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CN先生
2025-06-12
$Faraday Future Intelligent Electric Inc(FFAI)$
什么时候能上一千,等着救命
CN先生
2025-05-21
$Faraday Future Intelligent Electric Inc(FFAI)$
没有人去照顾照顾他女儿吗?
CN先生
05-14 20:54
根本不是一个级别
英伟达挑战者Cerebras今晚上市!AI芯片遭华尔街疯抢,IPO定价一再被突破,估值逼近490亿美元
CN先生
05-08
$英伟达(NVDA)$
50倍看空
CN先生
05-06
$Strategy(MSTR)$
[抱拳] [抱拳] [抱拳] [抱拳] 一定要加油,拜托了
CN先生
2025-09-23
$GoPro(GPRO)$
3日上4块钱
CN先生
05-09
$英伟达(NVDA)$
达子快拉啊,我快爆了
CN先生
05-06
$英伟达(NVDA)$
给我重回5万亿
CN先生
05-06
$Strategy(MSTR)$
大哥这么好的机会,别掉链子,拜托了[抱拳] [抱拳] [抱拳] [抱拳]
CN先生
05-04
$Strategy(MSTR)$
一定要加油,拜托了 [抱拳] [抱拳] [抱拳] [抱拳]
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20:35","market":"us","language":"zh","title":"英伟达挑战者Cerebras今晚上市!AI芯片遭华尔街疯抢,IPO定价一再被突破,估值逼近490亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2635375194","media":"华尔街见闻","summary":"Cerebras Systems IPO热度超预期,最终定价或达每股185美元,远超150至160美元发行区间,超额认购逾20倍。按此计算,募资规模约55.5亿美元,市值约400亿美元。若计入限制性股票单位、员工期权及认股权证,其完全稀释后估值约为490亿美元。","content":"<html><head></head><body><p>AI芯片制造商Cerebras Systems正以远超预期的热度冲刺美股市场,其IPO定价区间一再被突破,折射出华尔街对AI半导体赛道的强烈押注。</p>\n<p>5月13日据彭博社援引知情人士透露,<strong>Cerebras预计将以每股185美元定价,高于此前150至160美元的发行区间。</strong>认购需求方面,此次IPO已吸引逾20倍超额认购。</p>\n<p><strong>Cerebras公司周一已上调了发行区间及股份数量,而此次最终定价若落在185美元,将再度超出修订后的区间上限。</strong></p>\n<p>报道援引知情人士表示,<strong>相关磋商仍在进行,最终定价尚未确定,实际定价甚至可能更高。</strong></p>\n<p>按185美元计算,本次IPO募资规模将达55.5亿美元,Cerebras市值约400亿美元。据测算,若计入限制性股票单位、员工期权及认股权证,其完全稀释后估值约为490亿美元。</p>\n<div>\n<h2>需求热度远超预期,承销方主动管控秩序</h2>\n</div>\n<p>Cerebras此次上市的市场热情已令承销团队不得不主动介入。</p>\n<p>据报道,该公司要求参与IPO认购的机构投资者,明确填报所需股份数量及可接受的最高价格,以甄别真实需求。</p>\n<p>本次IPO由<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>、花旗集团、巴克莱及瑞银集团联席主承销,股票将在纳斯达克全球精选市场挂牌,代码为CBRS。</p>\n<p><strong>Cerebras最新财务数据为高企的估值提供了基本面支撑。</strong></p>\n<p>根据其提交的上市文件,2025财年该公司实现营收5.1亿美元,净利润8790万美元。</p>\n<p>而上一财年营收仅为2.903亿美元,净亏损4.848亿美元,一年之内完成从亏损到盈利的跨越。</p>\n<div>\n<h2>与<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、OpenAI深度绑定,竞争格局初现</h2>\n</div>\n<p>Cerebras已在AI头部生态中建立起关键合作关系。</p>\n<p>亚马逊今年宣布计划将Cerebras芯片与Trainium处理器协同用于运行AI软件;OpenAI则于今年2月发布了首个运行于Cerebras芯片的模型。</p>\n<p>文件显示,OpenAI持有3340万份Cerebras认股权证,其中部分权证的归属条件包括算力交付里程碑,以及Cerebras市值超过400亿美元。</p>\n<p>据彭博报道,在Cerebras启动IPO前数周,<a href=\"https://laohu8.com/S/ARM\">Arm</a> Holdings及其控股股东<a href=\"https://laohu8.com/S/SFTBY\">软银集团</a>曾就收购Cerebras进行接触。