隔夜，光通信巨头Ciena公布了强劲的季度业绩，其营收与利润双双超过市场预期，营收同增20%至13.5亿美元，创历史新高，并对未来业绩给出了积极指引。 在随后的电话会上，Ciena表示，来自云服务商的订单非常强劲，并且在其所有产品组合中都在不断增长，预计2026财年的毛利率将在43%左右，云厂商对网络的“投资不足”正使其成为AI规模化运营的关键瓶颈。 以下是电话会要点： 来自云服务商的订单非常...
Source Link隔夜，光通信巨头Ciena公布了强劲的季度业绩，其营收与利润双双超过市场预期，营收同增20%至13.5亿美元，创历史新高，并对未来业绩给出了积极指引。 在随后的电话会上，Ciena表示，来自云服务商的订单非常强劲，并且在其所有产品组合中都在不断增长，预计2026财年的毛利率将在43%左右，云厂商对网络的“投资不足”正使其成为AI规模化运营的关键瓶颈。 以下是电话会要点： 来自云服务商的订单非常...
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