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复盘2024年美股最重要的Alpha机会之一——AI软件
该公司不仅为其 AI 软件平台吸引了新客户,还从现有客户那里赢得了更多业务。Palantir 第三季度的净美元留存率为 118%,去年同期的净美元留存率为 107%,这表明现有客户正在增加对其平台的采用和付费意愿。
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