异动解读|Cerebras Systems盘中上涨6.9%,半导体板块强势反弹叠加女股神持续加仓提振信心

行情直击
Jun 02

6月2日,Cerebras Systems盘中上涨6.9%,报229.1美元/股,成交额3.81亿美元。

消息面上,半导体板块今日整体走强,迈威尔科技大涨25.29%、博通涨4.76%、英伟达涨2.06%,行业性资金回流带动该股反弹。此外,方舟投资创始人凯茜·伍德近期在股价回调期间持续加仓Cerebras Systems,减持AMD的同时围绕AI推理赛道做差异化布局,机构逢低买入为市场信心提供支撑。此前该股因标普指数纳入利好兑现后连续回调,自高点累计跌幅显著,短期超卖后技术性修复需求亦为本次反弹提供动力。

(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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