异动解读 | NEBIUS盘中大涨5.16%，GPU租赁费用狂飙及数据中心需求成推手-To The Moon - Tiger Brokers Online Investing Community

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异动解读 | NEBIUS盘中大涨5.16%，GPU租赁费用狂飙及数据中心需求成推手

异动解读04-10

NEBIUS（NBIS）今日盘中股价大幅上涨5.16%，引起了市场的广泛关注。

消息面上，GPU租赁市场正经历强劲反弹。根据行业数据，H100 GPU的一年期租赁合约价格近期大幅上涨近40%，市场供需极为紧张，按需租用资源已全面售罄。知名财经媒体主持人Jim Cramer也指出，投资者需密切关注数据中心驱动的增长，并特别提及NEBIUS。分析认为，公司所持有的长期电力合约及合规数据中心基础设施构成了其难以被复制的核心资产，在算力需求爆发的背景下价值凸显。

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