Elon Musk Is Responsible For Palantir Stock Rally, Jim Cramer Says
Elon Musk Is Responsible For Palantir Stock Rally, Jim Cramer Says
"Palantir is up a lot because I believe Musk is going to turn to them and say, 'The Defense Department, it's yours ... get rid of all those people,'" Cramer said.Palantir Technologies Inc (NASDAQ:PLTR) can thank Elon Musk for its 275% year-to-date gain, according to Jim Cramer.
根据吉姆·克莱默的说法，帕兰蒂尔科技公司（纳斯达克：PLTR）要感谢埃隆·马斯克，今年以来上涨了275%。
What To Know: Palantir, which rallied nearly 50% over just the past month, maybe the only stock outshining Nvidia Corp (NASDAQ:NVDA) this year, Cramer said Tuesday on CNBC's "Squawk On The Street."
了解一下：帕兰蒂尔在过去一个月内上涨了近50%，克莱默在CNBC的《街头喊话》中表示，它可能是今年唯一超过英伟达公司（纳斯达克：NVDA）的股票。
While both companies have recorded significant gains in 2024 driven by their positioning in the AI space, Cramer credits Musk for driving the recent momentum in Palantir shares.
虽然这两家公司在2024年因其在人工智能领域的定位而录得显著收益，克莱默认为马斯克推动了帕兰蒂尔股票的近期势头。
"Palantir is up a lot because I believe Musk is going to turn to them and say, 'The Defense Department, it's yours ... get rid of all those people,'" Cramer said.
克莱默说："帕兰蒂尔上涨了很多，因为我相信马斯克会转向他们说，‘国防部归你们管...把那些人都赶走。’"
President-elect Donald Trump recently announced plans to nominate Musk and Vivek Ramaswamy to a new Department of Government Efficiency (DOGE) in an effort to curtail government spending.
当选总统特朗普最近宣布计划提名马斯克和维韦克·拉马斯瓦米进入一个新的政府效率部（DOGE），以遏制政府支出。
Cramer suggested that DOGE could turn to Palantir for help cutting defense budget spending. He noted that most people don't realize that some government departments could be cut back substantially.
克莱默暗示DOGE可能会寻求帕兰蒂尔的帮助以削减国防预算支出。他指出，大多数人都没有意识到某些政府部门可以被大幅削减。
The Tesla CEO could look to Palantir to modernize the Defense Department and reduce reliance on outdated methods of warfare. Palantir is adamant about creating systems that don't put people in harm's way, but the Defense Department is stuck in its ways, Cramer said.
特斯拉首席执行官可能会寻求帕兰蒂尔来现代化国防部，并减少对过时战争方法的依赖。克莱默表示，帕兰蒂尔坚持创造不会让人处于危险中的系统，但国防部依旧固守传统。
Why It Matters: Cramer's take underscores how influential Musk is expected to be under the incoming Trump administration.
为什么这很重要：克莱默的看法强调了马斯克在即将到来的特朗普政府下将被预期具备的影响力。
It's worth noting that DOGE wouldn't actually be able to cut federal spending since it isn't a real government department, and would need to be created with congressional approval. And Congress authorizes all federal spending, including to the Defense Department.
值得注意的是，DOGE 实际上无法削减联邦支出，因为它不是一个真正的政府部门，需要得到国会的批准才能建立。而国会负责授权所有联邦支出，包括国防部的支出。
"They like big things. Big expensive programs. Alex [Karp] is not like that," Cramer said, referring to Palantir's CEO. "Palantir has the next generation of how we're going to do cyber warfare and the idea of just hardware, hardware, hardware that is constantly over budget is the kind of thing that I think Musk is really after."
克莱默提到 palantir 的首席执行官亚历克斯·卡普时说："他们喜欢大事物。大规模及昂贵的项目。卡普不是那样的人。" "Palantir 拥有我们如何进行网络战争的下一代理念，而仅仅关注不断超支的硬件，是我认为穆斯克真正追求的那种东西。"
Palantir shares ripped higher at the beginning of November after the company reported strong quarterly results driven by "unrelenting" AI demand. Revenue jumped 30% year-over-year and customer count climbed 39% on continued strength in the U.S.
在11月初，palantir 的股票在公司报告显示强劲季度业绩后大幅上涨，推动因素是"持续不变"的人工智能需求。营业收入同比增长30%，用户数在美国持续强劲的情况下攀升39%。
"The growth of our business is accelerating, and our financial performance is exceeding expectations as we meet an unwavering demand for the most advanced artificial intelligence technologies from our U.S. government and commercial customers," Karp said earlier this month.
卡普本月早些时候表示："我们的业务增长正在加速，我们的财务表现超出预期，因为我们满足美国政府和商业客户对最先进人工智能技术的坚定需求。"
Price Action: Palantir shares were up 0.31% at $64.85 at the time of publication, according to Benzinga Pro.
价格动态：根据 Benzinga Pro 的数据，palantir 的股票在发布时上涨了0.31%，达到64.85美元。
