$NBIS

NBIS

Nebius Group N.V. · Nebius Group N.V.
窗口 08-18 → 08-25 · 回看 7 天(美东)

NBIS 最近 7 天共 1 条观点条目。其中 0 条方向发生变化。数据截至 8 月 25 日。

本窗口内的全部观点与内容

名单内的来源在这个窗口里谈到这只股票的每一条视频,各一条。每一条转述都能回到英文原文与时间码。

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$NBISMeet Kevin发布 2026-08-24
Memory Stock Crash, Bessent Bailout, Iran, Stocks & Real Estate
NBIS的预付现金流是对未来可能被取消合同的预付款,构成下行风险。
看跌

再说一次,你会得到那些不可退还的押金,像Sandis这样的公司会保留这些押金。顺便说一句,Sandis获得了大量前期资金,很多超大规模和新型云公司也是如此,无论是NBIS还是其他公司,他们都会获得大量前期资金,这样他们就可以继续投资基础设施。

人们看到那笔前期资金,就会想“天哪,这家公司有这么多现金流”,但忘记了那实际上是未来几年合同的预付款。如果合同被取消,你就不会再得到那些额外的押金了。所以当那些取消发生时,确实会带来潜在的下行风险。

And again, and you get those non-refundable deposits that companies like a Sandis keeps. You know, Sandis got a lot of upfront capital by the way for and this happens with a lot of the hypers scale the neoclouds as well you know whether it's um an NBIS or whatever they get a lot of upfront money so they could sort of keep investing in the infrastructure and people see that upfront money and and think oh my gosh this company has so much cash flow but forget that that's actually a prepayment for contracts years out they get cancelled you're not getting those extra deposits again so that does create a potential downside when those cancellations come.

KOL的观察点

名单内的来源在这个窗口里没有说他们在等什么。
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