风险提示及免责条款 AI芯片制造商Cerebras撤回IPO申请。 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 ...

AI chip firm Cerebras Systems on Friday filed to withdraw, effective immediately, its plans for an initial public offering in the United States. ...

Andrew Feldman, co-founder of Cerebras System Inc., speaks at the Raise summit in Paris, France, on Tuesday, July 8, 2025.Artificial intelligence chipmaker Cerebras on Friday filed paperwork with the U.S. Securities and Exchange Commission withdrawing plans for an initial public offering. The agency is operating at a low volume after the U.S. government shutdown that went into effect this week.Last year Cerebras filed for an IPO as it went up against Nvidia to make the most capable processors for running ge ...

市场整体表现 - 美股主要指数于2025年10月3日周五创下历史新高，市场未受持续政府停摆的影响 [1] - 道琼斯工业平均指数上涨0.5%，收于46238点的历史新高 [2] - 标准普尔500指数上涨0.4%，收于6823点，实现连续第六个交易日上涨 [2] - 以科技股为主的纳斯达克综合指数表现分化，有报告称其微涨0.1%至16215点创纪录，另有分析指其下跌0.3% [3] - 小盘股罗素2000指数大涨1.4%，收于2492点的历史新高 [3] 驱动市场的关键因素 - 投资者情绪主要受对人工智能发展的乐观情绪以及对美联储进一步降息的预期推动 [1] - 市场将政府停摆视为暂时性干扰，而非重大经济威胁，更关注企业基本面和美联储政策前景 [4] 行业与个股表现 - 科技板块表现不一，Palantir Technologies股价下跌7.5%，因报道称其新战场通信系统存在潜在安全漏洞 [5] - 医疗保险公司表现强劲，Humana股价飙升近11%，Centene和Cigna分别上涨5.1%和4.7% [6] - Zebra Technologies股价上涨约3%，因其宣布完成对Elo Touch Solutions的收购 [6] - 应用材料公司股价下跌3%，因预计第四季度营收将受到约1.1亿美元的影响，源于美国商务部新的出口限制规则 [7] - 埃克森美孚股价上涨1.6%，因原油价格收复本周部分失地 [7] - 高盛对道指上涨贡献显著，科技和材料股普遍表现良好，AMD上涨3.5%，Nucor上涨2.7% [8] - 苹果股价上涨0.6%，尽管其股票被Jefferies分析师下调至“表现不佳”评级 [8] - Rumble股价因宣布与人工智能公司Perplexity合作而大涨 [8] 未来市场关注点 - 投资者重点关注将于2025年10月28日至29日举行的美联储联邦公开市场委员会会议，市场普遍预期将再次降息 [11] - 2025年第三季度财报季将于10月第二个完整周正式开始，摩根大通和富国银行将率先公布业绩 [12] - 今日发布的9月ISM服务业PMI意外停滞，从8月的52.0降至50.0 [13] - 政府停摆推迟了其他重要经济指标的发布，包括备受关注的9月就业报告 [13] - 国际货币基金组织全球金融稳定报告第三章将于10月6日周一在纳斯达克市场站点发布 [14] - 多家公司计划在10月下旬公布财报，包括Triumph Financial、RLI Corp和KLA Corporation [14]

The US Sep ISM services index fell -2.0 to a 4-month low of 50.0, weaker than expectations of 51.7. The Sep ISM services price paid sub-index unexpectedly rose +0.2 to 69.4, higher than expectations of a decline to 68.0.The US Sep S&P composite PMI was revised upward by +0.3 to 53.9 from the previously reported 53.6.The government shutdown means a delay in the release of government reports, including Friday's monthly payroll report. A prolonged shutdown could also delay the government's inflation data, sche ...

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. A multibillion-dollar deal for Nvidia Corporation (NASDAQ:NVDA) to supply advanced AI chips to the UAE has been stalled for months, reportedly frustrating CEO Jensen Huang as U.S. Commerce Secretary Howard Lutnick pushes Abu Dhabi to finalize investments before shipments proceed. Nvidia's market cap has reached $4.59 trillion, with shares climbing 58.97% over the past year and advancing 36.61% in 2025 to d ...

After moving mostly higher over the past few sessions, stocks saw further upside in early trading on Friday but gave back ground over the course of the day. The major averages pulled back well off their highs of the session before eventually closing mixed.While the tech-heavy Nasdaq fell 63.54 points or 0.3 percent to 22,780.51, the S&P 500 crept up 0.44 points or less than a tenth of a percent to 6,715.79 and the Dow climbed 238.56 points or 0.5 percent to 46,758.28.Despite the mixed performance on the da ...

Wall Street soared to fresh record highs at the end of the week, brushing aside the 21st U.S. government shutdown in history and a missing jobs report, as investors doubled down on bets for interest rate cuts and cheered strong gains in pharmaceutical and AI-driven tech stocks.PFE is trading in a tight range. Check the full analysis here.The S&P 500, Nasdaq 100, Dow Jones Industrial Average and Russell 2000 all reached record highs on Friday, as traders largely ignored the budget impasse in Washington and f ...

A freight forwarding professional with over 20 years in the industry, I am an enthusiastic market participant with a flair for picking gems from the general rubble. My industry experience has given me insights into human behavior, investment psychology, and the need to make money work for you instead of against you. My ideas on investing are often contrarian, and the level of due diligence I apply to each of my research projects give my audience the right information at the right time.Analyst’s Disclosure:I ...

公司财务表现 - 第四季度营收达到113.2亿美元 超出市场共识1.598亿美元 [2] - 第四季度调整后每股收益为3.03美元 高于预估的2.86美元 [2] - 2025财年全年营收创下374亿美元纪录 较上年增长近50% [2] - 数据中心业务贡献公司总营收的56% 毛利率达到52% [3] - 高带宽内存业务第四季度营收飙升至20亿美元 年化运行率约80亿美元 [3] 分析师观点与目标 - 花旗将目标价从175美元上调至200美元 维持买入评级 [1][3] - 分析师看好公司数据中心终端市场的强劲需求 [3] - 预计DRAM市场将在2026年进一步收紧 [3] - 基于分析师预估的平均目标价为195美元 隐含近16.54%的上涨潜力 [4] 业务概况 - 公司是领先的芯片制造商 设计开发内存和存储产品 [4] - 业务运营分为四个部门：计算与网络业务部、移动业务部、嵌入式业务部和存储业务部 [4]