【9月29日多企业获不同力度政策扶持】9月29日消息，企业被划分为三个梯队获不同力度政策扶持。第 一梯队为战略核心绑定，政策强力赋能，扶持力度顶级，涉及波音、MP Materials、甲骨文、Palantir。 第二梯队能核心政策受益，业务显著提振，扶持力度较强，包括美洲锂业、Lightbridge、Centrus Energy、NuScale、洛克希德·马丁。 第三梯队受政策间接利好，行业需求拉动，扶持力度中等，有皮博 迪能源、美国钢铁公司等多家企业。 和讯财经 和而不同 迅达天下 扫码查看原文 波音等企业:9月29日政策扶持梯队划 分 【9月29日多企业获不同力度政策扶持】 9月29日消 息,企业被划分为三个梯队获不同力度政策扶持。 第一梯队为战略核心绑定,政策强力赋能,扶持力 度顶级,涉及波音、MP Materials、甲骨文、 Palantir。第二梯队能核心政策受益,业务显著提 振，扶持力度较强,包括美洲锂业、Lightbridge、 Centrus Energy、NuScale、洛克希德 · 马丁。第 三梯队受政策间接利好,行业需求拉动,扶持力度 中等,有皮博迪能源、美国钢铁公司等多家企业。 本文 ...

文章核心观点 - 科技"七巨头"投资组合已不足以全面代表人工智能领域的投资机会 需要扩展至"八巨头"或"十巨头"等新组合以涵盖更多AI受益企业 [1][2][4] - AI投资机会正从大型科技公司向更广泛生态扩展 包括芯片制造商、云计算服务商和AI软件公司等多元化领域 [1][4][8] - 原有七巨头内部出现显著分化 英伟达、微软、Meta和Alphabet表现领先 而苹果、亚马逊和特斯拉相对落后 [2][9] 七巨头市场表现 - 七巨头市值占标普500指数权重近35% 在13%营收增长支撑下 2026年盈利预计增长超15% [2] - 自2023年初以来七巨头贡献标普500指数超过70%涨幅中的超一半涨幅 [1] - 七巨头年内表现分化：英伟达股价涨33% Alphabet涨21% Meta和微软表现强劲 而苹果、亚马逊和特斯拉前景不明朗且股价严重落后 [2][9] 新巨头组合提议 - Seaport Research提议剔除特斯拉形成"六巨头"组合 [3] - Melius Research建议在七巨头基础上加入博通组成"八杰" 博通按市值已是美国第七大企业 [4] - Cboe推出"十巨头指数"期货期权产品 除七巨头外新增博通、Palantir和AMD 选择标准基于流动性、市值、交易量及AI领域领导力 [4] 被忽视的AI赢家企业 - 博通被多家机构视为新巨头候选 市值排名美国第七 [4][8] - 甲骨文2023年初以来股价表现超越多数七巨头企业 今年股价上涨75% AI云计算业务蓬勃发展 [1][4][5] - Palantir在纳斯达克100指数中表现最亮眼 2025年因AI软件需求强劲股价飙升135% [4][8] - 台积电被提名为AI生态系统关键组成部分 与甲骨文和博通并驾齐驱 [8] AI投资生态扩展 - AI受益行业名单延长至电力生产商、通信设备公司Arista Networks、内存芯片制造商美光科技及西部数据、希捷科技和闪迪等存储企业 [9] - 多家关键AI企业尚未上市 包括OpenAI（估值约5000亿美元）、Anthropic和SpaceX [10] - AI普及将推动受益者从技术开发企业转向AI专用服务提供商 最终惠及运用AI提升效率的企业 [10] 历史组合演变 - 华尔街历来创建热门股票组合 从1960年代"漂亮50"到互联网时代"四骑士" 再到"FAANG"组合 [8] - 这些组合最终都将领导地位让给新名字 AI领域也将发生类似演变 [8]

