周二盘中，NEBIUS（NBIS）股价大涨6.41%，引发市场关注。这一涨势是在英伟达概念股整体强势表现的背景下发生的。
消息面上，英伟达相关概念股在盘初普遍呈现强势上涨态势。其中，CoreWeave（CRWV）涨幅最为显著，超过15%，这主要得益于该公司与Meta达成的一项价值142亿美元的算力供应协议。与NEBIUS同属英伟达概念股的APPLIED DIGITAL CORP（APLD）也录得约6%的涨幅，而超微电脑（AMD）则上涨超过3%。
值得注意的是，NEBIUS作为全球AI建筑商的欧洲基础设施和服务提供商，其业务与人工智能产业的快速发展密切相关。公司在欧洲、北美和以色列设有研发中心，为AI行业提供包括GPU集群、云平台、工具和服务在内的完整基础架构。这使得NEBIUS在当前AI热潮中受益明显，投资者对其未来发展前景保持乐观态度。
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