[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio021e598c":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio021e598c","思科(CSCO)首秀AI业务“成绩单”：Q4财报超预期但AI业务指引“非常保守”-传统业务仍为营收主力","\u002Fdoc\u002Fdcio021e598c","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，AI网络龙头思科(CSCO)周三盘后发布第四财季业绩报告，销售额同比增长18%至173亿美元，分析师平均预期为168亿美元;剔除部分项目后每股盈利为1.22美元，高于平均预期的1.17美元。思科预计本财年与AI数据中心建设相关的销售额将达到75亿美元，这一展望令投资者感到失望，过去一年来，全球最大的网络设备供应商已累计获得93亿美元的人工智能相关订单，而市场原本期待更高的业绩兑现。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>截至发稿，思科盘后跌4.04%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>根据思科周三发布的声明，AI业务销售将约占2027财年总营收(预计为722亿至734亿美元)的10%。这是思科首次给出全年AI收入预测，而分析师质疑这一数字与截至7月25日当季单季就高达40亿美元的AI相关订单之间如何匹配。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>瑞银(UBS)分析师戴维·沃格特(David Vogt)在思科季度业绩电话会议上向管理层表示“这在我看来非常、非常保守。”该股在纽约市场常规交易时段收于123.88美元后，盘后交易下跌约4%。过去三个月，因投资者预期其AI战略将推动销售增长，该股已累计上涨近25%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>思科正面临市场的高期望，市场认为其将从全球AI系统数据中心建设浪潮中获益。公司一直在进行业务重组，力图在AI热潮中争取更多合同，但同时也面临与博通(AVGO)和慧与(HPE)等对手更为激烈的竞争。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>思科首席执行官查克·罗宾斯(Chuck Robbins)在电话会上表示，公司在2026财年实现了约40亿美元的AI收入，尽管同期订单总额超过90亿美元。“这些是非线性的订单，规模巨大，通常提前很长时间就已下达，”他将AI销售指引描述为“对全年而言良好且审慎的预测”。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>AI业务指引的保守基调盖过了思科对第一季度销售和利润的超预期展望。截至10月的当季营收预计为180亿至182亿美元，而市场汇编数据显示分析师平均预期为168亿美元;剔除部分项目后每股盈利预计为1.32至1.34美元，同样远超预期。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>尽管思科聚焦于AI数据中心供应，但其销售仍然高度依赖传统业务。今年早些时候，公司宣布进行重组以更加聚焦AI市场，并估计相关裁员将产生最高达10亿美元的遣散费用及其他一次性支出。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>第四财季思科安全业务销售额为22.3亿美元，同比增长14%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>思科首席财务官马克·帕特森(Mark Patterson)表示，AI模型在识别网络漏洞并加以利用方面的能力日益增强，这将推动安全业务进一步增长。“从这个角度看，这将促使企业将预算从组织内其他领域转向IT部门，以实际开展这项工作，”他说道。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 每天处理千万级股票数据：捕捉期权大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准交易信号第一时间发到您手机APP！\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FC\u002FCSCO\u002FCSCO.jpg","2026-08-13T23:50:26","2026.08.13","2026\u002F08\u002F13",42068,[22],"CSCO","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" rel=\"noopener noreferrer\">\u003Cimg src=\"\u002Fimg\u002Fstockwewebfiles\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":71,"summaryHtml":76,"aboutTitle":77,"aboutHtml":78,"copyrightHtml":79},[44,47,50,53,56,59,62,65,68],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fvip",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"AI智能体","\u002FAiAgent",{"label":60,"url":61},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":63,"url":64},"美股课程","\u002Fcol\u002Fvideos",{"label":66,"url":67},"免责声明","\u002Fdisclaimer",{"label":69,"url":70},"联系我们","\u002FContactUs",[72,73,74,75],"\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","\u002Fimg\u002Fstockwebsiteblob\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]