06/30/2025, 10:06 AM UTC
Nebius集团：我最大的AI投资组合持仓Nebius Group: My Biggest AI Portfolio Position
1、Nebius集团AI基础设施需求爆发式增长，销售额同比激增385%，目标年经常性收入达10亿美元；2、尽管当前亏损，公司明确实现EBIT盈利路径，目标利润率20-30%，具备强劲重估潜力；3、相较英伟达等同行，其估值基于更快的增速，2026年预期销售倍数10-12倍反映内在价值，成为作者最大AI持仓。1. Nebius Group experiences explosive 385% YoY sales growth in AI infrastructure, targeting $1B annual recurring revenue; 2. Clear path to profitability with 20-30% EBIT margins despite current losses, supporting strong re-rating potential; 3. Valuation justified by faster growth versus peers like Nvidia, with 10-12x 2026e sales multiple driving author's conviction as largest AI position.---
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