NEBIUS（NBIS）今日盘中大涨6.56%，成为市场焦点。
消息面上，英伟达（NVDA）盘前由跌转涨，带动相关科技概念股普涨。韦德布什报告指出，英伟达Blackwell芯片需求远超供应，巩固了其作为人工智能核心驱动力的地位。NEBIUS作为人工智能基础设施供应商，股价受此积极情绪显著提振。此外，甲骨文（ORCL）等科技股同步上涨，进一步强化了市场对科技板块的乐观预期。
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