6月8日，Arista Networks盘中上涨3.01%，报158.92美元/股，成交额3.67亿美元，结束此前连续数日的下行走势。
消息面上，通信设备板块集体反弹，行业个股中Applied Optoelectronics涨13.6%、Lumentum Holdings涨5.28%、诺基亚涨4.17%、思科涨3.57%，板块抛压显著缓解。此外，Evercore此前维持Arista Networks位列其首选股票名单，给予跑赢大盘评级，重申目标价200美元并给出300美元牛市目标价，核心逻辑在于AI数据中心建设带来的高速互联需求激增，公司AI业务营收目标大幅提升至35亿美元，基本面支撑未变。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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