03/22/2025, 06:00 AM UTC
Nebius：一家仍被华尔街忽视的10倍AI增长故事Nebius: A 10x AI Growth Story Still Flying Under Wall Street's Radar
1. Nebius的股价下跌归因于更广泛的S&P 500指数的抛售，而非公司基本面。2. Nebius的年度调整收益（AAR）可能从2024年第四季度的9000万美元激增至2025年底的7.5亿至10亿美元，显示出10倍的增长潜力。3. 观察到机构投资者的早期买入迹象，但华尔街分析师的覆盖范围仍然微不足道。4. 尽管存在执行风险和可能的AAR增长后置，但预期的增长足以证明11倍的市销率（P/S ratio），并维持强烈买入评级。1. The stock decline of Nebius is attributed to the broader S&P 500 selloff rather than company fundamentals. 2. Nebius' AAR could see a surge from $90M in Q4 2024 to $750M-$1B by year-end 2025, indicating a 10x growth potential. 3. Early signs of institutional buying are observed, but Wall Street analyst coverage remains insignificant. 4. Despite execution risks and potential back-loaded AAR growth, the projected growth justifies the 11 P/S ratio, and a strong buy rating is maintained.---
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