8月13日，Cerebras Systems盘中下跌13.36%，报233.19美元/股，成交额4.41亿美元。
消息面上，公司于前一交易日盘后公布第二季度财报，实际营收1.80亿美元，同比增长74%，但低于市场预期的约1.94亿美元；每股亏损2.98美元，远超分析师预期的亏损1.41至1.62美元。其中硬件收入同比下降23%至5410万美元，成为营收不及预期的主要拖累，而云计算服务收入达1.26亿美元，同比增长281%。尽管公司上调全年营收指引至8.8亿至8.9亿美元，Q3营收指引约2.15亿美元亦高于市场预期，但短期业绩大幅不及预期仍触发前期获利资金集中兑现，加剧抛售压力。花旗将目标价从340美元下调至320美元，摩根士丹利则小幅上调目标价至279美元并维持增持评级。
Cerebras Systems是一家人工智能基础设施开发商，围绕全球首个商业化晶圆级处理器构建AI计算平台，客户涵盖超大规模云厂商、基础模型实验室及Sovereign AI计划。
（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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