PLTR · Palantir Technologies

PLTR — 带来源的观点和研究笔记,按原话记录。不是投资建议。

过去 14 天内已发表研究对 PLTR 说了什么

在此窗口内,没有任何被追踪的研究机构把 PLTR 作为文章的主要标的。

每一行都是一个带日期的事实:某个具名来源对 PLTR 表达了一个方向。若研究机构转述的是某券商的评级变动,原始发声方列在“经由”一列。这些都不是 Quant Data 的推荐;记录下来,是为了日后能对照价格实际走势加以检验。

日期	研究机构	经由	表态	表态内容
2026-10-22	TMT Breakout	Citi	看多	Maintained Buy/High Risk rating and raised price target to $250, citing strong partner checks.
2026-10-08	TMT Breakout	Goldman Sachs	看多	Upgraded Palantir (PLTR) from Neutral to Buy, setting a price target of $230.
2026-09-09	Cassandra Unchained	author's own account	看空	Remains short Palantir, trimmed; separately closed the December 2026 Palantir put to avoid theta decay while leaving the 2027 Palantir put unchanged.
2026-09-02	TMT Breakout	TMT Breakout	看空	Flags an unverified Slack-relayed report that Anthropic changed its enterprise data-retention policy as a potential negative for Palantir; shares fell 6%.

2026年10月22日 — Eight research pieces from five publishers: Tech and AI infrastructure face liquidation, Meta's funding plans spark concern, and Western Digital beats expectations
2026年10月11日 — Three research notes from Cassandra Unchained, Irrational Analysis, and Macro Charts cover Fannie Mae preferreds, the history of Intel's 3D XPoint, and macro rotation signals
2026年10月8日 — Twelve research pieces from eight publishers: OpenAI's ARR accounting controversy, TSMC's capacity expansion, Micron's labor dispute, and China's speed-first AI safety regime
2026年9月9日 — Seven notes from six publishers: Meta Muse launch, Capital Wars maps a 5-6 year liquidity cycle, and a hedge fund trims its AI-chain shorts
2026年9月2日 — Four pieces from three publishers: Snowflake's clean beat, Broadcom's underwhelming AI guide, and a bifurcated earnings wrap from Dell, MongoDB, GitLab and Palo Alto

带来源的观点和研究笔记,按原话记录。不是投资建议。