人工智能基础设施提供商NEBIUS（股票代码：NBIS）今日盘中股价大涨25.69%，引发市场广泛关注。这一显著涨幅主要源于公司发布的2025年第二季度财报超出市场预期。
根据NEBIUS最新公布的财报显示，公司第二季度营收达到1.051亿美元，同比大幅增长625%，环比增长106%。上半年累计收入更是达到1.56亿美元，同比增幅高达545%。这一亮眼业绩展现了NEBIUS在人工智能基础设施市场的强劲增长势头，也反映出市场对AI相关技术和服务需求的持续攀升。
除了营收大幅增长外，NEBIUS的盈利能力也显著改善。公司核心业务调整后EBITDA提前转正，整体调整后EBITDA亏损收窄至2100万美元，同比减少64%。同时，公司加大了战略投入，资本支出同比增长221%至5.106亿美元，以支持AI基础设施的扩张。基于强劲的增长动能，NEBIUS将2025年末年度化收入（ARR）预期上调至9-11亿美元，进一步提振了投资者信心。作为欧洲领先的AI基础设施和服务提供商，NEBIUS的这一表现无疑将继续巩固其市场地位，并有望在快速发展的AI行业中获得更多机遇。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.