美股詳情

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NEBIUS

207.37

-4.8200-2.27%

盤後：207.460.0900+0.04%16:02 EDT

成交量：1,028.55萬

成交額：21.60億

市值：563.75億

市盈率：1,262.43

高：216.56

開：211.03

低：206.85

收：212.19

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：0.68

換手率：4.55%

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：5.45

市盈率(LYR):621.76

資料載入中...

總覽公司新聞資訊公告

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告別「算力貶值」焦慮！新雲廠商老一代GPU有望戰至 2029 年，美銀證券維持CoreWeave(CRWV.US)和 Nebius(NBIS.US)「買入」評級

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TradingKey中文

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Form 144 | Nebius Group N.V.非執行董事 Ryan Charles E 擬減持50000股CLASS A普通股，交易總市值約1275.2萬美元

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NBIS驚現1913萬美元遠月300Call大單，跨期雙賣+雙買組合淨收1132萬，看漲情緒升温？","url":"https://stock-news.laohu8.com/highlight/detail?id=1169691526","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1169691526?lang=zh_tw&edition=fundamental","pubTime":"2026-08-18 09:00","pubTimestamp":1787014842,"startTime":"0","endTime":"0","summary":"NBIS收盘价268.85美元，跌3.18%。当日NBIS期权市场出现多笔大额交易，其中最大单腿为1913.70万美元的远月300.0 CALL买入，同时一组跨期四腿组合净收1132.50万美元，整体大单情绪偏多。期权指标分析NBIS当前隐含波动率为104.33%，IV百分位为61.75%，处于中性区间，说明当前期权隐波水平虽然绝对值较高，但放在其自身历史分布中仍属中性，整体定价不算明显便宜，也未达到显著偏贵水平。当日最大单腿为一笔规模达1913.70万美元的300.0 CALL买入，到期日为2027-01-15，属于虚值看涨期权。","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":["LU0823431647.USD","BK4609","LU0531971165.HKD","LU0823431563.USD","LU0950373646.USD","BK4077","NBIZ","NBIG","NBIS","BK4097","NEBX","LU0329931173.USD","LU0329931090.USD","NBIL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1194818928","title":"異動解讀｜NEBIUS盤中下跌3.02%，大空頭持續沽空疊加期權市場鉅額看跌押注壓制股價","url":"https://stock-news.laohu8.com/highlight/detail?id=1194818928","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1194818928?lang=zh_tw&edition=fundamental","pubTime":"2026-08-17 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E近期亦计划减持约1275万美元股份。（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":"1158900105","title":"「AI股神」爆雷前，將56%的資金押注在這兩隻股票上","url":"https://stock-news.laohu8.com/highlight/detail?id=1158900105","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1158900105?lang=zh_tw&edition=fundamental","pubTime":"2026-08-17 18:36","pubTimestamp":1786963003,"startTime":"0","endTime":"0","summary":"Bloom Energy的股价也在同样的四周内暴跌31%。高度集中于仅两家公司、且属于密切相关行业，引发了对其风险管理做法的不安质疑。该基金的持仓实际上变成了对AI交易的一次豪赌，而到了7月，这辆顺风车翻了车。在这次颜面尽失的崩盘之前，阿申布伦纳的基金自2024年成立以来取得了超过1000%的惊人回报。当AI相关股票的盛宴在7月开始动摇时，这种做法反而对他不利。阿申布伦纳基金的投资者并非7月市场波动的唯一受害者。","market":"us","thumbnail":"https://community-static.tradeup.com/news/7daf892e6aa9f39466734491a8801192","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/7daf892e6aa9f39466734491a8801192"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"26e7cb4fd57146589085bfc83afb993b","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["SNDQ","BEZ","SNDC","SNXX","NEBX","BEX","TSMX","BE","TSMU","MUD","TSM","NBIL","SNDG","NBIZ","MUU","TSMZ","MULL","NBIS","MUZ","SNDU","TSMG","MU","MIC","TSMY","STSM","MUYY","SNDK","BEG"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2660105807","title":"算力市場格局分化：CoreWeave、Nebius衝刺短期高毛利，AWS深耕長約","url":"https://stock-news.laohu8.com/highlight/detail?id=2660105807","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660105807?lang=zh_tw&edition=fundamental","pubTime":"2026-08-17 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| NBIS驚現1820萬美元熊市看跌價差大單，機構押注中長期走弱，多空博弈暗流湧動","url":"https://stock-news.laohu8.com/highlight/detail?id=1179531476","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1179531476?lang=zh_tw&edition=fundamental","pubTime":"2026-08-15 09:00","pubTimestamp":1786755645,"startTime":"0","endTime":"0","summary":"NBIS收报277.68美元，涨8.88%，上涨22.64美元。