以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。

数据新鲜度群聊 07-14 ✓卖方 07-14 ✓Wrap 断档15天 ✕News 07-15 ✓X 断档12天 ✕页面生成 07-15

insane_analyst

X · 11 atoms · 2026-06-22 → 2026-06-29 · 信用档先验 cred3

🟦 fact 7 · 🟥 take 4 · stance ▲0/▼4/◆0

覆盖实体 (top 10)

毛利率 (2) · 性能对比 (2) · 存储带宽 (2) · 股份解禁 (1) · 封装良率 (1) · 毛利率承压 (1) · 良率问题 (1) · 制程选择 (1)

2026-06-22 · CBRS · Around 10-13% of $CBRS insider shares unlock shortly after first earnings.
2026-06-22 · CBRS · I am convinced their packaging yield is like 20% lmao.
2026-06-23 · CBRS · i struggle to see how gross margin is this bad givem the asp rumors I hear.
2026-06-23 · 包装良率 · My view is wafer yield is 100% but packaging yield extremely bad.
2026-06-24 · Cerebras · They stay N5