[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio81222c55":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"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,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio81222c55","思科(CSCO)自研芯片平台获供应链优势-获小摩等多家华尔街机构上调目标价","\u002Fdoc\u002Fdcio81222c55","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，在人工智能基础设施需求持续爆发背景下，思科(CSCO)凭借自研芯片平台Silicon One获得供应链优势，多家华尔街机构在公司公布最新财报后纷纷上调目标价。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">思科首席执行官Charles Robbins在第三财季业绩电话会上表示，公司来自超大规模云服务商的AI基础设施订单规模达到19亿美元，而去年同期仅为6亿美元。订单增长主要受Silicon One系统以及Acacia光通信业务强劲表现推动。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">思科首席财务官Mark Patterson指出，自研芯片使公司在供应链方面拥有更强掌控能力。他表示“我们直接管理晶圆、基板、封装以及测试流程，因此在供应链上拥有更大的主动权。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Patterson还透露，公司目前已锁定2026日历年未来八个月的芯片供应，而2027年的供应谈判也正在推进。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Robbins进一步表示“这是思科最大的优势之一。我们对供应链拥有更多控制权，相较其他企业，对外部供应商的依赖更少。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">华尔街分析师普遍认同这一观点。摩根大通分析师表示，思科通过长期投资Silicon One路线图，成功避免了当前困扰网络设备行业的供应链限制问题，使其相比依赖第三方商用芯片的竞争对手拥有更强竞争力。摩根大通维持思科“增持”评级，并将目标价由96美元上调至120美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">KeyCorp旗下KeyBanc则维持“增持”评级，并将目标价由87美元上调至125美元。KeyBanc指出，思科第三财季业绩明显超预期，订单增长加速至35%；若剔除AI超大规模客户因素，订单仍增长19%。此外，公司2026财年业绩指引同样高于市场预期。该机构认为，到2027年，思科收入增长可能明显超过此前4%至6%的长期增长目标。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美国银行则维持“买入”评级，并将目标价由95美元上调至114美元。该机构指出，思科约66%的毛利率水平保持稳定，主要受产品提价、产品组合优化以及部分产品从DDR4向DDR5升级等因素支撑。分析师同时表示，思科芯片战略使供应链环境保持稳定，未出现同行普遍面临的供应商缩减订单情况。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">花旗也维持“买入”评级，并将目标价由90美元上调至112美元。花旗指出，目前思科大部分系统均采用Silicon One架构，公司计划到2029财年将全部高性能系统迁移至Silicon One平台。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">此外，Piper Sandler将目标价由86美元上调至132美元，但维持“中性”评级；Truist Financial维持“买入”评级及94美元目标价；Barclays则将目标价由76美元大幅上调至121美元；Evercore则将目标价由110美元提高至150美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">在同行方面，思科竞争对手Arista Networks(ANET)周四早盘上涨超3%，慧与科技(HPE)上涨5%，戴尔科技(DELL)上涨1.7%。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">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>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">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> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 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，每天处理千万级股票数据：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，精准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":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"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","编辑","编辑视频","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"]