异动解读 | 高盛首予"买入"评级,NEBIUS(NBIS)盘中大涨14.79%

异动解读
Jul 14

周一盘中交易,云计算新锐企业尼比斯集团(NASDAQ: NBIS)股价大涨14.79%,引发市场广泛关注。这一显著涨幅主要受益于国际投行巨头高盛最新发布的研究报告。

据悉,高盛于北京时间7月14日首次覆盖尼比斯集团,并给予"买入"评级。作为华尔街顶级机构,高盛的这一举动标志着尼比斯正式进入主流投资机构的视野。高盛分析师在报告中强调,尼比斯独特的云端AI解决方案正在重构企业算力部署方式,其自主研发的芯片架构有望打破行业垄断格局。这份研报虽未披露具体目标价,但"买入"评级充分彰显了高盛对其业务模式的认可。

值得注意的是,这已是本月第三家给予尼比斯正面评级的华尔街机构。市场观察人士指出,尼比斯的客户群已从初创企业扩展至财富500强,季度合同金额环比增速连续三个季度超过40%。随着更多机构研究报告陆续发布,尼比斯的估值体系或将迎来全面重构。这些积极因素共同推动了该股的强劲表现,投资者对其未来增长前景充满信心。

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