EPISODE · Jul 23, 2025 · 9 MIN
NBIS下半年策略與催化劑追蹤
from MimiVsJames · host MimiVsJames
這篇文章是一份關於 NBIS 公司的投資分析報告，內容主要針對其 Q2 財報前瞻和 下半年展望。報告指出，NBIS 的股價有望迎來第二波上漲，主要基於 高盛和多家券商的看好、其在 AI 雲端市場的領先地位，以及受惠於 NVIDIA GB200 出貨量增加所帶來的需求。文中詳細分析了 NBIS 的財務狀況、技術優勢、競爭力，並強調了 Blackwell 超額定價週期、**多元業務（Avride 和 Toloka）**以及 NVIDIA 相關的領先指標將是下半年推升股價的主要驅動力。完整文章：https://mimivsjames2.substack.com/p/nbis-5
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NBIS下半年策略與催化劑追蹤
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