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美股
詳情
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NEBIUS
224.55
-3.5600
-1.56%
盤後:
224.49
-0.0600
-0.03%
19:59 EDT
成交量:
1,122.83萬
成交額:
25.61億
市值:
610.45億
市盈率:
1,367.02
高:
234.95
開:
234.80
低:
223.64
收:
228.11
52周最高:
299.86
52周最低:
73.52
股本:
2.72億
流通股本:
2.26億
量比:
0.73
換手率:
4.97%
股息:
- -
股息率:
- -
每股收益(TTM):
0.1643
每股收益(LYR):
0.3335
淨資產收益率:
0.60%
總資產收益率:
-1.92%
市淨率:
5.90
市盈率(LYR):
673.27
資料載入中...
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公司
新聞
公告
異動解讀|NEBIUS盤前上漲3.22%,Truist首次覆蓋給予買入評級目標價355美元
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異動解讀|NEBIUS盤中下跌3.09%,報234.985美元
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09/10
異動解讀|NEBIUS盤前下跌3.03%,報233.37美元
行情直击
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Truist首次覆蓋Nebius(NBIS)給予買入評級 目標價355美元
金吾财讯
·
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異動解讀|NEBIUS夜盤下跌3.14%,報232.8美元
行情直击
·
09/10
美股異動 | NEBIUS升逾5%,與Palantir達成戰略合作,為其商業客户提供AI原生計算基礎設施和雲平台
老虎资讯综合
·
09/08
異動解讀|NEBIUS盤中上漲4.18%,與Palantir達成戰略合作疊加模塊化數據中心部署計劃
行情直击
·
09/08
異動解讀|NEBIUS盤前上漲3.01%,與Palantir達成戰略合作疊加模塊化數據中心部署計劃
行情直击
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09/08
Palantir選定Nebius為AI基礎設施首選夥伴,主權AI從軟件延伸到算力
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·
09/08
NEBIUS(NBIS)漲2.65% 與Palantir(PLTR)攜手推進AI算力部署
金吾财讯
·
09/08
NEBIUS:攜手合作,在電力現成之地快速部署模塊化數據中心,全力加速算力提升
美股速递
·
09/08
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美股速递
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09/08
CoreWeave:高速擴張背後的融資壓力
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09/08
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华尔街见闻
·
09/08
Nebius Group NV(NBIS)股票9月4日盤中上漲5.30%:投資者必看的核心信息
TradingKey中文
·
09/05
異動解讀|NEBIUS盤中上漲3.18%,板塊普漲疊加超跌反彈,英偉達首批客户利好仍在消化
行情直击
·
09/04
異動解讀|NEBIUS盤中上漲3.09%,板塊普漲疊加超跌反彈,英偉達首批客户利好仍在消化
行情直击
·
09/04
異動解讀|NEBIUS盤前下跌3.21%,57.5億美元可轉債稀釋擔憂持續發酵疊加板塊走弱
行情直击
·
09/02
更多
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11:36","pubTimestamp":1789097790,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,知名投资人、电影《大空头》原型迈克尔·伯里周三表示,他正在削减所有持仓的风险,并平掉了2026年12月到期的英伟达和Palantir看跌期权且没有展期。伯里表示,尽管他减持了部分多头头寸,但持仓规模的基本顺序并未改变。据悉,伯里因成功预测2008年金融危机而闻名。他长期看空美股,同时也是华尔街最坚定的AI热潮质疑者之一,此前加码做空了英伟达、甲骨文、Palantir、Nebius和卡特彼勒等相关个股。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1494848.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1674673428.USD","LU0006306889.USD","DIPS","IE00BBT3K403.USD","LU0203201768.USD","LU1861217088.USD","IE00BN8TJ469.HKD","LU1951200564.SGD","LU0868494617.USD","IE00BGV7N243.SGD","SG9999018865.SGD","LU2361045086.USD","SG9999014013.SGD","LU0106261372.USD","LU0106959298.USD","CHAT","LU0203202063.USD","LU2357305700.SGD","LU0868494708.USD","NVDU","BK4202","LU0143863784.USD","LU0949170772.SGD","LU2023251221.USD","IE00BK4W5L77.USD","LU2420271590.USD","NVDW","IE000W1ABFV2.USD","LU0957791311.USD","LU1116320737.USD","IE00BJJMRY28.SGD","LU0795875169.SGD","IE0009356076.USD","IE00BQXX3F31.USD","LU2125909916.SGD","LU1989764748.USD","LU2133