7月15日，NEBIUS盘中上涨3.44%，报199.4美元/股，成交额3.37亿美元。
消息面上，NEBIUS近日与Reflection公司签署了一项总额超过十亿美元的算力合作协议，有效期持续至2029年，Reflection将通过Nebius获取英伟达GB300S芯片的算力资源。该笔大单为公司带来可观的长期收入预期，有效缓解了此前因Meta筹建内部算力商业化部门引发的竞争担忧——NEBIUS自7月初以来曾累计回撤超20%。此次合作凸显了市场对高端AI算力的强劲需求，持续提振投资者对公司未来增长潜力的信心。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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