NBIS
Nebius Nebius Group N.V.
+5.18 (+2.47%)214.55USD20.2M成交股數–市值–本益比(近四季)–股價營收比–營收年增(近四季)2026-11-10下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 35 · 40.6M · 7 |
| 其中 10b5-1 計畫賣出 | 31 筆 |
| 近 180 天 買進 · 賣出金額 | 0 · 276M |
| 近 180 天 淨額 | −276M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-14 | 09-17 | Boroditsky Marc | Chief Revenue Officer | S 公開市場賣出(10b5-1) | 5.0K | 209.26 | 1.0M | 0 | SEC |
| 2026-09-14 | 09-17 | Boroditsky Marc | Chief Revenue Officer | M 選擇權執行 | 2.0K | – | – | 2.0K | SEC |
| 2026-09-14 | 09-17 | Boroditsky Marc | Chief Revenue Officer | M 選擇權執行 | 5.0K | – | – | 5.0K | SEC |
| 2026-09-14 | 09-17 | Boroditsky Marc | Chief Revenue Officer | S 公開市場賣出(10b5-1) | 2.0K | 208.63 | 417K | 0 | SEC |
| 2026-09-01 | 09-03 | Radinsky Kira | Director | A 獲配股票 | 1.4K | – | – | 16.8K | SEC |
| 2026-09-01 | 09-03 | Grimme Arne | Director | A 獲配股票 | 1.4K | – | – | 5.9K | SEC |
| 2026-09-01 | 09-03 | Nave Ophir | COO | A 獲配股票 | 1.4K | – | – | 955K | SEC |
| 2026-09-01 | 09-03 | Volozh Arkadiy | CEO | A 獲配股票 | 1.4K | – | – | 823K | SEC |
| 2026-09-01 | 09-03 | Weigand Matthew Robert | Director | A 獲配股票 | 1.4K | – | – | 15.0K | SEC |
| 2026-09-01 | 09-03 | Ryan Charles E | Director | A 獲配股票 | 1.4K | – | – | 274K | SEC |
| 2026-09-01 | 09-03 | Boynton John Wilson IV | Director | A 獲配股票 | 1.4K | – | – | 417K | SEC |
| 2026-09-01 | 09-03 | Bunina Elena | Director | A 獲配股票 | 1.4K | – | – | 12.1K | SEC |
| 2026-09-01 | 09-02 | Alonso Sanchez Maria del Dado | CFO | S 公開市場賣出 | 470 | 196.00 | 92K | 12.2K | SEC |
| 2026-08-14 | 08-18 | Ryan Charles E | Director | S 公開市場賣出(10b5-1) | 13.3K | 263.32 | 3.5M | 309K | SEC |
| 2026-08-14 | 08-18 | Ryan Charles E | Director | S 公開市場賣出(10b5-1) | 9.3K | 264.78 | 2.5M | 300K | SEC |
| 2026-08-14 | 08-18 | Ryan Charles E | Director | S 公開市場賣出(10b5-1) | 10.1K | 265.45 | 2.7M | 290K | SEC |
| 2026-08-14 | 08-18 | Ryan Charles E | Director | S 公開市場賣出(10b5-1) | 5.0K | 268.61 | 1.3M | 275K | SEC |
| 2026-08-14 | 08-18 | Ryan Charles E | Director | S 公開市場賣出(10b5-1) | 2.7K | 269.64 | 719K | 273K | SEC |
| 2026-08-14 | 08-18 | Ryan Charles E | Director | S 公開市場賣出(10b5-1) | 9.6K | 266.67 | 2.6M | 280K | SEC |
| 2026-08-14 | 08-18 | Boynton John Wilson IV | Director | S 公開市場賣出(10b5-1) | 100 | 258.55 | 26K | 421K | SEC |
| 2026-08-14 | 08-18 | Boynton John Wilson IV | Director | S 公開市場賣出(10b5-1) | 200 | 263.51 | 53K | 421K | SEC |
