《Massive Update for Nebius Stock Investors | NBIS STock Analysis》
NBIS被上调至买入，此前自上次持有评级以来已从209美元以上跌至160美元以下，跌幅约35%。每兆瓦租金已从约1000万至1500万升至4000万，需求仍超过受限的供给；折现现金流显示估值偏低，且100亿美元的长期债务低于竞争对手的510亿美元。仅适合高风险承受能力者，属于你能买到的最具风险的投资之一。
Nebius Group 正试图将自己与其他现代云服务提供商区分开来，指出其一体化产品赋予它竞争优势和更高的利润率。
Nebius Group is trying to differentiate itself from other modern cloud service providers, pointing out that its integrated offerings give it a competitive advantage and better profit margins.
无论如何，这家公司被归入与其他云公司相同的类别，这导致其股价大幅下跌。当然，10 月 14 日是我上一次评估 Nebios Group 的时间，当时我提醒投资者，尽管股价截至那天已经下跌，但看起来并不像买入机会。
Regardless, the company is classified in the same category as other cloud companies, which has led to a collapse in its stock price. Of course, October 14th was the last time I assessed the Nebios Group, and I warned investors at the time that although the price had fallen up to that date, it did not look like a buying opportunity.