无惧业绩不及预期 DA Davidson逆势唱多AI公司Nebius(NBIS.US)

智通财经02-25

智通财经APP获悉，DA Davidson首次覆盖人工智能(AI)基础设施公司Nebius(NBIS.US)，予“买入”评级，目标价为50美元。DA Davidson分析师表示，Nebius已成为超大规模主导的人工智能计算的“首批真正替代方案之一”。分析师补充说，Nebius正在利用亚马逊AWS、Azure 和谷歌云等平台“僵化”定价和人为供应限制的机会，提供专门的人工智能计算、透明的定价和可扩展...

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