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Cerebras Systems

149.14

+2.521.72%

成交量：492.30万

成交额：7.22亿

市值：354.29亿

市盈率：-69.15

高：149.16

开：143.59

低：142.07

收：146.62

52周最高：386.34

52周最低：142.07

股本：2.38亿

流通股本：3,000.00万

量比：0.76

换手率：16.41%

股息：- -

股息率：- -

每股收益(TTM):-2.1567

每股收益(LYR):1.38

净资产收益率：18.79%

总资产收益率：-5.30%

市净率：3.87

市盈率(LYR):107.74

数据加载中...

总览公司新闻资讯公告

Cerebras(CBRS)绩后大跌13.99% Q1股东权益总额亏损1.95亿美元&料Q2核心毛利率大幅下滑

Cerebras Systems美股盘前跌超11%

异动解读 | Cerebras Systems盘前大跌11.04%，首份财报毛利率远低于英伟达引发盈利担忧

Cerebras Systems股价盘前重挫11.3%，公司预警全年利润率或将低于第一季度水平

异动解读｜Cerebras Systems盘前下跌11.35%，首份财报毛利率远低于英伟达引发盈利担忧

AI芯片新贵Cerebras(CBRS.US)首发财报后盘后跌10%：年度指引仅增69%，虽超预期仍难满足市场胃口

美股夜盘 | 存储股反弹，美光升逾4%，闪迪升逾3%；SpaceX夜盘续升逾1%，Cerebras绩后重挫11%，联邦快递跌逾6%

老虎资讯综合

异动解读 | Cerebras Systems夜盘大跌11.68%，首份财报毛利率远低于英伟达引发盈利担忧

异动解读｜Cerebras Systems夜盘下跌11.79%，上市后首份财报毛利率远低于行业龙头引发盈利担忧

「英伟达挑战者」Cerebras发布上市后首份财报，一季度营收增长92%，但预计二季度毛利率下滑

老虎资讯综合

Cerebras首席财务官展望：云产能部署加速，预计2026年各季度同比增速将逐季提升，下半年收入贡献更显著

Cerebras首席执行官：正就于以色列、阿联酋、澳大利亚、新加坡、印度及印尼建设数据中心进行初期磋商

Cerebras Systems与AWS达成协议，本周启动技术协作并筹备数据中心部署

BUZZ-芯片公司Cerebras公布第一季度财报及2026财年业绩展望后股价下跌

Cerebras CEO 确认 OpenAI GPT-5.4 已在其系统运行，正推进 GPT-5.5 集成作为下一阶段部署目标

Cerebras Systems第一财季营收为1.934亿美元

每日经济新闻

异动解读 | Cerebras Systems盘后大跌6.42%，首份财报披露后市场担忧盈利能力

异动解读｜Cerebras Systems盘后下跌5.26%，上市后首份财报披露后市场反应偏冷

Cerebras在首次公开募股后的首份财报中公布季度营收增长

Cerebras Systems与OpenAI签署多年期协议，提供750兆瓦算力，价值超200亿美元——SEC文件披露

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Systems盘前下跌11.35%，报201.07美元/股，成交额6.87万美元。消息面上，公司于6月23日盘后公布上市以来首份季度财报。一季度营收1.934亿美元，同比增长94%，超出市场预期；非GAAP每股亏损0.04美元，优于预期的亏损0.16美元。然而，公司披露的二季度核心毛利率预期仅为36%至38%，远低于行业龙头英伟达水平，市场对其AI芯片商业化盈利能力产生担忧，获利盘趁消息兑现加速出逃。（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。）","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CBRS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2645686861","title":"AI芯片新贵Cerebras(CBRS.US)首发财报后盘后跌10%：年度指引仅增69%，虽超预期仍难满足市场胃口","url":"https://stock-news.laohu8.com/highlight/detail?id=2645686861","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2645686861?lang=zh_cn&edition=fundamental","pubTime":"2026-06-24 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存储股反弹，美光升逾4%，闪迪升逾3%；SpaceX夜盘续升逾1%，Cerebras绩后重挫11%，联邦快递跌逾6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1104618956","media":"老虎资讯综合","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1104618956?lang=zh_cn&edition=fundamental","pubTime":"2026-06-24 08:33","pubTimestamp":1782261226,"startTime":"0","endTime":"0","summary":"标普全球指数公司：Alphabet将取代Verizon成道琼斯工业平均指数成份股，下周一美股开市前生效； $谷歌A(GOOGL)$夜盘微升0.5%「Nvidia挑战者」 $Cerebras Systems(CBRS)$上市后首份业绩报告：一季度营收增92%，预计毛利率将下滑，夜盘跌11%；联邦快递第四财季利润率下滑股价夜盘跌逾6%，公司预计2026年营收增长11%；SpaceX完成发行250亿美元债券，吸引了高达 890 亿美元的认购需求，超额2.5倍。夜盘股价续升逾1%。