9月2日，Cerebras Systems盘中上涨5.64%，报182.6美元/股，成交额3.82亿美元。该股前一交易日受云计算板块整体承压大跌6.31%，今日出现修复性反弹。
消息面上，公司此前宣布与Compute Nordic Finland合作，在芬兰米凯利开发新AI数据中心，分阶段扩展至165兆瓦签约IT容量，首期50兆瓦已开工建设，合同期限七年，满负荷规模下指导性投资为10至17亿欧元。此外，公司与OpenAI此前达成的200亿美元三年期合作协议持续推进，摩根士丹利亦看好其算力扩张前景。不过，近期高管密集减持合计拟套现市值超2亿美元，叠加Q2调整后EPS大幅不及预期，仍对市场情绪构成压制。
（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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