【Ticker Symbol YOU】错过谷歌别再错过它：Neocloud三剑客

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如果你三年前买入了价值一万美元的谷歌股票

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如今你会拥有超过三万美元

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而如果你将这笔钱投资于英伟达

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现在价值已超七万五千美元

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这是因为这些公司正在驱动整个AI革命

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但谷歌和英伟达市值已超万亿美元

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所以在这期视频中

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我将展示三只小型AI股票，它们同样具备巨大潜力

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它们正成为下一阶段AI发展的关键基础设施

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你的时间非常宝贵

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让我们直接进入正题

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首先

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先说前提

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我不会浪费你的时间

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这是关于三大新云公司的最新进展

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现在它们均已公布财报，CoreWeave

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拥有超过25万台GPU和670亿美元合同

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Nebias主权版

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AI安全数据

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堪称AI基础设施和Iron的‘魔戒’

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目前已为AI数据中心锁定4.5吉瓦电力

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但过去几个月

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这三家新兴云公司大幅提高AI投入

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却未达营收或盈利预期

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导致评级下调

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股价单日暴跌超两位数并引发诉讼

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这就是为何本期视频稍晚发布

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新信息不断涌现

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我已尽力在此整合所有信息

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这三只股票风险最高

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但回报潜力也最大

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看完本期视频后

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你将知道哪些值得承担风险

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哪些应避免投资

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以及当前抛售后最佳买入标的

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我希望高效利用你的时间

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首先更新它们的共同点

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市场定位

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商业模式及最新财报新风险

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CoreWeave

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Nebias和Iron均为新云公司

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提供AI优化计算资源访问

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支持AI工作负载

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如训练

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微调和推理

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新云公司兴起源于传统云服务商如AWS

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Azure和谷歌云最初设计用于CPU任务

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例如

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邮件和网站服务器

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处理交易

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数据库管理和报告业务仍需要这些服务

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但它们运行的通用服务器对于前沿AI任务来说速度太慢且成本过高

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所以从宏观层面来看

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新云公司是新型云计算企业

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配备密集的GPU机架

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通过高速网络连接

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并配备先进冷却系统以每瓦特最大化性能

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其软件专注于协调GPU集群处理AI任务

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而非启动CPU托管网站和数据库

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这三家公司通过客户租赁AI基础设施获得收入，通常采用多年期合同

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并且投入了巨额资金

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因为利润率取决于获取土地和电力的速度

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建设数据中心和部署GPU的能力，以及保持GPU利用率的程度

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以及与竞争对手的定价权

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包括亚马逊

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微软和谷歌

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说到这些公司

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我指出谷歌和英伟达通过推动AI革命让投资者获利丰厚

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全球新云市场预计在接下来的八年中规模将增长近三十倍

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并于2034年成为千亿美元市场

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这意味着未来八年复合年增长率超过50%

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这比标普500指数增速高三倍

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这就是科瑞维

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霓芭斯和铁云所竞争的市场

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这就是它们商业模式和风险相似的原因

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这也是这三家公司本季度财报均表现不佳的原因

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至少

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根据头条新闻

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从宏观角度看

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它们都在投资者预期之外大幅增加土地

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电力

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GPU和数据中心基建的投入

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所有三家公司基本向市场表示2024

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2026和2027年将是巨额支出年份

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而非追求短期利润最大化

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在这三场财报电话会议上

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管理层表示他们正在与时间赛跑

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需要向内陆扩展

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获取电力和硬件资源，将数十亿美元的管道转化为实际收入，以免被竞争对手超越

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在很多方面

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这是一场零和游戏

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每一块土地

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每吉瓦电力

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每一块高端GPU或内存芯片，一旦被某公司获得，其他企业就无法获取

