智通财经APP获悉，周三，随着半导体概念股走强，“英伟达挑战者”Cerebras(CBRS.US)盘初涨超5%，但股价上市以来仍累跌36%，现报224.64美元，市值已不足500亿美元。此前摩根士丹利、瑞银、Wedbush、Rosenblatt、瑞穗、巴克莱、Needham等多家华尔街机构"扎堆"发布对Cerebras的首次覆盖报告，且几乎清一色地给出了"买入"、"增持"或"跑赢大盘"的评级，目标价集中在250美元至300美元区间。
摩根士丹利指出，随着AI工作负载的推理能力日益增强，对快速、低延迟推理的需求正在快速增长;凭借大量已签订的订单积压，以及高达750MW的承诺容量协议，Cerebras已为把握这一机遇做好了充分准备。
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