6月25日，Arista Networks盘前上涨3.02%，报167.0美元/股，成交额27.24万美元，此前该股经历大幅回调后出现技术性反弹。
消息面上，近期多家投行集中上调Arista Networks目标价：KeyBanc将目标价由178美元上调至200美元，维持跑赢大盘评级；摩根士丹利将目标价上调至190美元，给予买入评级；Evercore维持200美元目标价并给出300美元牛市情景目标价。FactSet汇总分析师平均目标价升至190.30美元。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。
通信设备板块同步回暖，Applied Optoelectronics涨4.12%、Ciena科技涨3.56%、Lumentum Holdings涨3.19%、诺基亚涨2.17%，板块做多情绪延续。
（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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