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Cerebras Systems

181.21

-10.7200-5.59%

盤後：182.100.8900+0.49%19:59 EDT

成交量：523.14萬

成交額：9.49億

市值：430.49億

市盈率：-84.02

高：185.20

開：179.86

低：177.53

收：191.93

52周最高：386.34

52周最低：160.81

股本：2.38億

流通股本：3,000.00萬

量比：0.80

換手率：17.44%

股息：- -

股息率：- -

每股收益(TTM):-2.1567

每股收益(LYR):1.38

淨資產收益率：18.79%

總資產收益率：-5.30%

市淨率：4.70

市盈率(LYR):130.92

資料載入中...

總覽公司新聞資訊公告

異動解讀｜Cerebras Systems夜盤下跌11.79%，上市後首份財報毛利率遠低於行業龍頭引發盈利擔憂

「英偉達挑戰者」Cerebras發布上市後首份財報，一季度營收增長92%，但預計二季度毛利率下滑

老虎资讯综合

Cerebras首席財務官展望：雲產能部署加速，預計2026年各季度按年增速將逐季提升，下半年收入貢獻更顯著

Cerebras首席執行官：正就於以色列、阿聯酋、澳大利亞、新加坡、印度及印尼建設數據中心進行初期磋商

Cerebras Systems與AWS達成協議，本周啓動技術協作並籌備數據中心部署

BUZZ-芯片公司Cerebras公布第一季度財報及2026財年業績展望後股價下跌

Cerebras CEO 確認 OpenAI GPT-5.4 已在其系統運行，正推進 GPT-5.5 集成作為下一階段部署目標

Cerebras Systems第一財季營收為1.934億美元

每日经济新闻

異動解讀 | Cerebras Systems盤後大跌6.42%，首份財報披露後市場擔憂盈利能力

異動解讀｜Cerebras Systems盤後下跌5.26%，上市後首份財報披露後市場反應偏冷

Cerebras在首次公開募股後的首份財報中公布季度營收增長

Cerebras Systems與OpenAI簽署多年期協議，提供750兆瓦算力，價值超200億美元——SEC文件披露

Cerebras Systems 2026年第二季度核心營收展望約1.94億美元，按年增長88%；核心毛利率36-38% - 美國證券交易委員會文件

異動解讀 | Cerebras Systems盤中大漲5.15%，財報前夕獲投行力挺，AI芯片戰略受關注

BUZZ-前瞻：Cerebras 穩步推進，AI 芯片戰略成焦點

美股異動 | 雲計算服務概念股低開高走 NEBIUS(NBIS.US)升逾2%

異動解讀｜Cerebras Systems盤中下跌5.43%，上市後首份財報披露在即疊加半導體板塊整體承壓

異動解讀 | Cerebras Systems盤中大跌5.52%，上市後首份財報披露在即疊加半導體板塊整體承壓

異動解讀 | Cerebras Systems盤前大跌5.27%，上市後首份財報披露在即疊加半導體板塊整體承壓

異動解讀｜Cerebras Systems盤前下跌5.27%，上市後首份財報即將披露疊加半導體板塊整體承壓

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ras 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Systems首席执行官宣布，公司已于本周正式与亚马逊云科技（AWS）完成协议签署。双方将即刻启动深入的技术协作，并着手筹备在AWS数据中心内部署Cerebras先进计算系统的相关工作。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4141","CBRS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2645854154","title":"BUZZ-芯片公司Cerebras公布第一季度財報及2026財年業績展望後股價下跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2645854154","media":"路透中文","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2645854154?lang=zh_tw&edition=fundamental","pubTime":"2026-06-24 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集成作為下一階段部署目標","url":"https://stock-news.laohu8.com/highlight/detail?id=1144042788","media":"美股速递","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1144042788?lang=zh_tw&edition=fundamental","pubTime":"2026-06-24 05:18","pubTimestamp":1782249495,"startTime":"0","endTime":"0","summary":"Cerebras Systems 首席执行官在电话会议中透露，OpenAI 的 GPT-5.4 模型目前已在 Cerebras 的硬件平台上运行。公司正致力于将更先进的 GPT-5.5 模型集成至 Cerebrus 系统，这标志着下一阶段技术部署的关键一步。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4141","CBRS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2645647854","title":"Cerebras Systems第一財季營收為1.934億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2645647854","media":"每日经济新闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2645647854?lang=zh_tw&edition=fundamental","pubTime":"2026-06-24 05:11","pubTimestamp":1782249086,"startTime":"0","endTime":"0","summary":"6月23日消息，CerebrasSystems第一财季营收为1.934亿美元，市场预估为1.814亿美元；公司预计第二财季营收约为1.94亿美元，市场预估为1.733亿美元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202606243780146514.html","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202606243780146514.