今天市场温和放量，百_老虎社区_美港股上老虎

今天市场温和放量，百股涨停，没有上周暴力，但胜在稳，市场的信心或者说资金还不够，所以只能选择局部行情，不然即使单天涨再多，后面还回去也没用，接下来就看这种局部行情，是依托哪几个板块展开就好了，修复从来不是一蹴而就的，会反复打磨，止跌之后机会多的是，祝大家八月开门红！$红宝丽(002165)$ $步步高(002251)$ $航天发展(000547)$ $云赛智联(600602)$ $浪潮信息(000977)$

Nebius暴涨27%，AI新云要成资本效率新标杆？

Nebius（NBIS）今日暴涨27.13%，在AI板块整体反弹中一骑绝尘。Yahoo报道其获7.75亿美元债务融资、被视为"重新定义AI资本效率"，叠加新的AI合作消息提振估值；市场更有"买入AI重置——被迫抛售恰是机会"之声。作为AI算力/新云（neocloud）代表，NBIS成为资金抄底AI基建的宠儿。当巨头资本开支叙事回暖，这类AI新云还能追吗？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":591725139138144,"tweetId":"591725139138144","gmtCreate":1785492381949,"gmtModify":1785492385643,"author":{"id":4181293384865822,"idStr":"4181293384865822","authorId":4181293384865822,"authorIdStr":"4181293384865822","name":"笑沧海","avatar":"https://static.tigerbbs.com/5488ab114d16edde2f014b57923c65b2","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":72,"starInvestorFlag":false},"themes":[{"themeId":"732c15d7e0194c9ea970cacc8a6d37c9","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"Nebius暴涨27%，AI新云要成资本效率新标杆？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":732c15d7e0194c9ea970cacc8a6d37c9}&rnconfig={\"headerBarHidden\": true}","description":"Nebius（NBIS）今日暴涨27.13%，在AI板块整体反弹中一骑绝尘。Yahoo报道其获7.75亿美元债务融资、被视为\"重新定义AI资本效率\"，叠加新的AI合作消息提振估值；市场更有\"买入AI重置——被迫抛售恰是机会\"之声。作为AI算力/新云（neocloud）代表，NBIS成为资金抄底AI基建的宠儿。当巨头资本开支叙事回暖，这类AI新云还能追吗？","image":"https://static.tigerbbs.com/6c5810e1764b593f3615c1b1587b2c68"}],"images":[{"img":"https://static.tigerbbs.com/282355f5de2135c6b2a1ebe79a5d29f6","width":"1265","height":"265"}],"coverImages":[{"img":"https://static.tigerbbs.com/282355f5de2135c6b2a1ebe79a5d29f6","width":"1265","height":"265"}],"title":"","html":"<html><head></head><body><p>今天市场温和放量，百股涨停，没有上周暴力，但胜在稳，市场的信心或者说资金还不够，所以只能选择局部行情，不然即使单天涨再多，后面还回去也没用，接下来就看这种局部行情，是依托哪几个板块展开就好了，修复从来不是一蹴而就的，会反复打磨，止跌之后机会多的是，祝大家八月开门红！<a href=\"https://laohu8.com/S/002165\">$红宝丽(002165)$ </a>&nbsp;<a href=\"https://laohu8.com/S/002251\">$步步高(002251)$ </a>&nbsp;<a href=\"https://laohu8.com/S/000547\">$航天发展(000547)$ </a>&nbsp;<a href=\"https://laohu8.com/S/600602\">$云赛智联(600602)$ </a>&nbsp;<a href=\"https://laohu8.com/S/000977\">$浪潮信息(000977)$ </a>&nbsp;</p><img src=\"https://static.tigerbbs.com/282355f5de2135c6b2a1ebe79a5d29f6\" tg-width=\"1265\" tg-height=\"265\"></body></html>","htmlText":"<html><head></head><body><p>今天市场温和放量，百股涨停，没有上周暴力，但胜在稳，市场的信心或者说资金还不够，所以只能选择局部行情，不然即使单天涨再多，后面还回去也没用，接下来就看这种局部行情，是依托哪几个板块展开就好了，修复从来不是一蹴而就的，会反复打磨，止跌之后机会多的是，祝大家八月开门红！<a href=\"https://laohu8.com/S/002165\">$红宝丽(002165)$ </a>&nbsp;<a href=\"https://laohu8.com/S/002251\">$步步高(002251)$ </a>&nbsp;<a href=\"https://laohu8.com/S/000547\">$航天发展(000547)$ </a>&nbsp;<a href=\"https://laohu8.com/S/600602\">$云赛智联(600602)$ </a>&nbsp;<a href=\"https://laohu8.com/S/000977\">$浪潮信息(000977)$ </a>&nbsp;</p><img src=\"https://static.tigerbbs.com/282355f5de2135c6b2a1ebe79a5d29f6\" tg-width=\"1265\" tg-height=\"265\"></body></html>","text":"今天市场温和放量，百股涨停，没有上周暴力，但胜在稳，市场的信心或者说资金还不够，所以只能选择局部行情，不然即使单天涨再多，后面还回去也没用，接下来就看这种局部行情，是依托哪几个板块展开就好了，修复从来不是一蹴而就的，会反复打磨，止跌之后机会多的是，祝大家八月开门红！$红宝丽(002165)$ $步步高(002251)$ $航天发展(000547)$ $云赛智联(600602)$ $浪潮信息(000977)$","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/591725139138144","repostId":0,"isVote":1,"tweetType":1,"viewCount":174,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["600602","002165","000977","000547","002251"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":338,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/591725139138144"}