异动解读 | NEBIUS盘前大跌5.02%,系统软件板块回调叠加前期涨幅过大承压

异动解读
Jun 10

NEBIUS(NBIS)今日盘前股价大跌5.02%,引发了市场的广泛关注。

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,股价已连续两日大幅走高。当前系统软件板块整体出现回调,行业内主要公司股价均有所下跌,板块联动效应拖累了NEBIUS的股价表现。

此外,法国巴黎银行此前首次覆盖该股并给予“中性”评级,指出其年内涨幅已超过210%,近期的大幅上涨压缩了未来的上行空间,导致短期获利回吐压力显现。

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