消息面上,公司此前公布的FY26Q1财报显示营收与每股收益双双超预期,产能扩容进展也优于预期,并成功绑定Cerebras为核心增量客户,这些利好消息曾推动股价在短期内录得显著涨幅。然而,在短期涨幅过大的背景下,公司董事Tuozzolo Claudio等高管近期在约270美元价位附近进行了密集减持,董事Schmidt James F也卖出了1241股。内部抛压与短线获利盘的集中兑现,共同导致了股价的持续承压回落。
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