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美國公開賽:思科系統公司在財報後下跌10% 📉 華爾街情緒複雜
思科系統(CSCO.US)股價在2026財年第二季度財報公布後下跌10%,儘管營收和每股盈餘(EPS)均強勁成長,並且AI基礎設施訂單大幅增加。投資者據報對公司未來展望指引以及更廣泛的宏觀經濟憂慮感到失望,導致華爾街情緒複雜。報告指出網路訂單激增和AI基礎設施需求增加,但對超大規模雲服務商需求的持久性以及貿易政策可能帶來的影響仍存疑慮。