\u4e86\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<p><strong>\uff082\uff09\u5546\u4e1a\u5e02\u573a\uff1a\u7f8e\u4f01\u9700\u6c42\u7206\u68da\uff0c\u56fd\u9645\u4f01\u4e1a\u9700\u6c42\u56de\u6696<\/strong><\/p>\n<p>\u4e00\u5b63\u5ea6\u5546\u4e1a\u6536\u5165\u540c\u6bd4\u589e\u901f 95%\uff0c\u7ee7\u7eed\u52a0\u901f\u3002\u5176\u4e2d\uff1a<\/p>\n<p>\u7f8e\u56fd\u672c\u571f\u4f01\u4e1a\u6536\u5165\u7ee7\u7eed\u72c2\u98d9 133%\uff0c\u4f46\u5e02\u573a\u9884\u671f\u66f4\u9ad8\u3002\u8001\u5ba2\u6237\u7684\u4f7f\u7528\u7c98\u6027\u7a33\u5b9a\u63d0\u9ad8\uff0c\u51c0\u7f8e\u5143\u7559\u5b58\u7387\u8fbe\u5230 150%\uff08\u9690\u542b\u8fc7\u53bb 12 \u4e2a\u6708\u7684\u8001\u7528\u6237\u652f\u4ed8\u589e\u957f 50%\uff09\u3002<\/p>\n<p>\u56fd\u9645\u4f01\u4e1a\u589e\u957f\u610f\u5916\u56de\u6696\uff0c\u5ba2\u6237\u6570\u4e5f\u73af\u6bd4\u589e\u52a0\u4e86 9 \u5bb6\uff0c\u8fd9\u91cc\u7684\u53cd\u5f39\u9664\u4e86 Palantir \u672c\u8eab\u53ef\u80fd\u4e0e\u5168\u7403\u5934\u90e8\u54a8\u8be2\u516c\u53f8\u5408\u4f5c\u6709\u4e00\u5b9a\u5173\u8054\u3002\u4e0d\u8fc7\u5bf9\u4e8e\u540e\u7eed\u7684\u6301\u7eed\u6027\uff0c\u6d77\u8c5a\u541b\u4ecd\u7136\u5b58\u5728\u4e00\u4e9b\u987e\u8651\uff0c\u6253\u7b97\u518d\u8ddf\u8e2a\u4e00\u6bb5\u65f6\u95f4\u7684\u56fd\u9645\u4f01\u4e1a\u5408\u540c\u60c5\u51b5\u3002<\/p>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/05\/05\/49d3f61ca54db8427b702f12a4f5c7db_1777946047.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x652\/gravity\/center\/crop\/!1440x652&ext=.jpeg\" width=\"1210\" height=\"548\" alt=\"Palantir\uff1a\u8f6f\u4ef6\u672b\u65e5\u8bba\u6c79\u6d8c\uff0c\u6700\u725b\u4fe1\u4ef0\u80a1\u4e5f\u677e\u52a8\u4e86\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<p><strong>\u4e8c\u3001\u524d\u77bb\u6307\u6807\u60c5\u51b5\uff1a\u653f\u5e9c\u9700\u6c42\u7a33\u5b9a\u9ad8\u666f\u6c14\u3001\u4f01\u4e1a\u9700\u6c42\u6216\u5b58\u5728\u65b0\u589e\u653e\u7f13<\/strong><\/p>\n<p>\u5bf9\u4e8e\u8f6f\u4ef6\u516c\u53f8\u800c\u8a00\uff0c\u672a\u6765\u7684\u6210\u957f\u6027\u662f\u4f30\u503c\u7684\u6838\u5fc3\u3002\u4f46\u6bcf\u5b63\u5ea6\u786e\u8ba4\u7684\u6536\u5165\uff0c\u8fd9\u4e2a\u6307\u6807\u76f8\u5bf9\u6ede\u540e\uff0c\u56e0\u6b64\u6211\u4eec\u5efa\u8bae\u91cd\u70b9\u5173\u6ce8\u65b0\u5408\u540c\u7684\u83b7\u53d6\u60c5\u51b5\uff0c\u4e3b\u8981\u8868\u73b0\u4e3a\u5408\u540c\u60c5\u51b5\uff08RPO\u3001TCV\uff09\u3001\u5f53\u671f\u8d26\u5355\u6d41\u6c34\uff08Billings\uff09\u4ee5\u53ca\u5ba2\u6237\u6570\u91cf\u7684\u589e\u52a0\u3002<\/p>\n<p>\u603b\u4f53\u6765\u770b\uff0cQ1 \u524d\u77bb\u6027\u6307\u6807\u7ee7\u7eed\u4f53\u73b0\u4e86\u653f\u5e9c\u9700\u6c42\u7684\u7a33\u5b9a\uff0c\u548c\u4f01\u4e1a\u9700\u6c42\u7684\u6ce2\u52a8\uff0c<\/p>\n<p><strong>\uff081\uff09\u5269\u4f59\u4e0d\u53ef\u64a4\u9500\u7684\u672a\u5c65\u7ea6\u5408\u540c\uff08RPO\uff09\uff1a\u4e2d\u957f\u671f\u5408\u540c\u5927\u5e45\u589e\u52a0<\/strong><\/p>\n<p>\u4e00\u5b63\u5ea6 