异动解读｜NEBIUS盘中下跌3.07%，谷歌-黑石合资竞争担忧叠加财报后获利了结持续承压

行情直击05-27 02:33

5月27日，NEBIUS盘中下跌3.07%，报208.28美元/股，成交额18.09亿美元。该股在连续反弹后再度回落，延续财报后的震荡整理格局。

消息面上，谷歌与黑石此前宣布联手组建合资公司，专注于基于谷歌自研TPU的云计算服务，黑石承诺初期投入50亿美元，计划上线500兆瓦云计算容量。分析师警告称，此举标志着超大规模云计算巨头对算力服务市场"更为认真的进攻"，将对NEBIUS等新兴算力服务商的定价能力和利润率构成持续压制。此外，D.A. Davidson此前首次给予NEBIUS"中性"评级，指出该股短期内可能需要歇一口气。尽管公司近期签署26亿美元Bloom Energy燃料电池产能协议提振了基础设施扩张预期，但获利了结压力仍在消化中。

（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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