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qodcv
1. GPU现货租金持续走强：市场反馈短期紧缺，Nebius偏向签3–6个月短单、随行就市，而不是低价长约；Q2单MW合同价值明显抬升，这个定价红利会传导到本季度EBITDA，是最大超预期来源
2. 在手锁定合同体量很大，承诺订单接近400亿美金，产能本身是卖满的，收入底线很硬，不容易爆雷。
相信超预期没有问题。
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