中文翻译
是的，$NBIS 确实是首创。我想不出其他参照物。 市场迟早会将其旗下子公司三位数的增长与其核心运营业务一起计入估值。 $UBER 就是昨天的完美例子：其自动驾驶出租车部门达成了史上最大交易之一，但股价几乎毫无波动，因为算法/市场尚未将网约车业务与 Nebius 联系起来。
· 个股论点
NBIS属首创，市场将重估其子公司高增长及核心业务价值。
英文原文
Yeah $NBIS is actually the first of its kind. I can’t think of any other reference. It’s only a matter of time when markets start to price in all its subsidiaries growing triple digits alongside its core operational business too. $UBER was the perfect example yesterday, one of the biggest deals for its robotaxi division of all time but barely any movement because algorithms/markets don’t associate avride with Nebius yet.