异动解读 | Cerebras Systems盘中大涨5.15%,财报前夕获投行力挺,AI芯片战略受关注

异动解读
Jun 24

人工智能芯片制造商Cerebras Systems(CBRS)今日盘中股价大幅上涨5.15%,表现强劲。

消息面上,公司即将在盘后发布上市以来的首份季度财报,这成为市场关注的焦点。投行Wedbush维持对Cerebras Systems“跑赢大盘”评级和270美元的目标价,并表示“预计任何拐点都会是积极的”,这增强了投资者信心。市场正密切关注其AI芯片战略以及与英伟达的竞争态势。

此外,分析师普遍看好该公司,在覆盖该股的11位分析师中,有10位给予“买入”或“强烈买入”评级。公司此前与OpenAI及亚马逊达成的合作协议,以及来自台积电的潜在产能支持,都被视为其未来增长的积极因素。

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