英文Gary Black发布 2026/05/14 09:51· 入库 2026/5/15 00:41:44· Gary Black (@garyblack00)
AI热潮推动美股盘前上涨，思科飙升19%，Cerebras完成55亿美元IPO
原标题：Stocks rose in pre-market trading Thursday fueled by AI momentum as $CSCO surged…
精华摘要
周四盘前交易中，美股因AI相关消息上涨。思科（CSCO）因强劲营收预测飙升19%，AI芯片公司Cerebras（CBRS）完成55亿美元IPO。英伟达（NVDA）因中国芯片审批进展及特朗普与习近平会谈带来美伊关系改善希望而上涨。油价升至107美元/桶，脆弱的停火协议持续。
分析师预计冲突结束后股市将创历史新高，2026年标普500每股收益预期同比增长21%，当前市盈率22倍（盈利收益率4.5%），而10年期国债收益率为4.4%。该信息对EV行业直接影响有限，但AI芯片进展可能间接影响自动驾驶芯片供应链，油价上涨则可能推动电动车替代需求。
原文摘要
Stocks rose in pre-market trading Thursday fueled by AI momentum as $CSCO surged 19% on a strong revenue forecast and AI chipmaker Cerebras ( $CBRS) completed a $5.5B IPO. $NVDA gained on China chip approvals amid Trump-Xi talks raising hopes for U.S.-Iran progress. Oil climbed to $107/bbl while the fragile ceasefire persists. I expect an extension of new record equity highs once the conflict ends, with 2026 S&P earnings ests now up +21% YoY, and an inexpensive S&P 500 P/E of 22x (4.5% earnings yield) vs a 4.4% 10yr treasury yield. See my pre-market Subscriber summary for additional detail on