我们减持了Nebius的仓位。是的，我们或许应该说明一下，当我们说NeoClouds时，指的是Nebius、CoreWeave、IREN。我认为这三家是我在社交媒体上一直看到的最热门的三家。
We trimmed down on the position in Nebius. Yeah, we should maybe clarify, when we say NeoClouds, Nebius, CoreWeave, IREN. Those are the three most popular, I think, that I see on social media all the time,
现在，我想详细讨论的最后一只股票是 Nebius。最近，他们的 CEO 宣布 Nebius 现在正在推出现货定价和动态定价功能，这非常令人兴奋。
Now, the last stock I want to discuss in detail is Nebius. Recently, their CEO announced that Nebius is now introducing spot pricing and dynamic pricing features , which is very exciting.
他说：“正如我们所说，AI 基础设施是 AI 行业中最有趣的领域里最不有趣的部分。”在我看来，AI 基础设施很棒，但很多人不喜欢它，而我认为其中最无聊的方面就是债务。
He said, " As we say, AI infrastructure is the least interesting part of the most interesting sector of the AI industry." In my opinion, AI infrastructure is great, but many people dislike it and I think the most boring aspect of it is the debt.
NBIS也是聊天中提到的一个。这对我们来说一直是另一个非常好的交易标的。NBIS今天只上涨1%。我们日线上其实仍然有音叉形态。我们会看看那最终是否会奏效，但NBIS，我们仍然在周四高点之下。
Uh NBIS was another one that was mentioned uh in the chat as well. This has been another really great trader for us. NBIS only up a percent here today. We actually still have the tuning fork here on the daily.
We'll see if that if that ends up working out here, but NBIS um we're still under the Thursday high.
至少 Nebius 还没那么糟。Nebius 的资产负债表其实还不错。他们大约有 55 亿美元的厂房、房地产和设备。85 亿美元的长期债务。但他们有 14.8 亿美元的现金。所以，这不算差。我们这里有一些流动性。我喜欢这一点。
Now, at least Nebius isn't that bad. Nebius actually has a decent balance sheet. I mean, they've got about $5.5 billion Dollar... I don't have exposure to Nepos, but they have about $5.5 billion in plants, real estate, and equipment.
$8.5 billion in long-term debt. But they have $1.48 billion in bills in cash. So, that's not bad. We have some liquidity here. I like that.
在今天的节目中，我真正想讲的是两家 NeoCloud 公司，Nebius 和 Core 刚刚发布了一些非常惊人的公告。
On today's episode, what I really want to cover is two NeoCloud players, Nebius and Core just reported some amazing announcements.
好，我想先从 Nebius 说起。这是社区里很受欢迎的一只股票，就在那里。这可能是目前市面上最受欢迎的 NeoCloud 股票之一。我还想说，它是表现最好的。我认为年初至今，该股上涨了约 126%。
All right, so I want to start off with Nebius Nibbius. This is a community favorite, right there. This is probably one of the most popular NeoCloud stocks out right now. I also do want to say it's the best performing.
I think year to date, the stock is up about 126%.
我拿到的第一条消息是关于Nebus的，代码是NBIS。Nebus，代码NBIS。
Uh the first piece of news I have is on Nebus, ticker NBIS. Nebus, ticker NBIS.
现在，让我们回到Nebius。NBIS对我们来说一直是一只很好的交易标的。又一只大型AI股。现在，今天有一些消息导致它跳空高开。Nebus Group，代码是NBIS，其股价在周四盘前交易中上涨超过9%，此前有报道称，这家AI基础设施公司计划将其GPU云服务的价格全面上调约20%，因算力容量依然紧张。
据报道，Nebius正在将其GPU云服务的价格全面上调，凸显出人工智能算力供应紧张。这些新价格将于10月1日生效，涵盖Nvidia Corporation的多个GPU型号。顺便说一下，那是代码NVDA。
这些型号包括H100、H200、B200和B300。这是根据FU转载的华尔街见闻报道。
Now, let's get back to Nebius here. NBIS been a great trading stock for us. Uh, another big AI name. Now, there is some news causing it to gap up here today. Nebus Group, which is ticker NBIS, their stock rose over 9% in Thursday's pre-market trading following reports that the AI infrastructure company plans to raise prices across its GPU cloud services by about 20% as computing capacity remains tight.
Nebius is reportedly raising prices across its GPU cloud services, underscoring tight supplies of artificial intelligence computing capacity. And those new prices are set to take effect October 1st and cover several Nvidia Corporation GPU models.
That's ticker NVDA, by the way. Those models include the H100, H200, B200, and B300. And that is according to a Wall Street CN report carried by FU.
Nebus 显然在未来会发行大量债务，因为他们正进入业务的这个阶段，而其中有多少会以不同的利率发行，如果是由美国贷款方提供的话。
Nebus obviously is going to be issuing a ton of debt into the future as they sort of enter that phase of their business and how much of that is going to be at different rates if it's US lenders.
Pounder 的合作伙伴之一 Nebius 在盘后上涨。他们将于 10 月 1 日把 GPU 租赁价格提高 20%。
One of Pounders's partners, Nebius, is up after hours. They are increasing GPU rental prices by 20% on October 1st.
接下来进入我选的这只股票，如果出现同样的新闻标题，情况会完全一样，这就是一家 neocloud，或者有人喜欢称之为 AI 超大规模厂商，也就是 Nebus，故事是一样的。我认为 Nebus 在这个周末的这则消息下也可能受到冲击，因为当开源模型、开放权重模型在这整个 AI 故事中占据越来越多的市场份额时，Nebus 是一个大赢家。
他们不在乎你用的是哪个模型，他们只想看到使用量上来。
which moves me into my pick which is actually a stock where if we see the same headline it's going to be the exact same thing and that's a neocloud or AI hyperscaler as some like to call it that's Nebus and it's the same story and I think Nebus with the story of of this weekend could also get hit because Nebus is a big winner when it comes [snorts] to well open source models open weight models taking more and more market share in this whole AI story.
They don't care which model you use. They just want to see usage come in.