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输掉这场竞赛是它们共有的风险

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尤其是与超大规模云公司相比

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科瑞维

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霓芭斯

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仍是小型企业

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且仍在发展阶段

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这使得他们的股票非常波动

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我相信你现在已经注意到了

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这就是为什么我要提前说明所有风险

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但我们也应该谈谈它们的巨大增长潜力

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在最近的财报电话会议后这一潜力更大

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现在我们已经讲完了这些公司的共同点

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接下来让我们逐一分析看看哪只股票是最优投资

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如果你长期关注这个频道的话

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你知道最好的投资就是投资自己

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尤其是当你想在生活中做出重大改变时

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无论是想进入新职业在家工作还是在现有岗位上提升

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Ai careerist

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已覆盖他们的ai自动化培训

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训练营可不是闹着玩的

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每周约七小时，持续四个月

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但这是我找到的最快路径，能让你从现状跃升至

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年薪九万至十四万美元

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在家工作且无需编程

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Careerists起源于Y Combinator

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就像Airbnb

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Dropbox和Doordash

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如今他们在谷歌

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亚马逊

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Meta平台

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Salesforce和Uber等公司拥有超过一千名毕业生

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因为他们不仅培训你然后不管不顾

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你将构建真实自动化项目并学会向真实雇主展示

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他们甚至帮你修改简历

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求职信和面试准备

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确保你能真正获得工作

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这就是课程报告将其评为最佳在线训练营之一的原因

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并且他们有大量校友的好评

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下一个训练营名额即将截止且迅速填满

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因为大公司急需大量AI和自动化专业人才

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如果你厌倦了薪资过低

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并希望获得可在任何地点工作的抗衰退AI职业

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今天就投资自己

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通过描述中的链接享受最高30%折扣

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这个超棒的AI自动化训练营

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首先介绍Core Weave的更新，因为他们是当前领导者

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CoreWeave运营四个AI数据中心

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拥有超过850兆瓦的活跃电力

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目前正在产生收入

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并签订超过31吉瓦的总电力合同

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每台NVIDIA Blackwell服务器约耗电120千瓦

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CoreWeave已签约容量可支持近2.6万台服务器

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或北美和欧洲近190万台GPU

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CoreWeave出售这些GPU的使用权

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可提供裸芯片或通过Mission Control面板管理的完整栈实例

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CoreWeave Stack包含五层架构

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GPU 本身通过优化数据存储和网络软件，自动管理

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并在多台服务器间扩展 AI 应用和工作负载

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运行时加速工具以提升训练和推理速度

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以及应用级工具来构建

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测试

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部署和监控 AI 模型与代理

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这些全栈实例使平台更具粘性

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相比竞争对手，为其带来更高利润率和更强定价权

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截至最新财报电话会议，其季度营收达 16 亿美元

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同比增长 110%

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他们2025年全年营收达到51亿美元

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相比前一年激增了168%

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但就像我说的

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每次我报道Core Weave时最特别的地方

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并不是他们的营收增长

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而是他们的营收 backlog

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这刚刚达到了668亿美元

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在一年内增长了342%

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不仅他们的 backlog 比一年前大四倍以上

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而且平均合同周期现在延长至五年

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而不是四个

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这对一家公司来说是惊人的收入可见性

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其中大部分管道客户来自少数几家大型AI客户

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OpenAI最多有两个

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与Core Weave在多个扩展中签订价值40亿美元的合同

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使其成为整个领域最大的基础设施交易之一

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Meta平台又有142亿美元的协议以访问Core Weave

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通过2031年采购NVIDIA BlackWulf超算系统

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他们还从NVIDIA自身获得63亿美元的云容量订单

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将在2032年4月前购买Core Weave未售出的云容量

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对了

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英伟达最近又向核心编织投入了20亿美元

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每股87.20美元的价格

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作为更大交易的一部分，计划建设超过5吉瓦的AI工厂

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到2030年

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在本录音时

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Coreweave当前股价为每股75美元

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比英伟达此前购入价格低逾10%，暂且不论这个

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管理层预计2026年营收将达到120-130亿美元

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这将是同比增长140%的又一跃升

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股票在财报发布后下跌的原因是Coreweve计划今年仅投入三十至三十

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五亿美元的资本支出

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他们资产负债表上已有超过两

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十亿美元的债务

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因此

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投资者担心他们的订单 backlog 无法支撑如此大规模的前期投入