存储概念股夜盘反弹，美光科技升逾4%，闪迪、西部数据夜盘升逾3%。","market":"us","thumbnail":"https://static.tigerbbs.com/3d10c1816b9dd31519f156ff849533b8","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/3d10c1816b9dd31519f156ff849533b8"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"e2482c489456454bb2227ec34bbeb7d8","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MUD","GOU","KBH","WDC","CBRS","GOOW","GOOP","MUU","GOOX","GGLL","GOOY","MU","MULL","SNDK","GGLS","SNDU","WDCX","GOOGL","FDX","SNXX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1183371945","title":"异动解读 | Cerebras Systems夜盘大跌11.68%，首份财报毛利率远低于英伟达引发盈利担忧","url":"https://stock-news.laohu8.com/highlight/detail?id=1183371945","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1183371945?lang=zh_cn&edition=fundamental","pubTime":"2026-06-24 08:06","pubTimestamp":1782259597,"startTime":"0","endTime":"0","summary":"人工智能芯片制造商Cerebras Systems在夜盘交易时段股价大跌11.68%，引起了市场的广泛关注。尽管财报显示第一季度营收同比增长94%，达到1.934亿美元，且第二季度及全年营收指引均超出市场预期，但公司披露的第二季度核心毛利率预期仅为36%至38%。分析指出，尽管Cerebras营收增长强劲，并与OpenAI达成了价值超200亿美元的多年期协议，展现了巨大的市场潜力，但较低的毛利率预期让部分投资者在财报消息兑现后选择“获利了结”。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["CBRS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1136694952","title":"异动解读｜Cerebras Systems夜盘下跌11.79%，上市后首份财报毛利率远低于行业龙头引发盈利担忧","url":"https://stock-news.laohu8.com/highlight/detail?id=1136694952","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1136694952?lang=zh_cn&edition=fundamental","pubTime":"2026-06-24 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Systems夜盘下跌11.79%，报200.0美元/股，成交额24.47万美元。消息面上，公司于6月23日盘后公布上市以来首份季度财报。一季度营收1.934亿美元，同比增长94%，超出市场预期的1.81亿美元；非GAAP每股亏损0.04美元，优于预期的亏损0.16美元。然而，公司披露的二季度核心毛利率预期仅为36%至38%，远低于行业龙头英伟达的水平，市场对其AI芯片商业化盈利能力产生担忧。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CBRS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1196381060","title":"「英伟达挑战者」Cerebras发布上市后首份财报，一季度营收增长92%，但预计二季度毛利率下滑","url":"https://stock-news.laohu8.com/highlight/detail?id=1196381060","media":"老虎资讯综合","labels":["corporation","movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1196381060?lang=zh_cn&edition=fundamental","pubTime":"2026-06-24 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Systems首席执行官宣布，公司已于本周正式与亚马逊云科技（AWS）完成协议签署。双方将即刻启动深入的技术协作，并着手筹备在AWS数据中心内部署Cerebras先进计算系统的相关工作。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4141","CBRS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2645854154","title":"BUZZ-芯片公司Cerebras公布第一季度财报及2026财年业绩展望后股价下跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2645854154","media":"路透中文","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2645854154?lang=zh_cn&edition=fundamental","pubTime":"2026-06-24 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集成作为下一阶段部署目标","url":"https://stock-news.laohu8.com/highlight/detail?id=1144042788","media":"美股速递","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1144042788?lang=zh_cn&edition=fundamental","pubTime":"2026-06-24 05:18","pubTimestamp":1782249495,"startTime":"0","endTime":"0","summary":"Cerebras Systems 首席执行官在电话会议中透露，OpenAI 的 GPT-5.4 模型目前已在 Cerebras 的硬件平台上运行。公司正致力于将更先进的 GPT-5.5 模型集成至 Cerebrus 系统，这标志着下一阶段技术部署的关键一步。