NEBIUS估值高企或限制短期上行空间——市场评论

投资观察
May 19

D.A. Davidson在一份报告中指出,NEBIUS股价自年初以来已上涨逾一倍,这可能在短期内限制其进一步上行空间。因此,该公司决定"暂歇片刻",分析师吉尔·卢里亚表示,已将股票评级下调至中性。不过,他也同时强调,该股当前的溢价估值是合理的。卢里亚表示:"从最初默默无闻,到如今理所当然地成为人工智能投资领域的核心标的。"他补充道,该公司在执行公共AI云战略方面表现最为出色,在客户规模和合作期限方面采取了平衡策略。NEBIUS股价下跌12%,报收于193.61美元。

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