11月12日夜盘，网络设备巨头思科(CSCO)股价大涨7.54%，主要受益于公司发布的强劲财报及上调的全年业绩指引。
思科公布了2026财年第一季度业绩，营收达148.8亿美元，同比增长8%，超出分析师预期的147.7亿美元。经调整后每股收益为1.00美元，同比增长10%，也高于分析师预期的0.98美元。公司核心的网络业务表现强劲，收入同比增长15%至77.68亿美元。
更重要的是，思科上调了2026财年全年业绩展望。公司目前预计全年营收将达602亿至610亿美元，高于此前590亿至600亿美元的预期。经调整后每股收益预期也上调至4.08至4.14美元。这一乐观展望反映了公司对未来业务增长的信心，特别是在人工智能驱动的网络设备需求方面。
思科CEO Chuck Robbins表示，公司预计2026财年从超大规模云服务商处获得的人工智能基础设施收入将达到约30亿美元。这显示思科正积极布局AI相关业务，以把握快速增长的市场机遇。投资者对思科在AI浪潮中的潜在获益表现出积极态度，推动了股价的大幅上涨。
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