Nebius(NBIS)股价今日在纽约证券交易所盘中大涨7.31%,引发了市场的广泛关注。该股票近期持续获得英伟达和索罗斯等大佬机构增持,投资人对其未来发展前景充满信心。
根据分析,Nebius作为一家总部位于荷兰、在欧洲拥有大型数据中心的新兴云服务商,契合了欧洲正在兴起的对本土云服务供应商的需求。欧盟计划投入12亿欧元,扶持区内云计算企业发展,以减少对海外巨头AWS、微软等公司的依赖。Nebius实力雄厚,有望在这一大背景下迅速扩大在欧洲市场的份额。
另一方面,即便DeepSeek等人工智能模型采用较低成本算力训练,但分析人士认为算力需求总体上仍将保持旺盛,因成本下降可能推动更多新兴应用场景的出现。Nebius作为英伟达GPU等高端算力设备的经销商,在这一大环境下依旧能受益。目前英伟达处于供不应求状态,对Nebius等伙伴的扶持也显示出其布局之深远。
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