AI云服务商，“英伟达持仓概念股”NEBIUS 一季度总营收达3.99亿美元，环比增长约75%，同比大增684%，高于市场预期的3.916亿美元；GAAP口径下持续经营业务净利润6.212亿美元，同比扭亏为盈；调整后EBITDA转正至1.295亿美元，经营效率显著提升。
一季度每股摊薄收益为2.11美元，扭转了去年同期亏损0.48美元的局面。分析师此前预期为每股亏损0.83美元。
一季度调整后净亏损为1.003亿美元，较去年同期的0.836亿美元同比扩大20%，主要系AI基础设施投入增加所致。
业务拓展方面，NEBIUS持续加码AI算力布局，已获批宾夕法尼亚州1.2吉瓦电力及土地资源，用于新建自有AI工厂；近期还收购EigenAI、引入Clarifai核心团队及推理IP，强化旗下TokenFactory推理平台能力，进一步巩固全球AI云服务市场地位。
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