06/04/2025, 09:04 AM UTC
Nebius：我无法停止买入这只股票｜目前占投资组合的40%Nebius: I Can't Stop Buying This Stock | 40% Of My Portfolio Now
1. 作者在短暂下跌期间增持Nebius股票，强调其10亿美元私募融资条款有利，可转换债券以40%溢价交易；2. 尽管13F持仓减少20%，机构兴趣依然强劲，CEO重申全年收入指引并将资本支出增加5亿美元；3. 作者维持强烈买入评级，但建议分散投资以应对运营和地缘政治风险。1. The author increased their stake in Nebius during a short-lived dip, highlighting favorable terms of a $1B private placement with convertible notes trading at a 40% premium; 2. Institutional interest remains strong despite a 20% decline in 13F shares, while the CEO reaffirmed full-year revenue guidance and raised CapEx by $500M; 3. The author reiterates a strong buy rating but advises diversification to mitigate operational and geopolitical risks.---
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