周四盘中，网络设备巨头思科（Cisco）股价大涨5.02%，引发市场广泛关注。这一强劲涨势主要受到公司最新财报超预期以及人工智能（AI）业务前景乐观等因素推动。
根据公司公布的2025财年第三季度财报，思科实现营收141亿美元，同比增长11%，符合市场预期。经调整后每股收益达0.96美元，高于分析师平均预期的0.92美元。更引人注目的是，思科上调了全年业绩指引，预计全年营收将达到565亿至567亿美元，超出此前560亿至565亿美元的预期，显示出公司对未来业务增长的信心。
多家华尔街分析机构对思科的表现给予积极评价。摩根大通将思科目标价从70美元上调至73美元，摩根士丹利将目标价从65美元上调至67美元，Piper Sandler也将目标价从60美元上调至64美元。分析师们普遍认为，人工智能浪潮将刺激对思科网络设备的需求，为公司带来新的增长机遇。此外，公司宣布的管理层人事变动，包括任命新的首席财务官和首席产品官，也被视为有利于公司长期发展的积极信号。
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