异动解读｜NEBIUS夜盘下跌3.04%，大空头持续做空叠加期权巨额看跌押注压制股价

行情直击08-18 10:57

8月18日，NEBIUS夜盘下跌3.04%，报260.68美元/股，成交额2325.6万美元。

消息面上，期权市场连续出现大额偏空交易，此前一笔1820万美元的熊市看跌价差大单押注股价中长期走弱，通过买入350 PUT同时卖出200 PUT构建明确偏空结构。同时，算力市场格局显示Nebius剩余履约义务结构向短期倾斜，引发市场对收入可持续性的担忧。此外，非执行董事Ryan Charles E近期计划减持约1275万美元股份，进一步加重市场抛压情绪。尽管公司二季度营收同比增长454%表现强劲，但资本开支高达56.6亿美元、经营仍录得亏损，多空分歧持续加剧。

（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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