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此外

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多位股东提起诉讼称Coreweve存在夸大

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他们如何将庞大的订单 backlog 转化为实际收入

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免责声明

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我不是律师

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这只是我个人

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对当前情况的非专业意见

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从我了解的情况来看

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这些都是民事证券案件

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不是刑事诈骗指控

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基本上是一群律所想代表购买corweave股票的股东

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在IPO后因股价因指引下调而下跌而亏损

209
00:09:56,809 --> 00:09:58,070
数据中心延误

210
00:09:58,070 --> 00:10:00,279
以及近期财报前的抛售

211
00:10:00,279 --> 00:10:05,200
核心论点是corweave未充分披露其

212
00:10:05,200 --> 00:10:08,220
数据中心战略和供应链对投资者的风险

213
00:10:08,220 --> 00:10:12,600
这类诉讼对任何疯狂IPO后暴跌的股票都很常见

214
00:10:12,600 --> 00:10:14,139
然后回落

215
00:10:14,139 --> 00:10:16,990
这些案件几乎总是围绕相同问题

216
00:10:16,990 --> 00:10:21,330
大量关于增长的前瞻性声明后来显得过于乐观

217
00:10:24,679 --> 00:10:29,220
这类诉讼通常会被驳回或以小额和解

218
00:10:29,220 --> 00:10:31,450
因为法律门槛极高

219
00:10:31,450 --> 00:10:34,230
法院必须认定特定高管

220
00:10:34,230 --> 00:10:37,450
故意或鲁莽误导投资者

221
00:10:37,450 --> 00:10:39,149
而不仅仅是看涨

222
00:10:39,149 --> 00:10:40,019
然后判断错误

223
00:10:40,019 --> 00:10:42,519
如果corweave的披露包含所有正确措辞

224
00:10:42,519 --> 00:10:46,980
且无明显证据显示管理层故意隐瞒重大问题

225
00:10:46,980 --> 00:10:49,360
整个案件就会崩溃

226
00:10:49,360 --> 00:10:51,279
作为corweave的股东

227
00:10:51,279 --> 00:10:53,109
我听过所有财报电话会议

228
00:10:53,109 --> 00:10:56,609
我对目前披露的信息毫无意外

229
00:10:56,609 --> 00:10:58,740
我认为这些诉讼只是噪音

230
00:10:58,740 --> 00:11:02,259
而非改变我对股票长期看法的因素

231
00:11:02,259 --> 00:11:04,100
我的长期观点依然积极

232
00:11:04,100 --> 00:11:07,690
鉴于corwea高达670亿美元的待执行订单

233
00:11:07,690 --> 00:11:09,809
其全栈AI云平台

234
00:11:09,809 --> 00:11:12,210
已签约的庞大电力资源

235
00:11:12,210 --> 00:11:14,509
以及庞大的数据中心布局

236
00:11:14,509 --> 00:11:18,629
这些都使其成为快速增长市场中的长期赢家

237
00:11:18,629 --> 00:11:19,409
好的

238
00:11:19,409 --> 00:11:21,110
接下来分析Nebius

239
00:11:21,110 --> 00:11:22,549
Nebius是新云科技

240
00:11:22,549 --> 00:11:27,840
专注于主权AI和医疗、金融等监管行业

241
00:11:27,840 --> 00:11:29,039
类似Palantir

242
00:11:29,039 --> 00:11:30,720
但聚焦AI基础设施

243
00:11:30,720 --> 00:11:32,259
根据最新财报

244
00:11:32,259 --> 00:11:33,980
Nebius实现季度营收约2280万美元

245
00:11:33,980 --> 00:11:36,320
这远低于Corweave

246
00:11:36,320 --> 00:11:37,919
但增长速度更快

247
00:11:37,919 --> 00:11:39,840
同比增长547%

248
00:11:39,840 --> 00:11:41,399
七个百分点

249
00:11:41,399 --> 00:11:43,479
所有这些都使其在快速增长市场中占据长期优势

250
00:11:43,479 --> 00:11:47,839
其核心AI云业务收入同比增长超过八百个百分点

251
00:11:47,839 --> 00:11:52,720
 Nebulas在去年年底实现了125亿美元的年度营收规模

252
00:11:52,720 --> 00:11:54,179
这超出了自身预期指引

253
00:11:54,179 --> 00:11:58,059
管理层仍计划在2026年底达到70-90亿美元的营收规模

254
00:11:58,059 --> 00:11:59,970
在2026年底

255
00:11:59,970 --> 00:12:02,809
全年实现32亿美元营收

256
00:12:02,809 --> 00:12:06,269
这相当于单年增长6-7倍

257
00:12:06,269 --> 00:12:07,529
就像Coreweave一样

258
00:12:07,529 --> 00:12:12,399
该计划结合了大规模超大规模AR合同和激进的

259
00:12:12,399 --> 00:12:14,940
资本支出，Nebias与微软签订了17.

