5月21日，Arista Networks盘中上涨3.76%，报146.62美元/股，成交额2.77亿美元，收复此前连续下跌失地。
消息面上，通信设备板块今日集体回暖，Applied Optoelectronics涨4.25%、Lumentum涨2.24%、Ciena涨1.89%、诺基亚涨1.8%，板块做多情绪显著修复。此外，近期Raymond James将公司评级从市场表现上调至跑赢大盘，目标价164美元；Rothschild&Co Redburn亦上调目标价至179.15美元，维持买入评级，机构认可形成估值支撑。基本面上，公司此前公布一季度营收27.09亿美元，同比增长35.1%，并上调全年营收目标至115亿美元，AI业务营收目标提升至35亿美元，长期增长逻辑未变，股价在前期消化Q2利润率指引利空后延续技术性反弹。
（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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