| 2026-08-14 | 08-18 | Boynton John Wilson IV | Director | S 公開市場賣出(10b5-1) | 400 | 264.75 | 106K | 420K | SEC |
| 2026-08-14 | 08-18 | Boynton John Wilson IV | Director | S 公開市場賣出(10b5-1) | 496 | 266.78 | 132K | 420K | SEC |
| 2026-08-14 | 08-18 | Boynton John Wilson IV | Director | S 公開市場賣出(10b5-1) | 404 | 267.87 | 108K | 420K | SEC |
| 2026-08-14 | 08-18 | Boynton John Wilson IV | Director | S 公開市場賣出(10b5-1) | 600 | 270.44 | 162K | 419K | SEC |
| 2026-08-14 | 08-18 | Boynton John Wilson IV | Director | S 公開市場賣出(10b5-1) | 700 | 271.75 | 190K | 418K | SEC |
| 2026-08-14 | 08-18 | Boynton John Wilson IV | Director | S 公開市場賣出(10b5-1) | 1.0K | 272.76 | 273K | 417K | SEC |
| 2026-08-14 | 08-18 | Boynton John Wilson IV | Director | S 公開市場賣出(10b5-1) | 500 | 273.78 | 137K | 417K | SEC |
| 2026-08-14 | 08-18 | Boynton John Wilson IV | Director | S 公開市場賣出(10b5-1) | 300 | 275.80 | 83K | 416K | SEC |
| 2026-08-14 | 08-18 | Boynton John Wilson IV | Director | S 公開市場賣出(10b5-1) | 400 | 277.02 | 111K | 416K | SEC |
| 2026-08-14 | 08-18 | Boynton John Wilson IV | Director | S 公開市場賣出(10b5-1) | 196 | 277.86 | 54K | 416K | SEC |
| 2026-07-22 | 07-24 | Almog Yael | General Counsel | A 獲配股票 | 7.8K | 218.16 | 1.7M | 7.8K | SEC |
| 2026-07-15 | 07-17 | Boynton John Wilson IV | Director | S 公開市場賣出(10b5-1) | 700 | 194.07 | 136K | 427K | SEC |
| 2026-07-15 | 07-17 | Boynton John Wilson IV | Director | S 公開市場賣出(10b5-1) | 200 | 189.24 | 38K | 428K | SEC |
| 2026-07-15 | 07-17 | Boynton John Wilson IV | Director | S 公開市場賣出(10b5-1) | 400 | 192.33 | 77K | 427K | SEC |
| 2026-07-15 | 07-17 | Boynton John Wilson IV | Director | S 公開市場賣出(10b5-1) | 1.2K | 196.10 | 235K | 425K | SEC |
| 2026-07-15 | 07-17 | Boynton John Wilson IV | Director | S 公開市場賣出(10b5-1) | 600 | 202.29 | 121K | 421K | SEC |
| 2026-07-15 | 07-17 | Boynton John Wilson IV | Director | S 公開市場賣出(10b5-1) | 300 | 201.24 | 60K | 422K | SEC |
| 2026-07-15 | 07-17 | Boynton John Wilson IV | Director | S 公開市場賣出(10b5-1) | 300 | 200.04 | 60K | 422K | SEC |
| 2026-07-15 | 07-17 | Boynton John Wilson IV | Director | S 公開市場賣出(10b5-1) | 1.1K | 198.87 | 210K | 422K | SEC |
| 2026-07-15 | 07-17 | Boynton John Wilson IV | Director | S 公開市場賣出(10b5-1) | 500 | 198.25 | 99K | 423K | SEC |
| 2026-07-15 | 07-17 | Boynton John Wilson IV | Director | S 公開市場賣出(10b5-1) | 1.5K | 197.30 | 296K | 424K | SEC |
| 2026-07-15 | 07-17 | Boynton John Wilson IV | Director | S 公開市場賣出(10b5-1) | 200 | 187.79 | 38K | 428K | SEC |