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CBRS","BK4141"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2645647854","title":"Cerebras Systems第一财季营收为1.934亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2645647854","media":"每日经济新闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2645647854?lang=zh_cn&edition=fundamental","pubTime":"2026-06-24 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Systems盘后大跌6.42%，首份财报披露后市场担忧盈利能力","url":"https://stock-news.laohu8.com/highlight/detail?id=1121998577","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1121998577?lang=zh_cn&edition=fundamental","pubTime":"2026-06-24 04:54","pubTimestamp":1782248089,"startTime":"0","endTime":"0","summary":"人工智能芯片制造商Cerebras Systems今日盘后股价大跌6.42%，引起了市场的广泛关注。消息面上，公司于盘后公布了上市以来的首份季度财报，同时披露了第二季度核心营收展望。尽管财报显示营收同比增长强劲，且公司此前宣布了与OpenAI的重大合作，但市场反应却偏冷。核心原因在于，公司披露的36%至38%的核心毛利率水平，远低于行业龙头英伟达，这引发了市场对其AI芯片商业化路径能否实现可观盈利的担忧。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["CBRS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1143335207","title":"异动解读｜Cerebras Systems盘后下跌5.26%，上市后首份财报披露后市场反应偏冷","url":"https://stock-news.laohu8.com/highlight/detail?id=1143335207","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1143335207?lang=zh_cn&edition=fundamental","pubTime":"2026-06-24 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Systems盘后下跌5.26%，报213.4美元/股，成交额5289.67万美元。消息面上，公司于当日盘后公布上市以来首份季度财报，同时披露第二季度核心营收展望约1.94亿美元，同比增长88%，核心毛利率预计36%至38%。尽管营收增速强劲且获多家投行积极评级，但36%-38%的毛利率水平远低于行业龙头英伟达，市场对其AI芯片商业化盈利能力的担忧在财报落地后集中释放，获利盘趁消息兑现加速出逃。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CBRS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2645514628","title":"Cerebras在首次公开募股后的首份财报中公布季度营收增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2645514628","media":"路透中文","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2645514628?lang=zh_cn&edition=fundamental","pubTime":"2026-06-24 04:47","pubTimestamp":1782247655,"startTime":"0","endTime":"0","summary":"Cerebras在首次公开募股后的首份财报中公布季度营收增长路透6月23日 - Cerebras Systems（CBRS.O）周二公布了上市以来的首份财报，受 企业对其专用AI芯片 需求强劲的推动 ，该公司第一季度营收同比增长94%。该公司报告称，本季度营收为1.934亿美元，而去年同期为9950万美元。 (为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260623:nL4S42V1MV:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4141","CBRS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1105932918","title":"Cerebras Systems与OpenAI签署多年期协议，提供750兆瓦算力，价值超200亿美元——SEC文件披露","url":"https://stock-news.laohu8.com/highlight/detail?id=1105932918","media":"美股速递","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1105932918?lang=zh_cn&edition=fundamental","pubTime":"2026-06-24 04:45","pubTimestamp":1782247518,"startTime":"0","endTime":"0","summary":"根据提交给美国证券交易委员会的文件披露，人工智能芯片制造商Cerebras Systems已与人工智能研究公司OpenAI达成一项多年期协议。该协议涉及Cerebras Systems向OpenAI提供高达750兆瓦的算力容量，整个交易价值预计超过200亿美元。Cerebras Systems以其专有的晶圆级引擎芯片闻名，该芯片旨在加速大规模人工智能模型的训练。这一合作预计将进一步加强Cerebras Systems在竞争激烈的高性能人工智能计算领域的市场地位。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CBRS","BK4141"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":19,"pageCount":12,"totalSize":372,"code":"91000000","status":"200"}]}}