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← @hibtc37

$CBRS

BULLISH2026-06-24
Price around the call
↑ 2026-06-24
By horizon✓ hit+11.3%
1d
✓ +8.5%
5d
✓ +20.1%
21d
✓ +11.3%
Original post
37度🎾网络作家 · 2026-06-24

$CBRS Q1财报出来了,暴跌10%,但我挺看好的 财报挺漂亮的,投资者不买账。财报是后视镜,如果投资者只看Q1财报来决定投资,那就是愚蠢的 对于新赛道,新公司,核心还是要看行业趋势,我之前多次提过,加密的挖矿的芯片发展历史: CPU-GPU-ASIC 更快更强更低功耗更低成本 AI算力的芯片发展方向也一样的,对于推理算力,未来趋势方向一定是ASIC,专用的推理算力芯片一定会成为主流 现在是GPU如火中天、ASIC刚崛起时,CBRS是其中一个玩家,有技术,有订单和有营收,对于一家在推理芯片还算早期的500亿公司来说,可以说是非常好了 市值上相对于NVIDIA、AMD、INTC、QCOM都友好太多了

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