Nebius [ $NBIS ] at $86.69 is the purest Neocloud and AI-infra asymmetry left. This is the highest revenue Neocloud untouched by $CIFR | $WULF and colo providers that has no: - Plaguing uncertainty that $IREN, $ORCL f...
状态日期：2026-05-27
Serenity观点
中性
推文立场
价格动量
中性
60D / 252D
信号分数
7
新增排序
24h 提及
0
短线新增
7日新闻
0
低
收入同比
7.4%
稳定
概览
作者立场：中性；价格动量：中性。最新证据：Nebius [ $NBIS ] at $86.69 is the purest Neocloud and AI-infra asymmetry left. This is the highest revenue Neocloud untouched by $CIFR | $WULF and colo providers that has no: - Plaguing uncertainty that $IREN, $ORCL f... 暂无 AI 结论。
暂无明确新增边际变化，保持在观察池。
近期推文
Serenity观点
中性
价格动量
中性
首次提出
2025-11-18 00:12
来源
llm
更新时间
2025-11-18 00:12
作者立场：中性；价格动量：中性。最新证据：Nebius [ $NBIS ] at $86.69 is the purest Neocloud and AI-infra asymmetry left. This is the highest revenue Neocloud untouched by $CIFR | $WULF and colo providers that has no: - Plaguing uncertainty that $IREN, $ORCL f...
当前观点证据
Nebius [ $NBIS ] at $86.69 is the purest Neocloud and AI-infra asymmetry left. This is the highest revenue Neocloud untouched by $CIFR | $WULF and colo providers that has no: - Plaguing uncertainty that $IREN, $ORCL f...
Serenity 变化
Nebius [ $NBIS ] at $86.69 is the purest Neocloud and AI-infra asymmetry left. This is the highest revenue Neocloud untouched by $CIFR | $WULF and colo providers that has no: - Plaguing uncertainty that $IREN, $ORCL f...
Nebius [ $NBIS ] at $86.69 is the purest Neocloud and AI-infra asymmetry left. This is the highest revenue Neocloud untouched by $CIFR | $WULF and colo providers that has no: - Plaguing uncertainty that $IREN, $ORCL f...
新鲜度
复核时间：2026-06-26
证据
年度数据
最新期
2025
营收
70B
营收同比
7.4%
毛利率
31.9%
2022
2023
2024
2025
简读 + 重点消息
0 条 7日新闻，压力 低。
近期披露
最新披露为 2026-04-24 的 8-K；近 30 天共有 0 条披露。已观察表格：10-K x1, 10-Q x3, 8-K x6。复核重点：公司事件、客户/合作、融资、治理、诉讼或潜在稀释披露。
近期推文
立场
中性
价格动量
中性
Nebius [ $NBIS ] at $86.69 is the purest Neocloud and AI-infra asymmetry left. This is the highest revenue Neocloud untouched by $CIFR | $WULF and colo providers that has no: - Plaguing uncertainty that $IREN, $ORCL f...
24h / 7天 / 30天
24h
0
7D
0
30D
0
Beta
1.07
敏感度
成长敏感
情绪风险
低
估值风险
正常
背景
technology-information-technology-services
-
等待 GPT xhigh 分析。
研究问题
背景
technology-information-technology-services
状态日期：2026-05-27
复核时间：2026-06-26
作者立场
中性
llm
价格动量
中性
60D / 252D
信号分数
7
新增信息排序
24h 提及
0
短线新增
7天提及
0
低
30天提及
0
长周期热度
7日新闻
0
低
30日披露
0
8-K
收入同比
7.4%
稳定
Beta
1.07
成长敏感
llm · 2025-11-18 00:12
Nebius [ $NBIS ] at $86.69 is the purest Neocloud and AI-infra asymmetry left. This is the highest revenue Neocloud untouched by $CIFR | $WULF and colo providers that has no: - Plaguing uncertainty that $IREN, $ORCL f...
Nebius [ $NBIS ] at $86.69 is the purest Neocloud and AI-infra asymmetry left. This is the highest revenue Neocloud untouched by $CIFR | $WULF and colo providers that has no: - Plaguing uncertainty that $IREN, $ORCL f...
基本面 / 消息面 / 情绪面 / 市场
年度数据
最新期
2025
营收
70B
营收同比
7.4%
毛利率
31.9%
营收趋势
需要继续工作的地方
-
等待 GPT xhigh 分析。
同业压力
technology-information-technology-services
利润趋势
利润率趋势
| 最近财务序列 | 营收 | 营收同比 | 毛利率 | 营业利润率 | 净利率 |
|---|---|---|---|---|---|
| 2021 | 51B | - | 32.4% | 15.1% | 11.7% |
| 2022 | 62B | 21.9% | 32.0% | 15.2% | 11.2% |
| 2023 | 64B | 4.1% | 32.3% | 13.7% | 10.7% |
| 2024 | 65B | 1.2% | 32.6% | 14.8% | 11.2% |
| 2025 | 70B | 7.4% | 31.9% | 14.7% | 11.0% |
24h / 7天 / 30天
24h
0
7D
0
30D
0
风险: 低 · 低
简读 + 重点消息
消息简读
0 条 7日新闻，压力 低。
重点消息
新增披露摘要
披露分析
最新披露为 2026-04-24 的 8-K；近 30 天共有 0 条披露。已观察表格：10-K x1, 10-Q x3, 8-K x6。复核重点：公司事件、客户/合作、融资、治理、诉讼或潜在稀释披露。
近期披露
beta / 动量 / 主题
Beta
1.07
状态
成长敏感
立场
中性
动量
中性
观察 · 正常
板块定位
technology-information-technology-services