6月23日，Cerebras 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（花旗目标价340美元、瑞银300美元、Wedbush 270美元），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。此前Wedbush指出，公司业绩表现将完全取决于自身执行能力，台积电产能及WSE-4推出节奏仍是后续关键观察变量。
（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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