[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio9880f3e5":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio9880f3e5","美股(NBIS)为什么大涨？","\u002Fdoc\u002Fdcio9880f3e5","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">美股\u003C\u002Fspan>NEBIUS (NBIS)\u003Cspan style=\"font-family: DengXian;\">暴涨\u003C\u002Fspan>20%\u003Cspan style=\"font-family: DengXian;\">，原因是公司披露强劲的\u003C\u002Fspan>2025\u003Cspan style=\"font-family: DengXian;\">二季度财报，\u003C\u002Fspan>1\u003Cspan style=\"font-family: DengXian;\">个月前\u003C\u002Fspan>NBIS\u003Cspan style=\"font-family: DengXian;\">是我们美股投资网推荐买入的大牛股\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Ciframe style=\"display: block; margin-left: auto; margin-right: auto;\" title=\"YouTube video player\" src=\"https:\u002F\u002Fwww.youtube.com\u002Fembed\u002FsFNt8cBzSBg?si=wrdW5hwioVutHbRO\" width=\"460\" height=\"265\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" allowfullscreen=\"allowfullscreen\">\u003C\u002Fiframe>\u003C\u002Fp>\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">值得关注的重点是上调了全年\u003C\u002Fspan> ARR\u003Cspan style=\"font-family: DengXian;\">（年度经常性收入）指引，资本市场对本次财报核心聚焦于\u003C\u002Fspan>ARR \u003Cspan style=\"font-family: DengXian;\">表现，并预期随着其美国市场业务的推进，增长动能有望进一步释放。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan style=\"font-size: large;\">NEBIUS (NBIS) \u003Cspan style=\"font-family: DengXian;\">盘初续涨，一度涨超\u003C\u002Fspan>9%\u003Cspan style=\"font-family: DengXian;\">，该股昨日收涨超\u003C\u002Fspan>18%\u003Cspan style=\"font-family: DengXian;\">。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">核心财务指标\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">营收：\u003C\u002Fspan>1.051 \u003Cspan style=\"font-family: DengXian;\">亿美元，同比增长\u003C\u002Fspan> 625%\u003Cspan style=\"font-family: DengXian;\">，环比增长\u003C\u002Fspan> 106%\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">调整后\u003C\u002Fspan> EBITDA\u003Cspan style=\"font-family: DengXian;\">：全集团为\u003C\u002Fspan> - 2100 \u003Cspan style=\"font-family: DengXian;\">万美元；核心人工智能云业务已实现\u003C\u002Fspan> EBITDA \u003Cspan style=\"font-family: DengXian;\">转正\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan style=\"font-size: large;\">2025 \u003Cspan style=\"font-family: DengXian;\">年末\u003C\u002Fspan> ARR \u003Cspan style=\"font-family: DengXian;\">展望：上调至\u003C\u002Fspan> 9 \u003Cspan style=\"font-family: DengXian;\">亿\u003C\u002Fspan> - 11 \u003Cspan style=\"font-family: DengXian;\">亿美元（此前为\u003C\u002Fspan> 7.5 \u003Cspan style=\"font-family: DengXian;\">亿\u003C\u002Fspan> - 10 \u003Cspan style=\"font-family: DengXian;\">亿美元）\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">主要亮点\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan style=\"font-size: large;\">1.ARR \u003Cspan style=\"font-family: DengXian;\">指引上调，增长加速\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">第二季度营收环比翻倍，核心人工智能云业务提前实现\u003C\u002Fspan> EBITDA \u003Cspan style=\"font-family: DengXian;\">转正。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">得益于\u003C\u002Fspan> GPU \u003Cspan style=\"font-family: DengXian;\">利用率接近峰值及新增企业客户，本季度末\u003C\u002Fspan> ARR \u003Cspan style=\"font-family: DengXian;\">达约\u003C\u002Fspan> 4.3 \u003Cspan style=\"font-family: DengXian;\">亿美元（一季度为\u003C\u002Fspan> 2.49 \u003Cspan style=\"font-family: DengXian;\">亿美元）。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">资本支出\u003C\u002Fspan> 5.106 \u003Cspan style=\"font-family: DengXian;\">亿美元，主要用于新泽西州、芬兰、英国的数据中心扩建。