异动解读|Cerebras Systems盘前上涨19.98%,Q3营收超预期并拿下微软云合作

行情直击
6 hours ago

11月13日,Cerebras Systems盘前上涨19.98%,报115.2美元/股,成交额78.09万美元。

消息面上,公司第三季度业绩超出预期并上调全年指引,同时宣布与微软达成云合作,强化市场对其AI推理需求与大客户拓展的乐观预期。

已披露信息显示,公司第三季度核心营收为2.309亿美元,高于市场预期的2.147亿美元,云业务收入同比激增272%;全年核心营收指引由8.8亿至8.9亿美元上调至9.4亿至9.6亿美元,第四季度核心营收指引为3.1亿至3.3亿美元。截至9月30日,剩余履约义务达261亿美元;管理层并称,六个月内已完成亚马逊、甲骨文、微软三家超大规模云服务商合作布局。

(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。)

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