9月1日，Arista Networks盘中下跌3.16%，报189.5美元/股，成交额1.02亿美元。
消息面上，公司10%以上股东Andreas Bechtolsheim最新披露于8月27日通过7笔交易合计减持30万股，套现约6078万美元，系依据此前签署的Rule 10b5-1计划执行。此前CEO Jayshree Ullal亦通过信托大规模减持逾89万股，核心管理层密集抛售引发市场关注。与此同时，巴克莱等机构警告AI交易缺乏新的上涨催化剂，选民对电费上涨不满可能带来政策压力。板块方面，通信设备行业整体走弱，Lumentum跌5.51%、Applied Optoelectronics跌5.25%、Ciena科技跌4.94%、诺基亚跌3.4%、思科跌0.92%。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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