[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dciof55773e9":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"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,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dciof55773e9","从“俄版谷歌”蜕变为欧洲云巨头！Nebius(NBIS)Q1收入激增684%-加码美国AI基建布局","\u002Fdoc\u002Fdciof55773e9","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，周三美股盘前，欧洲人工智能(AI)云服务公司Nebius(NBIS)公布第一季度业绩。数据显示，得益于人工智能领域支出激增，Nebius第一季度营收同比增长684%至3.99亿美元，好于市场预期的3.89亿美元;GAAP每股收益为2.11美元，市场此前预期每股亏损0.70美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">AI云营收激增，加码美国市场\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">数据显示，Nebius第一季度AI云营收为3.90亿美元，同比增长841%，环比增长82%。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">自持电力规模持续高速扩容。目前公司签约电力容量已突破3.5吉瓦，大幅超越此前设定的年末3吉瓦目标。凭借强劲的项目落地执行力，Nebius正式将年末签约电力容量指引上调至4吉瓦以上。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">在全球AI基建布局上，公司已在美国敲定两处吉瓦级大型园区地块。密苏里州园区已于昨日正式动工;公司已在宾夕法尼亚州锁定最高1.2吉瓦电力配额，用于自建专属AI工厂，项目将从2027年起分阶段落地投产。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">展望全年，Nebius预计2026年营收达30亿至34亿美元，年度经常性收入‌(ARR)达70亿至90亿美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">涅槃转型！从俄罗斯谷歌蜕变为欧洲 AI 巨头\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">值得一提的是，作为全球AI赛道新锐，Nebius有着极具传奇色彩的发展底色。其前身是有“俄罗斯谷歌”之称的 Yandex N.V.。2022年地缘局势冲击下，Yandex 剥离俄罗斯本土业务并启动重组，总部迁至阿姆斯特丹，并在纳斯达克以新代码NBIS重启交易，从传统互联网巨头华丽转身为欧洲 AI云巨头。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Nebius持续深化与美国科技巨头的战略合作，2026年3月斩获英伟达20亿美元战略投资，双方计划到2030年共建超5吉瓦算力中心。Nebius还与Meta签下第二笔重磅长期协议，合作规模最高达270亿美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Nebius首席执行官Arkady Volozh在致股东的一封信中表示，该公司仍然看到“前所未有”的算力需求。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Volozh在信中写道“随着越来越多的行业拥抱人工智能，企业也从实验阶段转向实际应用，计算和云需求正远远超过现有容量。我们亲身感受到了这种需求，并正通过我们全栈式原生人工智能云来满足它。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">他还表示“我们是一家以技术为核心的公司。我们拥有世界一流的工程师，并在每一层技术栈都拥有深厚的专有技术。从基础设施和多租户云服务到推理解决方案和代理平台，我们都能提供全面的解决方案。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">财报公布后，截至发稿，Nebius盘前涨15.4%。该股年初至今累计上涨114%。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，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模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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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 StockWe.com 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，每天处理千万级股票数据：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，精准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":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"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","编辑","编辑视频","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"]