Palantir \u5269\u4f59\u5408\u540c\u989d\u8dc3\u81f3 44.5 \u4ebf\u7f8e\u5143\uff0c\u73af\u6bd4\u51c0\u589e\u52a0\u4e86\u8fd1 3.7 \u4ebf\u3002\u4e0a\u5b63\u5ea6\u5305\u542b\u4e86\u653f\u5e9c\u5927\u5355\u7684\u8109\u51b2\u5f71\u54cd\uff0c\u6240\u4ee5\u8fd9\u4e2a\u5b63\u5ea6\u7684\u51c0\u589e\u662f\u81ea\u7136\u653e\u7f13\uff0c\u4f46\u589e\u957f\u4ecd\u65e7\u4e0d\u4fd7\u3002<\/p>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/05\/05\/d39069a77b1517dcf7b471017351ea93_1777946047.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x684\/gravity\/center\/crop\/!1440x684&ext=.jpeg\" width=\"1322\" height=\"628\" alt=\"Palantir\uff1a\u8f6f\u4ef6\u672b\u65e5\u8bba\u6c79\u6d8c\uff0c\u6700\u725b\u4fe1\u4ef0\u80a1\u4e5f\u677e\u52a8\u4e86\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<p><strong>\uff082\uff09\u5f53\u671f\u8d26\u5355\u6d41\u6c34\uff08Billings\uff09&amp; \u9012\u5ef6\u6536\u5165\uff1a\u5065\u5eb7\uff0c\u4f46\u4e5f\u6709\u653e\u7f13<\/strong><\/p>\n<p>\u4e00\u5b63\u5ea6\u8d26\u5355\u6d41\u6c34\u8fd1 17.5 \u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4 93% \u7684\u589e\u957f\uff0c\u4e5f\u662f\u53d7\u5927\u8ba2\u5355\u7684\u7b7e\u8ba2\u548c\u6253\u6b3e\u3002\u6574\u4f53\u5408\u540c\u8d1f\u503a\uff08\u542b\u5ba2\u6237\u5b9a\u91d1\uff09\u73af\u6bd4\u51c0\u589e\u52a0\uff0c\u8001\u5ba2\u6237\u7684\u4ed8\u8d39\u89c4\u6a21\u6269\u5f20\u7387 150%\uff0c\u73af\u6bd4\u7ee7\u7eed\u63d0\u9ad8\uff0c\u4f53\u73b0\u8001\u5ba2\u6237\u7c98\u6027\u52a0\u5f3a\uff0c\u5347\u7ea7\u4ed8\u8d39\u7684\u8d8b\u52bf\u3002<\/p>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/05\/05\/2b42c1b1027a0f440e2f25bd350ad2d7_1777946047.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x627\/gravity\/center\/crop\/!1440x627&ext=.jpeg\" width=\"1386\" height=\"604\" alt=\"Palantir\uff1a\u8f6f\u4ef6\u672b\u65e5\u8bba\u6c79\u6d8c\uff0c\u6700\u725b\u4fe1\u4ef0\u80a1\u4e5f\u677e\u52a8\u4e86\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<p><strong>\uff083\uff09\u5408\u540c\u603b\u4ef7\u503c\uff08TCV\uff09\uff1a\u4e0e RPO \u504f\u5dee\u5370\u8bc1\u653f\u5e9c\u8ba2\u5355\u624e\u5806\u3001\u4f01\u4e1a\u5b58\u5728\u5b63\u8282\u6ce2\u52a8<\/strong><\/p>\n<p>\u4e00\u5b63\u5ea6\u8bb0\u5f55\u7684\u5408\u540c\u603b\u4ef7\u503c\u4e3a 24 \u4ebf\uff0c\u540c\u6bd4\u589e\u957f 61%\uff0c\u73af\u6bd4\u51cf\u5c11 18 \u4ebf\uff0c\u589e\u957f\u518d\u6b21\u653e\u7f13\u3002TCV \u4e0e RPO \u7684\u504f\u5dee\uff0c\u6070\u6070\u8bf4\u660e\u65b0\u589e\u7684\u5408\u540c\u4e2d\uff0c\u7b7e\u7f72\u5373\u9501\u5355\uff08RPO\uff09\u7684\u653f\u5e9c\u5408\u540c\u5360\u6bd4\u8f83\u591a\u3002<\/p>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/05\/05\/295ac086166d876947fb0527593a4bff_1777946047.