异动解读 | Arista Networks盘前大跌11.90%，四季度收入指引未达投资者预期

异动解读

Nov 05

网络设备制造商Arista Networks（ANET）今日盘前股价大跌11.90%，主要原因是该公司发布的第四季度营收指引未能满足投资者对人工智能（AI）相关业务强劲增长的期望。

Arista Networks在周二（11月4日）美股收盘后公布了第三季度财报。尽管公司的业绩表现超出市场预期，但投资者似乎更关注其未来展望。根据公司公告，第三季度营收达到23.1亿美元，高于分析师预期的22.5亿美元；调整后每股收益为0.75美元，同样超出市场预期的0.71美元。然而，Arista Networks给出的第四季度营收指引在23亿美元至24亿美元之间，中值为23.5亿美元，仅略高于分析师平均预期的23.2亿美元。这一相对保守的预测引发了投资者的担忧。

分析人士指出，鉴于Arista Networks今年以来的股价已累计上涨约40%，远超大盘表现，投资者对公司的增长预期可能过高。值得注意的是，Arista Networks的产品，特别是用于数据中心的以太网交换机和路由器，在AI热潮中一直保持着强劲需求。市场将继续关注Arista Networks在AI网络基础设施方面的发展，以评估公司能否在未来几个季度中保持高速增长。

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