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禁止梭哈
#NebiusAI雲端業務高速成長迎來財報檢驗
强劲的收入增长、产能释放、以及连续大幅 beat 的历史，支持 实际 GAAP EPS 大概率好于 -0.61（即 Yes）。当前预测市场 75% Yes / 26% No 的定价基本合理，反映了这个偏向，同时计入了 GAAP 噪音风险。
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