智通财经APP获悉，周一，英伟达挑战者Cerebras Systems(CBRS.US)盘中大幅拉升，现涨近10%，两个交易日累涨18%。公司此前因首份财报中二季度毛利率指引仅36%-38%，股价连续暴跌逾25%并一度跌破185美元IPO发行价。消息面上，近期多家投行集体上调公司目标价，其中瑞银将目标价从300美元上调至320美元维持买入评级，Wedbush上调至280美元维持跑赢大盘评级。摩根士丹利亦指出，凭借大量已签订订单及高达750MW承诺容量协议，公司已为AI推理需求增长做好充分准备。
此外，公司一季度核心营收同比增长92%至1.93亿美元，超出市场预期，同时与OpenAI达成超200亿美元多年期合作协议、与AWS签署数据中心部署协议，均为股价反弹提供支撑。
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