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x574\/gravity\/center\/crop\/!1440x574&ext=.jpeg\" width=\"1404\" height=\"560\" alt=\"Palantir\uff1a\u8f6f\u4ef6\u672b\u65e5\u8bba\u6c79\u6d8c\uff0c\u6700\u725b\u4fe1\u4ef0\u80a1\u4e5f\u677e\u52a8\u4e86\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<p><strong>\uff084\uff09\u5ba2\u6237\u589e\u91cf\uff1a\u7f8e\u56fd\u4f01\u4e1a\u8d21\u732e\u4e3b\u8981\u589e\u91cf<\/strong><\/p>\n<p>\u800c\u4ece\u6700\u76f4\u89c2\u7684\u5ba2\u6237\u6570\uff0c\u4e5f\u504f\u4e2d\u957f\u671f\u6307\u6807\uff0c\u4e00\u5b63\u5ea6\u73af\u6bd4\u51c0\u589e 53 \u5bb6\uff0c\u5176\u4e2d 52 \u5bb6\u6765\u81ea\u4e8e\u5546\u4e1a\u5ba2\u6237\uff08\u5176\u4e2d\u7684 44 \u5bb6\u662f\u672c\u5730\u7f8e\u4f01\uff09\uff0c1 \u5bb6\u6765\u81ea\u653f\u5e9c\u3002<\/p>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/05\/05\/01d6a64213b161c8ba3cbc1c5b9e8984_1777946047.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x649\/gravity\/center\/crop\/!1440x649&ext=.jpeg\" width=\"1316\" height=\"594\" alt=\"Palantir\uff1a\u8f6f\u4ef6\u672b\u65e5\u8bba\u6c79\u6d8c\uff0c\u6700\u725b\u4fe1\u4ef0\u80a1\u4e5f\u677e\u52a8\u4e86\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<p><strong>\u4e09\u3001\u76c8\u5229\u80fd\u529b\u7ee7\u7eed<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%88%9b%e6%96%b0\" title=\"View all posts in \u521b\u65b0\" target=\"_blank\" class=\"tag_link\">\u521b\u65b0<\/a>\u9ad8<\/strong><\/p>\n<p>\u4e00\u5b63\u5ea6 Palantir \u5b9e\u73b0 GAAP \u4e0b\u7ecf\u8425\u5229\u6da6 7.5 \u4ebf\uff0c\u4e09\u9879\u7ecf\u8425\u8d39\u7528\u4e2d\u672c\u5b63\u5ea6\u9500\u552e\u8d39\u7528\u3001\u7ba1\u7406\u8d39\u7528\u7684\u589e\u957f\u6709\u53cd\u5f39\uff0c\u4f46\u4ecd\u7136\u663e\u8457\u4f4e\u4e8e\u6536\u5165\u3002\u6700\u7ec8\u5e26\u6765 GAAP \u4e0b\u7ecf\u8425\u5229\u6da6\u7387\u73af\u6bd4\u63d0\u9ad8\u4e86 6 \u4e2a\u70b9\uff0c\u8fbe\u5230 46%\uff0c\u52a0\u56de\u6298\u65e7\u548c SBC \u540e\u7684\u7ecf\u8c03\u6574\u7ecf\u8425\u5229\u6da6\u8fbe\u5230 60%\uff0c\u76f8\u6bd4\u4e0a\u5b63\u5ea6\u4e5f\u63d0\u9ad8\u4e86 3pct\u3002<\/p>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/05\/05\/e826df189255c0e6b3a4701f182e5ebe_1777946047.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x615\/gravity\/center\/crop\/!1440x615&ext=.jpeg\" width=\"1166\" height=\"498\" alt=\"Palantir\uff1a\u8f6f\u4ef6\u672b\u65e5\u8bba\u6c79\u6d8c\uff0c\u6700\u725b\u4fe1\u4ef0\u80a1\u4e5f\u677e\u52a8\u4e86\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/05\/05\/b21883ed527b84eada81a8b99dd9c3c5_1777946047.