美股详情

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Arista Networks, Inc.

84.34

-3.4800-3.96%

盘后：86.502.16+2.56%17:59 EST

成交量：943.87万

成交额：7.98亿

市值：1,063.63亿

市盈率：37.82

高：86.53

开：83.64

低：83.30

收：87.82

数据加载中...

总览公司新闻资讯公告

异动解读 | 阿里斯塔网络:业绩预期利好后遭获利回吐

美国研究综述-Bath & Body Works、Datadog、Savers 超值村

异动解读 | 获利回吐引发股价大跌阿里斯塔网络夜盘狂泻5.58%

异动解读 | 阿里斯塔网络股价大跌两旦业绩超预期后获利回吐

由于需求稳定，Arista Networks 第四季度营收高于预期

Arista Networks Inc 预计每股收益2.08美元 - 财报前瞻

Arista Networks, Inc.跌0.26% 股价跌破400美元大关

美国研究综述-Agilon Health、Alphabet、Crocs

Arista Networks, Inc.涨0.99% 股价突破400美元大关

大摩：Arista Networks数据中心业务增长势头增强上调目标价至410美元

智通财经网

Arista Networks, Inc.涨1.96% 股价突破400美元大关

异动解读 | Meta与Arista达成AI集群部署合作,Arista股价仍大跌7%

Arista Networks, Inc.跌3.38% 股价跌破400美元大关

Arista Networks, Inc.涨1.91% 股价突破400美元大关

Arista Networks, Inc.盘中异动股价大涨5.00%报379.78美元

Evercore：继续看涨Arista(ANET.US)，或成Meta(META.US)超10万GPU训练集群网络合作伙伴

智通财经网

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Networks","value":-0.233158,"marketCap":22877484}]}},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"ANET\",pageSize:16,pageCount:5,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"1130063706","title":"异动解读 | 阿里斯塔网络:业绩预期利好 后遭获利回吐","url":"https://stock-news.laohu8.com/highlight/detail?id=1130063706","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1130063706?lang=zh_cn&edition=fundamental","pubTime":"2024-11-08 15:35","pubTimestamp":1731051337,"startTime":"0","endTime":"0","summary":"网络设备制造商阿里斯塔网络(Arista Networks,Inc.)股价11月7日夜盘出现大幅波动。盘中股价曾大涨,但收盘时却大跌6.14%,引发市场广泛关注。\n\n这与该公司此前公布的利好业绩预期有关。阿里斯塔预计第四季度营收将达到18.5亿至19亿美元,高于分析师预期的18.1亿美元。得益于人工智能和数据中心等新兴技术发展,网络设备需求保持强劲,为公司业绩注入了利好动力。\n\n股价走势体现出投资者先是对营收预期利好过度反应,但随后却出现获利了结行情。分析人士指出,这反映出投资者对阿里斯塔股票的短期投机炒作因素。尽管公司中长期成长前景较为乐观,但资金去杠杆化也是导致当前大跌的重要原因。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["ANET"],"gpt_icon":0},{"id":"2481148003","title":"美国研究综述-Bath & Body Works、Datadog、Savers 超值村","url":"https://stock-news.laohu8.com/highlight/detail?id=2481148003","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2481148003?lang=zh_cn&edition=fundamental","pubTime":"2024-11-08 15:30","pubTimestamp":1731051048,"startTime":"0","endTime":"0","summary":"    路透11月8日 - 华尔街证券分析师周五调整了对几家美国上市公司的评级和目标价，其中包括 Bath & Body Works、Datadog 和 Savers value Village。要点             * Bath & Body Works Inc   ：巴克莱将其股票评级从等权下调至减持             * Datadog Inc   ：Monness Crespi Hardt将其评级从中性上调至买入              * Montrose Environmental Group Inc   ：摩根大通将其评级从 \"增持 \"下调至 \"中性             * Savers value Village Inc   ：Piper Sandler将其评级从 \"增持 \"下调至 \"中性\"。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ACLX","BK4120","INGN","CTVA","EPAM","BILL","CARS","FLYW","BK4077","IE00B19Z9Z06.USD","HST","EVH","HAL","SGXZ81514606.USD","ANET","MTSI","BRDG","COTY","FTNT","CPAY","ASLE","CRC","LU0053671581.USD","BK4230","ACRE","HAIN","XRAY","APD","GLUE","BK4135","ACVA","BK4198","IE00BMPRXQ63.HKD","LU0456854461.SGD","FIVN","BSY","DDOG","MEG","LU2023250843.SGD","BBWI","EMR","MNMD","NET","IE00BN0W2W23.USD","PODD","AFRM","ABNB","FHN","MNST"],"gpt_icon":1},{"id":"1186018563","title":"异动解读 | 获利回吐引发股价大跌 阿里斯塔网络夜盘狂泻5.58%","url":"https://stock-news.laohu8.com/highlight/detail?id=1186018563","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1186018563?lang=zh_cn&edition=fundamental","pubTime":"2024-11-08 09:04","pubTimestamp":1731027896,"startTime":"0","endTime":"0","summary":"阿里斯塔网络公司(Arista Networks, Inc.)11月7日夜盘收盘大跌5.58%,引发外界广泛关注。