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巴韭特丶
巴韭特丶
#Cerebras晶圆级AI芯片商业化步伐受关注 盈利质量还需观察。**Q2 GAAP毛利率仅 **14%**,公司调整后的“核心毛利率”为 **41%**,口径差异明显。转向云服务,也意味着公司需要承担设备、机房和利用率风险。
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Snapshot at Nov 04, 2026, 23:28

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