帕兰蒂尔超越预期

欢迎收听Seeking Alpha的华尔街晨间快讯，我们每天早晨为投资者梳理最重要的新闻。

Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning.

今天是2月3日，星期二，很高兴能与您相伴。

It's good to be with you on this Tuesday, February 3.

我是朱莉·摩根。

I'm Julie Morgan.

Palantir在公布第四季度业绩和指引后，盘前交易上涨10%，业绩超越了华尔街的预期。

Palantir is up 10% in premarket action after reporting fourth quarter results and guidance that top Wall Street's estimates.

截至12月31日的报告期内，Palantir表示其调整后每股收益为0.25美元，营收同比增长69.2%至14亿美元，其中美国营收增长了93%。

For the period ending December 31, Palantir said it earned an adjusted $0.25 per share as revenue rose 69.2% year over year to $1,400,000,000 Included in that was a 93% rise in U.

美国。

S.

营收。

Revenue.

美国。

U.

美国

S.

商业收入同比增长137%，而

Commercial revenue grew 137% year over year, while U.

美国

S.

美国政府收入同比增长66%。

Government revenue grew 66% year over year.

分析师预计该公司调整后每股收益为0.23美元，收入为13.4亿美元。

Analysts expected the company to earn an adjusted $0.23 per share on $1,340,000,000 in revenue.

最佳成长股投资组负责人朱利安·林恩表示，这些业绩令人震惊。

Julian Lynn, the investing group leader for best of breed growth stocks, said the results were stunning.

他通过电子邮件告诉Seeking Alpha，该公司似乎正受益于品牌影响力的不断增强，这从美国

He told Seeking Alpha via email that it appears that the company is benefiting from increasing brand name momentum, as evidenced by the accelerating growth seen among U.

美国

S.

商业企业。

Commercial enterprises.

他进一步表示，时间将证明这些强劲的业绩是否足以证明其荒谬的估值合理性，该估值相比其他大型企业软件同行高出整整10倍。

He goes on to say that time will tell if these strong results are strong enough to justify the outlandish valuation, which represents a stunning 10 times premium as compared to other large cap enterprise software peers.

展望2026年，Palantir预计收入将在15.32亿至15.36亿美元之间，高于13.3亿美元的预期。

Looking ahead to the 2026, Palantir expects revenue to be between 1,532,000,000.000 and $1,536,000,000 above the $1,330,000,000 estimate.

全年来看，Palantir预计收入将在71.82亿至71.98亿美元之间，远超62.8亿美元的普遍预期。加利福尼亚州正提议一项2亿美元的电动汽车激励计划。

For the full year, Palantir expects revenue to be between $7,182,000,000 and $7,198,000,000 above the consensus estimates of $6,280,000,000 California is proposing a $200,000,000 electric vehicle incentive program.

州长加文·纽森的办公室周一表示，这些激励措施仅适用于首次购车者，并要求参与制造商提供配套激励。

Governor Gavin Newsom's office said Monday the incentives would apply only to first time buyers and require participating manufacturers to offer matching incentives.

彭博社援引纽森办公室的声明报道称，根据新计划，售价不超过5.5万美元的乘用车、售价8万美元的厢式货车、SUV和皮卡，以及2.5万美元的二手车将有资格获得补贴。

Bloomberg News reported citing a statement from Newsom's office that under the new program, passenger vehicles priced at or below $55,000 would qualify for the rebate, along with $80,000 for vans, SUVs and pickup trucks, and $25,000 for used vehicles.

这一上限意味着特斯拉一些最受欢迎的车型，以及其Cybertruck的一个版本，在当前价格下将有资格获得补贴。

The cutoff would mean some of Tesla's most popular models as well as one variation of its Cybertruck would qualify for a rebate at current prices.

这一举措是在国会去年终止了联邦7500美元的新电动车税收抵免和4000美元的二手车税收抵免之后推出的。

The move comes after Congress last year ended a federal $7,500 state tax deduction on new EVs and a $4,000 used EV tax credit.

据报道称，亚马逊计划再次裁员2200人。根据华盛顿就业安全局发布的工人调整与再培训通知，亚马逊计划从4月28日起在华盛顿州多个地点启动裁员。

Amazon is reportedly planning another major headcount reduction of 2,200 people, According to a Worker Adjustment and Retraining notification from the Washington Employment Security Department, Amazon plans the job separations to begin on April 28 across various locations in Washington.

