9月4日，Cerebras Systems盘中上涨6.22%，报202.28美元/股，成交额3.45亿美元。该股此前因Q2调整后EPS大幅不及预期及云计算板块整体承压连续走弱，近日进入超跌修复通道。
消息面上，公司近期宣布与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，半导体板块今日整体走强，美光科技涨3.17%、英伟达涨2.47%，板块回暖为反弹提供支撑。不过，近期高管密集减持合计拟套现市值超2亿美元，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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