周二盘中，人工智能(AI)基础设施公司Nebius集团（NBIS）股价大涨5.05%，引发市场关注。这一涨幅延续了该公司近期的强劲表现，自4月以来股价已累计上涨约125%。
分析师指出，Nebius集团的股价上涨主要受益于以下几个因素：首先，公司在AI基础设施市场具有独特优势，拥有充裕的现金储备和近乎零负债的健康财务状况。其次，公司采取多元化战略，客户分布在20多个行业，有助于分散风险。此外，Nebius最近发行了10亿美元可转债，为未来增长提供了充足资金支持。
尽管Nebius目前仍处于亏损状态，但市场对其前景持乐观态度。公司管理层预计2025年下半年将实现调整后EBITDA转正，这可能成为推动股价进一步上涨的重要催化剂。同时，Nebius在美国市场不断拓展，并获得包括英伟达在内的知名投资者支持，进一步增强了其在AI基础设施领域的竞争力。
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