065610.SGD","IE00BLSP4239.USD","LU0323591593.USD","LU1571399168.USD","IE00B3S45H60.SGD","BK4579","CNEQ","LU0289960550.SGD","LU0069063385.USD","LU2089283258.USD","LU0320765489.SGD","IE0005OL40V9.USD","USD","SOXX","LU1267930730.SGD","LU0820561818.USD","IE00BJTD4N35.SGD","LU1989764664.SGD","LU0476273544.USD","LU1645745479.HKD","LU1935043536.SGD","SG9999017495.SGD","LU1880398554.USD","LU1821325948.USD","SOXS","IE0034235295.USD","LU0795875086.SGD","LU0553294199.USD","LU0210535034.USD","BK4614","TTEQ","LU2473716301.USD","BK4528","IE00BJTD4V19.USD","LU1035775433.USD","SGXZ23171101.USD","LU2322448791.USD","LU0198837287.USD","LU1989772840.SGD","LU2294711713.HKD","BK4608","HK0000304797.USD","LFGY","LU2191332357.HKD","LU1235294995.USD","SG9999015358.SGD","LU1951198990.SGD","LU1720051017.SGD","LU2125909759.SGD","LU2456880835.USD","VGT","LU1732799900.SGD","LU0820562030.AUD","LU2023250330.USD","GB00BDT5M118.USD","LU1923622291.USD","LU0353189763.USD","LU0390134368.USD","IE0003U64NQ7.SGD","SPLTRmain","LU2097344357.USD","LU0980610538.SGD","LU0133085943.USD","LU2361044949.HKD","LU1496350171.SGD","LU1153585028.USD","LU0787776722.HKD","IE000Q6AESB8.SGD","IE00BKDWB100.SGD","LU0048584097.USD","LU0170899867.USD","SG9999014914.USD","LULU","LU0154236417.USD","LU0053666078.USD","LU2394011477.USD","SNVDAmain","LU0672654240.SGD","NVC","IE00B19Z9P08.USD","LU0080751232.USD","BK4598","LU0950373646.USD","IE00B4YYXB79.USD","AIPI","LU1983260115.SGD","LU1323610961.USD","AIFD","LU2360032135.SGD","SG9999015952.SGD","HK0000320264.USD","LU1839511570.USD","LU1935042991.SGD","LU2458330169.SGD","LU0345768153.USD","BK4532","LU0708995401.HKD","BK4503","BK4547","LU2592432038.USD","LU0329931090.USD","LU0329931173.USD","SG9999002224.SGD","LU1880398471.USD","LU0494093205.USD","LU0528227936.USD","IE00BLSP4452.SGD","NBIG","PLTW","ESLG","PLYY","BK4516","LU2272731865.HKD","LU0211328371.USD","LU0985320562.USD","BK4549","LU0057025933.USD","IE00BD6J9T35.USD","LU2750360641.GBP","SG9999014021.USD","AGOX","LU0342679015.USD","LU0124676726.USD","LU1814569148.SGD","SG9999004303.SGD","SG9999011175.SGD","LU0251132253.USD","LU1699723380.USD","PLTY","NVII","LU2403377893.USD","LU2505996681.GBP","HK0000819398.USD","LU1861127337.USD","LU1861558580.USD","LU2430703095.HKD","LU2168564495.EUR","LU2347655073.USD","MELI","LU0210536198.USD","LU1803068979.SGD","BK4566","LU0417517546.SGD","LU1861559042.SGD","IE00B19Z8W00.USD","BK4612","LU0107464264.USD","LU2360107671.USD","LU1721428933.USD","BK4122","LU2505996509.AUD","TDIV","BK4504","LU1046421795.USD","LU1400636657.SGD","GUNZ","LU2286300806.USD","LU0138981039.USD","LU0395794307.EUR","IE00BMPRXN33.USD","LU1037948897.HKD","LU0187121727.USD","PLTU","SMHX","LU2065171311.SGD","LU0323239441.USD","LU2756315664.SGD","THMR","IE0004445015.USD","LU0726765562.USD","LU2491049909.HKD","SOXL","TRFK","XLK","LU1244550221.USD","SGXZ81514606.USD","LU1935043023.USD","LU0532187761.SGD","LU2083900584.USD","LU2452424414.USD","3NVD.UK","BK4533","IE00BZ9MQY76.HKD","LU1935042215.USD","LU2237957902