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流云cloud
沃屮，CBRSB 是今年最炸的 AI 芯片 IPO。5 月 185 发行、开盘冲 350，募了 55.5 亿刀，估值 564 亿。Q2 营收 1.8 亿涨 74%，但没到预期，全年指引提到 8.8-8.9 亿算救场。OpenAI 200 亿大单是底气，可 86% 收入捏在两家中东客户手里，集中度太高。wafer-scale 故事性感，落地看交付。
$CBRSB #Cerebras #代币化股票
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