思科(CSCO)今日盘后股价大幅下挫5.32%，市场表现与稍早前公布的超预期财报形成鲜明对比。
消息面上，思科首席执行官于盘后时段宣布，公司将重新审视与渠道合作伙伴及终端客户签订的合同条款，以应对持续攀升的内存价格。这一战略调整旨在建立更具弹性的价格传导机制，但同时也引发了市场对于半导体组件成本上涨可能挤压公司利润率的担忧。
尽管思科刚刚公布的第二财季营收及第三财季业绩指引均超出市场预期，且公司此前曾因人工智能需求而上调全年业绩展望，但投资者显然更关注短期成本压力带来的不确定性，导致股价在盘后交易中承压下跌。
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