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x664\/gravity\/center\/crop\/!1440x664&ext=.jpeg\" width=\"1330\" height=\"614\" alt=\"Palantir\uff1a\u8f6f\u4ef6\u672b\u65e5\u8bba\u6c79\u6d8c\uff0c\u6700\u725b\u4fe1\u4ef0\u80a1\u4e5f\u677e\u52a8\u4e86\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/05\/05\/3994d7a93293d179f5c53c9558d6de57_1777946047.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x645&ext=.jpeg\" width=\"1344\" height=\"602\" alt=\"Palantir\uff1a\u8f6f\u4ef6\u672b\u65e5\u8bba\u6c79\u6d8c\uff0c\u6700\u725b\u4fe1\u4ef0\u80a1\u4e5f\u677e\u52a8\u4e86\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<\/div>\n<p>Palantir \u7684\u73b0\u91d1\u6d41\u4e0e\u5408\u540c\u6253\u6b3e\u6709\u5173\uff0c\u56e0\u6b64\u4f1a\u51fa\u73b0\u5b63\u8282\u95f4\u7684\u6ce2\u52a8\u3002Q1 \u4ecd\u662f\u8ba2\u5355\u7206\u68da\u7684\u7ee7\u7eed\u65b0\u589e\u4e86\u4e0d\u5c11\u5408\u540c\u8ba2\u5355\uff0c\u5bfc\u81f4\u81ea\u7531\u73b0\u91d1\u6d41\u901a\u9ad8\u589e\u957f 150%\u3002\u7ba1\u7406\u5c42\u5168\u5e74\u6307\u5f15\u73b0\u91d1\u6d41 42-44 \u4ebf\uff0c\u622a\u81f3\u4e00\u5b63\u5ea6\u672b\u8d26\u4e0a\u5df2\u79ef\u5b58\u73b0\u91d1 + \u77ed\u671f<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e6%8a%95%e8%b5%84\" title=\"View all posts in \u6295\u8d44\" target=\"_blank\" class=\"tag_link\">\u6295\u8d44<\/a>\u8fbe\u5230 80 \u4ebf\u7f8e\u91d1\u3002<\/p>\n<div>\n<p><img loading=\"lazy\" src=\"https:\/\/images.tmtpost.com\/uploads\/images\/2026\/05\/05\/fb0c5676ea4a3d621815362bb09fe607_1777946047.jpeg?imageMogr2\/auto-orient\/strip\/interlace\/1\/quality\/85\/thumbnail\/1440x629\/gravity\/center\/crop\/!1440x629&ext=.jpeg\" width=\"1290\" height=\"564\" alt=\"Palantir\uff1a\u8f6f\u4ef6\u672b\u65e5\u8bba\u6c79\u6d8c\uff0c\u6700\u725b\u4fe1\u4ef0\u80a1\u4e5f\u677e\u52a8\u4e86\uff1f\" style=\"display:block; margin-left:auto; margin-right:auto\" \/><\/p>\n<p>(\u6765\u6e90\uff1a\u949b\u5a92\u4f53)<\/p><\/div>\n","protected":false},"excerpt":{"rendered":"<p>\u6587 | \u6d77\u8c5a\u7814\u7a76 Palantir Tech(PLTR.US) Q1 \u4e1a\u7ee9\u6574\u4f53\u4ecd\u7136\u4e0d\u4fd7\uff0c\u5c3d\u7ba1\u8fde\u7eed\u7684\u786c\u6838\u4e1a\u7ee9\u6d88\u5316 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[6],"tags":[195,266,252,265,241,367,29,184],"views":3,"_links":{"self":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/773409"}],"collection":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=773409"}],"version-history":[{"count":0,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/773409\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=773409"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=773409"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=773409"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}