市场会拿CoreWe_老虎社区_美港股上老虎

2025-09-09

市场会拿CoreWeave的天价估值作参考，去重新评估NEBIUS这类公司，觉得它现价可能被低估了。 $NEBIUS(NBIS)$

微软与AI基础设施公司Nebius Group达成一项多年期合作协议，基础合同金额为174亿美元，涵盖2025至2031年期间的GPU云计算服务。根据协议，微软还可选择追加采购服务和算力，总金额最高可达194亿美元。受此消息推动，Nebius股价大涨，年内股价已翻倍。【当前市场开始把NBIS同CRWV等一众AI新贵一起讨论，大家看好其后续涨势吗？现在还能否上车？】

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亿千
2025-09-10
亿千
人家有订单. core的订单是明牌但是没超预期

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