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Cerebras Systems

108.72

+10.9711.22%

盤後：106.93-1.7932-1.65%17:25 EST

成交量：3,674.55萬

成交額：39.89億

市值：258.28億

市盈率：-41.35

高：120.44

開：108.70

低：101.18

收：97.75

52周最高：386.34

52周最低：77.84

股本：2.38億

流通股本：1.10億

量比：3.42

換手率：33.42%

股息：- -

股息率：- -

每股收益(TTM):-2.6290

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：2.82

市盈率(LYR):78.55

資料載入中...

總覽公司新聞資訊公告

Cerebras(CBRS)績後大跌13.99% Q1股東權益總額虧損1.95億美元&料Q2核心毛利率大幅下滑

Cerebras Systems美股盤前跌超11%

異動解讀 | Cerebras Systems盤前大跌11.04%，首份財報毛利率遠低於英偉達引發盈利擔憂

Cerebras Systems股價盤前重挫11.3%，公司預警全年利潤率或將低於第一季度水平

異動解讀｜Cerebras Systems盤前下跌11.35%，首份財報毛利率遠低於英偉達引發盈利擔憂

AI芯片新貴Cerebras(CBRS.US)首發財報後盤後跌10%：年度指引僅增69%，雖超預期仍難滿足市場胃口

美股夜盤 | 存儲股反彈，美光升逾4%，閃迪升逾3%；SpaceX夜盤續升逾1%，Cerebras績後重挫11%，聯邦快遞跌逾6%

老虎资讯综合

異動解讀 | Cerebras Systems夜盤大跌11.68%，首份財報毛利率遠低於英偉達引發盈利擔憂

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

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08:45","pubTimestamp":1782261900,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，AI芯片制造商Cerebras Systems股价在盘后交易中下跌约 10%，此前这家刚上市不久的芯片制造商给出的年度销售预测令投资者失望——市场原本期待该公司在人工智能数据中心市场抢占更大份额。Cerebras 的硬件业务带来了 1.106 亿美元的销售额。在 5 月以 185 美元的开盘价首次亮相后，Cerebras 股价最高曾收于 311.07 美元。Cerebras 发布财报的同时，芯片制造商股价在常规交易日遭遇暴跌，一位华尔街分析师将其称为“芯片惨剧”。Cerebras公司表示，该协议价值超过200亿美元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1457869.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_zhitongcaijing","symbols":["CBRS"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1104618956","title":"美股夜盤 | 存儲股反彈，美光升逾4%，閃迪升逾3%；SpaceX夜盤續升逾1%，Cerebras績後重挫11%，聯邦快遞跌逾6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1104618956","media":"老虎资讯综合","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1104618956?lang=zh_tw&edition=fundamental","pubTime":"2026-06-24 08:33","pubTimestamp":1782261226,"startTime":"0","endTime":"0","summary":"标普全球指数公司：Alphabet将取代Verizon成道琼斯工业平均指数成份股，下周一美股开市前生效； $谷歌A(GOOGL)$夜盘微升0.5%「Nvidia挑战者」 $Cerebras Systems(CBRS)$上市后首份业绩报告：一季度营收增92%，预计毛利率将下滑，夜盘跌11%；联邦快递第四财季利润率下滑股价夜盘跌逾6%，公司预计2026年营收增长11%；SpaceX完成发行250亿美元债券，吸引了高达 890 亿美元的认购需求，超额2.5倍。夜盘股价续升逾1%。存储概念股夜盘反弹，美光科技升逾4%，闪迪、西部数据夜盘升逾3%。","market":"us","thumbnail":"https://static.tigerbbs.com/3d10c1816b9dd31519f156ff849533b8","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/3d10c1816b9dd31519f156ff849533b8"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"e2482c489456454bb2227ec34bbeb7d8","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["WDCX","CBRS","GOOP","GOOGL","SNXX","SNDU","KBH","GGLL","MUD","MUU","GOOW","GGLS","SNDK","FDX","WDC","GOU","MULL","MU","GOOY","GOOX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1183371945","title":"異動解讀 | Cerebras Systems夜盤大跌11.68%，首份財報毛利率遠低於英偉達引發盈利擔憂","url":"https://stock-news.laohu8.com/highlight/detail?id=1183371945","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1183371945?lang=zh_tw&edition=fundamental","pubTime":"2026-06-24 08:06","pubTimestamp":1782259597,"startTime":"0","endTime":"0","summary":"人工智能芯片制造商Cerebras Systems在夜盘交易时段股价大跌11.68%，引起了市场的广泛关注。尽管财报显示第一季度营收同比增长94%，达到1.934亿美元，且第二季度及全年营收指引均超出市场预期，但公司披露的第二季度核心毛利率预期仅为36%至38%。分析指出，尽管Cerebras营收增长强劲，并与OpenAI达成了价值超200亿美元的多年期协议，展现了巨大的市场潜力，但较低的毛利率预期让部分投资者在财报消息兑现后选择“获利了结”。","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":"1136694952","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=1136694952","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1136694952?lang=zh_tw&edition=fundamental","pubTime":"2026-06-24 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Systems夜盘下跌11.79%，报200.0美元/股，成交额24.47万美元。消息面上，公司于6月23日盘后公布上市以来首份季度财报。一季度营收1.934亿美元，同比增长94%，超出市场预期的1.81亿美元；非GAAP每股亏损0.04美元，优于预期的亏损0.16美元。然而，公司披露的二季度核心毛利率预期仅为36%至38%，远低于行业龙头英伟达的水平，市场对其AI芯片商业化盈利能力产生担忧。","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":"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":"1196381060","title":"「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","url":"https://stock-news.laohu8.com/highlight/detail?id=1196381060","media":"老虎资讯综合","labels":["corporation","movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1196381060?lang=zh_tw&edition=fundamental","pubTime":"2026-06-24 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Systems與AWS達成協議，本周啓動技術協作並籌備數據中心部署","url":"https://stock-news.laohu8.com/highlight/detail?id=1119651944","media":"美股速递","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1119651944?lang=zh_tw&edition=fundamental","pubTime":"2026-06-24 05:19","pubTimestamp":1782249598,"startTime":"0","endTime":"0","summary":"Cerebras 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":["CBRS","BK4141"],"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 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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":"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":"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":"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":"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 04:47","pubTimestamp":1782247655,"startTime":"0","endTime":"0","summary":"Cerebras在首次公开募股后的首份财报中公布季度营收增长路透6月23日 - Cerebras Systems（CBRS.O）周二公布了上市以来的首份财报，受 企业对其专用AI芯片 需求强劲的推动 ，该公司第一季度营收同比增长94%。该公司报告称，本季度营收为1.934亿美元，而去年同期为9950万美元。 (为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)","market":"hk","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":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260623:nL4S42V1MV:1","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":["BK4141","CBRS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1105932918","title":"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","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":["CBRS","BK4141"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":20,"pageCount":16,"totalSize":395,"code":"91000000","status":"200"}]}}