Nebius:AI崩溃的第一块多米诺骨牌(纳斯达克:NBIS)

· seekingalpha.com

随着微软减少合作云合作伙伴关系且可能不续约,Nebius面临风险,增长前景承压。在此阅读更多关于NBIS股票的分析。

After Nebius Group N.V. ( NBIS ) released its Q2 results, we argued that the math behind its growth doesn't really work. Our bearish call has worked so far, as ...


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