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">首席执行官阿尔卡迪\u003C\u002Fspan>\u003Cspan style=\"font-family: 'Microsoft YaHei', sans-serif;\">・\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">沃洛兹强调，随着应用场景增多，市场对计算、软件及服务的需求\u003C\u002Fspan> “\u003Cspan style=\"font-family: DengXian;\">只会愈发强劲”，这为更高的营收基准提供了支撑。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">管理层对快速扩张的客户渠道已有更清晰的预判，因此将年末\u003C\u002Fspan> ARR \u003Cspan style=\"font-family: DengXian;\">区间上调至\u003C\u002Fspan> 9 \u003Cspan style=\"font-family: DengXian;\">亿\u003C\u002Fspan> - 11 \u003Cspan style=\"font-family: DengXian;\">亿美元具备合理性。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan style=\"font-size: large;\">2.\u003Cspan style=\"font-family: DengXian;\">运营与规模扩张\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">电力规划：\u003C\u002Fspan>2025 \u003Cspan style=\"font-family: DengXian;\">年末将接入\u003C\u002Fspan> 220 \u003Cspan style=\"font-family: DengXian;\">兆瓦电力；\u003C\u002Fspan>2026 \u003Cspan style=\"font-family: DengXian;\">年保障电力供应超\u003C\u002Fspan> 1 \u003Cspan style=\"font-family: DengXian;\">吉瓦\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">地域布局：英国和以色列新集群建设中；芬兰产能新增\u003C\u002Fspan> 75 \u003Cspan style=\"font-family: DengXian;\">兆瓦\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan style=\"font-size: large;\">3.\u003Cspan style=\"font-family: DengXian;\">产品、生态、客户及投资动态\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">产品方面\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">推出\u003C\u002Fspan> Nebius AI Cloud v3 \u003Cspan style=\"font-family: DengXian;\">版本，包含性能优化升级及托管式\u003C\u002Fspan> Soperator\u003Cspan style=\"font-family: DengXian;\">（一键式\u003C\u002Fspan> Slurm\u003Cspan style=\"font-family: DengXian;\">）；\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">在\u003C\u002Fspan> MLPerf Training v5.0 \u003Cspan style=\"font-family: DengXian;\">中实现\u003C\u002Fspan> 64 \u003Cspan style=\"font-family: DengXian;\">节点到\u003C\u002Fspan> 128 \u003Cspan style=\"font-family: DengXian;\">节点的近乎线性扩展；\u003C\u002Fspan>ISEG2 \u003Cspan style=\"font-family: DengXian;\">在全球超级计算机\u003C\u002Fspan> TOP500 \u003Cspan style=\"font-family: DengXian;\">榜单中排名第\u003C\u002Fspan> 13 \u003Cspan style=\"font-family: DengXian;\">位，为欧洲商用系统首位；\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">可靠性提升：\u003C\u002Fspan>GPU \u003Cspan style=\"font-family: DengXian;\">平均无故障时间（\u003C\u002Fspan>MTBF\u003Cspan style=\"font-family: DengXian;\">）达\u003C\u002Fspan> 16.8 \u003Cspan style=\"font-family: DengXian;\">万小时\u003C\u002Fspan> \u002F \u003Cspan style=\"font-family: DengXian;\">周，重复故障减少\u003C\u002Fspan> 60%\u003Cspan style=\"font-family: DengXian;\">；\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">正构建推理即服务（\u003C\u002Fspan>Inference-as-a-Service\u003Cspan style=\"font-family: DengXian;\">）堆栈，将托管\u003C\u002Fspan> Llama\u003Cspan style=\"font-family: DengXian;\">、\u003C\u002Fspan>Qwen\u003Cspan style=\"font-family: DengXian;\">、\u003C\u002Fspan>DeepSeek \u003Cspan style=\"font-family: DengXian;\">等模型；\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">与英伟达\u003C\u002Fspan> (NVDA) AI \u003Cspan style=\"font-family: DengXian;\">企业版（\u003C\u002Fspan>NVIDIA AI Enterprise\u003Cspan style=\"font-family: DengXian;\">）整合深化；\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">新增或扩展与\u003C\u002Fspan> AnyScale\u003Cspan style=\"font-family: DengXian;\">、\u003C\u002Fspan>BaseTen\u003Cspan style=\"font-family: DengXian;\">、\u003C\u002Fspan>Lightning AI\u003Cspan style=\"font-family: DengXian;\">、\u003C\u002Fspan>Mithril Foundry\u003Cspan style=\"font-family: DengXian;\">、\u003C\u002Fspan>SkyPilot \u003Cspan style=\"font-family: DengXian;\">的接口，使主流机器学习工具可直接调用\u003C\u002Fspan> Nebius \u003Cspan style=\"font-family: DengXian;\">的算力资源。