云计算服务商NEBIUS（股票代码：NBIS）今日盘中股价大幅上涨11.09%，表现强劲。
消息面上，公司股价上涨主要受到多重利好因素推动。首先，纳斯达克此前公布的季度调整结果显示，NEBIUS成功获纳入纳斯达克100指数，该调整将于近期开盘前生效，市场预期这将吸引追踪该指数的被动资金流入。其次，公司近期宣布了一项重大的战略投资，计划投入约22亿美元全面扩大其在英国的算力基础设施产能，包括新建三处基于英伟达全栈AI工厂平台的部署站点，预计在2027年全面达产后，合计装机容量将达到65兆瓦，这彰显了其在人工智能基础设施领域的深度布局和增长潜力。
此外，行业层面也传来积极信号。摩根士丹利等机构发布研报指出，在人工智能需求持续上行的背景下，算力市场可能面临长期的结构性供需缺口，这将提升像NEBIUS这样的算力供应商的议价能力和行业地位。同时，市场对AI基础设施的持续乐观预期也带动了整个云计算服务商板块的走强。
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