分析人士指出,这一剧烈波动与投资者对该公司业绩的先炒作后获利了结行为有关。\n\n早些时候,阿里斯塔网络公布了当季营收预期高于华尔街预期的消息,令投资者情绪先行大涨。不过随后,机构和散户投资者却纷纷出现获利回吐行为,通过盘后大量抛售来锁定利润。\n\n业内人士分析认为,尽管阿里斯塔网络受益于人工智能等新兴技术发展,仍具备良好的长期增长潜力,但在短期内,股价存在较大的投机炒作因素,波动幅度加大。当前的大跌行情,不过体现了投资者对该股票短期获利预期的调整。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["ANET"],"gpt_icon":0},{"id":"1131091716","title":"异动解读 | 阿里斯塔网络股价大跌两旦 业绩超预期后获利回吐","url":"https://stock-news.laohu8.com/highlight/detail?id=1131091716","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1131091716?lang=zh_cn&edition=fundamental","pubTime":"2024-11-08 06:42","pubTimestamp":1731019374,"startTime":"0","endTime":"0","summary":"阿里斯塔网络公司11月7日盘后大跌9.53%,引发市场广泛关注。此前该公司公布的第四季度营收预期高于华尔街分析师预期,随后股价先是在盘中交易中大涨,但盘后却出现大幅下跌的走势。大部分分析人士认为,近期阿里斯塔网络股价出现大幅波动,主要是由于投资者对业绩的反应出现了先炒作和后反转的情况。公司业绩超预期令股价先行大涨,但后来投资者选择获利了结头部买入仓位,导致盘后出现大幅回调。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["ANET"],"gpt_icon":0},{"id":"2481163929","title":"由于需求稳定，Arista Networks 第四季度营收高于预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2481163929","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2481163929?lang=zh_cn&edition=fundamental","pubTime":"2024-11-08 06:40","pubTimestamp":1731019252,"startTime":"0","endTime":"0","summary":"Arista表示，随着企业客户迅速扩大数据中心的容量，他们正在更新网络系统，Arista也从中受益。Arista还表示，其董事会已批准进行四拆一的股票分割，以使更多的投资者可以购买其普通股。截至 9 月底的第三季度，Arista 实现利润 7.479 亿美元，合每股收益 2.33 美元 ，高于去年同期的 5.453 亿美元，合每股收益 1.72 美元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ANET"],"gpt_icon":1},{"id":"2481561774","title":"Arista Networks Inc   预计每股收益2.08美元 - 财报前瞻","url":"https://stock-news.laohu8.com/highlight/detail?id=2481561774","media":"Reuters","labels":["preview"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2481561774?lang=zh_cn&edition=fundamental","pubTime":"2024-11-06 13:27","pubTimestamp":1730870874,"startTime":"0","endTime":"0","summary":"   * Arista Networks Inc    将于 11 月 7 日公布截至 0001 年 1 月 1 日的财报，预计季度收入将有所增长。* LSEG 的分析师平均预期 Arista Networks Inc 每股收益为 2.08 美元。* 华尔街对 Arista Networks Inc 的 12 个月目标价中位数为 375.00 美元，低于其上一次收盘价 405.12 美元。11月6日 - 该公司2024年7月30日发布的截至9月30日的业绩预期为：息税前利润为7.568亿美元至7.7亿美元。以前的季度业绩。除非另有说明，否则所有数据均以美元为单位。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"Arista Networks Inc   预计每股收益2.08美元 - 财报前瞻","news_tag":"preview","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ANET"],"gpt_icon":0},{"id":"2479783199","title":"Arista Networks, Inc.跌0.26% 股价跌破400美元大关","url":"https://stock-news.laohu8.com/highlight/detail?id=2479783199","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2479783199?lang=zh_cn&edition=fundamental","pubTime":"2024-10-30 21:32","pubTimestamp":1730295179,"startTime":"0","endTime":"0","summary":"北京时间2024年10月30日21时32分，Arista Networks, Inc.股票出现异动，股价大幅下跌0.26%。Arista Networks, Inc.股票所在的电脑硬件行业中，整体涨幅为0.42%。其相关个股中，AgEagle天线系统、星图国际、戴尔科技涨幅较大，AgEagle天线系统、超微电脑、Ionq, Inc.