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">客户方面\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">新增\u003C\u002Fspan>Cloudflare (NET)\u003Cspan style=\"font-family: DengXian;\">、\u003C\u002Fspan>Prosus\u003Cspan style=\"font-family: DengXian;\">、\u003C\u002Fspan>Shopify (SHOP) \u003Cspan style=\"font-family: DengXian;\">等蓝筹客户；\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">仍是人工智能初创企业首选的\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">“新型云服务”\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">提供商，新增客户包括\u003C\u002Fspan> HeyGen\u003Cspan style=\"font-family: DengXian;\">、\u003C\u002Fspan>Lightning AI\u003Cspan style=\"font-family: DengXian;\">、\u003C\u002Fspan>Photoroom \u003Cspan style=\"font-family: DengXian;\">等。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">投资组合\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan style=\"font-size: large;\">Toloka\u003Cspan style=\"font-family: DengXian;\">：第二季度完成分拆，出售部分股权后以权益法核算，前期数据重分类为终止经营业务；\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">持续持有\u003C\u002Fspan> ClickHouse \u003Cspan style=\"font-family: DengXian;\">和\u003C\u002Fspan> Toloka \u003Cspan style=\"font-family: DengXian;\">少数股权，管理层称这些资产是应对未来融资需求的\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">“数十亿美元储备资金”；\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan style=\"font-size: large;\">Avride\u003Cspan style=\"font-family: DengXian;\">（自动驾驶出行）：计划\u003C\u002Fspan> 2025 \u003Cspan style=\"font-family: DengXian;\">年下半年与\u003C\u002Fspan> Uber \u003Cspan style=\"font-family: DengXian;\">合作推出商业化服务；\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">教育科技部门\u003C\u002Fspan> TripleTen \u003Cspan style=\"font-family: DengXian;\">新增约\u003C\u002Fspan> 6000 \u003Cspan style=\"font-family: DengXian;\">名学员，推动每用户平均收入（\u003C\u002Fspan>ARPU\u003Cspan style=\"font-family: DengXian;\">）提升。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">总结\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">管理层重申\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">“规模优先”\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">策略，目标\u003C\u002Fspan> 2026 \u003Cspan style=\"font-family: DengXian;\">年实现集团层面盈利。需重点关注\u003C\u002Fspan> GPU \u003Cspan style=\"font-family: DengXian;\">供应限制、资本支出执行情况及融资成本等因素。不过，第二季度财报呈现的三位数增长、单位经济效益改善及\u003C\u002Fspan> ARR \u003Cspan style=\"font-family: DengXian;\">指引上调，表明其在生成式人工智能市场的份额争夺中，正沿着高增长轨道推进。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp> \u003C\u002Fp>","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202508-stk\u002FUploadernfonzopapoj_2025_08_08_11_19_24.jpg","2025-08-08T18:18:55.427","2025.08.08","2025\u002F08\u002F08",59700,[22],"NBIS","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg style=\"display:block;margin-left:auto;margin-right:auto;\" src=\"https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca target=\"_blank\" rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":68,"summaryHtml":73,"aboutTitle":74,"aboutHtml":75,"copyrightHtml":76},[44,47,50,53,56,59,62,65],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fplan",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":60,"url":61},"美股课程","\u002Fcol\u002Fvideos",{"label":63,"url":64},"免责声明","\u002Fdisclaimer",{"label":66,"url":67},"联系我们","\u002FContactUs",[69,70,71,72],"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]