NEBIUS（股票代码：NBIS）今日夜盘大涨5.00%，引起了市场的广泛关注。
消息面上，公司此前宣布将投入约22亿美元全面扩大英国算力基础设施产能，计划新建三处英伟达全栈AI工厂平台部署站点，合计装机容量预计于2027年达产后达65兆瓦；同时推出为期六个月的Physical AI Living Lab计划，向英国及欧洲机器人初创企业开放AI云基础设施及英伟达物理AI开发工具，这些举措显著增强了市场对公司未来在人工智能和云计算领域增长潜力的信心。
此外，摩根士丹利近日发布的研究报告指出，NEBIUS的AI云业务客户需求远超供给，算力短缺虽成为增长掣肘，但公司已搭建完整软件技术栈，有能力实现每兆瓦算力收入的提升和利润率的改善，这进一步支撑了投资者对公司的乐观预期，共同推动了股价在夜盘时段的强劲表现。
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