NBIS 呈现看涨的技术结构并具备正面催化剂，预计将测试 240 美元。
逐段跳播
我拿到的第一条消息是关于Nebus的，代码是NBIS。Nebus，代码NBIS。
Uh the first piece of news I have is on Nebus, ticker NBIS. Nebus, ticker NBIS.
现在，让我们回到Nebius。NBIS对我们来说一直是一只很好的交易标的。又一只大型AI股。现在，今天有一些消息导致它跳空高开。Nebus Group，代码是NBIS，其股价在周四盘前交易中上涨超过9%，此前有报道称，这家AI基础设施公司计划将其GPU云服务的价格全面上调约20%，因算力容量依然紧张。
据报道，Nebius正在将其GPU云服务的价格全面上调，凸显出人工智能算力供应紧张。这些新价格将于10月1日生效，涵盖Nvidia Corporation的多个GPU型号。顺便说一下，那是代码NVDA。
这些型号包括H100、H200、B200和B300。这是根据FU转载的华尔街见闻报道。
Now, let's get back to Nebius here. NBIS been a great trading stock for us. Uh, another big AI name. Now, there is some news causing it to gap up here today. Nebus Group, which is ticker NBIS, their stock rose over 9% in Thursday's pre-market trading following reports that the AI infrastructure company plans to raise prices across its GPU cloud services by about 20% as computing capacity remains tight.
Nebius is reportedly raising prices across its GPU cloud services, underscoring tight supplies of artificial intelligence computing capacity. And those new prices are set to take effect October 1st and cover several Nvidia Corporation GPU models.
That's ticker NVDA, by the way. Those models include the H100, H200, B200, and B300. And that is according to a Wall Street CN report carried by FU.
据报道，H100的每小时价格将上涨16.9%，从385升至450。与此同时，H200的价格将上涨20%，从450升至540。Nebas还将把其B200的价格从18.9，或者说，将把其价格上调18.9%，抱歉，上调至8.50美元，此前为7.15美元。
B300的价格将上涨约21%，至950，此前为785。
The H100 hourly rate will reportedly rise 16.9% to 450 from 385. Meanwhile, the H200 rate will increase 20% to 540 from 450. Nebas will also raise its B200 rate from 18.9 or uh two will raise its rate by 18.9% I'm sorry to $8.50 and that comes from $7.15.
The B300 price will climb about 21% to 950 and that comes from 785.
这将标志着Nebius在几个月内的第二次涨价。5月份，该公司将按需容量的价格平均上调了29%，将现货容量的价格上调了51%。B300的价格较其5月前的水平约610每小时已上涨约56%。
This would mark Nebius's second price increase in several months. In May, the company raised prices by an average of 29% for ondemand capacity and 51% for spot capacity. The B300 rate has climbed about 56% from its premay level of roughly 610 per hour.
然而，截至报道发布时，Nebius尚未公开确认最新的涨价。报道还援引一位exus用户的话称，Nebius的订单可见性现已延伸至24个月以上。这高于此前约18个月。据报道，一些客户已下单订购2028年第一季度和第二季度的产能。这些合同包括涵盖数万块GPU的交易。
However, Nebius had not publicly confirmed the latest price increase as of the report's publication. The report also cited an exus user who said Nebius's order visibility now extends beyond 24 months.
That's up from about 18 months. Some customers have reportedly placed orders for the first and second quarters of 2028. Those contracts include deals covering tens of thousands of GPUs.
据报道的涨价既涵盖较旧的Hopper GPU，也涵盖较新的Blackwell芯片。这表明强劲需求横跨多代AI硬件。
The reported price increase cover both old Hopper GPUs and newer Blackwell chips. That suggests strong demand extends across multiple generations of AI hardware.
Nebius在告诉你这一点，而且他们的订单已经排到了2028年。现在，我要说的是，公司没有确认这一点，要把这一点纳入你的风险因素，因为如果他们出来说“哦，我们不会这么做”，也许这会对股价产生下行影响。
And Nebius is telling you that and they're having orders booked all the way out till 2028. Now, I will say the company not confirming that play have that play into your risk factor because if they come out and say, "Oh, we're not doing this."
