--- title: "尽管花旗银行设定了 287 美元的目标,Nebius 在第一季度激增后股价仍然下跌" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/286592117.md" description: "花旗将 Nebius 的目标股价上调至 287 美元,原因是其强劲的第一季度业绩和对人工智能基础设施需求的增加。然而,Nebius 的股价在盘前交易中下跌了 2.8%,这表明可能存在获利了结或估值问题。分析师预计,保守的指引和高需求的 GPU 可能会导致 2026 年的上调修正" datetime: "2026-05-15T16:09:18.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286592117.md) - [en](https://longbridge.com/en/news/286592117.md) - [zh-HK](https://longbridge.com/zh-HK/news/286592117.md) --- # 尽管花旗银行设定了 287 美元的目标,Nebius 在第一季度激增后股价仍然下跌 Citi's bullish call: Citi lifted Nebius' price target to $287, citing strong Q1 results, expanded capacity, and surging AI infrastructure demand. Shares buck the trend: Despite the upgrade, Nebius stock fell 2.8% in premarket trading, suggesting profit-taking or valuation concerns. Growth signals ahead: Analysts see conservative guidance and high GPU demand as setting the stage for upward revisions later in 2026. ### 相关股票 - [NBIS.US](https://longbridge.com/zh-CN/quote/NBIS.US.md) - [NEBX.US](https://longbridge.com/zh-CN/quote/NEBX.US.md) - [NBIG.US](https://longbridge.com/zh-CN/quote/NBIG.US.md) - [C.US](https://longbridge.com/zh-CN/quote/C.US.md) - [C-R.US](https://longbridge.com/zh-CN/quote/C-R.US.md) ## 相关资讯与研究 - [算力再涨价:从 Nebius 全面涨价看 GPU 供需的结构性错配](https://longbridge.com/zh-CN/news/287191757.md) - [花旗大幅上调 Nebius 目标价,AI 算力需求驱动强劲增长](https://longbridge.com/zh-CN/news/286591734.md) - [Nebius:一个被欧盟制裁过的俄罗斯人,在阿姆斯特丹重建了他的帝国](https://longbridge.com/zh-CN/news/286668786.md) - [从追 GPU,到追 Gigawatts,AI 真正的战争变了](https://longbridge.com/zh-CN/news/286710689.md) - [AI 发展催生 CPU 新定位,CPU 与 GPU ⽐例将变成 1 比 1](https://longbridge.com/zh-CN/news/286979715.md)