1352 ET时间——瑞银在一份研报中表示，思科发布的2027财年AI业务营收指引“适度保守”，这源于该公司2026财年报告了高达93亿美元的AI基础设施订单，但同期确认的AI基础设施收入仅为40亿美元。分析师们指出，该指引将2027财年AI营收目标设定为75亿美元，较此前60亿美元有所提升，但这仍为业绩上行预留了空间。“我们对订单和积压订单的分析显示，隐含的2027财年下半年增长率可能被低估了至少5个百分点，”分析师强调，“因此，我们认为任何股价回调都是诱人的买入机会，因为我们预计市场最终将接受的增长水平会高出初始指引500个基点。”思科股价当日下跌9%。
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