金吾财讯 | Nebius Group（NBIS）公布截至2026年9月30日的第三季度财务业绩。数据显示，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。截至本文发稿，NBIS盘前股价跌逾11%，最新报137.16美元，下跌11.33%。
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