【高盛:思科利润率指引存隐忧】高盛发表研报称,虽然思科第四财季营收与每股收益均超出市场预期,但公司毛利率指引仍存在一定隐患。高盛分析师周三指出,思科给出的 2027 财年第一财季毛利率指引区间为 65%‑66%,低于市场一致预期的 66.4%。高盛分析师 Michael Ng 在客户研报中表示:“2027 财年整体指引表现向好,但毛利率方面的压力将形成对冲,预计思科股价走势或将分化。”
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