$NBIS · The Motley Fool · 2026-11-05
在说话者看来，NBIS低于200美元是“礼物”；他以60美元均价持有，该持仓仍处于盈利状态，并认为这是一家优质企业，尽管Travis持不同意见。NBIS曾单日下跌近40%，之后略有回升。
逐段跳播
Nebius 即将发布财报
there's Nebulus that's going to report
尤其是当你在像今天这样的日子里，还得就 Nebius 这样的公司向我交代的时候。Nebius 跌破200美元是一份礼物。我上次查看时，Nebius 今天就在200美元以下。不过我的平均成本反正是60美元。
所以，我在这只股票上仍然是盈利的，年初至今，投资组合也仍然是上涨的，尽管涨幅比几天前要小。这是肯定的。但我感觉好吗？不。我不喜欢看到我的投资组合在像今天这样的日子里大幅下跌，但那不是我所能控制的。
我只能控制我投资组合里持有什么。而且我个人确实认为，我持有的仍然是优质企业。我知道 Travis 不认同我对 Nebius 的看法，但那是……
especially when you have to answer to me about companies like NeAs on days like today. Nebus under $200 is a gift. Last time I checked, Nebus is under $200 today. Um, but my average is anyways, it's $60.
So, I I'm still up on on the name and year to date, the portfolio is still up, although less than less than a couple of days ago. That's for sure. But, do I feel great? No. I don't like to see my portfolio being down a lot on on days like today, but I don't control that.
I just control what I have in my portfolio. And I do think for me personally, I still own quality businesses. I know Travis doesn't agree with with my neb, but that's that's
我认为 Nebius 在仅仅一天之内就下跌了接近40%。
I think Nebus was down close to 40% in just one day.
但自从其他那些公司，比如 Meta、Google，我是说，SoFi 自财报发布以来确实涨了一点，而 Nebius，甚至 Nvidia 之类的，或者 Axon 也回升了一些。
But since all the others, a Meta, a Google, I mean, Sofi did go up a little bit or since the earnings, but a Nebus or or even an Nvidia or whatever or Axon also recovered a bit.
这个频道对 $NBIS 的历次判断
The Motley Fool 在这只股票上共 9 条判断，这里只列相邻的几条。