NEBIUS（股票代码：NBIS）今日盘中大涨5.10%，引起了市场的广泛关注。
消息面上，多重利好因素共同推动了股价的上涨。首先，算力租赁市场供需极端偏紧，海外AI推理服务商BaseTen披露，B200 GPU每小时租赁单价将大幅上调94%，行业形成典型的卖方市场，这显著利好NEBIUS等算力服务商的定价能力。
其次，公司自身近期推出了AI Cloud 3.6版本，新增了Nebius Echo自然语言云基础设施控制AI代理，增强了产品竞争力。此外，英伟达此前已向公司注入20亿美元战略投资，以支持其AI数据中心全球扩张。同时，公司被纳入纳斯达克100指数后，被动基金的配置需求也在持续释放，这些因素共同形成了强大的上涨动力。
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