260
00:12:14,940 --> 00:12:18,879
4亿美元的五年AI基础设施协议

261
00:12:18,879 --> 00:12:22,889
并与Meta签署了3亿美元的五年期协议

262
00:12:22,889 --> 00:12:28,399
仅这两份合同就承诺了约200亿美元的AI基础设施收入

263
00:12:28,399 --> 00:12:33,578
这意味着Nebias在2026年前的产能已基本售罄

264
00:12:33,578 --> 00:12:39,639
这也是他们计划投入180亿美元资本支出扩产的原因

265
00:12:39,639 --> 00:12:41,399
到2025年底

266
00:12:41,399 --> 00:12:44,960
Nebulas已拥有170兆瓦的活跃电力

267
00:12:44,960 --> 00:12:48,360
远超原定的100兆瓦目标

268
00:12:48,360 --> 00:12:52,340
他们部署了5个新站点并锁定9个备选场地

269
00:12:52,340 --> 00:12:53,179
年末时

270
00:12:53,179 --> 00:12:54,309
拥有16个运营站点

271
00:12:54,309 --> 00:12:58,850
并锁定超过2吉瓦的未来电力合约

272
00:12:58,850 --> 00:13:03,200
但Nebias不仅仅在向监管行业出租GPU

273
00:13:03,200 --> 00:13:04,259
在2025年

274
00:13:04,259 --> 00:13:05,740
他们收购了V Ride

275
00:13:05,740 --> 00:13:07,360
一家自动驾驶公司

276
00:13:07,360 --> 00:13:08,940
随后与Uber合作

277
00:13:08,940 --> 00:13:14,100
投入3.75亿美元投资及合约用于机器人出租车和配送机器人

278
00:13:14,100 --> 00:13:15,750
和自动驾驶出租车

279
00:13:15,750 --> 00:13:16,950
就在上个月

280
00:13:16,950 --> 00:13:20,679
他们同意收购名为Tavi的AI搜索初创公司

281
00:13:20,679 --> 00:13:25,460
耗资约2.75亿美元，这为Nebias提供了专用搜索基础设施

282
00:13:25,460 --> 00:13:29,940
专门用于AI代理在编码和金融交易等领域

283
00:13:29,940 --> 00:13:33,899
将吸引数十万开发者加入其生态

284
00:13:33,899 --> 00:13:36,828
Nebias管理层明确其目标

285
00:13:36,828 --> 00:13:41,328
他们希望成为构建和运行AI产品与代理的完整平台

286
00:13:41,328 --> 00:13:42,389
基础设施

287
00:13:42,389 --> 00:13:43,548
软件栈

288
00:13:43,548 --> 00:13:45,200
现在还有基因搜索技术

289
00:13:45,200 --> 00:13:50,679
这样大客户无需从多个供应商整合这些组件对投资者而言

290
00:13:50,679 --> 00:13:52,620
Nebias与Coreweave相似

291
00:13:52,620 --> 00:13:54,740
但起步更小、增长更快

292
00:13:54,740 --> 00:14:00,539
拥有通往数十亿美元持续收入的清晰路径，以及来自AV、Ride和Tavi等业务的额外增长空间

293
00:14:00,539 --> 00:14:01,700
Ride和Tavi

294
00:14:01,700 --> 00:14:04,019
但风险更为突出

295
00:14:04,019 --> 00:14:05,820
180亿美元资本支出

296
00:14:05,820 --> 00:14:11,480
数据中心建设及电力供应的时间表不容延误

297
00:14:11,480 --> 00:14:13,539
仍需额外融资

298
00:14:13,539 --> 00:14:17,710
即便Nebias拥有强劲的现金储备和客户预付款

299
00:14:17,710 --> 00:14:19,110
但作为投资者

300
00:14:19,110 --> 00:14:21,889
我认为星云仍然具有很大的价值

301
00:14:21,889 --> 00:14:23,590
重点关注政府领域

302
00:14:23,590 --> 00:14:24,919
银行和医疗保健

303
00:14:24,919 --> 00:14:26,960
加上机器人出租车和基因搜索的选项

304
00:14:26,960 --> 00:14:28,519
如果他们能成功执行所有计划

305
