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闲鱼一条🐟
#NebiusAI云业务高速增长迎来财报检验
📊NBIS Nebius Group财报博弈
市场预测盘75%押注财报超预期
✅看多：前两季业绩连续爆超，算力订单充足，AI算力赛道热门
🔴风险：预期打的太满、前期涨幅大、持续大额资本开支烧钱，利好兑现容易砸盘
👉重点：一致预期过高是最大隐患，就算不差，只要没有超预期，就容易被资金兑现离场
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