9月11日，NEBIUS盘前上涨3.22%，报234.92美元/股，成交额5052.23万美元。消息面上，Truist Securities首次覆盖NEBIUS，给予"买入"评级，目标价355美元，较当前价格隐含约51%的上行空间。
Truist分析师Arvind Ramnani指出，NEBIUS是仍在持续搭建基础设施、规模不断扩张的AI原生超大规模云服务商，预计到2030年云服务市场年度潜在规模可达2.1万亿美元。该行认为市场对其2027年ARR的普遍预期偏保守，NEBIUS有能力从新兴云厂商及头部超大规模云服务商手中夺取市场份额。此外，近期NEBIUS与Palantir达成战略合作、完成57.5亿美元可转债发行，以及成为英伟达Groq 3 LPX首家客户等多重利好仍在持续发酵。
（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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