思科最新季度利润同比激增50%，这主要得益于人工智能基础设施的大规模建设，再加上客户对网络攻击的普遍担忧，合力促成了公司首席执行官查克·罗宾斯口中的“数十年来最强网络设备需求”。然而，思科股价却在早盘交易中暴跌9%。在投资者对AI前景的乐观情绪已然绷紧神经、甚至连一丝裂缝都不愿放过的当下，这家公司的业绩预测显然未能令人满意。
思科表示，在当前财年第一季度的毛利率预计将介于65%至66%之间，相较于上一季度录得的66.3%略有下滑。分析师将这一微降归因于销售组合向毛利率较低的硬件产品略有倾斜。与此同时，公司对本季度每股收益的指引为1.32至1.34美元，而全年每股收益预估则在5.05至5.11美元之间——这暗示后续季度的盈利或将出现回落。不过，瑞银分析师认为，思科在收入预测上或许过于保守。他们写道：“因此，我们认为任何股价疲软都是具有吸引力的买入机会。”
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