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美股异动|Palantir股价连涨创历史新高剑指国际防务扩张之路

Group 1 - Palantir Technologies Inc. experienced a stock price increase of 8.35%, reaching a new high since August 2025, indicating strong market interest in the company's future prospects [1] - The company signed a significant agreement with the UK government, committing to invest up to £1.5 billion and establishing the UK as its European defense headquarters, enhancing its position in the global defense technology sector [1] - The collaboration focuses on developing AI-based military capabilities in partnership with the UK Ministry of Defence, which aims to improve decision-making processes and military planning, while creating up to 350 high-skilled jobs [1] Group 2 - Palantir faces competition from Salesforce's "Missionforce," which has secured a major contract with the U.S. Army, posing a challenge in the government-level AI software market [2] - The company's Q2 revenue grew by 48% year-over-year, surpassing market expectations of 38%, driven by strong demand from U.S. commercial and government orders [2] - Despite competitive pressures, Palantir's ongoing investments in emerging technologies and international markets demonstrate strong growth potential, appealing to investors seeking high-growth opportunities [2]