8月13日，思科盘后上涨7.56%，报133.22美元/股，成交额1.18亿美元。公司于盘后发布第四财季业绩报告，股价随即大幅拉升。
消息面上，华尔街此前一致预期思科第四财季EPS为1.17美元，同比增长18%；营收预期达168.3亿美元，同比增长14.7%。公司此前已将AI基础设施解决方案全年订单展望由50亿美元大幅上调至90亿美元，过去两年营收与EPS超预期达成率100%。近三个月内EPS与营收预期获得18次上调，无下调记录。财报发布前，花旗将目标价从112美元上调至139美元，摩根大通上调至145美元，美银上调至150美元，多家投行维持"增持"评级，反映市场对其AI网络转型逻辑的强烈认可。
（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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