异动解读 | NEBIUS盘前大跌5.10%,估值过高引发获利了结

异动解读
Mar 17

NEBIUS(NBIS)今日盘前股价大跌5.10%,引起了市场的关注。

消息面上,此前NEBIUS因与Meta Platforms达成高达270亿美元的算力供应协议而股价大幅飙升。有分析指出,股价在短线走强后,估值已处于较高水平(市销率61.72,市盈率323),若后续业绩或指引不及预期,或市场波动加剧,股价存在获利回吐的压力。

此次盘前下跌可能反映了部分投资者在股价经历大幅上涨后,出于对高估值的担忧而选择锁定利润。

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