人工智能基础设施公司NEBIUS今日盘中大涨5%，引起了市场的广泛关注。
消息面上，NEBIUS近期获得了来自英伟达的20亿美元投资，并与Meta Platforms签订了价值高达270亿美元的GPU基础设施长期订单。这些重大进展被视为对NEBIUS业务前景和公司治理能力的强力背书，显著提振了市场信心。
此外，NEBIUS成功完成了40亿美元可转换优先票据的私募发行定价，发行规模较原计划有所提升。此次融资将主要用于加大人工智能及云计算基础设施投入、拓展新兴市场业务以及一般企业用途，为公司未来的扩张提供了充足的资金支持。分析师指出，NEBIUS当前估值仅为2026年前瞻营收的10倍左右，随着营收增长加速，估值倍数有望扩张，多家机构给予“买入”评级。
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