美股夜盘交易时段，新兴云计算公司NEBIUS（股票代码：NBIS）股价出现大幅下跌，跌幅高达5.01%，引发市场关注。这一跌势似乎与近期科技巨头微软的大规模云计算投资形成鲜明对比。
据报道，微软近期承诺向新兴云（neocloud）数据中心企业投入超过600亿美元，其中包括NEBIUS在内的多家公司。这一举措旨在满足微软日益增长的人工智能（AI）业务算力需求。然而，尽管有如此大规模的投资计划，NEBIUS的股价仍然出现显著下跌。
值得注意的是，NEBIUS并非唯一受到影响的公司。同为"Neocloud双雄"的CoreWeave公司股价也在同一交易日出现近8%的跌幅。分析人士指出，这可能反映了投资者对新兴云计算行业前景的担忧，尽管有大型科技公司的支持，但市场似乎对这些新兴公司的长期盈利能力和竞争格局仍持谨慎态度。此外，行业面临的挑战，如电力供应问题，也可能影响了投资者的信心。
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