NEBIUS（NBIS）今日盘中股价大跌8.55%，引起了市场的广泛关注。此次下跌发生在前一交易日因与Meta Platforms达成巨额算力供应协议而大涨近15%之后。
消息面上，NEBIUS宣布计划通过私募发行方式募集37.5亿美元的可转换优先票据。公司表示，此次发行所得款项净额将用于支持业务的持续增长，具体包括数据中心建设和扩建相关支出、投资开发其全栈人工智能云平台、扩大数据中心规模以及采购关键组件（包括GPU），并用于一般公司用途。
市场分析指出，股价在短线大幅走强后，估值已处于较高水平（市销率61.72，市盈率323）。此次宣布发行大规模可转换债券，可能引发了部分投资者对股权稀释的担忧，加之前期涨幅较大，部分资金选择获利了结，从而导致股价回调。
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