标普500指数与纳斯达克指数周二料稳健高开，在前一交易日大宗商品暴跌后企稳，投资者正为本周密 集来袭的企业财报季做好准备。 帕兰提尔科技盘前股价大涨11.2%，该公司靓丽财报凸显其军用级人工智能工具需求旺盛，美国国防开 支助力季度销售额增长。 泰瑞达股价飙升22%，这家芯片测试设备制造商发布强劲一季度业绩指引，受益于另一波人工智能相关 投资热潮——大型科技企业正斥资数十亿美元推进数据中心扩建。 全泉全球投资高级投资组合经理约翰・坎贝尔表示："帕兰提尔的优异财报对人工智能板块行情形成支 撑。" 谷歌母公司Alphabet在前一交易日创历史新高后，盘前再涨1.3%；亚马逊上涨0.8%。这两家"七大科技 巨头"均将于本周晚些时候发布财报，将为投资者提供人工智能商业化竞赛的最新参考。 超微半导体及服务器制造商美超微电脑均将于当日收盘后发布财报，盘前股价均上涨约2%。 坎贝尔补充道："我们注意到，不少短线资金会在财报发布前提前布局相关个股，押注财报发布后股价 上涨，目前这种情况确实存在。" 头部科技企业近期发布的财报凸显，投资者愈发关注巨额资本支出计划的回报情况。人工智能相关基础 设施投入大幅攀升，企业面临压力，需将投 ...

Core Viewpoint - Palantir Technologies reported significant sales growth, defending its surveillance technology as having safeguards against government overreach, while not addressing the protests related to its work with U.S. immigration enforcement [1][5]. Group 1: Financial Performance - The company reported a 66% year-over-year increase in revenue from the U.S. government, reaching $570 million in the fourth quarter. Total sales amounted to $1.41 billion, exceeding analyst expectations, with anticipated substantial sales growth partly due to government contracts in 2026 [6][8]. - Palantir forecasts revenue for 2026 to be between $7.18 billion and $7.20 billion, representing over 60% growth compared to 2025 [3][8]. - The company expects first-quarter sales to be between $1.53 billion and $1.54 billion, surpassing the anticipated $1.32 billion [8]. Group 2: Market Position and Growth - Palantir's stock rose 6% in after-hours trading, and the company has become one of the best-performing AI stocks, with a 1700% increase in stock price over the past three years [2][7]. - The company is increasingly marketing military-grade AI tools to enterprises, helping them integrate and develop technology [2][7]. - Revenue from U.S. enterprises is projected to grow by at least 115% in 2026, exceeding $3.14 billion, which is an acceleration from the 109% growth expected in 2025 [4][9]. Group 3: Government Contracts and Controversies - Palantir won a $30 million contract with the U.S. Immigration and Customs Enforcement (ICE) to develop a system for identifying undocumented immigrants and tracking self-deportation, marking the largest single contract for ICE since 2011 [3][8]. - The company's government contracts are seen as crucial to its success, with analysts noting that its growth story increasingly relies on its commercial business [2][7].