Arista Networks（ANET）今日盘后股价大幅上涨20.34%，引起了市场的广泛关注。
消息面上，公司预计全年营收将超过华尔街预期，这主要得益于人工智能（AI）基础设施投资加速，推动了对Arista以太网交换机和路由器的需求激增。分析师指出，该公司在云计算和AI领域的主要客户（如微软、Meta）资本支出预计将持续大幅增长，为公司创造了更大的需求背景。
具体财务数据显示，Arista Networks预计第一季度营收约为26亿美元，高于分析师平均预期的24.5亿美元。同时，公司第四季度营收为24.9亿美元，高于预期的23.8亿美元；调整后利润为每股82美分，也高于预期的每股76美分。这些强劲的业绩和展望进一步增强了投资者信心。
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