异动解读 | 凯雷集团新建仓叠加财报高增长预期,NEBIUS盘前大涨8.68%

异动解读
Aug 12

云计算服务商NEBIUS(NBIS)今日盘前股价大涨8.68%,引发市场广泛关注。

消息面上,知名PE巨头凯雷集团最新披露的第二季度持仓报告显示,其在第二季度新建仓NEBIUS,该股为本季度凯雷仅新增的3只个股之一,机构资金入场信号明确,对市场情绪形成明显提振。

此外,NEBIUS将于今日盘前发布第二季度财报,市场预计本季度营收同比增长374.21%,延续了上一季度营收3.99亿美元、同比增幅高达621.55%的强劲增长态势,持续的高速增长预期进一步支撑了股价走强。机构建仓与财报高增长预期的双重利好共同推动了NEBIUS盘前的大幅上涨。

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