
Post
禁止梭哈
#NebiusAI雲端業務高速成長迎來財報檢驗
强劲的收入增长、产能释放、以及连续大幅 beat 的历史,支持 实际 GAAP EPS 大概率好于 -0.61(即 Yes)。当前预测市场 75% Yes / 26% No 的定价基本合理,反映了这个偏向,同时计入了 GAAP 噪音风险。
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
Trending crypto
BTC/USDTBitcoin
$67,303.9-0.02%
ETH/USDTEthereum
$1,904.06-0.02%
SOL/USDTSolana
$75.6-0.06%
Today’s market buzz
1#NVIDIA contacts Arm CEO Haas, internally predicting new CEO candidate

2#US October PPI year-on-year 6.5% below expectations

3#Anthropic launches IPO roadshow, valuation rebounds to $1.8 trillion


