03/26/2025, 09:02 AM UTC
Nebius集团：更新我的Nebius AI运营指标预测和估值Nebius Group: Update Of My Nebius AI's Operating Metrics Forecast And Valuation
1. 自上次文章以来，Nebius的股价下跌了21%，但公司宣布了多项积极的发展。2. 更新了Nebius的运营指标预测，2025年和2026年的资本支出预测分别增加至50.5亿美元和44.9亿美元。3. 收入预测已上调至2025年的8.45亿美元和2026年的30.2亿美元。尽管资本支出要求很高，但Nebius AI有灵活的融资选项。1. Nebius's stock has dropped 21% since the last article, but the company has announced several positive developments. 2. The forecast for Nebius's operating metrics has been updated, with capital expenditure projections increased to $5.05 billion in 2025 and $4.49 billion in 2026. 3. Revenue estimates have been revised upward to $845 million in 2025 and $3.02 billion in 2026. Despite high CAPEX requirements, Nebius AI has flexible financing options.---
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