| 2026-07-01 | 07-06 | Shtan Danila | Chief Technology Officer | S 公開市場賣出 | 16.9K | 235.45 | 4.0M | 275K | SEC |
| 2026-07-01 | 07-06 | Korolenko Andrey | Chief Infrastructure Officer | S 公開市場賣出 | 33.9K | 235.45 | 8.0M | 551K | SEC |
| 2026-07-01 | 07-06 | Volozh Arkadiy | CEO | S 公開市場賣出 | 46.6K | 235.45 | 11.0M | 822K | SEC |
| 2026-06-15 | 08-05 | Boynton John Wilson IV | Director | S 公開市場賣出(10b5-1) | 200 | 251.89 | 50K | 430K | SEC |
| 2026-06-15 | 08-05 | Boynton John Wilson IV | Director | S 公開市場賣出(10b5-1) | 100 | 246.17 | 25K | 434K | SEC |
| 2026-06-15 | 08-05 | Boynton John Wilson IV | Director | S 公開市場賣出(10b5-1) | 200 | 248.73 | 50K | 434K | SEC |
| 2026-06-15 | 08-05 | Boynton John Wilson IV | Director | S 公開市場賣出(10b5-1) | 3.2K | 250.08 | 802K | 430K | SEC |
| 2026-06-15 | 08-05 | Boynton John Wilson IV | Director | S 公開市場賣出(10b5-1) | 200 | 253.58 | 51K | 430K | SEC |
| 2026-06-15 | 08-05 | Boynton John Wilson IV | Director | S 公開市場賣出(10b5-1) | 200 | 255.03 | 51K | 430K | SEC |
| 2026-06-15 | 08-05 | Boynton John Wilson IV | Director | S 公開市場賣出(10b5-1) | 100 | 257.54 | 26K | 430K | SEC |
| 2026-06-15 | 08-05 | Boynton John Wilson IV | Director | S 公開市場賣出(10b5-1) | 606 | 259.45 | 157K | 429K | SEC |
| 2026-06-15 | 08-05 | Boynton John Wilson IV | Director | S 公開市場賣出(10b5-1) | 900 | 260.76 | 235K | 428K | SEC |
| 2026-06-15 | 08-05 | Boynton John Wilson IV | Director | S 公開市場賣出(10b5-1) | 100 | 262.09 | 26K | 428K | SEC |
| 2026-06-15 | 06-15 | Boynton John Wilson IV | Director | S 公開市場賣出(10b5-1) | 100 | 246.17 | 25K | 434K | SEC |
| 2026-06-15 | 06-15 | Boynton John Wilson IV | Director | S 公開市場賣出(10b5-1) | 200 | 248.73 | 50K | 384K | SEC |
| 2026-06-15 | 06-15 | Boynton John Wilson IV | Director | S 公開市場賣出(10b5-1) | 3.2K | 250.08 | 802K | 381K | SEC |
| 2026-06-15 | 06-15 | Boynton John Wilson IV | Director | S 公開市場賣出(10b5-1) | 200 | 251.89 | 50K | 430K | SEC |
| 2026-06-15 | 06-15 | Boynton John Wilson IV | Director | S 公開市場賣出(10b5-1) | 200 | 253.58 | 51K | 380K | SEC |
| 2026-06-15 | 06-15 | Boynton John Wilson IV | Director | S 公開市場賣出(10b5-1) | 200 | 255.03 | 51K | 430K | SEC |
| 2026-06-15 | 06-15 | Boynton John Wilson IV | Director | S 公開市場賣出(10b5-1) | 100 | 257.54 | 26K | 430K | SEC |
| 2026-06-15 | 06-15 | Boynton John Wilson IV | Director | S 公開市場賣出(10b5-1) | 606 | 259.45 | 157K | 379K | SEC |
| 2026-06-15 | 06-15 | Boynton John Wilson IV | Director | S 公開市場賣出(10b5-1) | 900 | 260.76 | 235K | 379K | SEC |
