异动解读｜NEBIUS盘中下跌3.16%，大空头伯里持续看空AI基建股叠加机构卖出评级压制

行情直击09-28 23:16

9月28日，NEBIUS盘中下跌3.16%，报229.84美元/股，成交额15.71亿美元。

消息面上，知名投资者迈克尔·伯里最新表态称仍然看空包括NEBIUS在内的多家AI核心公司，其做空范围已从半导体扩展至覆盖存储、AI基建的全链条空头网，并强调此次操作"规模相当大"。此外，Rothschild & Co Redburn此前首次覆盖NEBIUS即给出卖出评级，目标价仅84美元，远低于分析师平均目标价282.50美元。该股此前连续多日强势上扬，短期累积涨幅较大，获利回吐压力叠加空头情绪升温，构成盘面压制。

（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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