10月15日，思科盘中下跌3.04%，报109.9美元/股，成交额3.28亿美元。
近两日消息面上，思科先后宣布与英伟达推出首款支持400Gbps／lane的可插拔光模块规范USFP，面向AI工厂互联扩容；公司首席执行官罗宾斯还表示，全球将欢迎印度的半导体产能。
其中，USFP被定位为新一代超高密度光模块标准，带宽密度较现有方案提升四倍，并联合TE Connectivity、安费诺推进开放生态。不过从板块表现看，通信设备股整体承压，Lumentum、Applied Optoelectronics、Arista等个股跌幅居前，思科亦随行业走弱。
（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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