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思科

79.92

-2.2400-2.73%

盘后：79.53-0.3900-0.49%19:57 EDT

成交量：2,055.74万

成交额：16.46亿

市值：3,157.71亿

市盈率：28.75

高：82.12

开：81.98

低：79.40

收：82.16

52周最高：88.19

52周最低：52.11

股本：39.51亿

流通股本：39.41亿

量比：0.56

换手率：0.52%

股息：1.64

股息率：2.05%

每股收益(TTM):2.78

每股收益(LYR):2.56

净资产收益率：23.75%

总资产收益率：6.99%

市净率：6.62

市盈率(LYR):31.21

数据加载中...

总览公司新闻资讯公告

思科盘前大跌近8%，上季营收创纪录，但本季毛利率料疲软

老虎资讯综合

思科业绩超预期却遭市场冷遇，AI订单高增难解估值焦虑

老虎资讯综合

美股夜盘 | 思科绩后跌超7%，AppLovin跌超5%；绩优股Fastly涨超35%；ASTS跌超9%，公司拟发行10亿美元可转债

老虎资讯综合

异动解读 | 思科夜盘大跌6.29%，毛利率指引疲软及存储芯片成本上涨引发担忧

思科第二财季净利润32亿美元，同比增长31%

南方财经网

存储芯片涨价成“利润杀手”！思科(CSCO.US)财报超预期股价反跌7% AI订单高增也难挡成本冲击

思科上季营收创纪录，AI需求支持上调全年指引，但本季毛利率料疲软，盘后跌超7%

华尔街见闻

思科首席执行官谈内存价格上涨：已宣布调价措施，将持续关注市场动态并适时作出额外调整

思科CEO：第二季度超大规模客户AI基础设施订单总额达21亿美元，较上季13亿美元激增

异动解读 | 内存成本上涨引发担忧，思科盘后大跌5.32%

思科CEO谈内存价格上涨：调整渠道伙伴与客户合同条款以应对组件价格波动

思科第二财季营收153亿美元

每日经济新闻

思科公布季度毛利率低于预期，股价下跌

思科上调年度收入预期

BUZZ-前瞻：投资者关注人工智能相关需求，思科表现平平

思科扩展“代理式AI”平台

环球市场播报

交易日-美国数据黯淡

未来一天的看点--2 月 11 日星期三

思科推出新款AI网络芯片，瞄准大型数据中心市场，直指博通与英伟达

【美股盘前】谷歌母公司Alphabet拟发行百年债券；思科发布全新AI网络芯片，挑战博通和英伟达；Q4业绩超预期，飞利浦涨超6%；光通信股普涨

每日经济新闻

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思科绩后跌超7%，AppLovin跌超5%；绩优股Fastly涨超35%；ASTS跌超9%，公司拟发行10亿美元可转债","url":"https://stock-news.laohu8.com/highlight/detail?id=1192222107","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1192222107?lang=zh_cn&edition=fundamental","pubTime":"2026-02-12 09:06","pubTimestamp":1770858419,"startTime":"0","endTime":"0","summary":"2月12日，美股夜盘时段，$思科$跌超7%，上季营收创纪录，AI需求支持上调全年指引，但本季毛利率料疲软。AppLovin跌超5%，Q4营收、净利润同比大幅增长，但广告业务竞争加剧，市场对前景存有担忧。$Grab$跌超2%，预计年度营收将低于预期。$美国雅保$跌超4%，季度业绩未达预期，将暂停澳大利亚锂工厂运营 。QuantumScape跌超9%，Q4亏损收窄，上调2026财年资本支出。ASTS跌超9%，公司拟发行10亿美元可转债。$Fastly$涨超35%，季度业绩远超预期，指引乐观。","market":"us","thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"d74fcb174b8df61ab71c001378d38305","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2506952170.USD","IE00BZ1G4Q59.USD","IE000M9KFDE8.USD","LU2247934214.USD","SG9999002224.SGD","BK4527","IE00BDGV0183.EUR","LU2506951875.HKD","LU2237443622.USD","BK4089","LU1221951046.USD","IE00B3T34201.USD","BK4535","LU2236285917.USD","IE00BVYPNW00.USD","LU0792757196.USD","LU0348723411.USD","LU2417539215.USD","LU0098860793.USD","LU1066053197.SGD","BK4579","LU0942090050.USD","BK4612","LU1244550494.USD","SG9999015986.USD","LU0234572021.USD","LU1059921491.USD","LU0203347892.USD","LU1599440770.SGD","LU1823568750.SGD","IE0009354923.USD","LU1066051811.HKD","LU0889566641.SGD","LU1221951129.SGD","LU0234570918.USD","BK4608","LU0320765646.SGD","LU1244550577.SGD","IE00B3PB1722.GBP","LU0203345920.USD","SG9999001424.SGD","IE00B42XCP33.USD","SG9999015945.SGD","LU1674673691.USD","LU2462157665.USD","BK4581","SG9999001440.SGD","LU1929549753.HKD","LU2237443895.HKD","LU1046421795.USD","LU0731783394.SGD","BK4560","LU2237443549.SGD","SG9999015978.USD","LU2506951958.HKD","LU1571399168.USD","BK4613","BK4554","IE00BSNM7G36.USD","SG9999002232.USD","SG9999015952.SGD","LU2237443465.HKD","LU2456880835.USD","BK4550","LU2237443978.SGD","IE00BKVL7J92.USD","LU1196500208.SGD","LU1162221912.USD","LU2286300806.USD","LU0868494617.USD","LU1674673428.USD","LU1066051225.USD","BK4534","IE00B1BXHZ80.USD","LU1267930813.SGD","BK4020","LU1032955483.USD","LU1585245621.USD","BK4588","CSCO","LU0823417737.USD","LU1894683348.USD","IE00BVYPNV92.GBP","IE00BGHQF631.EUR","LU1880398471.USD","LU1430594728.SGD","LU2506952097.USD","IE00BFXG1179.USD","LU0868494708.USD","LU1506573853.SGD","LU0823417653.USD","LU1778281490.HKD","BK4533","LU1244550221.USD","BK4525","LU1066051498.USD","BK4515","LU1235294995.USD","LU1894683264.USD","BK4116","LU1880398554.USD","LU2237443382.USD","IE00BFMHRM44.USD","APP","BK4585","LU0950375773.USD","LU1883839398.USD"],"gpt_icon":0},{"id":"1130504816","title":"异动解读 | 思科夜盘大跌6.29%，毛利率指引疲软及存储芯片成本上涨引发担忧","url":"https://stock-news.laohu8.com/highlight/detail?id=1130504816","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1130504816?lang=zh_cn&edition=fundamental","pubTime":"2026-02-12 09:03","pubTimestamp":1770858208,"startTime":"0","endTime":"0","summary":"网络设备巨头思科（CSCO）今日夜盘股价大跌6.29%，引起了市场的广泛关注。消息面上，尽管思科公布的上一财季营收和盈利均超预期，并因人工智能（AI）需求而上调了全年业绩指引，但公司给出的当前财季毛利率预测显著低于分析师预期。投资者担心，存储芯片（内存）价格的持续上涨正在侵蚀公司的盈利能力，AI相关支出在推动收入增长的同时也挤压了利润空间。思科首席执行官在财报电话会议中表示，为应对内存价格上涨，公司已宣布提价并正在调整与渠道合作伙伴的合同。然而，市场显然更关注短期成本压力带来的不确定性，导致股价在业绩公布后承压下行。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"370dbbc773056555feb5e0c325c1ba2c","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":["CSCO"],"gpt_icon":0},{"id":"2610993435","title":"思科第二财季净利润32亿美元，同比增长31%","url":"https://stock-news.laohu8.com/highlight/detail?id=2610993435","media":"南方财经网","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610993435?lang=zh_cn&edition=fundamental","pubTime":"2026-02-12 08:32","pubTimestamp":1770856321,"startTime":"0","endTime":"0","summary":"南方财经2月12日电，当地时间2月11日，思科公布截至2026年1月24日的2026财年第二季度业绩。报告显示，季度营收达153亿美元，同比增长10%；净利润为32亿美元，同比增长31%；GAAP每股收益为0.80美元，同比增长31%。此外，思科提供了2026财年全年指引：营收612亿至617亿美元，GAAP每股收益3.00至3.08美元。","market":"sh","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":"http://finance.eastmoney.com/a/202602123648574416.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["CSCO"],"gpt_icon":0},{"id":"2610960448","title":"存储芯片涨价成“利润杀手”！思科(CSCO.US)财报超预期股价反跌7% AI订单高增也难挡成本冲击","url":"https://stock-news.laohu8.com/highlight/detail?id=2610960448","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610960448?lang=zh_cn&edition=fundamental","pubTime":"2026-02-12 07:48","pubTimestamp":1770853693,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，美东时间周三，网络设备巨头思科公布了截至1月24日的第二财季财报。第二财季，来自超大规模数据中心提供商的AI基础设施订单达到21亿美元，较前一季度的13亿美元显著增长。利润率预警引发市场忧虑不过，市场对这份成绩单并不买账。财报发布后，思科股价盘后下跌逾7%。第二财季，思科安全业务收入未能达到分析师预期。展望2026财年全年，思科上调了业绩预期。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":"6c05b346e92c7d9b05aefe06531437e6","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1404430.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["CSCO"],"gpt_icon":0},{"id":"2610496793","title":"思科上季营收创纪录，AI需求支持上调全年指引，但本季毛利率料疲软，盘后跌超7%","url":"https://stock-news.laohu8.com/highlight/detail?id=2610496793","media":"华尔街见闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610496793?lang=zh_cn&edition=fundamental","pubTime":"2026-02-12 