.USD","IE00B0JY6N72.USD","LU1868836591.USD","LU0157215616.USD","IE00BJJMRX11.SGD","LU2458330243.SGD","NVDL","LU1674673691.USD","LU1261432733.SGD","LU2028103732.USD","IGV","IE00BZ1G4Q59.USD","LU2413666426.HKD","LU2089985449.USD","IE00B19Z3B42.SGD","LU0234572021.USD","LU2065171402.SGD","LU2237443382.USD","SG9999015945.SGD","LU0158827948.USD","LU0882574139.USD","ABFL","LU2237438978.USD","LU2322448957.HKD","LU0070217475.USD","ORCL","HK0000306701.USD","LU1066051811.HKD","LU2290526834.HKD","LU2471134796.USD","LU0109392836.USD","LU2552382132.HKD","NVDA","LU0444971666.USD","07388","HK0000320223.HKD"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百万美元。","market":"hk","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/262161841-market-movers-nbis-20260910","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["NEBX","NBIC","LU0329931090.USD","NBIL","LU0823431647.USD","BK4077","BK4097","LU0823431563.USD","LU0950373646.USD","LU0531971165.HKD","NBIS","BK4609","LU0329931173.USD","NBIZ","NBIG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1195869344","title":"異動解讀|NEBIUS盤中下跌3.09%,報234.985美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1195869344","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1195869344?lang=zh_tw&edition=fundamental","pubTime":"2026-09-10 21:41","pubTimestamp":1789047710,"startTime":"0","endTime":"0","summary":"9月10日,NEBIUS盘中下跌3.09%,报234.985美元/股,成交额5.39亿美元。NEBIUS所在的系统软件行业中,个股中,甲骨文跌1.73%,微软跌0.66%,ServiceNow涨0.52%,CrowdStrike涨0.32%,Palo Alto Networks涨0.57%。(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["NBIS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1135989605","title":"異動解讀|NEBIUS盤前下跌3.03%,報233.37美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1135989605","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1135989605?lang=zh_tw&edition=fundamental","pubTime":"2026-09-10 19:13","pubTimestamp":1789038780,"startTime":"0","endTime":"0","summary":"9月10日,NEBIUS盘前下跌3.03%,报233.37美元/股,成交额1917.87万美元。NEBIUS所在的系统软件行业中,个股中,微软跌0.07%,甲骨文跌0.13%,Palo Alto Networks跌0.15%,ServiceNow涨1.31%,CrowdStrike跌0.43%。(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["NBIS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666561513","title":"Truist首次覆蓋Nebius(NBIS)給予買入評級 目標價355美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2666561513","media":"金吾财讯","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666561513?lang=zh_tw&edition=fundamental","pubTime":"2026-09-10 17:19","pubTimestamp":1789031995,"startTime":"0","endTime":"0","summary":"分析师Arvind Ramnani在研报中指出,Nebius是仍在持续搭建基础设施、规模不断扩张的AI原生超大规模云服务商,具备不错的投资价值。分析师进一步表示,Nebius成长空间广阔,预计2030年云服务市场年度潜在规模可达2.1万亿美元。