金吾财讯 | Nebius(NBIS)早盘低开后走高，报176.81美元，涨2.95%。
消息面上，Nebius (NBIS) 周五完成 77.5 亿美元担保债务融资，抵押物为已部署 GPU 算力设施与长期客户合同现金流，融资到期日 2030 年 10 月 31 日，定价锚定担保隔夜融资利率上浮 2.5 个百分点。本次募资规模可全额覆盖现有 GPU 资本开支，剩余资金将用于算力扩容，支撑全栈 AI 云平台面向企业与 AI 原生应用客户交付服务，交易认购需求超额，由三菱日联金融集团 (MUFG) 独家统筹承销。
公司手握超 400 亿美元长期合同收入，合作客户包含微软 (MSFT)、Meta (META)，企业称后续可依托稳定现金流以同等优惠条款追加融资。管理层表示本轮融资是产能保障、资金储备、产品迭代全维度扩张战略关键一环，自有数据中心搭配轻资产合作双线并行，叠加软件产品市场需求充足，有望搭建具备稳定利润率的可持续 AI 云业务体系。
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