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← @godotsancho

$CBRS

BULLISH2026-10-13
Price around the call
↑ 2026-10-13
By horizonMaturing · ~11 trading days to go
1d
…
5d
✗ -17.1%
21d
…
Original post
戈多Godot · 2026-10-13

本来不打算在中期选举前加仓半导体的,但 $CBRS 这个位置真的,有点吸引人了。 昨天放量破位,流动性猎取。筹码密集区在180一带,对价格有引力。 机构目标价291,距当前价格翻倍🤣 疑问点是,SemiAnalysis 称,GPT-6.1 Sol 的 Ultrafast 版本使用 Nvidia GPU,没有采用Cerebras。 这个消息直接冲击了市场信心。 10月8日,OpenAI 正式推出 GPT-6.1 Sol Ultrafast,不过公开发布信息没有披露底层芯片供应商。 不过,10月2日,Sam Altman 表示 Cerebras 是密切合作伙伴,双方正深入合作推进高速推理。 所以机构普遍还是没有下调目标价。

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