Truist给出355美元目标价,该行同时认为,Nebius有能力从新兴云厂商以及头部超大规模云服务商手中抢夺市场份额。","market":"us","thumbnail":"https://static.szfiu.com/news/20210625/ZGFjNmMxNjJiOWZlZTExMTI2OTIxOTcyMDA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210625/ZGFjNmMxNjJiOWZlZTExMTI2OTIxOTcyMDA=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"305887","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0950373646.USD","NEBX","LU0329931173.USD","NBIL","LU0823431563.USD","LU0531971165.HKD","NBIZ","LU0329931090.USD","BK4097","NBIS","NBIC","BK4609","BK4077","LU0823431647.USD","NBIG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1156630626","title":"異動解讀|NEBIUS夜盤下跌3.14%,報232.8美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1156630626","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1156630626?lang=zh_tw&edition=fundamental","pubTime":"2026-09-10 09:30","pubTimestamp":1789003859,"startTime":"0","endTime":"0","summary":"9月10日,NEBIUS夜盘下跌3.14%,报232.8美元/股,成交额909.17万美元。NEBIUS所在的系统软件行业中,个股中,微软涨0.07%,甲骨文跌0.08%,Palo Alto Networks跌0.02%,ServiceNow涨0.31%,CrowdStrike涨0.06%。(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["NBIS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1187553045","title":"美股異動 | NEBIUS升逾5%,與Palantir達成戰略合作,為其商業客户提供AI原生計算基礎設施和雲平台","url":"https://stock-news.laohu8.com/highlight/detail?id=1187553045","media":"老虎资讯综合","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1187553045?lang=zh_tw&edition=fundamental","pubTime":"2026-09-08 22:21","pubTimestamp":1788877312,"startTime":"0","endTime":"0","summary":"美股周二,$NEBIUS$盘中涨近6%。股价走强主要受两大消息提振:公司与Palantir Technologies达成战略合作,同时公布模块化数据中心部署计划。Palantir将NEBIUS列为首选的主权AI基础设施合作伙伴。NEBIUS此次方案有望提高新增算力的落地效率。资金方面,NEBIUS近期完成规模达57.5亿美元的可转债发行,所得资金将主要用于数据中心建设及AI云业务扩张。","market":"us","thumbnail":"https://encrypted-tbn0.gstatic.com/images?q=tbn:ANd9GcSO5dy-WSEN8R7BX4822l5qNne2d8xT_CdCNf1a_uxM1g&s=10","type":0,"news_type":0,"thumbnails":["https://encrypted-tbn0.gstatic.com/images?q=tbn:ANd9GcSO5dy-WSEN8R7BX4822l5qNne2d8xT_CdCNf1a_uxM1g&s=10"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"NEBIUS与Palantir达成战略合作,为其商业客户提供AI原生计算基础设施和云平台","news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["NBIS","NEBX","NBIZ","NBIC","NBIL","NBIG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1154354132","title":"異動解讀|NEBIUS盤中上漲4.18%,與Palantir達成戰略合作疊加模塊化數據中心部署計劃","url":"https://stock-news.laohu8.com/highlight/detail?id=1154354132","media":"行情直击","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1154354132?lang=zh_tw&edition=fundamental","pubTime":"2026-09-08 21:35","pubTimestamp":1788874521,"startTime":"0","endTime":"0","summary":"9月8日,NEBIUS盘中上涨4.18%,报239.23美元/股,成交额6.81亿美元。消息面上,Palantir宣布将NEBIUS定为其主权AI基础设施首选合作伙伴,双方计划将Nebius的计算能力与推理端点部署至Palantir企业边界内部,客户可在自主可控环境下运行AI模型并利用自有数据持续迭代。Palantir CEO Alex Karp表示,Nebius的算力基础设施能够满足客户对主权AI能力的需求。同日,Nebius还公布了模块化数据中心部署策略,选择在电力供应已到位的站点快速落地,以绕开电网改造瓶颈、压缩建设周期。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"NEBIUS获主权AI合作,盘中上涨","news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["NBIS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1137384239","title":"異動解讀|NEBIUS盤前上漲3.01%,與Palantir達成戰略合作疊加模塊化數據中心部署計劃","url":"https://stock-news.laohu8.com/highlight/detail?id=1137384239","media":"行情直击","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1137384239?lang=zh_tw&edition=fundamental","pubTime":"2026-09-08 21:12","pubTimestamp":1788873161,"startTime":"0","endTime":"0","summary":"9月8日,NEBIUS盘前上涨3.01%,报233.199美元/股,成交额1.69亿美元。