Maybe that's going to impact the stock to the downside.
但到目前为止，Nebby在这条消息的推动下走高。Nebas在这里上涨9.25%，报228。你可以看到228这个位置在哪里。我们基本上正在回补这个缺口，还略多一点。所以，现在我会说，说实话，接下来可能是240。240，然后256在我看来是接下来的水平。
but so far here, uh, Nebby is trading higher on the back of this news. Nebas is up 9 and a quarter% here at 228. And you can see where that 228 level is. We're basically filling this gap and a little bit more.
So, now I would say probably 240 next to be quite honest. 240 and then 256 look to be the next levels to me.
我们也快速看一下一些个股。这是NBIS。刚刚有一些消息。对我来说，图表上立刻跳出来的其中一点是我们确实有这条趋势线。我想你也可以画一条更陡、更偏近期、更激进的趋势线。我还得给这个形态起个名字。
也许叫音叉之类的。我不知道。但是，NBIS，这里有很多好的迹象，今天跳空高开9.4%。我们实际上有更高的低点。我们从高点回调至200。自那以后，我们一直在创出更高的低点。现在，今天的跳空带我们突破了50日、100日和20日均线。
而且看起来我们确实想测试240这个区域。我们目前位于229。所以，我今天肯定会把这只股票列入观察名单。看看我们表现如何。但是，这就是图表的样子。我认为这将会成为焦点。我真的这么认为。我真的这么认为。所以，那里不错。
Let's also take a look very quickly at some of the individual names. Here's NBIS. just had some news here. Uh, one of the things that immediately jumps off the chart here for me is we do have this trend line.
I guess you could also do a more steep, more near-term aggressive trend line. I still got to come up with a name for this formation here. Maybe a tuning fork, something like that.
I don't know. But, um, NBIS, we had there's a lot of good things going on here with the 9.4% gap up here today. We actually have higher lows. We had a pullback from the highs to the 200.
And since then, we've been making higher lows. Now, today's gap takes us through the 50, the 100, and the 20-day. And it actually looks like we really want to test this 240 area.
We're currently sitting at 229. So, I would definitely put this one on watch here today. Let's see how we do with this. Um, but this is where this is where the chart looks. I think that this is going to be in play.
I really do. I really do. So, uh, good stuff there.
Brian在问，谁有机会在两位数买入NBIS却没有买。这个人。我告诉你，就像那句老话，爱过又失去，总比从未爱过要好。是啊，试试吧。我要说的是这一点。我在0.750美元买了那家伙。
在20出头，23、24左右卖掉了，当时想，“是啊，我两天就赚了六个点。太棒了。赚了一堆钱。”然后接下来一年，我看着它涨到200。所以，就像，该死，至少应该留一些。我现在正努力在这方面做得更好。
Brian is asking who had a chance to buy NBIS in double digits and did not. This guy. I'll tell you what, it's like the old saying, it's better to have loved than lost and to have never loved at all.
Yeah, try it. Here's the one thing I'll say. I bought that sucker at$,750. sold it in like the low 20s, 23, 24, was like, "Yeah, I made six points in like two days. This is awesome.
Got a bunch of money." And then for the next year, I watched the thing climb to 200. So, it's like, damn, should have at least held some. I'm trying to be better about that now.
NBIS也来了。
NBIS also coming in.
MBIS大幅回落。我们也谈过这个。它一开盘就被拉低。这些走势中有很多预期中的获利了结。NBIS，在这次回调中需要关注的一个水平将是昨天盘中低点209。209。那是MBIS。
Big pull on MBIS. We talked about that as well. That was pulling right out of the open. Expected profit taking on a lot of these moves. NBIS, one of the levels here to watch on this pullback is going to be yesterday's intraday low down here at 209. 209. That's MBIS.
观察点
这个频道对 $NBIS 的历次判断
Benzinga 在这只股票上共 3 条判断，这里只列相邻的几条。