Nebius 的资产负债表状况良好，但完全依赖融资/募资。
逐段跳播
至少 Nebius 还没那么糟。Nebius 的资产负债表其实还不错。他们大约有 55 亿美元的厂房、房地产和设备。85 亿美元的长期债务。但他们有 14.8 亿美元的现金。所以，这不算差。我们这里有一些流动性。我喜欢这一点。
Now, at least Nebius isn't that bad. Nebius actually has a decent balance sheet. I mean, they've got about $5.5 billion Dollar... I don't have exposure to Nepos, but they have about $5.5 billion in plants, real estate, and equipment.
$8.5 billion in long-term debt. But they have $1.48 billion in bills in cash. So, that's not bad. We have some liquidity here. I like that.
抱歉，实际上，他们的厂房、房地产和设备上升到了 13。我刚才看错了行，但他们仍然有 80 亿美元的现金和 130 亿美元的厂房、房地产和设备。他们的资产负债表其实不错。
Sorry, actually, their plants, real estate, and equipment went up to 13. I read the wrong line there, but they still have $8 billion in cash and $13 billion in plants, real estate, and equipment. Their balance sheet is actually good.
再说一次，我不持有 Nepos、N Scale 或 Coreweave 的股票。我在它们上面没有多头或空头头寸。
Again, I don't own stock in Nepos, N Scale, or Coreweave. I don't have long or short positions in them.
Nebius 的资产负债表可以接受，但它完全依赖于融资或筹资。
Nebius has an acceptable balance sheet, but it's entirely dependent on financing or fundraising.
这个频道对 $NBIS 的历次判断
Meet Kevin 在这只股票上共 4 条判断，这里只列相邻的几条。