消息面上,Palantir宣布将NEBIUS定为其主权AI基础设施首选合作伙伴,双方计划将Nebius的计算能力与推理端点部署至Palantir企业边界内部,客户可在自主可控环境下运行AI模型。同日,Nebius还公布了模块化数据中心部署策略,选择在电力供应已到位的站点快速落地,以绕开电网改造瓶颈、压缩建设周期。此前,英伟达已确认Groq 3 LPX全面量产,Nebius为首家客户,算力供给端利好仍在延续。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"NEBIUS盘前上涨,与Palantir战略合作落地","news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["NBIS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665373065","title":"Palantir選定Nebius為AI基礎設施首選夥伴,主權AI從軟件延伸到算力","url":"https://stock-news.laohu8.com/highlight/detail?id=2665373065","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665373065?lang=zh_tw&edition=fundamental","pubTime":"2026-09-08 21:02","pubTimestamp":1788872549,"startTime":"0","endTime":"0","summary":"TradingKey - 美东时间9月8日,Palantir Technologies(PLTR)与Nebius Group(NBIS)宣布达成战略合作。Palantir将Nebius指定为其首选主权AI基础设施合作伙伴。","market":"hk","thumbnail":"https://resource.tradingkey.com/uploads/20260311/nbis-f85db7afacab449fa0646856df0c792b.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20260311/nbis-f85db7afacab449fa0646856df0c792b.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/analysis/stocks/us-stock/262156049-palantir-nebius-sovereign-ai-partner-software-compute-tradingkey","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0950373646.USD","LU1861559042.SGD","PLTI","BK4097","NBIC","NEBX","PTIR","PLTD","PLTU","IE00B19Z9Z06.USD","BK4023","LU0531971165.HKD","EYES","LU0823431647.USD","NBIG","PLTY","IE00B19Z9P08.USD","BK4613","BK4077","IGV","IE00BZ9MQY76.HKD","PLTR","BK4585","SPLTRmain","PLYY","PLTG","BK4547","LU0823431563.USD","PLT","LU1861558580.USD","PLTL","LU0329931090.USD","NBIS","NBIZ","PLTW","PLTZ","NBIL","BK4588","SHLD","GUNZ","IE00B894F039.SGD","PLTA","BK4609","PLOO","LU0329931173.USD","AIPI","BK4543"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665327271","title":"NEBIUS(NBIS)漲2.65% 與Palantir(PLTR)攜手推進AI算力部署","url":"https://stock-news.laohu8.com/highlight/detail?id=2665327271","media":"金吾财讯","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665327271?lang=zh_tw&edition=fundamental","pubTime":"2026-09-08 19:31","pubTimestamp":1788867088,"startTime":"0","endTime":"0","summary":"金吾财讯 | NEBIUS 美股盘前股价扬升,最新涨2.65%,报232美元。消息面上,Palantir将Nebius定为主权AI基础设施首选合作伙伴,把后者的算力与推理能力整合进Palantir产品体系。双方将依托本次战略合作,共同推进新增AI算力的快速部署。Palantir联合创始人兼CEO Alex Karp表示,Nebius的算力基础设施,支持客户在自主可控环境下运行自有AI模型;Palantir本体技术叠加Nebius基础设施,能够满足客户对主权AI能力的需求。","market":"other","thumbnail":"https://static.szfiu.com/news/20250107/M2RkMDMzZDc5MTczNjIzNzY2ODA2Mg==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/M2RkMDMzZDc5MTczNjIzNzY2ODA2Mg==.