NBIS股价当日强势上涨，但期权市场却上演了一场多空暗战。一笔高达1820.00万美元的熊市看跌价差大单成为焦点，与另一笔1407.80万美元的看涨期权买入形成对峙，主导性资金倾向于押注中长期走弱，市场情绪暗流涌动。大单交易一笔规模达1820.00万美元净支出的熊市看跌价差成为当日最核心的大单，这组2027-01-15到期的组合通过买入350.0 PUT、同时卖出200.0 PUT来构建，整体明确表达对NBIS中长期走势的偏空判断。","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","LU0329931090.USD","LU0823431647.USD","NBIZ","NEBX","LU0329931173.USD","LU0950373646.USD","NBIS","LU0531971165.HKD","BK4609","BK4097"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659254041","title":"Nebius Group NV(NBIS)股票8月14日盤中上漲8.13%：投資者必看的核心信息","url":"https://stock-news.laohu8.com/highlight/detail?id=2659254041","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659254041?lang=zh_tw&edition=fundamental","pubTime":"2026-08-15 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较大的成交量引发盘中波动，而技术指标显示出多空交织的动能信号。","market":"sg","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/262108897-market-movers-nbis-20260814","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":["NBIL","NEBX","LU0823431563.USD","LU0950373646.USD","BK4077","LU0823431647.USD","BK4097","BK4609","NBIS","LU0329931173.USD","NBIZ","LU0329931090.USD","LU0531971165.HKD","NBIG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659123159","title":"《大空頭》原型邁克爾・伯里加碼沽空甲骨文、美光、Nebius","url":"https://stock-news.laohu8.com/highlight/detail?id=2659123159","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659123159?lang=zh_tw&edition=fundamental","pubTime":"2026-08-15 00:58","pubTimestamp":1786726680,"startTime":"0","endTime":"0","summary":"此前他称这笔交易如同 “瓮中捉鳖”作者：达拉格托马斯“大空头” 投资人迈克尔伯里持续押注 AI 基建热潮将降温，加码做空甲骨文、美光科技与 Nebius 集团。本月早些时候，伯里首次在 211.77 美元价位做空 Nebius，并形容自己的空头押注 “有点瓮中捉鳖的味道”。为何伯里认为 Nebius 信号预示 AI 行情临近顶峰受客户争抢稀缺 AI 算力资源推动，Nebius 本周公布营收同比大增 454%。伯里还直接做空美光科技 ——AI 存储景气周期最大受益企业之一。","market":"sh","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":"https://finance.sina.com.cn/stock/usstock/c/2026-08-15/doc-ininikcc2642096.shtml","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":"sina","symbols":["LU2286300806.USD","LU0965509010.AUD","LU0965509101.SGD","LU1366192091.USD","TDIV","IE00BK4W5L77.USD","LU1267930813.SGD","LU2750360997.AUD","DISK","LU0708995401.HKD","LU1280957306.USD","LU0642271901.SGD","LU0792757196.USD","LU1674673428.USD","LU1366333091.USD","LU1037948897.HKD","BK4543","LU0234570918.USD","LU0109392836.USD","LU0965508806.USD","LU1868836591.USD","LU0256863902.USD","IE00B775SV38.USD","FAI","LU1989764664.SGD","LU1323610961.USD","LU1823568750.SGD","LU2458330243.SGD","OGIG","BK4581","JGRO","LU0878866978.SGD","LU1914381329.SGD","LU0683600562.USD","SOXQ","LU2168564495.EUR","BK4538","LU1551013425.SGD","LU1989764748.USD","LU1815336760.USD","SG9999001424.SGD","SHOC","XLK","LU1003077747.HKD","BK4516","LU0289960550.SGD","LU1674673691.USD","LU0861579265.USD","BK4566","LU1935042215.USD","LU0719512351.SGD","AIFD","GB00BDT5M118.USD","IE0004445239.USD","LU0444973449.USD","LU0133085943.USD","IE000M9KFDE8.USD","LU1069347547.HKD","LU1720051108.HKD","LU1