7月9日，NEBIUS盘中上涨3.52%，报218.305美元/股，成交额7.39亿美元。股价延续近期超跌后的修复行情，多重因素共同提振。
消息面上，此前有分析师明确指出Meta没有多余计算产能可供外售，直接缓解了市场对Meta进军算力租赁领域可能对NEBIUS构成直接竞争的核心担忧。NEBIUS自7月1日因Meta筹建内部算力商业化部门消息累计大幅回撤超20%，近期超跌后技术性修复动能持续释放。同时，期权市场出现超700万美元双买组合交易，其中看涨期权端成交额远高于看跌期权端，显示机构资金情绪整体偏向乐观。此外，云计算板块整体走强及AI算力定价环境供需偏紧，也为股价提供有利支撑。
（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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