EPISODE · Sep 20, 2025 · 6 MIN
Nebius的增长命门在谁手里？
from 茶水S的美股交易
Nebius作为一家“AI基建股”，正凭借微软194亿美元的巨额订单和雄心勃勃的数据中心扩建计划，在全球AI热潮中展现出惊人的增长潜力。然而，该公司也面临对英伟达GPU的极度依赖、硬件差异化不足以及全球扩张中的固有风险，引发了其作为高增长潜力股或高危“赌徒”的争议。Nebius的增长命门在哪位大哥手里？
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Nebius的增长命门在谁手里？
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