934455277.USD","ORCX","LU0545039389.USD","BK4534","NBIZ","IE00BJLML261.HKD","LU0348723411.USD","LU0127658192.USD","LU2756315318.SGD","LU0210536198.USD","LU0320765489.SGD","LU1145028129.USD","LU1267930730.SGD","BK4605","IE00BMPRXN33.USD","IE00B7SZLL34.SGD","LU1852331112.SGD","EGGY","LU2108987350.USD","LU2211815571.USD","IE0034235303.USD","IE00B19Z3B42.SGD","LU2168564065.EUR","LU2860962120.EUR","LU0068578508.USD","CGGO","LU0965509283.SGD","BOBP","LU1935043536.SGD","IE00BMPRXR70.SGD","LU2746668461.USD","LU0056508442.USD","PTF","SMU00main","LU2023250330.USD","BK4141","IE0009356076.USD","LU2168564149.EUR","BK4512","IE00B19Z3581.USD","LU1551013342.USD","ORCU","IE00BBT3K403.USD","LU0859254822.USD","IE00B3S45H60.SGD","MULL","LU2290526834.HKD","LU1201861249.SGD","IETC","LU0417517546.SGD","LU2213496289.HKD","LU0950373646.USD","LU0476273544.USD","LU0329931173.USD","LU2360107168.USD","NBIG","NBIS","LU0082616367.USD","MUZ","SGXZ51526630.SGD","LU0820561909.HKD","FTEC","LU0820562030.AUD","LU2471134952.CNY","LU2236285917.USD","PSI","WLDR","LU0823431563.USD","LU1506573853.SGD","LU0320765059.SGD","LU1489326972.SGD","LU2360106780.USD","LU2750360641.GBP","MIC","LU2168564222.USD","BK4097","BK4609","LU0661504455.SGD","LU0949170772.SGD","LU2237957902.USD","MUU","IE00BLSP4239.USD","LU0234572021.USD","LU0553294199.USD","SGXZ81514606.USD","LU0130102774.USD","TRFK","LU0329931090.USD","LU1803068979.SGD","NEBX","BK4527","IXN","IE00B1XK9C88.USD","LU1691799644.USD","LU0353189763.USD","LU1935043023.USD","IE00BWXC8680.SGD","ORCS","BK4528","LU1868837136.USD","IE0002270589.USD","LU1935042488.USD","MU","LU0353189680.USD","HBMX","BK4553","LU2756315664.SGD","LU1548497426.USD","BK4585","BK4532","BAI","LU2168563687.JPY","WUGI","BK4575","LU2250418816.HKD","LU1989772840.SGD","FTXL","USXF","FDTX","LU0640476718.USD","LU2102340556.USD","LU0314106906.USD","LU2458330169.SGD","IE00B5949003.HKD","LU0154236417.USD","ORCL","SGXZ99366536.SGD","LU1868837300.USD","LU0823431647.USD","LU0203347892.USD","LU0957808578.USD","FXL","SG9999003800.SGD","LU1642822529.SGD","LU1316542783.SGD","LU1861215975.USD","LU1046421795.USD","ARTY","LU1720051017.SGD","BK4077","LU0274383776.USD","LU0943347566.SGD","LU0964807845.USD","XNTK","LU1868836757.USD","LU0238689110.USD","EMSF","LU0096364046.USD","SORCLmain","IE00BSNM7G36.USD","LU0672654240.SGD","LU1989772923.USD","BK4579","LU0203345920.USD","AIS","LU0323591593.USD","BK4554","LU2054465674.USD","LU2357305700.SGD","LU0889566641.SGD","LU2048586759.USD","BK4588","LU0980610538.SGD","SG9999011175.SGD","SMH","IE00BKDWB100.SGD","SOXX","LU1935042991.SGD","LU0648001328.SGD","LU1778281490.HKD","LU0070302665.USD","LU0689472784.USD","RULE","TTXU","CHPS","LU2931357623.SGD","LU0820561818.USD","MUYY","IE00BN8TJ469.HKD","LU2543165471.USD","IE00BK4W5M84.HKD","LU1429558221.USD","DRMY","LU0175139822.USD","LU1435385759.SGD","LU1868836914.USD","LU1035773651.USD","MUD","LU0889565833.HKD","LU1861220033.SGD","EFIV","LU2089985449.USD","LEGR","LU1235294995.USD","AIQ","LU0198837287.USD","LU0208291251.USD","CHAT","LU2403377893.USD","IE00BLSP4452.SGD","BK4533","LU1934455863.HKD","LU0061475181.USD","LU2326559502.SGD","LU2471134523.USD","LU2471134879.HKD","IE00BMPRXQ63.HKD","LU1037948541.HKD","LU0109391861.USD","VGT","LU0787776722.HKD","LU0444971666.USD","LU1629891620.HKD","LU2087625088.SGD","LU0157215616.USD","LU2237957811.SGD","LU2357627491.SGD","LU0433182093.SGD","LU2746668974.SGD","CHPX","LU0256863811.USD","LU0531971165.HKD","LU0081259029.USD","IGV","LU1934455194.USD","LU2896262040.SGD","NBIL","LU2471134796.USD","LU0738911758.U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花旗維持「買入」評級","url":"https://stock-news.laohu8.com/highlight/detail?id=2659089142","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659089142?lang=zh_tw&edition=fundamental","pubTime":"2026-08-14 