该通知还显示，由于一个或多个设施关闭，该州将失去400多个职位。

The notification also shows more than 400 positions in the state will be lost due to the closure of one or more facilities.

这一最新动态叠加了去年10月全球范围的14000人裁员，以及上周宣布的16000名企业员工裁员，旨在通过减少管理层级来强化组织结构。

The latest development adds to the 14,000 global Amazon job cuts in October and last week's announcement of 16,000 corporate layoffs to strengthen the organization by reducing layers.

当然，我们还有一些其他正在热传的文章。

Of course, we have a few other articles that are trending.

Alphabet旗下的Waymo在最新一轮融资中估值达到1260亿美元。

Alphabet's Waymo valued at $126,000,000,000 in the latest funding round.

印度股市上涨，投资者对美国贸易协议表示欢迎。

India's stock market rallies as investors cheer The US trade deal.

Uber在多年缺席后重返中国市场，首站选择澳门。

And Uber reenters the Chinese market after years, starting with Macau.

我们今天关注的催化剂有几项内容。

Our catalyst to watch for the day has a few items.

西部数据公司将在纽约市举办创新日活动。

Western Digital Corporation will hold its Innovation Day event in New York City.

在活动中，公司将重点展示旨在支持人工智能经济背景下客户对数据存储日益增长需求的关键创新。

At the event, the company will highlight key innovations designed to support the growing demand for data storage by customers in the AI driven economy.

SEMRush的股东将就Adobe的收购要约进行投票。

Shareholders with SEMRush will vote on the acquisition offer from Adobe.

百事公司将举行收益电话会议。

PepsiCo will hold its earnings conference call.

关键议题将包括指引更新、有机收入和销量趋势，以及新股东价值计划的执行情况。

Key topics will include the guidance update, organic revenue and volume trends, and execution on the new shareholder value plan.

百事公司的主要供应商Celsius Holdings和McCormick在财报发布后，约有75%的时间与百事公司走势一致。

Key suppliers Celsius Holdings and McCormick trade directionally with PepsiCo about 75% of the time after earnings.

为期两天的Oppenheimer新兴增长会议将拉开帷幕。

And the two day Oppenheimer Emerging Growth Conference will begin.

EVA Technologies、Growth Generation和AIR Test Systems是部分参与的知名公司。

EVA Technologies, Growth Generation and AIR Test Systems are some of the notable companies participating.

在这一早时分的华尔街，道琼斯、标普和纳斯达克期货均上涨。

On Wall Street at this early hour, Dow, S and P and NASDAQ futures are in the green.

原油价格上涨0.1美元，至每桶62美元。

Crude oil is up 0.1 at $62 a barrel.

比特币下跌0.7%，报78,000美元；黄金上涨5.5%，至每盎司491.8美元；富时100指数下跌0.1%，德国DAX指数上涨0.7%。

Bitcoin is down 0.7% at $78,000 Gold is up 5.5% at $49.18 The FTSE one hundred is down 0.1%, and the DAX is up 0.7%.

兰姆斯公司位列我们今日盘前最大波动股票名单之中。

Rambus is on our list of the biggest movers of the day premarket.

我们的MBS在第四季度业绩公布后下跌了16%，原因是财报指出短期供应链中断将打压2026财年第一季度的产品收入和每股收益。

Our MBS is down 16% after Q4 results flagged a near term supply chain disruption that will pressure Q1 FY 'twenty six product revenue and EPS.

今天经济日历上有一项重要事件。

And we have one item on today's economic calendar.

上午8点，美联储的托马斯·巴金将在南卡罗来纳州经济活力早期基础论坛上发表讲话。

At 8AM, the Fed's Thomas Barkin speaks before the SC First Steps Early Advantage, Foundations for South Carolina's Economic Vitality event.

以上就是今天华尔街早餐的全部内容。

That's it for today's Wall Street Breakfast.

感谢收听。

Thanks for listening.

要充分利用Seeking Alpha，请加入最优质的投资者社区，在seekingalpha.com/subscriptions上讨论股票和ETF。

To take full advantage of Seeking Alpha, join the highest quality community of real investors discussing stocks and ETFs at seekingalpha.com/subscriptions.

我是您的主持人朱莉·摩根。

I'm your host, Julie Morgan.

出去好好度过这一天吧。

Go out and make it a great day.