NEBIUS（股票代码：NBIS）今日盘中大涨6.26%，引起了市场的广泛关注。
消息面上，纳斯达克此前公布季度调整结果，NEBIUS成功获纳入纳斯达克100指数，该调整将于近期生效，预计将吸引大量被动指数基金的配置需求，从而推升股价。
此外，公司近期宣布投入约22亿美元全面扩大其在英国的算力基础设施产能，计划新建三处基于英伟达全栈AI技术的工厂平台部署站点，预计达产后合计装机容量将达到65兆瓦。同时，公司最新披露的第二季度算力租赁合同续约率超出市场预期。这些多重利好因素共同作用，支撑了股价的强势表现。
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