21:56","pubTimestamp":1786715790,"startTime":"0","endTime":"0","summary":"金吾财讯 | Nebius（NBIS）早盘跳空走高，最新为268.350美元，涨幅5.22%，成交总额为7.45亿美元。消息层面，花旗分析师Tyler Radke维持NEBIUS“买入”评级，并将目标价从278美元上调至324美元。海外AI算力服务商板块整体走强，市场资金偏好算力资产类标的，板块赚钱效应扩散，进一步助推该股早盘跳空冲高；盘口买盘占比很高，短线资金进场推动股价高开后维持高位。","market":"sg","thumbnail":"https://static.szfiu.com/news/20210625/MmNlMmI2NWNjNWI2MzQ2MDk3MTI0.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210625/MmNlMmI2NWNjNWI2MzQ2MDk3MTI0.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"303824","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":["LU0823431647.USD","NBIS","LU0329931173.USD","LU0329931090.USD","BK4077","BK4609","BK4097","LU0823431563.USD","LU0950373646.USD","NEBX","NBIL","LU0531971165.HKD","NBIG","NBIZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1132777482","title":"異動解讀｜NEBIUS盤中上漲3.72%，與Vantage簽署英國AI基礎設施協議疊加雲計算板塊延續升勢","url":"https://stock-news.laohu8.com/highlight/detail?id=1132777482","media":"行情直击","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1132777482?lang=zh_tw&edition=fundamental","pubTime":"2026-08-14 21:33","pubTimestamp":1786714389,"startTime":"0","endTime":"0","summary":"8月14日，NEBIUS盘中上涨3.72%，报264.04美元/股，成交额3.61亿美元。消息面上，公司近日宣布与Vantage数据中心签署协议，将在英国南威尔士纽波特部署由英伟达支持的高密度AI基础设施，覆盖AI训练、推理及企业AI工作负载，标志着公司英国AI基础设施建设的重要推进。基本面方面，公司Q2营收5.823亿美元，同比暴增454%，管理层透露AI产能需求旺盛，当前已可售罄2027年产能，新签合同正以每兆瓦4000万至5000万美元的价格洽谈，业绩高增长持续提振市场信心。","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":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["NBIS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659149769","title":"Nebius Group N.V.（NBIS）與CoreWeave（CRWV）AI數據中心定價出現上行態勢","url":"https://stock-news.laohu8.com/highlight/detail?id=2659149769","media":"金吾财讯","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659149769?lang=zh_tw&edition=fundamental","pubTime":"2026-08-14 20:16","pubTimestamp":1786709791,"startTime":"0","endTime":"0","summary":"报告当中总结行业经济层面两大核心现状，AI训练与推理算力的市场需求依旧大于现有供给规模，AI算力领域资本投入的扩张进程尚未到达顶点。在周五盘前交易时段，Nebius、CoreWeave以及Cerebras三家标的盘面表现分化，涨跌各不相同，资金对于算力产业链不同环节的预期存在分歧。","market":"hk","thumbnail":"https://static.szfiu.com/news/20210625/YzM0ZmE0OGYyYmI1ZTk0YjVmZmU4ZTU4MTIzMDA2MDU4MDg=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210625/YzM0ZmE0OGYyYmI1ZTk0YjVmZmU4ZTU4MTIzMDA2MDU4MDg=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"303814","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":["LU1861558580.USD","CRWV","BK4077","LU0823431647.USD","LU1861559042.SGD","CORD","LU0329931090.USD","CWVX","NBIZ","LU0823431563.USD","LU2931357623.SGD","CRWU","LU2089985449.USD","CBRS","NBIS","LU0531971165.HKD","BK4609","BK4097","CRWG","CWII","NBIL","LU0329931173.USD","LU0274383776.USD","LU0950373646.USD","BK4141","NEBX","NBIG","BK4116"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1156679937","title":"Form 144 | Nebius Group N.V.