较为活跃，换手率分别为40.35%、5.21%、1.71%，振幅较大的相关个股有AgEagle天线系统、Ionq, Inc.、星图国际，振幅分别为8.01%、6.45%、6.40%。Arista Networks, Inc.公司简介：Arista Networks Inc 是一家网络设备提供商，主要销售以太网交换机和软件给数据中心。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024103021325995bd8e4e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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21:12","pubTimestamp":1730293926,"startTime":"0","endTime":"0","summary":"    路透10月30日 - 华尔街证券分析师周三调整了对几家美国上市公司的评级和目标价，其中包括 Agilon Health、Alphabet 和 Crocs。要闻 * Agilon Health Inc   ：花旗集团将其评级从 \"中性 \"下调至 \"卖出\"。* Alphabet Inc   ：Seaport Research Partners将其评级从中性上调至买入 * Crocs Inc   ：Raymond James将其评级从 \"跑赢大盘 \"下调至 \"市场表现\"。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"e47c78d33fac7d6c9f981fc82a9d4a91","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CNC","BMEA","BRO","BP","CBNA","BK4585","BK4574","CHPT","CECO","AESI","BK4539","CAC","BWFG","ADC","CZR","ATGE","BMRN","LU","BYD","PYPL","LU0211328371.USD","SKY","LU0823421333.USD","ANET","ATI","IE00BZ1G4Q59.USD","ACA","ATRC","IE00B19Z4B17.USD","CAKE","ABG","AJG","BY","AMT","AWI","ALHC","APP","BK4227","CWH","AXTA","ALSN","AGL","BK4096","TXG","ALNY","CALX"],"gpt_icon":1},{"id":"2477356535","title":"Arista Networks, Inc.涨0.99% 股价突破400美元大关","url":"https://stock-news.laohu8.com/highlight/detail?id=2477356535","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2477356535?lang=zh_cn&edition=fundamental","pubTime":"2024-10-23 21:43","pubTimestamp":1729691032,"startTime":"0","endTime":"0","summary":"北京时间2024年10月23日21时43分，Arista Networks, Inc.股票出现异动，股价急速上涨0.99%。Arista Networks, Inc.股票所在的电脑硬件行业中，整体涨幅为0.04%。其相关个股中，AgEagle天线系统、Rigetti Computing, Inc.、昆腾涨幅较大，AgEagle天线系统、Ionq, Inc.、Rigetti Computing, Inc.较为活跃，换手率分别为27.45%、1.77%、0.62%，振幅较大的相关个股有AgEagle天线系统、Rigetti Computing, Inc.、Rigetti Computing Inc C/Wts ，振幅分别为12.49%、8.94%、7.27%。Arista Networks, Inc.公司简介：Arista Networks Inc 是一家网络设备提供商，主要销售以太网交换机和软件给数据中心。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241023214352971a1ceb&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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11:06","pubTimestamp":1729220813,"startTime":"0","endTime":"0","summary":"智通财经获悉，摩根士丹利分析师重申了对Arista Networks 的增持评级，并将这家网络解决方案公司的目标股价从355美元调高至410美元。摩根士丹利表示，随着以太网继续从无限宽带手中夺取市场份额，Arista在云和数据中心网络领域的发展势头持续增强。Arista今年表现出了稳定的增长，股价在过去12个月里上涨了一倍多。10月11日，该股收于416.93美元的历史新高。Arista计划在11月7日美股盘后公布2024年第三季度财务业绩。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024101811200595b100c1&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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Ltd涨幅较大，AgEagle天线系统、超微电脑、Red Cat Holdings, Inc.较为活跃，换手率分别为21.01%、1.39%、1.30%，振幅较大的相关个股有AgEagle天线系统、Red Cat Holdings, Inc.、Btc Digital Ltd.，振幅分别为11.52%、11.40%、7.40%。Arista Networks, Inc.公司简介：Arista Networks Inc 是一家网络设备提供商，主要销售以太网交换机和软件给数据中心。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241016221117a1e12068&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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08:04","pubTimestamp":1729037072,"startTime":"0","endTime":"0","summary":"10月15日,Meta与Arista Networks达成合作,将采用Arista的7700R4分布式以太网交换机,构建多层网络以满足运行大规模语言模型等人工智能应用的需求。