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"305812","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["PLTZ","LU0531971165.HKD","EYES","LU0329931173.USD","PLTR","SPLTRmain","AIPI","NBIC","BK4023","IE00B19Z9Z06.USD","PLTD","LU1861558580.USD","PTIR","NEBX","BK4077","LU1861559042.SGD","NBIZ","PLTA","BK4543","NBIL","PLTL","IE00BZ9MQY76.HKD","PLYY","LU0823431647.USD","PLT","IE00B19Z9P08.USD","NBIS","SHLD","NBIG","PLTU","PLTI","BK4613","IGV","LU0950373646.USD","BK4547","BK4585","BK4097","IE00B894F039.SGD","PLTG","BK4609","LU0823431563.USD","PLOO","PLTY","GUNZ","PLTW","LU0329931090.USD","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1185259694","title":"NEBIUS:攜手合作,在電力現成之地快速部署模塊化數據中心,全力加速算力提升","url":"https://stock-news.laohu8.com/highlight/detail?id=1185259694","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1185259694?lang=zh_tw&edition=fundamental","pubTime":"2026-09-08 19:03","pubTimestamp":1788865420,"startTime":"0","endTime":"0","summary":"NEBIUS宣布,将通过模块化数据中心的部署策略,在那些电力供应已然到位的站点展开行动。此举意在借助合作的力量,显著加快计算能力的扩容步伐。这一思路,直指当前算力扩张过程中常遇的电力瓶颈问题,试图另辟蹊径,寻求突破。合作的核心,在于对现有资源的精巧利用——避开漫长的电网改造周期,直接切入具备供电条件的现成场地。这样一来,从决策到落地的时间窗将被大幅压缩,为亟需算力支撑的业务赢得宝贵时机。不难看出,这种模式追求的是一种速度与效率的双重优化,旨在以更轻量、更灵活的姿态,响应市场对高性能计算日益迫切的需求。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4077","LU0823431563.USD","NBIL","NBIG","NBIC","LU0329931090.USD","LU0823431647.USD","NBIZ","NEBX","LU0329931173.USD","LU0950373646.USD","NBIS","LU0531971165.HKD","BK4609","BK4097"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1140354193","title":"Nebius攜手Palantir:將計算與推理端點引入企業安全邊界之內","url":"https://stock-news.laohu8.com/highlight/detail?id=1140354193","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1140354193?lang=zh_tw&edition=fundamental","pubTime":"2026-09-08 19:00","pubTimestamp":1788865243,"startTime":"0","endTime":"0","summary":"Nebius宣布了一项新合作,计划将其计算能力与推理端点部署至Palantir的企业边界内部。此举意味着,Nebius的基础设施将更紧密地融入Palantir的企业环境,从而为客户提供更为高效、安全的AI服务。通过这一集成,双方旨在强化数据处理能力,同时确保敏感信息在企业防火墙内得以妥善管理。这一战略伙伴关系有望简化工作流程,并加速从原型到生产的AI部署进程。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4023","LU0531971165.HKD","NBIZ","EYES","NBIC","PLOO","IE00B19Z9Z06.USD","LU0823431647.USD","PTIR","LU0823431563.USD","NEBX","PLTZ","GUNZ","NBIG","PLTL","IGV","BK4585","PLTD","PLTA","BK4547","SHLD","LU1861559042.SGD","BK4609","IE00BZ9MQY76.HKD","NBIL","PLT","PLTR","PLTW","BK4613","BK4077","LU0329931090.USD","BK4588","SPLTRmain","AIPI","PLTG","PLTU","PLTY","PLYY","IE00B19Z9P08.USD","BK4097","LU0329931173.USD","LU1861558580.USD","LU0950373646.USD","NBIS","PLTI","BK4543","IE00B894F039.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665280063","title":"CoreWeave:高速擴張背後的融資壓力","url":"https://stock-news.laohu8.com/highlight/detail?id=2665280063","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665280063?lang=zh_tw&edition=fundamental","pubTime":"2026-09-08 15:41","pubTimestamp":1788853306,"startTime":"0","endTime":"0","summary":"市场上正在形成一种颇具吸引力的看多观点:与 Nebius(NBIS.US)相比,CoreWeave 拥有更庞大的收入规模、更多的订单储备以及更多的上线算力,但市销率(P/S)估值却远低于 Nebius,因而可能是被市场明显错杀的 AI 专用云(Neocloud)龙头。 收入倍数仅揭示了一半真相。 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10:10","pubTimestamp":1788833420,"startTime":"0","endTime":"0","summary":"云计算巨头在AI数据中心租赁谈判中的强势地位正在松动。