思科(CSCO)今日夜盘大涨5.16%，引起了市场的广泛关注。
消息面上，思科将于美东时间5月13日盘后公布第三财季业绩，市场对AI订单、Splunk协同效应及全年指引三大核心指标形成集中博弈。公司此前披露已累计出货第100万颗Silicon One芯片，并推出可实现102.4Tbps交换带宽的G300架构，目标直指超大规模云厂商。
尽管公司给出的第三财季调整后毛利率指引低于市场此前预期，但市场对AI订单向收入转化的加速预期及Splunk交叉销售潜力仍持乐观态度，资金在财报窗口前积极布局。
思科(CSCO)今日夜盘大涨5.16%，引起了市场的广泛关注。
消息面上，思科将于美东时间5月13日盘后公布第三财季业绩，市场对AI订单、Splunk协同效应及全年指引三大核心指标形成集中博弈。公司此前披露已累计出货第100万颗Silicon One芯片，并推出可实现102.4Tbps交换带宽的G300架构，目标直指超大规模云厂商。
尽管公司给出的第三财季调整后毛利率指引低于市场此前预期，但市场对AI订单向收入转化的加速预期及Splunk交叉销售潜力仍持乐观态度，资金在财报窗口前积极布局。
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