· 个股论点

机构低位增持 $NBIS,认为其将赋能 Azure,建议勿因噪音卖出。

涉及标的:

中文翻译

机构在低位进行了一些有趣的操作,以积累 $NBIS 流通盘的另外 20%。 机构持股比例为 38%(极低)(优质公司通常在 60-80%),而对冲基金开始终于意识到 Nebius 未来将为 MSFT Azure 和许多其他前沿模型提供动力。 所以,在“大豆籽油”新闻上卖出并不是个好主意,但这可能像 Oracle 的抹黑文章一样甩掉了一些散户。

英文原文

Institutions do some fun stuff to accumulate another 20% of the float of $NBIS at lower levels. Institutional ownership is 38% (extremely low) (60-80% usually on great companies), and hedge funds are starting to finally realize Nebius will power MSFT Azure and many other frontier models in the future. So yeah, not a good idea to sell on the Soybean Seed Oil news, but probably shook off some retail like the Oracle hit piece.

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