00:14:28,519 --> 00:14:30,960
这可能是增长最快且多元化程度最高的

306
00:14:30,960 --> 00:14:34,620
长期可投资的AI基础设施股票

307
00:14:34,620 --> 00:14:37,399
这让我们来到最高风险

308
00:14:37,399 --> 00:14:40,259
最高回报的三只股票之首

309
00:14:40,259 --> 00:14:44,990
铁网最新季度财报表面表现不佳

310
00:14:44,990 --> 00:14:47,750
营收达到1.85亿美元

311
00:14:47,750 --> 00:14:51,210
低于预期近20%，环比下降2%

312
00:14:51,210 --> 00:14:53,129
环比下降2.3%

313
00:14:53,129 --> 00:14:55,440
就像我每次分析铁网时说的

314
00:14:55,440 --> 00:14:56,860
这一下滑源于他们

315
00:14:56,860 --> 00:15:00,549
将产能从比特币挖矿转向AI

316
00:15:00,549 --> 00:15:03,289
比特币挖矿营收下降约28%

317
00:15:03,289 --> 00:15:05,870
因伊朗降低自身挖矿产量

318
00:15:05,870 --> 00:15:08,450
本季度比特币价格下跌

319
00:15:08,450 --> 00:15:12,429
录得约1.55亿美元净亏损

320
00:15:12,429 --> 00:15:17,279
但主要因2.19亿美元非现金项目

321
00:15:17,279 --> 00:15:22,460
涉及债务转股权及比特币挖矿设施折旧

322
00:15:22,460 --> 00:15:25,730
这些已在最新视频中详细说明

323
00:15:25,730 --> 00:15:28,710
若剔除一次性非现金支出

324
00:15:28,710 --> 00:15:31,470
调整后EBITDA实际为正

325
00:15:31,470 --> 00:15:35,340
7500万美元，毛利率约4.1%

326
00:15:35,340 --> 00:15:38,000
公司经营并无根本问题

327
00:15:38,000 --> 00:15:42,399
AI云业务营收跃升至1730万美元

328
00:15:42,399 --> 00:15:46,580
环比增长137%

329
00:15:46,580 --> 00:15:50,179
现已占总营收近10%

330
00:15:50,179 --> 00:15:54,120
财报最大亮点是铁网现拥有超过4.5吉瓦

331
00:15:54,120 --> 00:15:57,320
已获保障的电网连接电力

332
00:15:57,320 --> 00:16:00,399
较上季度增加50%以上

333
00:16:00,399 --> 00:16:03,440
他们仍预计在2026年底达到34亿美元

334
00:16:03,440 --> 00:16:07,589
AI云营收年复合增长率达7倍

335
00:16:07,589 --> 00:16:11,649
仅使用总电力容量的10%

336
00:16:11,649 --> 00:16:15,980
意味着可继续签订更多百亿级合同

337
00:16:15,980 --> 00:16:22,349
随着电力产能逐步上线

338
00:16:22,349 --> 00:16:24,369
就在录制视频时

339
00:16:24,369 --> 00:16:31,149
铁网宣布签订5万张NVIDIA Blackwell Ultra GPU合同

340
00:16:31,149 --> 00:16:35,370
总目标GPU机队达15万台

341
00:16:35,370 --> 00:16:39,129
部署将于2026年下半年完成

342
00:16:39,129 --> 00:16:45,559
新增产能可支持37亿美元年化AI云营收

343
00:16:45,559 --> 00:16:49,960
略高于此前34亿美元目标

344
00:16:49,960 --> 00:16:52,379
铁网称已获得93亿美元

345
00:16:52,379 --> 00:16:57,379
过去8个月总计融资93亿美元

346
00:16:57,379 --> 00:17:00,159
但现计划再融资35亿美元

347
00:17:00,159 --> 00:17:05,440
用于5万台GPU及相关基建

348
00:17:05,440 --> 00:17:09,519
股价下跌因6亿美元公开市场股权计划

349
00:17:09,519 --> 00:17:11,960
同时刚宣布的股权激励计划

350
00:17:11,960 --> 00:17:16,140
这可能会稀释约一亿四千万新股股东权益

351
00:17:16,140 --> 00:17:16,900
或者四十

