中文翻译
Clickhouse 确实非常强大(OP)，但我尚未对其进行单独分析，因为 $NBIS 仅持有 28% 的股份。不过，我完全能看到 Clickhouse 未来成为一家市值 500 亿美元的公司，我可能会写一篇后续帖子，涵盖所有分部估值(Sum-of-Parts)，以帮助人们理解 Nebius 的价值主张。
· 个股论点
计划通过分部估值分析 Clickhouse 潜力，以阐释 Nebius 价值。
涉及标的： $NBIS
英文原文
clickhouse is pretty OP, but haven't made an individual analysis on that yet since $NBIS only owns 28%. But i could definitely see clickhouse becoming a $50B company one day, i'll probably made a follow up post and cover all sum-of-parts to help people understand nebius value proposition