10月1日，Cerebras Systems盘中下跌5.14%，报168.51美元/股，成交额17.93亿美元。该股近期连续大幅下挫，本轮跌势由多重利空叠加主导。
消息面上，公司首席运营官Dhiraj Mallick于9月29日披露拟出售396,000股公司普通股，总市值约7790.9万美元，并在同日通过期权行权后实际卖出270,845股。此前，首席技术官Sean Lie三个月内累计减持超79万股，CEO Andrew Feldman亦有大额套现记录，核心高管持续密集抛售对市场信心构成显著压制。此外，业内传出消息称OpenAI新发布的Ultrafast服务层并未采用Cerebras芯片、而是使用英伟达算力，进一步引发市场对公司核心客户关系的担忧。
板块层面，半导体行业当日整体偏暖，美光科技涨2.69%、英伟达涨1.57%、美国超微公司涨1.01%，Cerebras Systems显著跑输板块，个股层面抛压因素占主导。
（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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