NEBIUS（股票代码：NBIS）今日盘中大涨5.87%，引起了市场的广泛关注。
消息面上，此次上涨主要受多重利好因素推动。此前有分析师明确指出，Meta没有多余的计算产能可供外售，这直接缓解了市场对Meta进军算力租赁领域可能对NEBIUS构成直接竞争的核心担忧。NEBIUS股价自前期因Meta相关消息出现大幅回撤后，近期持续进行超跌后的技术性修复。同时，期权市场出现超过700万美元的双买组合交易，其中看涨期权（CALL）端成交额远高于看跌期权（PUT）端，显示出机构资金情绪整体偏向乐观。
此外，人工智能（AI）算力定价环境供需偏紧，以及云计算板块整体走强，也为股价提供了有利的背景支撑。这些因素共同作用，推动了NEBIUS股价在盘中的显著上扬。
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