网络设备巨头思科（CSCO）今日夜盘股价大跌6.29%，引起了市场的广泛关注。
消息面上，尽管思科公布的上一财季营收和盈利均超预期，并因人工智能（AI）需求而上调了全年业绩指引，但公司给出的当前财季毛利率预测显著低于分析师预期。投资者担心，存储芯片（内存）价格的持续上涨正在侵蚀公司的盈利能力，AI相关支出在推动收入增长的同时也挤压了利润空间。
思科首席执行官在财报电话会议中表示，为应对内存价格上涨，公司已宣布提价并正在调整与渠道合作伙伴的合同。然而，市场显然更关注短期成本压力带来的不确定性，导致股价在业绩公布后承压下行。
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