AI投资主题扩展 - AI投资主题已从传统"Mag 7"扩展至更广泛公司范围 包括博通 甲骨文和Palantir等新兴AI受益者[1] - 甲骨文股价今年涨幅超过75% Palantir涨幅达135% 成为纳斯达克100指数最佳表现者[1] - AI产业链扩展使台积电 Arista Networks 美光科技等公司从AI基础设施建设中获益[9][10] 传统科技巨头分化 - "Mag 7"仍占标普500指数近35%权重 预计2026年收益增长15%以上[4] - 英伟达股价上涨32.69%至178.19美元 微软上涨21.34%至511.46美元 Alphabet上涨29.79%至247.18美元 Meta上涨27.03%至743.75美元 表现强劲[6] - 苹果仅上涨2.01%至255.46美元 面临增长放缓及AI领域落后压力 特斯拉因电动汽车销量下滑和竞争加剧承压[6] 新股票组合涌现 - 华尔街提出多种新组合概念 包括"Fab Four" "Elite 8"和"Magnificent 10"指数[3] - 芝加哥期权交易所"Magnificent 10"指数新增博通 Palantir和AMD 基于流动性 市值及AI领导地位标准[10] - Seaport Research建议剔除特斯拉创建"Big Six" Melius Research推荐包含博通的"Elite 8"组合[10]

Alphabet could become the largest company in the world in the next five years.Alphabet (GOOG 0.21%) (GOOGL 0.28%) has become one of the world's most important artificial intelligence (AI) companies. What investors initially saw as a big potential risk has instead turned into a big tailwind.And while Nvidia and Palantir Technologies get plenty of the hype these days, Alphabet has the opportunity to be worth more than both of them combined before the decade is out.Nvidia currently sits at a $4.3 trillion mark ...

DENVER--(BUSINESS WIRE)--Palantir Technologies will open a two-day pop-up merchandise store in Seoul's culturally dynamic Seongdong-gu district from October 14-15, marking the company's first dedicated retail experience for its passionate Korean fanbase. The temporary store at 26 Achasan-ro 11ga-gil in Seongdong-gu will showcase six items—five being sold publicly for the first time. Merchandise will be available in limited quantities on a first-come, first-served basis. Store hours run from 12:. ...

公司股价表现 - Palantir股价截至发稿时报177.57美元 年初至今上涨136% [1] - Snowflake股价自IPO以来呈横盘走势 营收保持连续季度稳定增长 [2] 业务发展动态 - Palantir获得美国陆军100亿美元合同 与波音防务部门达成重要合作 北约采用其Maven智能系统 [4] - Snowflake收购Crunchy Data以增强PostgreSQL和AI应用开发能力 与Salesforce及dbt Labs等合作开放语义交换计划 [4][5] - Snowflake平台从数据仓库向全AI基础设施扩展 直接与Databricks竞争 [4] 资本运作与投资者行为 - Snowflake完成30亿美元股票回购计划 长期首席财务官Mike Scarpelli在此后离职 [5] - 机构投资者持续增持Snowflake股份 反映对公司增长轨迹的乐观情绪 [6] 行业趋势分析 - 数据成为AI应用的核心基础 推动相关平台需求增长 [3] - Palantir通过政府和企业AI平台需求激增实现爆发式上涨 [1] - Snowflake图表形态与Palantir突破前阶段相似 正处于AI优先企业平台的基础建设期 [2][6]

Palantir Technologies (PLTR) has quickly progressed from a backstage player to one of the most talked-about artificial intelligence (AI) winners in the market. Investors are excited about its major government contract wins, booming commercial usage, a new AI product stack, and a succession of high-profile partnerships. PLTR stock has climbed an impressive 138.2% year-to-date (YTD), and its strong second-quarter results explain why investors are taking a fresh look at the company. More News from Barchart ...

Palantir has been one of the best-performing S&P 500 stocks this year.Palantir Technologies (PLTR -0.83%) has been a genius investment this year. The stock is up over 140%, placing it in the top five best-performing stocks in the S&P 500. However, with a run like that, many investors may be questioning whether right now is a good time to invest in Palantir. I think there's one primary reason that makes it clear what investors should do, and it's only a matter of time before Palantir's stock makes a sizable ...

This underrated chipmaker is going to benefit from multiple growth drivers over the next five years.Palantir Technologies (PLTR -0.83%) stock has rallied remarkably to become one of the most important companies in the world. It is now the 22nd largest company globally, with a market cap of just under $426 billion as of this writing.Palantir is a great stock, but it may have gotten ahead of itself. That's not surprising considering that its shares have jumped by more than 945% since the beginning of 2024. Pa ...

Executive SummaryThe Dow Jones Industrial Average has demonstrated remarkable resilience in September 2025, defying historical trends that typically mark this month as challenging for equities. As of September 27, 2025, the index stands at approximately 46,093 points, having crossed the historic 46,000 milestone earlier this month. The index has achieved a year-to-date return of approximately 7.6%, supported by the Federal Reserve’s shift toward monetary easing and sustained corporate earnings strength desp ...