非執行董事 Ryan Charles E 擬減持50000股CLASS A普通股，交易總市值約1275.2萬美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1156679937","media":"公告助手","labels":["insiderTrades"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1156679937?lang=zh_tw&edition=fundamental","pubTime":"2026-08-14 20:10","pubTimestamp":1786709430,"startTime":"0","endTime":"0","summary":"Nebius Group N.V.非执行董事 Ryan Charles E 计划通过Citigroup Global Markets于2026-08-14在NASDAQ出售50000股CLASS A普通股，拟减持市值约12752000美元，交易依据10b5-1计划执行。","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":"Form 144 | Nebius Group N.V.非执行董事 Ryan Charles E 拟减持50000股CLASS 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漲8%，NEBIUS漲3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1159177671","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1159177671?lang=zh_tw&edition=fundamental","pubTime":"2026-08-13 21:40","pubTimestamp":1786628409,"startTime":"0","endTime":"0","summary":"美股云计算服务商概念延续升势，IREN涨超9%，Coreweave 涨 8%，NEBIUS 涨 3%。","market":"us","thumbnail":"https://static.tigerbbs.com/d76e7073427a99e05e90cedef5654467","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/d76e7073427a99e05e90cedef5654467"],"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":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CWII","NEBX","CORD","CRWV","CWVX","NBIL","CRWU","NBIZ","NBIS","CRWG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659150414","title":"美股三大指數高開後震盪分化 道瓊斯指數跌0.04%","url":"https://stock-news.laohu8.com/highlight/detail?id=2659150414","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659150414?lang=zh_tw&edition=fundamental","pubTime":"2026-08-13 21:38","pubTimestamp":1786628324,"startTime":"0","endTime":"0","summary":"金吾财讯 | 美股三大指数高开后震荡分化，道琼斯指数跌0.04%，纳斯达克指数涨0.54%，标普500指数涨0.26%。营收同比增长18%至173亿美元，高于168.5亿美元的市场共识；调整后EPS为1.22美元，高于1.17美元的预期。管理层预计2027财年AI相关超大规模客户收入为75亿美元，第四季度超大规模客户订单增长超过一倍，同时核心业务预计增长约10%。集团调整后EBITDA达到2.362亿美元，利润率由一季度的32%升至41%；核心AI云业务调整后EBITDA达到2.857亿美元，利润率接近50%。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250107/NmQ4OGVkYjRkMTNiMTdlNzc4NjE2M2YyZWQxMjEzNTY0MzUzOTI0.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/NmQ4OGVkYjRkMTNiMTdlNzc4NjE2M2YyZWQxMjEzNTY0MzUzOTI0.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"303779","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":["LU1066051225.USD","DJX","LU1992135472.HKD","COHR","IE00BSNM7G36.USD","LU1861220033.SGD","DGRO","LU0203345920.USD","SDY","LU0320765489.SGD","SG9999002224.SGD","LU1066051811.HKD","LU1116320737.USD","CSCS","LU1116320901.HKD","IE00BDGV0183.EUR","LU0234572021.USD","CIBR","LU0868494617.USD",".DJI","LU2381873111.SGD","DDM","LU2272731865.HKD","NBIS","LU1548497426.USD","LU0266013472.USD","XLI","LU2931357623.SGD","IE00BVYPNW00.USD","IE00BVYPNV92.GBP","LU2237443622.USD","BK4157","LU0234570918.USD","LU1674673691.USD","LU2417539215.USD","BK4560","LU1778281490.HKD","DXD","LU1221951129.SGD","LUMA","LU0823417737.USD","LU0950373646.USD","BK4527","LU2102340556.USD","LU2236285917.USD","SG9999002232.USD","LU2089985449.USD","LU0203347892.USD","UDOW","LU2506952170.USD","LU2322448791.USD","LU2506951875.HKD","DOG","LU1267930813.SGD","LU1430594728.SGD","LU2290526834.HKD","BK4097","VYM","IE00B3PB1722.GBP","LU1992135399.USD","YMAX","IE00B42XCP33.USD","LU1506573853.SGD","LU0823431647.USD","NBIL","CSCO","LU2272731600.USD","NBIZ","LU2357305700.SGD","LU1880398554.USD","BK4588","LU1720051017.SGD","LU2506952097.USD","SGXZ81514606.USD","