$NBIS · Invest with Henry · 2026-10-27
Nebius较峰值下跌44%、处于50日和200日均线下方，因此非常便宜；营收为5.82亿美元，同比增长454%，年化运行率达30亿美元，年底目标为70亿至90亿美元，说话者非常乐观，而银行仍低估它。风险在于200亿至250亿美元的数据中心支出，加上花旗新提供的35亿美元贷款，借贷成本正变得更高。他本会再等等，但建议小量买入。
逐段跳播
Nebius，
Nebius,
事实上，我关注的这三只股票较峰值下跌了44%到49%。因此，这些股票被抛售得如此之多，以至于我认为它们代表着巨大的机会。
In fact, the three stocks I follow are down between 44% and 49% from their peaks. Therefore, these shares have been sold so much that I believe they represent a huge opportunity.
Nebius 下跌了44%，Bloom Energy 的情况也非常相似。Nebius，我在这个频道上已经谈过好几次，它出租人工智能算力。
Nebius is down 44%, and Bloom Energy is in a very similar situation. Nebius, which I have talked about several times on this channel, leases out artificial intelligence computing capabilities.
好，我们来看第二个箭头，也就是“Nebius”。Nebius 是一个现代云计算平台，它大量购买 Nvidia 芯片，并将这些算力出租给开发人工智能的公司。
Okay, let's move on to the second arrow, which is " Nebeus". Nebius is a modern cloud computing platform that buys massive quantities of Nvidia chips and leases that computing power to companies that develop artificial intelligence.
上一季度营收达到5.82亿美元，同比增长454%。年化运营规模已达到30亿，其目标是在年底前达到70亿至90亿。
Last quarter revenues reached $582 million , an increase of 454% over the previous year. The annual operating rate has reached 3 billion, and its goal is to reach 7 to 9 billion by the end of the year.
因此，它确实是增长最快的公司之一。年化运营规模非常大。营收增长非常大。再次强调，我对“Nebius”非常乐观。你现在可以在这里看到图表，股价已从峰值价格下跌了120美元。我认为在这个价位上它非常便宜。
Therefore, it is truly one of the fastest growing companies. A very large annual operating rate. Um, very large revenue growth. Once again, I am very optimistic about " Nebeus".
You can see the chart here now, where the stock has fallen by $120 from its peak price. I think it's very cheap at this level.
它低于过去50天的平均价格，也比过去200天的平均值低8%。
It is lower than its average price for the last 50 days, and 8% lower than its average for the last 200 days.
Nebius 正是高盛、JPMorgan Chase 和美国银行等公司所看好的那种现代云计算股票。而当我看到他们有多乐观时，我发现他们仍然低估了“Nebeus”，原因有很多。
Nebius is exactly the kind of modern cloud stock that companies like Goldman Sachs, JPMorgan Chase, and Bank of America are optimistic about. And when I look at how optimistic they are, I find that they still undervalue " Nebeus" for many reasons.
其中一个原因就是财务层面以及人工智能业务的扩张。我认为，看看 Nancy Pelosi 和内部人士的动向，就能看出有很多事情正在发生。我不会深入讲所有这些细节，但我对 Nebius 非常乐观。
One of these reasons is simply the financial aspect and the expansion of artificial intelligence businesses . I think looking at Nancy Pelosi and the insiders suggests that there is a lot going on .
I won't go into all those details, but I am very optimistic about Nebius.
风险在于，Nepos 计划今年花费200亿到250亿美元建设数据中心，而且刚刚从花旗获得了35亿美元的新贷款。
The risk is that Nepos plans to spend 20 to 25 billion this year to build data centers, and has just secured a new 3.5 billion loan from Citi.
这只股票之所以下跌，是因为他们借了太多钱，而借贷成本已经变得更高，这是他们下跌的原因之一。
The stock has fallen because they are borrowing too much money and borrowing has become more expensive, and this is one of the reasons for their decline.
Nebius 也是一样，我本来会再等等，但我非常非常感兴趣，如果你想的话，可以开始小量买入。
Um, Nebius, the same thing, I would have waited, but I am very, very interested, and you can start buying in small quantities if you want .
观察点
这个频道对 $NBIS 的历次判断
Invest with Henry 在这只股票上共 5 条判断，这里只列相邻的几条。