NBIS的动态定价与GPU需求形成看多趋势，并得到Palantir/Nvidia合作的支持。
逐段跳播
现在，我想详细讨论的最后一只股票是 Nebius。最近，他们的 CEO 宣布 Nebius 现在正在推出现货定价和动态定价功能，这非常令人兴奋。
Now, the last stock I want to discuss in detail is Nebius. Recently, their CEO announced that Nebius is now introducing spot pricing and dynamic pricing features , which is very exciting.
他说：“正如我们所说，AI 基础设施是 AI 行业中最有趣的领域里最不有趣的部分。”在我看来，AI 基础设施很棒，但很多人不喜欢它，而我认为其中最无聊的方面就是债务。
He said, " As we say, AI infrastructure is the least interesting part of the most interesting sector of the AI industry." In my opinion, AI infrastructure is great, but many people dislike it and I think the most boring aspect of it is the debt.
不过，这个案例也有其自身的一种创新。我认为他在这里想说的是，动态定价以及更程序化的拍卖方式代表着未来的方向。
However, this case also has its own kind of innovation. I think what he's trying to say here is that dynamic pricing and a more programmatic approach to auctions are the way of the future.
因此，如果对 GPU 的需求持续增长，而供应没有相应增加，这种动态定价将为 Neo Cloud 参与者创造强劲的看涨力量。
Therefore, if the demand for GPUs continues to increase and the supply does not increase accordingly, this dynamic pricing will create strong bullish forces for Neo Cloud players.
Nebius 在两到三年期合约和短期合约的现货定价方面做得非常出色，因此他们正从 GPU 定价中受益，而这是该股自年初以来快速上涨的主要原因之一。
Nebius is doing a great job of spot pricing for two- to three-year contracts and short-term contracts , so they are benefiting from GPU pricing and this is one of the main reasons for the stock's rapid growth since the beginning of the year.
该股表现异常出色，上涨了162%。我们知道他们最近与 Palantir 达成了一项很好的合作，而 Palantir 最近也与 Nvidia 达成了一笔很好的交易。
The stock is performing exceptionally well, up 162%. We know they recently had a great partnership with Palantir, and Palantir recently had a great deal with Nvidia as well.
所以，总的来说，这正在为这家公司创造一股巨大的看涨趋势。
So, all in all, this is creating a huge bullish trend for this company.
这个频道对 $NBIS 的历次判断
Jose Najarro Stocks 在这只股票上共 5 条判断，这里只列相邻的几条。