据高盛称，Palantir Technologies有望继续抓住软件行业的人工智能机遇。
Palantir Technologies is poised to continue capitalizing on artificial intelligence opportunities in the software industry, according to Goldman Sachs.
该投行将这家软件公司的评级从中性上调至买入，并设定了230美元的12个月目标价，这意味着较周四收盘价有18%的上涨空间。
The investment bank upgraded the software stock to buy from neutral. It has a 12-month price target of $230 on shares, implying 18% upside from Thursday's close.
分析师Gabriela Borges在周四发给客户的报告中表示：“由于向主权AI和定制应用的转变，[可触达市场]可能会在深度上出现另一个阶跃式变化，因为Palantir……即使在竞争对手投入巨资的情况下也维持了其地位。”
"The [total addressable market] may be setting up for another step function change in depth, because of the shift to sovereign AI, bespoke applications, and Palantir … has sustained itself even with competitor investments," analyst Gabriela Borges said Thursday in a note to clients.
Borges补充说，Palantir凭借其前沿部署工程模式（forward deployed engineering model）在同行中占据优势——这是一种“需要现场与产品之间紧密反馈循环”的策略，而Palantir已将其完善到能够通过AI[工程师]实现自动化的程度。
Borges added that Palantir has an edge over its peers due to its forward deployed engineering model — a strategy that "requires tight feedback loops between field and product, which Palantir has perfected to the point of being able to automate via AI [engineers]," Borges wrote.
她还表示，企业将AI整合到业务中的努力才刚刚开始，这一趋势应为Palantir带来可观的上涨动力。
PLTR YTD mountain PLTR year to date She also said that companies' efforts to integrate AI into their businesses are just beginning, and the trend should be a considerable source of upside for Palantir.
Borges写道：“我们认为，企业利用AI处理其专有数据以增强现有护城河的过程仍处于早期阶段。
"We believe enterprises are in the early stages of applying AI to their proprietary data to amplify their existing moats," Borges wrote.
软件行业已显示出这种趋势的迹象，例如CrowdStrike推出了SafeMind网络前沿模型，Datadog将自适应机器学习研究员应用于其时间序列预测数据。
"There are signs of what this looks like in the Software sector, with CrowdStrike introducing its SafeMind cyber frontier model, and Datadog applying the Adaptive ML researchers to its time series forecasting data.
然而，虽然软件公司通常足够成熟，能够利用自有或收购的工程人才推进这些项目，但我们预计技术人才密度较低的行业将成为Palantir的机会。”高盛的评级与华尔街的普遍共识一致。
However, while Software companies are generally sophisticated enough to ramp these projects with their own or aqui-hired engineering talent, we expect industries with lower tech talent density to be an opportunity for Palantir." Goldman Sachs' call falls in line with consensus on Wall Street.
LSEG数据显示，在覆盖Palantir的33位分析师中，有23位给予该股买入或强力买入评级。Palantir的股价在过去三个月内已飙升近47%。
Of the 33 analysts covering Palantir, 23 have a buy or strong buy rating on the stock, LSEG data shows. Shares of Palantir have jumped nearly 47% over the past three months.