</p>\n<p>此次收购洽谈虽未促成交易,但从侧面印证了该公司在AI芯片领域的战略价值。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英伟达挑战者Cerebras今晚上市!AI芯片遭华尔街疯抢,IPO定价一再被突破,估值逼近490亿美元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达挑战者Cerebras今晚上市!AI芯片遭华尔街疯抢,IPO定价一再被突破,估值逼近490亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-05-14 20:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>AI芯片制造商Cerebras Systems正以远超预期的热度冲刺美股市场,其IPO定价区间一再被突破,折射出华尔街对AI半导体赛道的强烈押注。</p>\n<p>5月13日据彭博社援引知情人士透露,<strong>Cerebras预计将以每股185美元定价,高于此前150至160美元的发行区间。</strong>认购需求方面,此次IPO已吸引逾20倍超额认购。</p>\n<p><strong>Cerebras公司周一已上调了发行区间及股份数量,而此次最终定价若落在185美元,将再度超出修订后的区间上限。</strong></p>\n<p>报道援引知情人士表示,<strong>相关磋商仍在进行,最终定价尚未确定,实际定价甚至可能更高。</strong></p>\n<p>按185美元计算,本次IPO募资规模将达55.5亿美元,Cerebras市值约400亿美元。据测算,若计入限制性股票单位、员工期权及认股权证,其完全稀释后估值约为490亿美元。</p>\n<div>\n<h2>需求热度远超预期,承销方主动管控秩序</h2>\n</div>\n<p>Cerebras此次上市的市场热情已令承销团队不得不主动介入。</p>\n<p>据报道,该公司要求参与IPO认购的机构投资者,明确填报所需股份数量及可接受的最高价格,以甄别真实需求。</p>\n<p>本次IPO由<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>、花旗集团、巴克莱及瑞银集团联席主承销,股票将在纳斯达克全球精选市场挂牌,代码为CBRS。</p>\n<p><strong>Cerebras最新财务数据为高企的估值提供了基本面支撑。</strong></p>\n<p>根据其提交的上市文件,2025财年该公司实现营收5.1亿美元,净利润8790万美元。</p>\n<p>而上一财年营收仅为2.903亿美元,净亏损4.848亿美元,一年之内完成从亏损到盈利的跨越。</p>\n<div>\n<h2>与<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、OpenAI深度绑定,竞争格局初现</h2>\n</div>\n<p>Cerebras已在AI头部生态中建立起关键合作关系。</p>\n<p>亚马逊今年宣布计划将Cerebras芯片与Trainium处理器协同用于运行AI软件;OpenAI则于今年2月发布了首个运行于Cerebras芯片的模型。</p>\n<p>文件显示,OpenAI持有3340万份Cerebras认股权证,其中部分权证的归属条件包括算力交付里程碑,以及Cerebras市值超过400亿美元。</p>\n<p>据彭博报道,在Cerebras启动IPO前数周,<a href=\"https://laohu8.com/S/ARM\">Arm</a> Holdings及其控股股东<a href=\"https://laohu8.com/S/SFTBY\">软银集团</a>曾就收购Cerebras进行接触。</p>\n<p>此次收购洽谈虽未促成交易,但从侧面印证了该公司在AI芯片领域的战略价值。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/720e235096bda02063b992bc6bad73ae","relate_stocks":{"NVDO":"2倍上限加速NVDA ETF-Leverage Shares","AMZU":"2倍做多AMZN ETF-Direxion","IPOS":"Renaissance 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ETF"},"source_url":"https://wallstreetcn.com/articles/3772223","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2635375194","content_text":"AI芯片制造商Cerebras 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20:35","market":"us","language":"zh","title":"英伟达挑战者Cerebras今晚上市!AI芯片遭华尔街疯抢,IPO定价一再被突破,估值逼近490亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2635375194","media":"华尔街见闻","summary":"Cerebras Systems IPO热度超预期,最终定价或达每股185美元,远超150至160美元发行区间,超额认购逾20倍。