计算机：Palantir树立Agent商业化落地标杆

Investment Rating - The report maintains an "Outperform" rating for the computer industry, indicating an expected performance exceeding the benchmark index by more than 10% [2][6]. Core Insights - Palantir's AIP product has begun to contribute significantly to revenue growth, with expectations that other vendors' AI Agent products will also rapidly unlock commercial potential [6]. - The report highlights the impressive growth of Palantir's revenue, with total revenue increasing by 21%, 27%, and 30% in the first three quarters of the year [4]. - Palantir's commercial customer base reached 498 by the end of September 2024, reflecting a 7% quarter-over-quarter increase and a 51% year-over-year increase [4]. - The report emphasizes the efficiency improvements experienced by enterprise clients using AI Agents, which autonomously handle complex tasks, thus facilitating rapid commercialization [4][6]. Summary by Sections Market Performance - The computer sector has shown strong market performance over the past year, with significant advancements in AI applications [2]. Product Innovations - Palantir's AIP includes modules such as AIP Assist, AIP Logic, and AIP Automate, which enhance decision-making efficiency and automate workflows [2][4]. Financial Performance - Palantir's net profit margin reached a historical high of 20.6% in Q3 2024, with the stock price increasing by 343% year-to-date and 142% since September [4]. Investment Opportunities - The report identifies key investment targets in AI applications across various sectors, including intelligent decision-making, office applications, education, enterprise services, finance, creative design, e-commerce, healthcare, and big data [6].