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["CBRS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1121998577","title":"異動解讀 | Cerebras Systems盤後大跌6.42%，首份財報披露後市場擔憂盈利能力","url":"https://stock-news.laohu8.com/highlight/detail?id=1121998577","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1121998577?lang=zh_tw&edition=fundamental","pubTime":"2026-06-24 04:54","pubTimestamp":1782248089,"startTime":"0","endTime":"0","summary":"人工智能芯片制造商Cerebras Systems今日盘后股价大跌6.42%，引起了市场的广泛关注。消息面上，公司于盘后公布了上市以来的首份季度财报，同时披露了第二季度核心营收展望。尽管财报显示营收同比增长强劲，且公司此前宣布了与OpenAI的重大合作，但市场反应却偏冷。核心原因在于，公司披露的36%至38%的核心毛利率水平，远低于行业龙头英伟达，这引发了市场对其AI芯片商业化路径能否实现可观盈利的担忧。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["CBRS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1143335207","title":"異動解讀｜Cerebras Systems盤後下跌5.26%，上市後首份財報披露後市場反應偏冷","url":"https://stock-news.laohu8.com/highlight/detail?id=1143335207","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1143335207?lang=zh_tw&edition=fundamental","pubTime":"2026-06-24 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Systems盘后下跌5.26%，报213.4美元/股，成交额5289.67万美元。消息面上，公司于当日盘后公布上市以来首份季度财报，同时披露第二季度核心营收展望约1.94亿美元，同比增长88%，核心毛利率预计36%至38%。尽管营收增速强劲且获多家投行积极评级，但36%-38%的毛利率水平远低于行业龙头英伟达，市场对其AI芯片商业化盈利能力的担忧在财报落地后集中释放，获利盘趁消息兑现加速出逃。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CBRS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2645514628","title":"Cerebras在首次公開募股後的首份財報中公布季度營收增長","url":"https://stock-news.laohu8.com/highlight/detail?id=2645514628","media":"路透中文","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2645514628?lang=zh_tw&edition=fundamental","pubTime":"2026-06-24 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Systems與OpenAI簽署多年期協議，提供750兆瓦算力，價值超200億美元——SEC文件披露","url":"https://stock-news.laohu8.com/highlight/detail?id=1105932918","media":"美股速递","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1105932918?lang=zh_tw&edition=fundamental","pubTime":"2026-06-24 04:45","pubTimestamp":1782247518,"startTime":"0","endTime":"0","summary":"根据提交给美国证券交易委员会的文件披露，人工智能芯片制造商Cerebras Systems已与人工智能研究公司OpenAI达成一项多年期协议。该协议涉及Cerebras Systems向OpenAI提供高达750兆瓦的算力容量，整个交易价值预计超过200亿美元。Cerebras Systems以其专有的晶圆级引擎芯片闻名，该芯片旨在加速大规模人工智能模型的训练。这一合作预计将进一步加强Cerebras Systems在竞争激烈的高性能人工智能计算领域的市场地位。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4141","CBRS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1128453828","title":"Cerebras Systems 2026年第二季度核心營收展望約1.94億美元，按年增長88%；核心毛利率36-38% - 美國證券交易委員會文件","url":"https://stock-news.laohu8.com/highlight/detail?id=1128453828","media":"美股速递","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1128453828?lang=zh_tw&edition=fundamental","pubTime":"2026-06-24 04:45","pubTimestamp":1782247515,"startTime":"0","endTime":"0","summary":"根据提交给美国证券交易委员会的文件，Cerebras Systems 公布了2026年第二季度的财务展望。公司预计核心营收将达到约1.94亿美元，与去年同期相比，实现了88%的显著增长。同时，核心毛利率预计将维持在36%至38%的区间。这一强劲的业绩预期，反映了公司在人工智能计算硬件领域的持续增长动力和市场对其产品的强劲需求。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CBRS","BK4141"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1168744243","title":"異動解讀 | Cerebras Systems盤中大漲5.15%，財報前夕獲投行力挺，AI芯片戰略受關注","url":"https://stock-news.laohu8.com/highlight/detail?id=1168744243","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1168744243?lang=zh_tw&edition=fundamental","pubTime":"2026-06-24 01:52","pubTimestamp":1782237167,"startTime":"0","endTime":"0","summary":"人工智能芯片制造商Cerebras Systems（CBRS）今日盘中股价大幅上涨5.15%，表现强劲。消息面上，公司即将在盘后发布上市以来的首份季度财报，这成为市场关注的焦点。投行Wedbush维持对Cerebras Systems“跑赢大盘”评级和270美元的目标价，并表示“预计任何拐点都会是积极的”，这增强了投资者信心。市场正密切关注其AI芯片战略以及与英伟达的竞争态势。此外，分析师普遍看好该公司，在覆盖该股的11位分析师中，有10位给予“买入”或“强烈买入”评级。