[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dciod11dcd83":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dciod11dcd83","美股NBIS和CRWV今天为什么大跌？","\u002Fdoc\u002Fdciod11dcd83","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>Nebius\u003Cspan>和\u003C\u002Fspan>CRWV\u003Cspan>今天大跌的原因是韩国\u003C\u002Fspan>AI\u003Cspan>云计算公司\u003C\u002Fspan>Elice\u003Cspan>上市首日暴跌\u003C\u002Fspan>32%\u003Cspan>，拖累\u003C\u002Fspan>CoreWeave\u003Cspan>与\u003C\u002Fspan>Nebius\u003Cspan>，华尔街对\u003C\u002Fspan>AI\u003Cspan>基础设施的担忧进一步加剧。全球资本市场正在重新评估\u003C\u002Fspan>AI\u003Cspan>算力租赁公司的商业模式：投入几百亿美元建设数据中心，最终究竟能赚多少钱？\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>CoreWeave\u003Cspan>（\u003C\u002Fspan>NASDAQ\u003Cspan>：\u003C\u002Fspan>CRWV\u003Cspan>）股价下跌\u003C\u002Fspan>4%\u003Cspan>，\u003C\u002Fspan>Nebius Group\u003Cspan>（\u003C\u002Fspan>NASDAQ\u003Cspan>：\u003C\u002Fspan>NBIS\u003Cspan>）下跌\u003C\u002Fspan>4.8%\u003Cspan>，与此同时，纳斯达克期货下跌\u003C\u002Fspan>0.75%\u003Cspan>。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>这些下跌发生在韩国\u003C\u002Fspan>AI\u003Cspan>基础设施公司\u003C\u002Fspan> Elice \u003Cspan>于首尔证券市场上市首日暴跌\u003C\u002Fspan>32%\u003Cspan>之后。令人意外的是，尽管\u003C\u002Fspan>Elice\u003Cspan>首次公开募股（\u003C\u002Fspan>IPO\u003Cspan>）获得投资者极其踊跃的认购，上市后股价却遭遇大幅抛售。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>瑞穗证券（\u003C\u002Fspan>Mizuho\u003Cspan>）交易部门分析师\u003C\u002Fspan> Daniel O'Regan \u003Cspan>表示，\u003C\u002Fspan>Elice\u003Cspan>上市首日的惨淡表现，再次说明市场对\u003C\u002Fspan> Neocloud \u003Cspan>公司的投资情绪正在持续恶化。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>所谓\u003C\u002Fspan> Neocloud\u003Cspan>，是指建设或租赁计算基础设施，并向客户出租\u003C\u002Fspan>AI\u003Cspan>计算能力的云服务企业。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>O'Regan\u003Cspan>指出，随着借贷成本上升、企业估值受到越来越严格的审视，投资者开始质疑：\u003C\u002Fspan>AI\u003Cspan>基础设施所产生的投资回报，是否足以证明建设这些数据中心所需的巨额资本投入是合理的？\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Elice\u003Cspan>股价盘中一度暴跌\u003C\u002Fspan>38%\u003Cspan>，最终收于\u003C\u002Fspan>61,500\u003Cspan>韩元，远低于\u003C\u002Fspan>90,500\u003Cspan>韩元的\u003C\u002Fspan>IPO\u003Cspan>发行价格。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>此次\u003C\u002Fspan>IPO\u003Cspan>共募集约\u003C\u002Fspan>2,010\u003Cspan>亿韩元（约\u003C\u002Fspan>1.51\u003Cspan>亿美元），发行价定在最初定价区间的最高水平。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>投资者认购热情非常高：\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cul>\n\u003Cli>\u003Cspan>\u003Cspan>机构投资者的认购需求达到发行配额的\u003C\u002Fspan>388.8\u003Cspan>倍。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fli>\n\u003Cli>\u003Cspan>\u003Cspan>散户投资者认购需求超过发行配额的\u003C\u002Fspan>400\u003Cspan>倍。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Cp>\u003Cspan>\u003Cspan>然而，即便有如此强劲的认购需求，也未能阻止\u003C\u002Fspan>Elice\u003Cspan>上市首日暴跌。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>━━━━━━━━━━━━━━━━━━━━━━\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>【原创声明】\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>本文由美股投资网（\u003C\u002Fspan>TradesMax.com\u003Cspan>）研究团队原创完成。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>原创机构：美股投资网\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>英文品牌：\u003C\u002Fspan>TradesMax\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>本文基于公开财报、\u003C\u002Fspan>SEC\u003Cspan>文件、市场数据、机构资金、期权交易及产业链信息进行独立分析\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如需引用本文，请注明：\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>“美股投资网（\u003C\u002Fspan>TradesMax.com\u003Cspan>）原创研究”。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>━━━━━━━━━━━━━━━━━━━━━━\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FN\u002FNBIS\u002FNBIS.jpg","2026-10-20T13:48:37","2026.10.20","2026\u002F10\u002F20",41341,[22],"NBIS","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" rel=\"noopener noreferrer\">\u003Cimg src=\"\u002Fimg\u002Fstockwewebfiles\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca rel=\"noopener noreferrer\" 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]