全球最大网络设备制造商思科上一财季营收和盈利均两位数增长,营收还创单季最高纪录,并上调本财年的指引,但疲软的当前财季毛利率指引令投资者担心,人工智能(AI)需求固然能提高收入,相关支出却侵蚀盈利能力。美东时间11日周三思科公布后,当天收跌逾0.8%的思科股价未能扭转跌势,反而在盘后交易中跌幅扩大到7%以上。作为AI热潮的赢家之一,思科股价2025年累涨约30%。从经营质量看,上一财季思科的毛利率...
Source Link全球最大网络设备制造商思科上一财季营收和盈利均两位数增长,营收还创单季最高纪录,并上调本财年的指引,但疲软的当前财季毛利率指引令投资者担心,人工智能(AI)需求固然能提高收入,相关支出却侵蚀盈利能力。美东时间11日周三思科公布后,当天收跌逾0.8%的思科股价未能扭转跌势,反而在盘后交易中跌幅扩大到7%以上。作为AI热潮的赢家之一,思科股价2025年累涨约30%。从经营质量看,上一财季思科的毛利率...
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