美股异动 | 云计算服务商盘初逆市拉升 NEBIUS(NBIS.US)涨超7%

智通财经09-24 22:05

智通财经APP获悉，周四，云计算服务商NEBIUS(NBIS.US)盘初逆市拉升，现涨超7%；CoreWeave(CRWV.US)涨超3%。算力紧缺正从“叙事”走向“报表”，Nebius年内第二次全面提价，H100租金涨幅达 17%-21%，云厂商的收入与积压订单正在同步加速，需求持续跑赢供给。同时，CoreWeave正在探索一种更能改善其经济效益的途径：以较短的租期出售人工智能算力。摩根大通分析师认为，这是客户越来越愿意为短期内获取稀缺算力支付溢价的体现。

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