Cerebras股价财报后跌近20%
2026-07-10 05:16:27
据CNBC报道,人工智能芯片公司Cerebras Systems首份上市后财报公布后股价下跌近20%,首席执行官安德鲁·费尔德曼表示,投资者误解了公司对毛利率的指引。公司称,剔除客户认股权证及数据中心转售收入影响后,核心业务一季度毛利率为47%,全年预计为38%至41%。费尔德曼还表示,公司需要从其最大客户之一回租部分设备。另据招股书披露,约2800万股A类股将于周二财报发布后的第二个交易日解除部分锁定;瑞穗与韦德布什在财报电话会后上调了相关预估。
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