但令人意外的是,尽管有这一利好消息公布,Arista当日股价反而大跌7.37%,收于391.1美元。机构分析师则认为,Arista获得了Meta这一重磅客户,长期利好前景难以撼动。另有分析师指出,Meta与Arista、思科及博通均有合作,AI需求将推动整个数据中心网络供应链健康发展。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"异动解读 | Meta与Arista达成AI集群部署合作,Arista股价仍大跌7%","news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["ANET"],"gpt_icon":0},{"id":"2475685085","title":"Arista Networks, Inc.跌3.38% 股价跌破400美元大关","url":"https://stock-news.laohu8.com/highlight/detail?id=2475685085","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2475685085?lang=zh_cn&edition=fundamental","pubTime":"2024-10-15 21:49","pubTimestamp":1729000143,"startTime":"0","endTime":"0","summary":"北京时间2024年10月15日21时49分，Arista Networks, Inc.股票出现异动，股价快速下跌3.38%。Arista Networks, Inc.股票所在的电脑硬件行业中，整体跌幅为1.82%。其相关个股中，希捷科技、西部数据、Red Cat Holdings, Inc.涨幅较大，AgEagle天线系统、超微电脑、Ionq, Inc.较为活跃，换手率分别为54.89%、0.77%、0.74%，振幅较大的相关个股有AgEagle天线系统、Red Cat Holdings, Inc.、昆腾，振幅分别为15.18%、7.94%、7.01%。Arista Networks, Inc.公司简介：Arista Networks Inc 是一家网络设备提供商，主要销售以太网交换机和软件给数据中心。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241015214903971a061d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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股价突破400美元大关","url":"https://stock-news.laohu8.com/highlight/detail?id=2473475349","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2473475349?lang=zh_cn&edition=fundamental","pubTime":"2024-10-08 22:00","pubTimestamp":1728396007,"startTime":"0","endTime":"0","summary":"北京时间2024年10月08日22时00分，Arista Networks, Inc.股票出现波动，股价急速拉升1.91%。Arista Networks, Inc.股票所在的电脑硬件行业中，整体涨幅为1.30%。其相关个股中，Key Tronic Corporation、Red Cat Holdings, Inc.、One Stop Systems, Inc.涨幅较大，超微电脑、Ionq, Inc.、Markforged Holding Corporation较为活跃，换手率分别为6.64%、0.66%、0.37%，振幅较大的相关个股有超微电脑、One Stop Systems, Inc.、星图国际，振幅分别为10.79%、9.84%、6.32%。Arista Networks, Inc.公司简介：Arista Networks Inc 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23:17","pubTimestamp":1726759039,"startTime":"0","endTime":"0","summary":"北京时间2024年09月19日23时17分，Arista Networks, Inc.股票出现异动，股价大幅上涨5.00%。Arista Networks, Inc.股票所在的电脑硬件行业中，整体涨幅为3.59%。其相关个股中，Quantum Computing Inc.、Arista Networks, Inc.、Btc Digital Ltd.涨幅较大，超微电脑、AgEagle天线系统、Ionq, Inc.较为活跃，换手率分别为3.93%、1.58%、0.90%，振幅较大的相关个股有Markforged Holding Corporation、星图国际、Transact Technologies Incorporated，振幅分别为14.69%、12.67%、9.66%。Arista Networks, Inc.公司简介：Arista Networks Inc 是一家网络设备提供商，主要销售以太网交换机和软件给数据中心。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024091923171998e3820d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:23","pubTimestamp":1726215806,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，根据华尔街投资机构Evercore ISI的分析，Arista Networks很可能成为Meta Platforms即将建立的大规模模型训练集群的网络合作伙伴。这一消息推动了Arista的股价在周四收涨近4%。Evercore对Arista维持了“跑赢大盘”的评级，并继续坚持高达400美元的目标股价。据透露，Meta正在对其训练集群进行最后的调整，该集群将用于训练其Llama 4大型语言模型。Evercore还指出，Meta之前已经使用Arista的交换机来联网一个包含24,000个GPU的集群。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202409131635229efa2872&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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