Tiger Brokers

NEBIUS（NBIS）逊预期指引拖累云服务商板块 NEBIUS跌15.72%、CoreWeave（CRWV）跌8.82%

金吾财讯
Nov 12

金吾财讯 | 美股云服务商板块盘中受压，截至发稿，NEBIUS（NBIS）跌15.72%，CoreWeave（CRWV）跌8.82%，阿里巴巴（BABA）跌6.98%，IREN Ltd（IREN）跌6.39%，Bitdeer TechnologiesGroup（BTDR）跌6.12%，Cerebras Systems（CBRS）跌4.79%，HIV EDigital Technologies（HIVE）跌4.00%，WhiteFiber（WYFI）跌3.36%，百度（BIDU）跌2.82%，慧与科技（HPE）跌2.37%，甲骨文（ORCL）跌1.86%，ServiceNow（NOW）跌1.85%。消息面上，NEBIUS发布财报显示，公司三季度调整后EBITDA扭亏为盈，达到4.658亿美元。GAAP每股亏损为0.13美元。期内，实现营收9.808亿美元，较去年同期的1.461亿美元大幅增长571%。不过，尽管核心业务收入表现亮眼，但随着数据中心基础设施建设和产能扩张的持续推进，公司资本开支显著增加。三季度物业、设备及无形资产购置支出达到73亿美元，当季经营活动现金流出为2.73亿美元。此外，公司预计2026年全年营收介于30亿-34亿美元区间的低端，低于市场预期的约33.7亿美元。

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