| NBIS NEBIUS | | | --- | --- | | 75.450 4 -5.500 -6.79% | 收盘价 12/17 15:59 美东 | | 76.380 + 0.930 +1.23% | 盘前价 12/18 04:22 美东 | | 一 72 24 4 8 8 8 8 | ● 快捷交易 | | 最高价 84.300 | 开盘价 84.090 成交量 1706.41万 | | 最低价 75.250 | 昨收价 80.950 成交额 13.29亿 | | 平均价 77.876 | 市盈率TM 89.82 总市值 189.99亿 (--) | | 振 幅 11.18% | 市盈率(静) 总股本 2.52亿 | | 换手率 8.19% | 市净率 3.949 流通值 157.29亿 | | 52周最高 141.100 委 比 -40.00% | 流通股 2.08亿 | | 52周最低 18.310 | 量 比 1.24 每 手 1股 | | 历史最高 141.100 股息TTM -- | | | 历史最低 9.940 | 股息率ITM -- | 荷兰人工智能基础设施供应商Nebius(NBIS ...

Nebius补充道，3.1版本是在Nebius人工智能云"Aether"的基础上发展而来的，它增加了透明的容量管理 功能以及扩展的基础设施，从而能够为客户提供所需的运营可见性和资源规划能力，帮助他们在生产环 境中扩展人工智能应用。此外，Nebius表示，Aether3.1还提供了增强的AI/ML开发工具、扩展的生态系 统集成以及精细的企业级治理控制，从而加快了价值实现速度，同时降低了风险。 Nebius的竞争对手CoreWeave(CRWV.US)也提供英伟达的Blackwell芯片用于人工智能基础设施。今年7 月，CoreWeave表示其成为首个全面推出英伟达RTX PRO6000Blackwell服务器版实例的云平台。除了 RTX PRO6000之外，CoreWeave还提供了市场上最广泛的英伟达Blackwell基础设施产品，包括英伟达 GB200NVL72系统和英伟达HGX B200平台。 Nebius的AI云平台也是全球首家采用800Gbps的Nvidia Quantum-X800InfiniBand互联技术来运行 GB300NVL72系统的公司——此举使得分布式工作负载的吞吐量提升了两倍。 该公司 ...

Core Viewpoint - The U.S. Department of Commerce is re-evaluating the export license for AMD's AI chip MI308 to restart sales to China, which has led to a significant increase in AMD's stock price by over 7% [1] Group 1: AMD and NVIDIA Developments - AMD previously reported a loss of $800 million due to export controls on the MI308 chip to China [2] - NVIDIA's CEO announced that the H20 chip will receive U.S. approval for sales to China, with modifications made to meet regulatory requirements [2] - Both MI308 and H20 chips are specifically developed for the Chinese market in response to U.S. export restrictions [2] Group 2: U.S. Policy Shift - U.S. Commerce Secretary Howard Lutnick explained the policy shift aims to create dependency of Chinese companies on U.S. technology by selling them sufficient AI chips [2] - Currently, Chinese companies are only receiving NVIDIA's fourth-best performing chips [2] Group 3: Chinese AI Chip Development - Analysts indicate that China has developed the capability to independently create AI chips and infrastructure, reducing reliance on U.S. technology [2] - Research director He Hui from Omdia noted that the resumption of U.S. AI chip sales will still face significant uncertainties due to fluctuating U.S.-China policies [3] Group 4: NVIDIA's Product Line - NVIDIA's Blackwell series is recognized as the best AI chip for cloud computing and data center manufacturers, with the latest Blackwell Ultra generation starting installations in data centers [3] - The next-generation Vera Rubin chip is expected to be launched by NVIDIA in 2027 [3]