美股异动 | AI新云双雄CoreWeave(CRWV.US)跌超8% NEBIUS(NBIS.US)大跌超18% 后者ARR目标延期

智通财经
Nov 12
【美股异动 | AI新云双雄CoreWeave(CRWV.US)跌超8% NEBIUS(NBIS.US)大跌超18% 后者ARR目标延期】智通财经APP获悉,周四,AI新云双雄CoreWeave(CRWV.US)跌超8%,NEBIUS(NBIS.US)大跌超18%。消息面上,Nebius三季度营收达9.81亿美元(同比增571%)、调整后EBITDA为4.66亿美元,双双超出预期。然而,公司推迟并收窄了年化经常性收入(ARR)指引,称其不再适用,同时将2026年资本开支大幅上调至270亿美元,并预计2027年进一步增至400亿至450亿美元。

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