7月21日，Arista Networks盘中上涨3.94%，报175.43美元/股，成交额1.57亿美元。消息面上，通信设备板块集体走强，Applied Optoelectronics涨8.23%、Ciena科技涨6.13%、Lumentum涨5.45%、诺基亚涨4.96%，板块回暖带动公司股价修复。
此前瑞银发布AI算力产业链前瞻报告指出，数据中心基建投资迎来加速窗口，Arista通过与超大型云服务商深化合作有望推动营收和利润超预期；富国银行亦将目标价从185美元上调至200美元并维持跑赢大盘评级。此前CEO Ullal过去三个月累计减持约149万股对市场情绪的压制有所消化，多重利好共振推动股价反弹。
（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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