6月10日,NEBIUS盘前下跌3.05%,报213.86美元/股,成交额674.24万美元。消息面上,该股此前因宣布投入约22亿美元扩大英国算力基础设施产能及推出Physical AI Living Lab计划,股价连续两日大幅走高。当前系统软件板块整体回调,行业内微软跌0.95%、甲骨文跌2.83%、ServiceNow跌2.8%、CrowdStrike跌1.4%、Palo Alto Networks跌1.49%,板块联动效应拖累NEBIUS股价承压。此外,法国巴黎银行此前首次覆盖给予"中性"评级,指出该股年内涨幅已超210%,近期大幅上涨压缩未来上行空间,短期获利回吐压力显现。
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