· 个股论点
是的，完全不明白为什么人们不更多地讨论 $NBIS 的自动驾驶出租车（Robotaxi）业务，毕竟他们拥有第四级自动驾驶（Level 4 FSD）能力，且将在几天内启动。人们购买 $TSLA 或 $GOOGL 以获取相关敞口，但 $NBIS 市值仅为 210 亿美元，除了自动驾驶出租车外，还有许多其他公司和核心业务相伴。它可能是市场上最被误解且被低估的成长型公司之一。不幸的是，金融圈（finx）只是一个微小的泡沫，即使这里的人开始理解，其他地方大多数人甚至不知道 Nebius 拥有一家已研发 7 年的自动驾驶出租车公司。
Yeah, zero clue why people aren’t talking more about $NBIS for robotaxis when they have fsd level 4 and are launching in a few days. People buy $TSLA or $GOOGL for exposure, but $NBIS is just sitting there at a $21B marketcap with many other companies + core businesses to go alongside robotaxis. Probably one of the most misunderstood and undervalued growth companies in the market. Unfortunately finx is a tiny bubble so even if people start to understand it here, majority of people elsewhere wouldn’t even know Nebius owns a robotaxi company that’s been in development for the past 7 years