NEBIUS今日盘前股价大幅上涨6.29%，引起了市场的广泛关注。
消息面上，公司成功完成了一笔7.75亿美元的首次高级担保债务融资，抵押物为已部署的GPU算力设施及高评级客户的长期合同现金流。这笔融资由三菱日联金融集团独家统筹承销，认购需求超额。管理层表示，融资所得将全额覆盖现有GPU资本开支，剩余资金将用于算力扩容，以支持其全栈AI云平台服务的交付。
此次融资的落地，有效缓解了市场此前对公司因轻资产模式转型而产生的资金缺口疑虑。此外，公司此前与Reflection签署的超过10亿美元算力长期协议也为其基本面提供了有力支撑。多重积极因素共同作用，推动了NEBIUS股价在盘前交易中的强劲反弹。
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