6月24日，Cerebras 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。公司同时给出二季度核心营收约1.94亿美元的指引（市场预期1.78亿美元），全年营收指引8.55亿至8.65亿美元，均超市场预期。
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。尽管营收增速强劲且获多家投行积极评级，获利盘在消息兑现后加速出逃，股价承压明显。
（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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