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Following核心要点
9月17日盘前，Nebius（NBIS）股价上涨约9%，原因是该公司宣布提高AI计算服务的价格。新的定价结构将于10月1日生效，涵盖Nvidia H100、H200、B200和B300 GPU，费率上调幅度在17%至21%之间。AMD EPYC Genoa CPU的定价将上涨25%，相关内存成本则飙升41%。竞争对手CoreWeave（CRWV）和Iren（IREN）的股价在公告后分别上涨约6%和5%。该公司报告称，2026年第二季度营收为5.82亿美元，同比增长454%，其中AI云收入增长514%。
Nebius Group（NBIS）因AI基础设施提价宣布而大涨9%
在周四盘前交易中，新云提供商Nebius Group（NBIS）宣布对其AI计算基础设施产品进行全面提价，导致其股价大幅上涨9%。此次价格调整于10月1日生效，涵盖GPU和CPU资源，表明AI基础设施市场需求强劲。关于Nebius Group N.V.（NBIS）的新闻最初通过X和Reddit等社交媒体平台传出，随后经由Stocktwits的报道获得更广泛的关注。这一公告在云基础设施领域引发了即时反响。在周四交易时段开始前，NBIS股票的市值约为569.2亿美元。强劲的盘前反应凸显了投资者对竞争性AI云基础设施市场中任何定价能力指标的高度敏感性。
GPU价格调整详情
For GPU products, Nebius will implement a 17% price increase on the Nvidia H100 chip, bringing its rate to $4.50 per GPU hour. The price of the H200 model will rise 20% to $5.40; the price of the B200 will rise 19% to $8.50. The B300 faces a maximum adjustment of 21%, reaching $9.50 per GPU hour. These substantial price adjustment signals for Nvidia's most sought-after chip series show that the company recognizes the coexistence of limited supply and continued demand in the market.
On the CPU side, AMD EPYC Genoa CPU pricing will increase by 25% to $0.015 per vCPU hour. At the same time, Genoa memory prices experienced a more dramatic increase, rising by approximately 41% to $0.0045 per GiB hour. The pricing announcement also gave industry competitors a boost. CoreWeave (CRWV) shares rose about 6% in pre-market trading, while Iren (IREN) shares rose about 5%.
Recent financial performance shows rapid growth
In the second quarter of 2026, Nebius achieved revenue of US$582 million, a significant year-on-year increase of 454%. Among them, the AI cloud sector grew faster, reaching 514%. Looking to the future, the company expects customer prepayments to reach US$9 billion in 2026. The company's capital expenditures in the second quarter reached $5.7 billion, exceeding analysts 'expectations of $4.7 billion. Nebius also increased its contracted power capacity target for 2026 to 5 gigawatts from the previous above 4 gigawatts, and plans to add more than 1 gigawatts of capacity every year starting in 2027.
然而，快速增长也伴随着估值担忧。该股票的交易市销率为45.35，远高于其历史中位数6.79。公司仍处于亏损状态，过去十二个月的每股收益（EPS）为-0.13，自由现金流为负。该公司的GF评分为51分（满分100分）。虽然增长和动量指标排名有利，但估值部分得分仅为2/10。过去一年内的内部人士交易数据显示，零股票购买，而抛售金额为1.73亿美元。相反，八家机构投资者持有NBIS头寸，其中七家最近增加了其持股。
这一定价策略是在一个明确显示AI计算需求显著超过可用供应量的季度之后采取的，Nebius现在正试图以更积极的方式利用这种市场动态。
