看好AI推理需求持续增长 Freedom上调Cerebras(CBRS.US)评级至“买入” 晶圆级芯片优势受关注

智通财经10-02 23:51

【看好AI推理需求持续增长 Freedom上调Cerebras(CBRS.US)评级至“买入” 晶圆级芯片优势受关注】智通财经APP获悉，Freedom Capital Markets将人工智能(AI)芯片制造商Cerebras Systems(CBRS.US)的股票评级从“持有”上调至“买入”，并给予209美元的目标价。该机构认为，尽管Cerebras近期因重要合作伙伴OpenAI转而使用英伟达(NVDA.US)GPU的消息遭到市场抛售，考虑到未来数年AI算力需求预计将持续超过供应，以及Cerebras在高速AI推理领域的技术优势，近期股价回调提供了重新评估其投资价值的机会。

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