周五，英伟达持仓概念股 NEBIUS 盘中涨超8%，创历史新高，年内涨逾70%。根据行业数据，H100 GPU的一年期租赁合约价格近期大幅上涨近40%，市场供需极为紧张，按需租用资源已全面售罄。知名财经媒体主持人Jim Cramer也指出，投资者需密切关注数据中心驱动的增长，并特别提及NEBIUS。
分析认为，公司所持有的长期电力合约及合规数据中心基础设施构成了其难以被复制的核心资产，在算力需求爆发的背景下价值凸显。
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