按此计算,募资规模约55.5亿美元,市值约400亿美元。若计入限制性股票单位、员工期权及认股权证,其完全稀释后估值约为490亿美元。","content":"<html><head></head><body><p>AI芯片制造商Cerebras Systems正以远超预期的热度冲刺美股市场,其IPO定价区间一再被突破,折射出华尔街对AI半导体赛道的强烈押注。</p>\n<p>5月13日据彭博社援引知情人士透露,<strong>Cerebras预计将以每股185美元定价,高于此前150至160美元的发行区间。</strong>认购需求方面,此次IPO已吸引逾20倍超额认购。</p>\n<p><strong>Cerebras公司周一已上调了发行区间及股份数量,而此次最终定价若落在185美元,将再度超出修订后的区间上限。</strong></p>\n<p>报道援引知情人士表示,<strong>相关磋商仍在进行,最终定价尚未确定,实际定价甚至可能更高。</strong></p>\n<p>按185美元计算,本次IPO募资规模将达55.5亿美元,Cerebras市值约400亿美元。据测算,若计入限制性股票单位、员工期权及认股权证,其完全稀释后估值约为490亿美元。</p>\n<div>\n<h2>需求热度远超预期,承销方主动管控秩序</h2>\n</div>\n<p>Cerebras此次上市的市场热情已令承销团队不得不主动介入。</p>\n<p>据报道,该公司要求参与IPO认购的机构投资者,明确填报所需股份数量及可接受的最高价格,以甄别真实需求。</p>\n<p>本次IPO由<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>、花旗集团、巴克莱及瑞银集团联席主承销,股票将在纳斯达克全球精选市场挂牌,代码为CBRS。</p>\n<p><strong>Cerebras最新财务数据为高企的估值提供了基本面支撑。</strong></p>\n<p>根据其提交的上市文件,2025财年该公司实现营收5.1亿美元,净利润8790万美元。</p>\n<p>而上一财年营收仅为2.903亿美元,净亏损4.848亿美元,一年之内完成从亏损到盈利的跨越。</p>\n<div>\n<h2>与<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、OpenAI深度绑定,竞争格局初现</h2>\n</div>\n<p>Cerebras已在AI头部生态中建立起关键合作关系。</p>\n<p>亚马逊今年宣布计划将Cerebras芯片与Trainium处理器协同用于运行AI软件;OpenAI则于今年2月发布了首个运行于Cerebras芯片的模型。</p>\n<p>文件显示,OpenAI持有3340万份Cerebras认股权证,其中部分权证的归属条件包括算力交付里程碑,以及Cerebras市值超过400亿美元。</p>\n<p>据彭博报道,在Cerebras启动IPO前数周,<a href=\"https://laohu8.com/S/ARM\">Arm</a> Holdings及其控股股东<a href=\"https://laohu8.com/S/SFTBY\">软银集团</a>曾就收购Cerebras进行接触。</p>\n<p>此次收购洽谈虽未促成交易,但从侧面印证了该公司在AI芯片领域的战略价值。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英伟达挑战者Cerebras今晚上市!AI芯片遭华尔街疯抢,IPO定价一再被突破,估值逼近490亿美元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达挑战者Cerebras今晚上市!AI芯片遭华尔街疯抢,IPO定价一再被突破,估值逼近490亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-05-14 20:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>AI芯片制造商Cerebras Systems正以远超预期的热度冲刺美股市场,其IPO定价区间一再被突破,折射出华尔街对AI半导体赛道的强烈押注。</p>\n<p>5月13日据彭博社援引知情人士透露,<strong>Cerebras预计将以每股185美元定价,高于此前150至160美元的发行区间。</strong>认购需求方面,此次IPO已吸引逾20倍超额认购。</p>\n<p><strong>Cerebras公司周一已上调了发行区间及股份数量,而此次最终定价若落在185美元,将再度超出修订后的区间上限。