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玩得傲138
CBRS（Cerebras Systems）11月12日盘后发布Q3财报。
核心看点：Q3核心营收指引214–216百万美元，略超市场共识约210百万，但环比增速仅2–3%，此前Q2财报后曾跌12%。风险侧，11月9日最终禁售期解禁，约1,400万股潜在流通，叠加Culper做空报告与欺诈调查，短期抛压明确。
股价走势预测：当前89.68美元，距52周低点77.84不远。基准情形下，财报前维持78–100美元区间震荡；若Q3核心营收触及216百万上限且云业务增速守住，有望上探100–110美元；若增速放缓或全年指引未再上调，则大概率回踩78美元前低。禁售解禁的供给压力与做空情绪将压制任何反弹的持续性。
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