| 2026-06-15 | 06-15 | Boynton John Wilson IV | Director | S 公開市場賣出(10b5-1) | 100 | 262.09 | 26K | 428K | SEC |
| 2026-06-04 | 06-05 | Shtan Danila | Chief Technology Officer | S 公開市場賣出(10b5-1) | 15.7K | 238.96 | 3.7M | 292K | SEC |
| 2026-06-02 | 06-03 | Alonso Sanchez Maria del Dado | CFO | S 公開市場賣出 | 1.5K | 276.20 | 417K | 12.7K | SEC |
| 2026-06-02 | 06-03 | Boroditsky Marc | Chief Revenue Officer | S 公開市場賣出 | 10.8K | 276.20 | 3.0M | 26.9K | SEC |
| 2026-05-20 | 05-22 | Tal Boaz | General Counsel | S 公開市場賣出(10b5-1) | 2.6K | 199.00 | 517K | 83.3K | SEC |
| 2026-05-20 | 05-22 | Tal Boaz | General Counsel | S 公開市場賣出(10b5-1) | 2.0K | 200.00 | 400K | 81.3K | SEC |
| 2026-05-20 | 05-22 | Tal Boaz | General Counsel | S 公開市場賣出(10b5-1) | 500 | 199.01 | 100K | 80.8K | SEC |
| 2026-05-15 | 05-19 | Boroditsky Marc | Chief Revenue Officer | S 公開市場賣出(10b5-1) | 4.5K | 217.55 | 979K | 37.7K | SEC |
| 2026-05-13 | 05-15 | Bunina Elena | Director | S 公開市場賣出(10b5-1) | 5.0K | 203.18 | 1.0M | 16.7K | SEC |
| 2026-05-13 | 05-15 | Bunina Elena | Director | S 公開市場賣出(10b5-1) | 5.9K | 210.00 | 1.2M | 10.8K | SEC |
| 2026-05-13 | 05-15 | Korolenko Andrey | Chief Infrastructure Officer | M 選擇權執行 | 500K | – | – | 1.1M | SEC |
| 2026-05-13 | 05-15 | Korolenko Andrey | Chief Infrastructure Officer | S 公開市場賣出 | 500K | 203.24 | 102M | 585K | SEC |
| 2026-05-13 | 05-15 | Korolenko Andrey | Chief Infrastructure Officer | M 選擇權執行 | 500K | – | – | 1.1M | SEC |
| 2026-05-13 | 05-15 | Korolenko Andrey | Chief Infrastructure Officer | S 公開市場賣出(10b5-1) | 500K | 203.24 | 102M | 585K | SEC |
| 2026-05-06 | 05-08 | Bunina Elena | Director | S 公開市場賣出(10b5-1) | 5.6K | 180.00 | 1.0M | 26.9K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| BlackRock, Inc. | 11.5M | 3.2B | +1.6M (+16%) | 加碼 |
| GOLDMAN SACHS GROUP INC | 9.8M | 2.7B | +6.7M (+218%) | 加碼 |
| Invesco Ltd. | 6.9M | 1.9B | +5.2M (+294%) | 加碼 |
| Orbis Allan Gray Ltd | 6.5M | 1.8B | −1.8M (-22%) | 減碼 |
| BANK OF AMERICA CORP /DE/ | 6.1M | 1.7B | +4.6M (+310%) | 加碼 |
| Value Aligned Research Advisors, LLC | 6.1M | 1.7B | +291K (+5%) | 加碼 |
| FRED ALGER MANAGEMENT, LLC | 5.7M | 1.6B | −3.9M (-40%) | 減碼 |
| UBS Group AG | 5.2M | 1.4B | +2.1M (+68%) | 加碼 |
| Situational Awareness LP | 4.5M | 1.2B | 新進 | 新進 |
| 孤松 LONE PINE CAPITAL LLC | 4.3M | 1.2B | 新進 | 新進 |
| STATE STREET CORP | 4.1M | 1.1B | +568K (+16%) | 加碼 |
| JENNISON ASSOCIATES LLC | 4.0M | 1.1B | +2.3M (+134%) | 加碼 |