微软等云厂商因急于让英伟达服务器上线,反而给了CoreWeave等运营商更多议价空间——服务水平协议(SLA)条款趋于宽松,付款要求愈发强硬,英伟达和AMD甚至入场竞标为客户提供信用担保。","market":"sh","thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3781275","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["FMET","CLOU","NEBX","CRWG","WDAI","LU1861559042.SGD","WPAI","WISE","CORD","NBIZ","CRWU","CLDL","PBOT","HPEL","NBIL","AIFD","BLOK","NBIG","NBIC","IDGT","SKYY","LU1861558580.USD","CRWX","FCLD","AIBU","DTCR","BK4116","CWII","CWVX","NBIS","CRWV"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2665961359","title":"Nebius Group NV(NBIS)股票9月4日盤中上漲5.30%:投資者必看的核心信息","url":"https://stock-news.laohu8.com/highlight/detail?id=2665961359","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665961359?lang=zh_tw&edition=fundamental","pubTime":"2026-09-05 03:16","pubTimestamp":1788549376,"startTime":"0","endTime":"0","summary":"• Nebius将其年底已签约电力目标提高至5吉瓦。\n• 客户预付款覆盖了扩张所需的大部分资本支出。\n• 该公司公布的年度营收为5.298亿美元,净利润为8250万美元。","market":"fut","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/262152067-market-movers-nbis-20260904","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0823431563.USD","BK4097","LU0329931173.USD","LU0823431647.USD","NBIL","BK4077","NBIZ","BK4609","NBIG","LU0950373646.USD","NBIC","LU0329931090.USD","NEBX","LU0531971165.HKD","NBIS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1175936392","title":"異動解讀|NEBIUS盤中上漲3.18%,板塊普漲疊加超跌反彈,英偉達首批客户利好仍在消化","url":"https://stock-news.laohu8.com/highlight/detail?id=1175936392","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1175936392?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 21:49","pubTimestamp":1788529751,"startTime":"0","endTime":"0","summary":"9月4日,NEBIUS盘中上涨3.18%,报217.335美元/股,成交额4.97亿美元。该股自8月中旬高点累计回调逾30%后迎来反弹,云计算服务商板块同步走强。消息面上,英伟达CFO此前透露本季度将向早期客户批量出货Groq 3 LPX,Nebius为首家客户,算力供给端利好仍在持续消化中。英伟达已宣布Groq 3 LPX机架级系统进入全面量产阶段,首批系统将部署于Nebius的Token Factory推理平台。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"英伟达算力利好发酵,NEBIUS超跌反弹","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["NBIS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1167910809","title":"異動解讀|NEBIUS盤中上漲3.09%,板塊普漲疊加超跌反彈,英偉達首批客户利好仍在消化","url":"https://stock-news.laohu8.com/highlight/detail?id=1167910809","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1167910809?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 02:49","pubTimestamp":1788461358,"startTime":"0","endTime":"0","summary":"9月4日,NEBIUS盘中上涨3.09%,报210.4美元/股,成交额15.59亿美元。该股自8月中旬高点累计回调逾30%后迎来反弹。此前英伟达CFO透露本季度将向早期客户批量出货Groq 3 LPX,Nebius为首家客户,算力供给端利好仍在消化中。不过,公司8月25日完成的57.5亿美元可转换优先票据发行带来的稀释担忧尚未完全消退,总负债超85亿美元,季度利息支出同比激增2381%至1.19亿美元,后续走势仍需关注债务压力与业务扩张间的平衡。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"算力利好发酵,超跌反弹启动","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["NBIS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1160759357","title":"異動解讀|NEBIUS盤前下跌3.21%,57.5億美元可轉債稀釋擔憂持續發酵疊加板塊走弱","url":"https://stock-news.laohu8.com/highlight/detail?id=1160759357","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1160759357?lang=zh_tw&edition=fundamental","pubTime":"2026-09-02 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