异动解读 | 思科上调全年收入预期,业绩大幅增长,股价盘后大涨6.44%

异动解读
Feb 13, 2025

思科(CSCO)股价在2月12日盘后大涨6.44%,引发广泛关注。这一涨幅主要源于思科当天公布的财报和业绩预期调整。

财报披露,思科第二季度调整后每股收益0.94美元,超出预期0.91美元;营收139.91亿美元,也高于预期138.74亿美元。同时,公司上调了全年营收预期,从原先的553亿至563亿美元,调高为560亿至565亿美元,较分析师平均预期559.9亿美元有所超出。

分析人士认为,思科业绩持续增长和预期向好,主要受益于人工智能和云计算等新兴技术发展带来的设备需求增加,尤其是其在云网络设备领域的头部地位。良好的业绩和向上修正的预期,提振了市场对于思科长期增长前景的信心,推动盘后股价出现大涨。

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