异动解读｜NEBIUS盘中上涨3.65%，大空头伯里平仓直接空头转用看跌期权，短期做空压力缓解

行情直击09-29 21:47

9月29日，NEBIUS盘中上涨3.65%，报240.62美元/股，成交额4.56亿美元。

消息面上，知名投资人迈克尔·伯里最新披露，已将对NEBIUS的直接做空仓位平仓，转为买入6月到期、行权价在"两位数"区间的看跌期权。伯里表示AI泡沫可能比预期更早破裂，但由于VIX处于低位、期权定价便宜，选择以看跌期权替代直接空头以获取更高杠杆。从盘面角度看，伯里此前曾强调其NEBIUS空头头寸"规模相当大"，直接空仓平仓意味着短期卖空压力机械性减轻，对股价形成支撑。此外，该公司此前宣布10月1日起GPU云服务全线提价约20%，算力供需紧张信号持续，Truist亦首次覆盖给予买入评级及355美元目标价，基本面利好仍在发酵。

（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。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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