| JPMORGAN CHASE & CO | 4.0M | 1.0B | +2.5M (+174%) | 加碼 |
| MORGAN STANLEY | 3.8M | 1.0B | +93.3K (+3%) | 加碼 |
| Accel Leaders 4 Associates L.P. | 3.7M | 1.0B | −916K (-20%) | 減碼 |
| Clear Street Group Inc. | 3.6M | 999M | +560K (+18%) | 加碼 |
| 挪威主權基金 NORGES BANK | 2.9M | 804M | 新進 | 新進 |
| Jupiter Topco LLC | 2.6M | 714M | 新進 | 新進 |
| Accel Leaders 3 Associates L.P. | 2.3M | 622M | 不變 | 持平 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.1M | 579M | +23.6K (+1%) | 加碼 |
| Amundi | 2.0M | 553M | +658K (+49%) | 加碼 |
| Rovida Investment Management Ltd | 2.0M | 551M | +103K (+5%) | 加碼 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2.0M | 546M | 新進 | 新進 |
| Two Sigma TWO SIGMA INVESTMENTS, LP | 1.5M | 416M | −1.3M (-46%) | 減碼 |
| California Public Employees Retirement System | 1.2M | 340M | +991K (+412%) | 加碼 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 1,062 +331 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 405 / 74 / 290 / 268 |
| 機構合計持股 · 佔流通股 | 158M |
| 合計季末市值 | 42.1B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 45.3M |
|---|---|
| 與上期比 | -18.2% |
| 佔流通股數 | –(外國發行人不算) |
| 日均成交量 | 19.6M |
| 回補天數 | 2.3 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 45.3M | -18.2% | – | 19.6M | 2.3 |
| 2026-08-14 | 55.4M | -8.1% | – | 27.4M | 2.0 |
| 2026-07-31 | 60.2M | -1.4% | – | 25.0M | 2.4 |
| 2026-07-15 | 61.1M | +0.1% | – | 17.4M | 3.5 |
| 2026-06-30 | 61.0M | +19.8% | – | 17.6M | 3.5 |
| 2026-06-15 | 50.9M | +15.0% | – | 16.2M | 3.1 |
| 2026-05-29 | 44.3M | -1.8% | – | 17.3M | 2.6 |
| 2026-05-15 | 45.1M | +4.5% | – | 19.6M | 2.3 |
| 2026-04-30 | 43.1M | -1.1% | – | 14.0M | 3.1 |
| 2026-04-15 | 43.6M | +3.0% | – | 17.3M | 2.5 |
| 2026-03-31 | 42.4M | -1.5% | – | 21.0M | 2.0 |
| 2026-03-13 | 43.0M | -2.3% | – | 12.8M | 3.4 |
| 2026-02-27 | 44.0M | +10.9% | – | 12.0M | 3.7 |
| 2026-02-13 | 39.7M | +5.2% | – | 14.9M | 2.7 |
| 2026-01-30 | 37.7M | +0.8% | – | 13.5M | 2.8 |
| 2026-01-15 | 37.4M | -1.1% | – | 11.9M | 3.2 |
| 2025-12-31 | 37.8M | +14.3% | – | 9.7M | 3.9 |
| 2025-12-15 | 33.1M | +13.1% | – | 12.0M | 2.8 |
| 2025-11-28 | 29.2M | +12.0% | – | 24.9M | 1.2 |
| 2025-11-14 | 26.1M | +8.7% | – | 25.4M | 1.0 |
| 2025-10-31 | 24.0M | +6.5% | – | 16.7M | 1.4 |
| 2025-10-15 | 22.5M | -5.2% | – | 17.9M | 1.3 |
| 2025-09-30 | 23.8M | +13.1% | – | 18.6M | 1.3 |
| 2025-09-15 | 21.0M | +35.1% | – | 25.9M | 1.0 |
| 2025-08-29 | 15.6M | -1.4% | – | 9.3M | 1.7 |
| 2025-08-15 | 15.8M | +10.7% | – | 16.1M | 1.0 |