异动解读｜NEBIUS盘前下跌3.12%，Meta进军云业务竞争担忧持续发酵

行情直击07-02

7月2日，NEBIUS盘前下跌3.12%，报227.55美元/股，成交额1619.93万美元。

消息面上，Meta进军云业务的竞争担忧持续压制股价。此前彭博社报道，Meta正构建一项云业务，计划出售其过剩AI算力，被视为直接进入云计算服务市场。该消息于7月1日已引发NEBIUS盘中超12%的大幅回调，期权市场看跌情绪进一步升温，看跌期权成交量激增。值得注意的是，NEBIUS此前连续多日受益于算力租赁涨价及AI Cloud 3.6发布等利好大幅上涨，Meta作为科技巨头涉足云业务可能改变现有市场格局，投资者对公司市场份额及盈利能力的担忧仍在消化中。

（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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