352
00:17:16,900 --> 00:17:18,630
相当于他们当前流通股的2%

353
00:17:18,630 --> 00:17:19,750
为明确说明

354
00:17:19,750 --> 00:17:23,250
这并不意味着股东即将被稀释4%

355
00:17:23,250 --> 00:17:24,088
2%

356
00:17:24,088 --> 00:17:29,229
他们已注册可在市场价分批出售新股

357
00:17:29,229 --> 00:17:31,128
无需进行大规模发行

358
00:17:31,128 --> 00:17:32,069
一次性全部发行

359
00:17:32,069 --> 00:17:35,750
这并不意味着必须使用全额资金，股价越高

360
00:17:35,750 --> 00:17:40,599
所需出售的新股就越少以筹集长期所需资金

361
00:17:40,599 --> 00:17:45,839
我认为最新公告证明他们正在执行AI战略转型

362
00:17:45,839 --> 00:17:48,619
他们锁定了5万台更多GPU

363
00:17:48,619 --> 00:17:52,880
同时在削减比特币收入时寻找新融资渠道

364
00:17:52,880 --> 00:17:54,980
他们已签订价值九

365
00:17:54,980 --> 00:18:00,210
与微软达成70亿美元四至五吉瓦供电保障协议

366
00:18:00,210 --> 00:18:04,380
并制定扩展至15万台GPU的计划

367
00:18:04,380 --> 00:18:08,589
年底前ARR将达37亿美元

368
00:18:08,589 --> 00:18:10,730
若能按时达成里程碑

369
00:18:10,730 --> 00:18:13,049
最近几个季度表现可能只是噪音

370
00:18:13,049 --> 00:18:14,730
但如果在建设进度上滞后

371
00:18:14,730 --> 00:18:17,130
在电力供应或融资方面出现问题

372
00:18:17,130 --> 00:18:19,549
股价将持续极度波动

373
00:18:19,549 --> 00:18:21,809
这也是为什么我认为这是三者中风险最高

374
00:18:21,809 --> 00:18:23,990
回报最高的投资

375
00:18:23,990 --> 00:18:27,450
好的，在决定哪家股票是最佳买入前

376
00:18:27,450 --> 00:18:28,099
现在

377
00:18:28,099 --> 00:18:29,380
这里有一份更新表格

378
00:18:29,380 --> 00:18:31,140
总结我所涵盖的所有内容

379
00:18:31,140 --> 00:18:33,849
就像上次一样我自行制作了这张表格

380
00:18:33,849 --> 00:18:36,250
通过收集各公司财报数据

381
00:18:36,250 --> 00:18:39,539
并尽可能做到横向对比

382
00:18:39,539 --> 00:18:43,099
但请记住这三家公司财年不同

383
00:18:43,099 --> 00:18:45,240
与超大规模客户合同周期不同

384
00:18:45,240 --> 00:18:49,029
且从不同起点提升了收入和订单 backlog

385
00:18:49,029 --> 00:18:50,049
我使用的指标

386
00:18:50,049 --> 00:18:52,569
如GPU数量和数据中心数量

387
00:18:52,569 --> 00:18:56,430
均为基于实际部署GPU的估算

388
00:18:56,430 --> 00:18:57,599
最终部署的GPU数量

389
00:18:57,599 --> 00:18:59,220
所使用的冷却系统规模

390
00:18:59,220 --> 00:19:03,170
以及如何统计单个设施与大型园区

391
00:19:03,170 --> 00:19:05,839
此表格是对比规模的有效方式

392
00:19:05,839 --> 00:19:07,700
但这些并非官方数据

393
00:19:07,700 --> 00:19:09,480
现在我们有了全部背景信息

394
00:19:09,480 --> 00:19:11,869
终于可以回答核心问题

395
00:19:11,869 --> 00:19:15,349
这三家新云服务商中哪家是当前最佳投资

396
00:19:15,349 --> 00:19:17,009
如果你觉得我分析到位

397
00:19:17,009 --> 00:19:21,140
请点赞并订阅频道以支持我

398
00:19:21,140 --> 00:19:23,819
这能让我制作更多此类内容

399
00:19:23,819 --> 00:19:26,490
