Cerebras Systems（代码CBRS）今日盘中大涨8.34%，引起了市场的广泛关注。
消息面上，半导体板块今日整体走强，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，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。
凯茜·伍德在减持AMD的同时围绕AI推理赛道进行差异化布局，其持续加仓行为被市场视为对公司长期前景的看好，进一步增强了投资者的信心。
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