公司此前与OpenAI及亚马逊达成的合作协议，以及来自台积电的潜在产能支持，都被视为其未来增长的积极因素。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["CBRS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2645853393","title":"BUZZ-前瞻：Cerebras 穩步推進，AI 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Systems“跑赢大盘”评级和270美元目标价，并表示“预计任何拐点都会是积极的”。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1457801.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0950373646.USD","NBIG","LU0329931173.USD","NBIZ","LU0823431647.USD","BK4097","BK4141","LU0329931090.USD","NBIS","CBRS","BK4609","NEBX","LU0823431563.USD","LU0531971165.HKD","BK4077","NBIL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1170027630","title":"異動解讀｜Cerebras Systems盤中下跌5.43%，上市後首份財報披露在即疊加半導體板塊整體承壓","url":"https://stock-news.laohu8.com/highlight/detail?id=1170027630","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1170027630?lang=zh_tw&edition=fundamental","pubTime":"2026-06-23 21:50","pubTimestamp":1782222608,"startTime":"0","endTime":"0","summary":"6月23日，Cerebras Systems盘中下跌5.43%，报220.5美元/股，成交额1.82亿美元。消息面上，公司将于今日盘后交出上市以来首份季度财报，市场避险情绪显著升温，投资者在财报公布前倾向于获利了结和风险规避操作，直接对股价构成压力。与此同时，半导体板块整体承压，出现集中性风险释放。板块内美光科技跌11.25%、迈威尔科技跌8.44%、美国超微公司跌5.92%、英特尔跌4.75%、英伟达跌2.56%，板块联动进一步加剧了Cerebras Systems的下行压力。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CBRS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1151269865","title":"異動解讀 | Cerebras Systems盤中大跌5.52%，上市後首份財報披露在即疊加半導體板塊整體承壓","url":"https://stock-news.laohu8.com/highlight/detail?id=1151269865","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1151269865?lang=zh_tw&edition=fundamental","pubTime":"2026-06-23 21:34","pubTimestamp":1782221647,"startTime":"0","endTime":"0","summary":"人工智能芯片制造商Cerebras Systems今日盘中股价大跌5.52%，引起了市场的广泛关注。与此同时，整个半导体板块在盘前交易时段普遍表现疲软，出现了集中性的风险释放，板块的联动下跌进一步加剧了Cerebras Systems的下行压力。Cerebras Systems被视为英伟达的潜在竞争对手，其旗舰产品WSE-3芯片号称全球商业化速度最快的AI处理器。公司于今年5月完成上市，本次财报是市场验证其AI芯片商业化路径能否兑现的关键节点。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["CBRS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1131696519","title":"異動解讀 | Cerebras Systems盤前大跌5.27%，上市後首份財報披露在即疊加半導體板塊整體承壓","url":"https://stock-news.laohu8.com/highlight/detail?id=1131696519","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1131696519?lang=zh_tw&edition=fundamental","pubTime":"2026-06-23 21:11","pubTimestamp":1782220277,"startTime":"0","endTime":"0","summary":"Cerebras Systems（CBRS）今日盘前股价大跌5.27%，引发了市场关注。消息面上，公司即将在盘后公布上市以来的首份季度财报，这一关键事件导致市场避险情绪显著升温。投资者在财报公布前倾向于进行获利了结和风险规避操作，这直接对股价构成了压力。与此同时，整个半导体板块在盘前交易时段普遍表现疲软，出现了集中性的风险释放。板块的联动下跌进一步加剧了Cerebras Systems的下行压力，使其跌幅扩大。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["CBRS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1198879481","title":"異動解讀｜Cerebras Systems盤前下跌5.27%，上市後首份財報即將披露疊加半導體板塊整體承壓","url":"https://stock-news.laohu8.com/highlight/detail?id=1198879481","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1198879481?lang=zh_tw&edition=fundamental","pubTime":"2026-06-23 21:09","pubTimestamp":1782220154,"startTime":"0","endTime":"0","summary":"6月23日，Cerebras Systems盘前下跌5.27%，报212.60美元/股，成交额1906.47万美元。消息面上，公司将于今日盘后交出上市以来首份财报，市场避险情绪升温，叠加半导体板块集中风险释放，美光科技跌10.56%、迈威尔科技跌9.92%、英特尔跌8.43%、美国超微公司跌7.94%、英伟达跌2.61%，板块联动加剧下行压力。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CBRS"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":18,"pageCount":11,"totalSize":344,"code":"91000000","status":"200"}]}}