谢谢现在让我们比较这三只股票

400
00:19:26,490 --> 00:19:27,470
在我看来

401
00:19:27,470 --> 00:19:29,890
Corweave仍然是这一领域无可争议的赢家

402
00:19:29,890 --> 00:19:31,430
他们拥有最大的营收规模

403
00:19:31,430 --> 00:19:32,799
最深厚的订单 backlog

404
00:19:32,799 --> 00:19:34,099
最多的GPU设备

405
00:19:34,099 --> 00:19:35,400
最广泛的数据中心布局

406
00:19:35,400 --> 00:19:39,839
覆盖范围广阔且英伟达直接支持其多吉瓦级建设

407
00:19:39,839 --> 00:19:41,160
如果你是成长型投资者

408
00:19:41,160 --> 00:19:46,539
希望公司验证产品市场契合度并拥有大客户分担风险

409
00:19:46,539 --> 00:19:48,949
Corweave仍然是最适合你的公司

410
00:19:48,949 --> 00:19:53,469
Nebias正迅速成长为主权及合规领域首选的AI云服务

411
00:19:55,730 --> 00:19:58,450
但目前已实现超十亿美元的营收规模

412
00:19:58,450 --> 00:19:59,430
签订多年期

413
00:19:59,430 --> 00:20:02,130
与微软和Meta签订数十亿美元合同

414
00:20:02,130 --> 00:20:05,579
如果你已准备好承担风险和波动性

415
00:20:05,579 --> 00:20:08,500
但想拥有AI基础设施领域的Palantir

416
00:20:08,500 --> 00:20:10,329
Nebias是最佳选择

417
00:20:10,329 --> 00:20:14,170
尤其是自动驾驶领域的额外增长潜力

418
00:20:14,170 --> 00:20:17,930
而基因搜索仍是适合投资者的股票

419
00:20:17,930 --> 00:20:22,559
在数据中心受限于电力的当下追求选择权与多元化

420
00:20:22,559 --> 00:20:24,019
Iron拥有四项

421
00:20:24,019 --> 00:20:26,039
五吉瓦的电力保障

422
00:20:26,039 --> 00:20:27,599
赋予其巨大灵活性

423
00:20:27,599 --> 00:20:30,429
在基础设施变现方式上的长期选择

424
00:20:30,429 --> 00:20:31,068
就我个人而言

425
00:20:31,068 --> 00:20:34,599
我仍对这三只股票持续定投

426
00:20:34,599 --> 00:20:41,440
因为我相信这种资本密集型建设正在为整个AI革命奠定基础

427
00:20:41,440 --> 00:20:42,980
如果现在必须选择赢家

428
00:20:42,980 --> 00:20:45,339
仅基于当前价格和规模考量

429
00:20:45,339 --> 00:20:46,970
我仍会选择Iron

430
00:20:46,970 --> 00:20:48,950
因为他们锁定的电力最多

431
00:20:48,950 --> 00:20:51,349
同时又是三者中最小的

432
00:20:51,349 --> 00:20:55,420
但我仍认为Coreweave是最适合新投资组合的股票

433
00:20:55,420 --> 00:20:57,019
因为他们已具备规模优势

434
00:20:57,019 --> 00:20:59,279
并拥有英伟达作为战略合作伙伴

435
00:20:59,279 --> 00:21:02,579
使其风险收益比最优

436
00:21:02,579 --> 00:21:04,909
告诉我你打算购买哪只股票

437
00:21:04,909 --> 00:21:08,249
或希望我制作关于它们的深度分析视频

438
00:21:08,249 --> 00:21:11,209
如果你想了解更深入的股票分析依据

439
00:21:11,209 --> 00:21:13,700
请观看下期视频

440
00:21:13,700 --> 00:21:14,420
感谢观看

441
00:21:14,420 --> 00:21:17,359
下次再见，这里是Ticker Symbol You

442
00:21:17,359 --> 00:21:18,480
我是Alex

443
00:21:18,480 --> 00:21:21,638
提醒你最好的投资就是投资自己

444
00:21:21,638 --> 00:21:23,200
就是它

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