7月6日，NEBIUS盘中下跌3.79%，报219.12美元/股，成交额8.39亿美元。尽管盘前有分析师指出Meta没有多余产能可供外售，一度推动股价反弹逾3%，但进入正式交易时段后涨幅未能维持，股价转跌并回吐全部盘前涨幅。
消息面上，Meta筹建内部算力商业化部门的消息此前引发NEBIUS连续重挫，7月1日单日跌约17%，7月3日再跌近6%，短期累计跌幅超20%。虽有分析师试图淡化竞争威胁，但法国巴黎银行同时给予公司"中性"评级，指出行业正面临从训练到推理的转型挑战，叠加Nebius backlog中超过一半与Meta相关的客户集中度风险，市场对其业务前景的担忧尚未完全消化，修复性反弹遭遇获利回吐压力。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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