AI算力紧缺催生2倍大牛股 Nebius(NBIS.US)遭法巴“泼冷水”：预期拉满、上行乏力_老虎社区_美港股上老虎

AI算力紧缺催生2倍大牛股 Nebius(NBIS.US)遭法巴“泼冷水”：预期拉满、上行乏力

智通财经06-03

智通财经APP获悉，法国巴黎银行首次覆盖荷兰人工智能基础设施服务商Nebius(NBIS.US)，予“中性”评级，目标价为255美元，理由是该股近期股价暴涨已压缩上行空间。由斯特凡·斯洛温斯基领导的法国巴黎银行分析师团队表示，Nebius今年迄今已上涨逾210%，是市场押注AI算力紧缺题材的热门标的之一。分析师补充称，执行力突出、手握短期租赁合约(受益于GPU租赁价格上涨)，还持有具备变现价值的...

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Davidson也对Nebius发出警告。D.A. Davidson分析师吉尔·卢里亚表示：“自一年多前首次覆盖以来，Nebius股价大幅跑赢大盘，从边缘标的成长为 AI 交易核心资产。其当前溢价具备合理性，但也会压制短期涨幅。”D.A. Davidson予Nebius“中性”评级以及250美元目标价。据悉，5月，英伟达(NVDA.US)首席财务官科莱特·克雷斯在公司财报电话会议上表示：“今年以来，H100的租赁价格上涨了20%，而A100云服务的价格上涨了近15%。“这一表态点燃AI“算力焦虑”，Nebius、CoreWeave等AI云服务商应声大涨。截至周二美股收盘，Nebius跌1.49%，至260.58美元。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}