异动解读｜NEBIUS盘中下跌4.07%，57.5亿美元可转债稀释担忧持续压制反弹势头

行情直击08-28

8月28日，NEBIUS盘中下跌4.07%，报210.55美元/股，成交额1.66亿美元。

消息面上，公司于8月25日正式完成57.5亿美元可转换优先票据私募发行，其中34.5亿美元2030年到期票据转换溢价约40%、23亿美元2034年到期票据转换溢价约45%，初始买方全额行使超额配售权。尽管前一交易日英伟达CFO确认Groq 3 LPX本季末批量出货、Nebius为首家客户的利好曾推动股价大幅反弹逾5%，但大规模可转债带来的潜在股权稀释担忧仍在反复发酵。此前期权市场持续出现偏空大单，包括141万美元卖出远月300 Call及多笔远期虚值Put买盘，显示资金对后续大幅上攻持谨慎态度，短期反弹后获利回吐压力再度显现。

（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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