NEBIUS（股票代码：NBIS）今日盘中大幅上涨5.09%，引起了市场的广泛关注。
消息面上，NEBIUS宣布完成了一笔77.5亿美元的担保债务融资。这笔融资以公司已部署的GPU算力设施和长期客户合同产生的现金流作为抵押，到期日为2030年10月31日。融资所得资金将全额覆盖公司现有的GPU资本开支，剩余部分将用于进一步的算力扩容，以支持其全栈AI云平台面向企业及AI原生应用客户的服务交付。
此次交易认购需求超额，由三菱日联金融集团独家统筹承销。公司目前手握超过400亿美元的长期合同收入，客户包括微软和Meta等科技巨头。管理层表示，本轮融资是公司产能保障、资金储备和产品迭代全维度扩张战略的关键一环，有助于构建一个具备稳定利润率的可持续AI云业务体系。
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