原文标题： Over the past week, West Ham ants have made the most net purchases of U.S. artificial intelligence 原文连结： https://www.mk.co.kr/en/stock/11407139 发布时间：2025-08-31 18:06:07 记者署名：OH Daeseok 原文内容： Over the past week, West Ham ants have made the most net purchases of U.S. artificial intelligence (AI) software company Palantir stock, the report showed. Although the stock price fell more than 20% from its peak due to the emergence of the AI bubble theory, it is interpreted as an opportunity to buy and expand investment. 过去一周内，韩国「蚂蚁族」（意指散户投资人）净买入最多的美国人工智慧（AI）软体 公司——Palantir 的股票。虽然该股因「AI 泡沫论」出现而自高点下跌逾 20%，但被解 读为「逢低买进并扩大投资的机会」。 According to the Korea Securities Depository Securities Information Portal Savro on the 31st, domestic investors netted $116.77 million worth of Palantir stocks from August 22nd to 28th, attracting the most investment. Nvidia then ranked second with $113.8 million. 根据韩国证券存管院旗下的「Savro」证券资讯平台 31 日公布的资料，8 月 22 至 28 日间，韩国投资人净买入 Palantir 股票达 1.1677 亿美元，居投资首位。其次是辉达（ Nvidia），净买入 1.138 亿美元。 Investors were also interested in BitMine ($96.22 million), the world's largest virtual asset mining company with Ethereum, Newscale Power ($4.220 million), and United Health Group ($3.81 million), the largest U.S. health insurance company. 投资人同样对 BitMine（全球最大以太坊虚拟资产挖矿公司，9,622 万美元）、Newscale Power（4,220 万美元）、以及美国最大健康保险公司 United Health Group（3,810 万 美元）表现出浓厚兴趣。 Palantir is down 20% from its high, with the stock falling for six consecutive trading days from Aug. 13-20. In particular, on August 19, the stock price plunged 9.35%. Palantir 股价已自高点下跌 20%，并在 8 月 13 至 20 日连续六个交易日下跌。尤其在 8 月 19 日，股价暴跌 9.35%。 This is interpreted as the aftermath of OpenAI CEO Sam Altman's diagnosis that there may have been a bubble in the AI industry at a meeting with reporters. CEO Altman emphasized, "It is true that investors are overly excited about AI. " On August 18, Citron Research, an investment firm led by Andrew Left, a well -known short selling investor on Wall Street, pointed out that Palantir's stock price is significantly overvalued compared to other AI big techs. Left also attacked, saying, "The stock price should be lowered to $40 to $50." 这被解读为 OpenAI 执行长 Sam Altman 在与媒体见面时，指出 AI 产业可能存在泡沫後 的影响。Altman 强调：「投资人对 AI 的确过度兴奋。」而 8 月 18 日，华尔街知名放 空投资人 Andrew Left 所领导的 Citron Research 投资公司也指出，Palantir 的股价 相较於其他 AI 大型科技公司「严重高估」。Left 甚至直言：「股价应该被压低到 40 至 50 美元。」 However, domestic investors seem to have expanded their investment by seeing the decline in stock prices as a buying opportunity. Optimism about AI's growth potential also remains strongly supported. 然而，韩国投资人却似乎将股价下跌视为买进的机会而扩大投资。对 AI 成长潜力的乐观 预期依然得到强烈支持。 In fact, Palantir exceeded $1 billion in quarterly sales for the first time since its foundation in the second quarter of this year, showing a steep growth that exceeded market expectations ($940 million). Net income was $326.7 million. Sales increased 48% and net profit increased 144%, respectively, compared to the same period last year. 事实上，Palantir 在今年第二季度创立以来首次季度营收突破 10 亿美元，显示出大幅 超越市场预期（9.4 亿美元）的高速成长。净利达 3.267 亿美元。与去年同期相比，营 收成长 48%，净利成长 144%。 In particular, the fact that government and private sales are increasing at the same time is evaluated as a positive factor. Sales in the U.S. rose 68% year-on-year to $733 million, of which sales to the government rose 53% to $ 426 million. 特别值得注意的是，政府与民间销售同时增加，被评价为正面因素。美国的销售额年增 68%，达到 7.33 亿美元，其中对政府的销售成长 53%，达 4.26 亿美元。 The company raised its full-year earnings forecast for the year to $4.142 billion to $4.15 billion from $3.9 billion. It also suggested that sales in the third quarter of this year were raised to between $1.08 billion and $1.08 billion. 公司将今年全年营收预测由原本的 39 亿美元，上调至 41.42 亿至 41.5 亿美元。同时 ，也上调了第三季度的营收预测，预估介於 10.8 亿美元左右。 心得/评论： 1. 市场情绪（Market Sentiment） 短期跌幅 ≠ 长期价值：Palantir 在 8 月连跌六天，单日跌幅甚至超过 9%，但散户往 往会将这种「剧烈回调」视为「超跌」与「抄底」机会。 FOMO 心理（Fear of Missing Out）：AI 概念仍被视为未来十年的成长引擎，许多散户 担心「错过下一个 Nvidia」，因此宁愿冒险加码。 2. 投资文化（Investment Culture） 韩国散户特徵 喜欢高风险、高波动的资产，例如美股科技股、加密货币。 投资决策往往受社交媒体、KakaoTalk 投资群组、网路论坛的影响。 散户在韩国股市交易量中占比可高达 70% 以上（远高於美国或日本），因此「群体性投 资行为」特别明显。 与日本对比 日本投资人偏好国债、保险、银行存款，属於「资产保值型」。 韩国投资人则倾向追逐短线题材与全球热门科技股，属於「成长投机型」。 3. 资讯落差与判断 忽视负面讯号：虽然 Sam Altman 与 Citron Research 都提示 AI 产业有泡沫风险，但 散户更愿意相信「基本面仍强」──例如 Palantir Q2 财报营收首次突破 10 亿美元、 年增 48%。 乐观偏差（Optimism Bias）：投资人往往只抓住「AI 长期趋势」与「营收创新高」，而 淡化「短期估值过高、被做空机构点名」等风险。 总结： Palantir 的回调被散户解读为「一时的杂音」，而非「趋势反转」。韩国投资人的勇於 买入，反映了 对高成长题材的强烈执念、偏好冒险的投资文化、以及对短期风险的忽略 。 --

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