8月18日，NEBIUS盘前上涨3.13%，报277.29美元/股，成交额2.04亿美元。消息面上，美银证券维持Nebius"买入"评级，指出新云厂商老一代GPU有望服役至2029年，有效缓解市场对"算力贬值"的焦虑。此前花旗亦维持"买入"评级并上调目标价至324美元。
基本面方面，Nebius第二季度AI云业务营收达5.75亿美元，同比飙升514%，大幅超出市场预期；调整后净亏损同比收窄64%。公司高管表示正以每兆瓦4000万至5000万美元的价格洽谈新交易，需求火爆到可提前售罄2027年产能。不过，期权市场仍存在大额偏空押注，多空博弈激烈。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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