异动解读｜NEBIUS盘中上涨3.18%，板块普涨叠加超跌反弹，英伟达首批客户利好仍在消化

行情直击09-04

9月4日，NEBIUS盘中上涨3.18%，报217.335美元/股，成交额4.97亿美元。该股自8月中旬高点累计回调逾30%后迎来反弹，云计算服务商板块同步走强。

消息面上，英伟达CFO此前透露本季度将向早期客户批量出货Groq 3 LPX，Nebius为首家客户，算力供给端利好仍在持续消化中。英伟达已宣布Groq 3 LPX机架级系统进入全面量产阶段，首批系统将部署于Nebius的Token Factory推理平台。

不过，公司8月25日完成的57.5亿美元可转换优先票据发行带来的稀释担忧尚未完全消退，目前总负债超85亿美元，季度利息支出同比激增2381%至1.19亿美元，期权市场近期亦多次出现百万美元级别看跌大单，后续走势仍需关注债务压力与业务扩张间的平衡。

（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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