中文翻译
是的，$NBIS 是一个迷人的分部加总(Sum-of-Parts)估值脱钩案例，其隐藏资产——高增长的自动驾驶Robotaxi子公司 Avride，在母公司市值中被严重低估。这在公众中鲜为人知。但所有人都渴望通过 Waymo 或 $TSLA 获得 Robotaxi 领域的敞口。这仅仅是 Nebius 进行的众多副线任务之一，我本打算写一系列文章介绍其他项目，但鉴于我是自动驾驶汽车的粉丝，我个人最喜欢 Avride。
· 个股论点
NBIS旗下自动驾驶子公司Avride被严重低估，具备投资潜力。
英文原文
Yeah $NBIS is a fascinating sum-of-parts disconnect example where a hidden asset yet high growth self-driving robotaxi subsidiary Avride, is severely undervalued within the parent company's MC. It's very little known to the public. But everyone is dying to get exposure to robotaxi players looking at Waymo or $TSLA. This is just one of the side quests Nebius is doing, I was going to do a series on the others, but I personally liked Avride the most given how I'm a fan of self-driving cars.