Nebius 持仓已获利了结部分，目前按兵不动，并不急于逢低买入。
逐段跳播
CoreWeave 和 Nebius，Palo Alto Networks 首席执行官 Nikesh Arora 把它们称为——我想——也许不是新云，而是新扩展商。它们几乎可以说是自成一类。
CoreWeave and Nebius dubbed the maybe not neo clouds, but the neo scalers, I think, is what Palo Alto Networks CEO Nikesh Arora called them. They're kind of almost in a class by themselves,
这就是我们减持 Nebius 仓位、在上个月落袋一部分利润、目前按兵不动的原因。我们认为没有必要急于抄底。我们已经有大量资金配置在这一领域，主要通过 Nebius，当然还有超大规模云厂商 Amazon、Alphabet 等，以及 Digital Ocean——一家相当自律的新兴中盘股。
This is why we trimmed the Nebius position, took some of the profit off the table last month, and we're on hold. We don't see any need to be in a rush to buy the dip on this. We already have plenty of capital allocated to this via primarily Nebius, of course, the hyperscalers, Amazon, Alphabet and so on, Digital Ocean, an emerging mid-cap that is being quite disciplined.
这个频道对 $NBIS 的历次判断
Chip Stock Investor 在这只股票上共 2 条判断，这里只列相邻的几条。