LU1929549753.HKD","LU1894683264.USD","COHC","LU1571399168.USD","SG9999015945.SGD","BK4077","LU2108987350.USD","LU0208291251.USD","LU2322448957.HKD","LU0274383776.USD","LU1162221912.USD","LU0823431563.USD","LU0265550359.USD","FOTO","LU1066051498.USD","LU1880398471.USD","IE00B7SZL793.SGD","LU2462157665.USD","LU1221951046.USD","BK4515","COHX","FDVV","LU0942090050.USD","LU2456880835.USD","SCHG","LU1046421795.USD","IE00BFMHRM44.USD","AIQ","LU1235294995.USD","LU1883839398.USD","BK4585","NEBX","LU0265550946.USD","SGXZ51526630.SGD","HK0000819398.USD","SGXZ99366536.SGD","BK4550","LU0531971165.HKD","MGK","IE00B19Z4B17.USD","LU0823417653.USD","SG9999015952.SGD","IE00B1BXHZ80.USD","SPRX","BK4020","VYMI","BK4579","CSCL","LU1585245621.USD","IE00BKVL7J92.USD","LU1244550221.USD","LU2272731782.SGD","BK4534","IE000M9KFDE8.USD","BK4148","NQGM","LU0868494708.USD","DGRW","SG9999001440.SGD","LU2237443465.HKD","BK4581","LU2237443549.SGD","IE00B3T34201.USD","BK4533","LU1244550494.USD","LU2237443895.HKD","OEX","IYZ","LU0070302665.USD","EGGY","LU0792757196.USD","IE00BZ1G4Q59.USD","LU1059921491.USD","LU1823568750.SGD","TOPT","IE00BGHQF631.EUR","LU1244550577.SGD","LU1674673428.USD","LU2360107168.USD","LU2237443382.USD","IE00B66KJ199.SGD","LU1861215975.USD","LU1894683348.USD","BK4609","LU1720051108.HKD","04333","LU1066053197.SGD","IE00BFXG1179.USD","LU2286300806.USD","LU2506951958.HKD","SDOW","SG9999015978.USD","LU0889566641.SGD","BK4525","LU0329931173.USD","LU1196500208.SGD","LU0731783394.SGD","BK4612","LU0329931090.USD","LU0320765646.SGD","GRNY","COHH","VUG","FDN","LU0348723411.USD","LU2473716301.USD","DVY","LU1599440770.SGD","DJIA","IE0031619046.USD","LU0098860793.USD","LU2211815571.USD","LU2247934214.USD","NBIG","LU2237443978.SGD","SG9999001424.SGD","SG9999015986.USD","LU1032955483.USD","LU0950375773.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1183782730","title":"異動解讀｜NEBIUS盤中上漲3.57%，與Vantage簽署英國AI基礎設施部署協議疊加Q2強勁業績提振","url":"https://stock-news.laohu8.com/highlight/detail?id=1183782730","media":"行情直击","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1183782730?lang=zh_tw&edition=fundamental","pubTime":"2026-08-13 21:35","pubTimestamp":1786628128,"startTime":"0","endTime":"0","summary":"8月13日，NEBIUS盘中上涨3.57%，报268.5美元/股，成交额10.8亿美元。消息面上，公司宣布与Vantage数据中心签署协议，将在英国南威尔士纽波特部署由英伟达支持的高密度AI基础设施，覆盖AI训练、推理及企业AI工作负载，标志着公司英国AI基础设施建设的重要推进。管理层透露AI产能需求极为旺盛，当前已可售罄2027年产能，新签合同正以每兆瓦4000万至5000万美元的价格洽谈。","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":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["NBIS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1162040999","title":"Nebius集團攜手Vantage數據中心，於南威爾士AI增長區首次部署，擴大英國AI基礎設施","url":"https://stock-news.laohu8.com/highlight/detail?id=1162040999","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1162040999?lang=zh_tw&edition=fundamental","pubTime":"2026-08-13 20:08","pubTimestamp":1786622900,"startTime":"0","endTime":"0","summary":"Nebius集团（NEBIUS）与Vantage数据中心携手，在英国南威尔士的AI增长区迎来了首次部署。这一步，标志着双方在英国人工智能基础设施布局上的重大扩展。","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":["NBIZ","BK4609","BK4077","BK4097","LU0531971165.HKD","LU0823431563.USD","NBIG","NBIS","NBIL","LU0329931090.USD","NEBX","LU0329931173.USD","LU0950373646.USD","LU0823431647.USD"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":20,"pageCount":5,"totalSize":400,"code":"91000000","status":"200"}]}}