异动解读 | NEBIUS盘中大涨5.05%,分析师预测其2026年或被科技巨头收购

异动解读
Dec 22, 2025

NEBIUS(NBIS)今日盘中大涨5.05%,引发市场关注。

消息面上,美国投行韦德布什知名科技分析师丹·艾夫斯(Dan Ives)发布了对2026年科技股的预测,其中提到NEBIUS可能成为大型科技公司的收购目标。艾夫斯列举了微软、谷歌和亚马逊作为潜在的“买家”,并指出NEBIUS作为人工智能基础设施提供商,在人工智能军备竞赛中具有显著优势。这一预测增强了市场对NEBIUS未来发展的乐观情绪,推动了股价上涨。

今年以来,NEBIUS的股价涨幅已接近200%,市场研究公司Futurum Group也将其列为下一代人工智能领域的顶级科技股之一。此次分析师的最新预测进一步巩固了投资者对该公司前景的信心。

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