增发就恐慌，不增发又_老虎社区_美港股上老虎

增发就恐慌，不增发又质疑能不能拿下大订单，比别人微软还懂，这种还是别炒来这个股了。 $NEBIUS(NBIS)$

微软与AI基础设施公司Nebius Group达成一项多年期合作协议，基础合同金额为174亿美元，涵盖2025至2031年期间的GPU云计算服务。根据协议，微软还可选择追加采购服务和算力，总金额最高可达194亿美元。受此消息推动，Nebius股价大涨，年内股价已翻倍。【当前市场开始把NBIS同CRWV等一众AI新贵一起讨论，大家看好其后续涨势吗？现在还能否上车？】

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