AI 当红炸子鸡 PLTR 2300亿美元后 突遭五大投行集体看空的是什么情况？

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全是看空的.... 美东时间2月3日，Palantir四季报业绩超预期，股价应声大涨23%，市值一度飙升至2300亿美元。然而， 罕见的是，德银、杰富瑞、花旗、瑞银和汇丰五大投行在此关键时刻集体唱空，纷纷给出"Hold"或"Sell"评级。 五大行普遍认为，虽然Palantir四季度业绩表现亮眼，但当前估值已经过高。具体来看，四季度营收同比增长36%至8.28亿美元，远超市场预期的7.77亿美元；经调整后营业利润率达到45%，创下历史新高；全年营收达28.7亿美元，同比增长29%。 德银在研报中指出了业绩亮点： "Looking more closely at US Commercial, +64% y/y growth accelerated 10pts from 3Q off of 38% tougher compare, which is standout. The company booked $803mn of US Commercial business in 4Q (includes cancelable) which was +134% y/y, reflecting the traction the company is seeing with AIP as Palantir has earned a reputation as an AI partner of choice for the e ………………………………