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总结
多家财经媒体比较甲骨文（Oracle）与Palantir两只“AI概念”美股，指出华尔街对其中一家公司给出偏中性的综合评级、目标价隐含上涨空间有限；而对另一家公司则更看好其在云服务/数据分析与AI产品落地带来的收入增长，预计股价仍有较大上行。报道同时提示，投资者需关注估值已反映预期、政府与企业合同节奏、业绩指引变化及宏观利率环境对科技股波动的影响。
正文
Oracle vs. Palantir: Wall Street Is Neutral on One of These AI Stocks but Expects the Other to Surge The Motley Fool Palantir: The Market Is Finally Blinking, And It Could Get Worse (NASDAQ:PLTR) Seeking Alpha Risks That Palantir Stock Investors Must Know Forbes 'Position Yourself for 2026,' Says Top Investor About Palantir Stock TipRanks Palantir Has Grown Up Fast: What Does That Mean for 2026? MarketBeat
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