</strong></p>\n<p>报道援引知情人士表示,<strong>相关磋商仍在进行,最终定价尚未确定,实际定价甚至可能更高。</strong></p>\n<p>按185美元计算,本次IPO募资规模将达55.5亿美元,Cerebras市值约400亿美元。据测算,若计入限制性股票单位、员工期权及认股权证,其完全稀释后估值约为490亿美元。</p>\n<div>\n<h2>需求热度远超预期,承销方主动管控秩序</h2>\n</div>\n<p>Cerebras此次上市的市场热情已令承销团队不得不主动介入。</p>\n<p>据报道,该公司要求参与IPO认购的机构投资者,明确填报所需股份数量及可接受的最高价格,以甄别真实需求。</p>\n<p>本次IPO由<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>、花旗集团、巴克莱及瑞银集团联席主承销,股票将在纳斯达克全球精选市场挂牌,代码为CBRS。</p>\n<p><strong>Cerebras最新财务数据为高企的估值提供了基本面支撑。</strong></p>\n<p>根据其提交的上市文件,2025财年该公司实现营收5.1亿美元,净利润8790万美元。</p>\n<p>而上一财年营收仅为2.903亿美元,净亏损4.848亿美元,一年之内完成从亏损到盈利的跨越。</p>\n<div>\n<h2>与<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、OpenAI深度绑定,竞争格局初现</h2>\n</div>\n<p>Cerebras已在AI头部生态中建立起关键合作关系。</p>\n<p>亚马逊今年宣布计划将Cerebras芯片与Trainium处理器协同用于运行AI软件;OpenAI则于今年2月发布了首个运行于Cerebras芯片的模型。</p>\n<p>文件显示,OpenAI持有3340万份Cerebras认股权证,其中部分权证的归属条件包括算力交付里程碑,以及Cerebras市值超过400亿美元。</p>\n<p>据彭博报道,在Cerebras启动IPO前数周,<a href=\"https://laohu8.com/S/ARM\">Arm</a> Holdings及其控股股东<a href=\"https://laohu8.com/S/SFTBY\">软银集团</a>曾就收购Cerebras进行接触。</p>\n<p>此次收购洽谈虽未促成交易,但从侧面印证了该公司在AI芯片领域的战略价值。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/720e235096bda02063b992bc6bad73ae","relate_stocks":{"NVDO":"2倍上限加速NVDA ETF-Leverage Shares","AMZU":"2倍做多AMZN ETF-Direxion","IPOS":"Renaissance 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Systems正以远超预期的热度冲刺美股市场,其IPO定价区间一再被突破,折射出华尔街对AI半导体赛道的强烈押注。\n5月13日据彭博社援引知情人士透露,Cerebras预计将以每股185美元定价,高于此前150至160美元的发行区间。认购需求方面,此次IPO已吸引逾20倍超额认购。\nCerebras公司周一已上调了发行区间及股份数量,而此次最终定价若落在185美元,将再度超出修订后的区间上限。\n报道援引知情人士表示,相关磋商仍在进行,最终定价尚未确定,实际定价甚至可能更高。\n按185美元计算,本次IPO募资规模将达55.5亿美元,Cerebras市值约400亿美元。据测算,若计入限制性股票单位、员工期权及认股权证,其完全稀释后估值约为490亿美元。\n\n需求热度远超预期,承销方主动管控秩序\n\nCerebras此次上市的市场热情已令承销团队不得不主动介入。\n据报道,该公司要求参与IPO认购的机构投资者,明确填报所需股份数量及可接受的最高价格,以甄别真实需求。\n本次IPO由摩根士丹利、花旗集团、巴克莱及瑞银集团联席主承销,股票将在纳斯达克全球精选市场挂牌,代码为CBRS。\nCerebras最新财务数据为高企的估值提供了基本面支撑。\n根据其提交的上市文件,2025财年该公司实现营收5.1亿美元,净利润8790万美元。\n而上一财年营收仅为2.903亿美元,净亏损4.848亿美元,一年之内完成从亏损到盈利的跨越。\n\n与亚马逊、OpenAI深度绑定,竞争格局初现\n\nCerebras已在AI头部生态中建立起关键合作关系。\n亚马逊今年宣布计划将Cerebras芯片与Trainium处理器协同用于运行AI软件;OpenAI则于今年2月发布了首个运行于Cerebras芯片的模型。\n文件显示,OpenAI持有3340万份Cerebras认股权证,其中部分权证的归属条件包括算力交付里程碑,以及Cerebras市值超过400亿美元。\n据彭博报道,在Cerebras启动IPO前数周,Arm 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