07:26","pubTimestamp":1770852396,"startTime":"0","endTime":"0","summary":"思科第二财季营收同比超预期增10%，超大规模云厂商的AI基础设施订单增长“显著加速”至21亿美元；本财年营收指引至少上调逾1%、第三财季营收指引高于预期，但第三财季毛利率指引不升反降，同比最高降逾3个百分点至65.5%，较第二财季降幅扩大。","market":"us","thumbnail":"https://community-static.tradeup.com/news/13b8e9f3acaa8b859385f02654433298","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/13b8e9f3acaa8b859385f02654433298"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3765536","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":"6c05b346e92c7d9b05aefe06531437e6","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3765536","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"思科上季营收创纪录，AI需求支持上调全年指引，但本季毛利率料疲软","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CSCO"],"gpt_icon":1},{"id":"1180140371","title":"思科首席执行官谈内存价格上涨：已宣布调价措施，将持续关注市场动态并适时作出额外调整","url":"https://stock-news.laohu8.com/highlight/detail?id=1180140371","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1180140371?lang=zh_cn&edition=fundamental","pubTime":"2026-02-12 05:39","pubTimestamp":1770845976,"startTime":"0","endTime":"0","summary":"思科首席执行官在电话会议中表示，针对近期内存价格上涨趋势，公司已采取相应调价措施。未来将持续密切关注市场供需变化与价格走势，必要时将进行进一步调整以应对成本波动。","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":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00B1BXHZ80.USD","LU1066053197.SGD","IE00B3PB1722.GBP","LU2237443978.SGD","BK4581","LU1059921491.USD","IE00BGHQF631.EUR","LU1894683348.USD","BK4588","LU1066051225.USD","LU2237443382.USD","LU1244550221.USD","LU0950375773.USD","IE00BKVL7J92.USD","LU1221951129.SGD","LU1823568750.SGD","LU0823417653.USD","LU0823417737.USD","IE000M9KFDE8.USD","LU1571399168.USD","LU2236285917.USD","LU1046421795.USD","LU2237443622.USD","LU2237443549.SGD","LU1585245621.USD","LU1032955483.USD","LU0098860793.USD","LU1244550577.SGD","LU0868494708.USD","LU1599440770.SGD","LU1066051498.USD","LU0320765646.SGD","SG9999001424.SGD","IE00BZ1G4Q59.USD","SG9999002232.USD","LU0203345920.USD","BK4533","IE00BDGV0183.EUR","LU1883839398.USD","LU1196500208.SGD","LU2247934214.USD","SG9999015986.USD","BK4515","LU1674673428.USD","LU2417539215.USD","SG9999015978.USD","LU2237443465.HKD","BK4612","LU2286300806.USD","LU1267930813.SGD","SG9999015945.SGD","LU1880398471.USD","LU1221951046.USD","LU0234572021.USD","LU1244550494.USD","BK4579","LU0942090050.USD","LU1778281490.HKD","IE00BFXG1179.USD","SG9999002224.SGD","LU1066051811.HKD","LU2462157665.USD","LU1235294995.USD","IE00BVYPNV92.GBP","LU1674673691.USD","LU2506952170.USD","LU1506573853.SGD","IE00B42XCP33.USD","CSCO","LU1929549753.HKD","BK4020","LU0203347892.USD","LU2237443895.HKD","LU2506952097.USD","LU0234570918.USD","LU1162221912.USD","LU2506951958.HKD","LU2506951875.HKD","IE00B3T34201.USD","SG9999015952.SGD","LU0889566641.SGD","SG9999001440.SGD","LU2456880835.USD","BK4534","LU0348723411.USD","BK4550","LU1894683264.USD","BK4525","BK4585","BK4560","IE00BSNM7G36.USD","LU0792757196.USD","IE00BVYPNW00.USD","BK4527","LU0731783394.SGD","IE00BFMHRM44.USD","LU1880398554.USD","LU0868494617.USD","LU1430594728.SGD"],"gpt_icon":0},{"id":"1132011566","title":"思科CEO：第二季度超大规模客户AI基础设施订单总额达21亿美元，较上季13亿美元激增","url":"https://stock-news.laohu8.com/highlight/detail?id=1132011566","media":"美股速递","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1132011566?lang=zh_cn&edition=fundamental","pubTime":"2026-02-12 05:39","pubTimestamp":1770845961,"startTime":"0","endTime":"0","summary":"思科系统公司首席执行官近日披露，公司在第二季度从超大规模客户处获得的AI基础设施订单总额达到21亿美元，相比上一季度的13亿美元呈现显著增长。这一数据反映出市场对人工智能计算资源的强劲需求正在持续升温。\n订单规模的快速扩张凸显了企业在AI领域的基础设施投资正在加速推进。与云计算服务商和大型互联网企业等超大规模客户的合作，已成为科技硬件供应商重要的业绩增长驱动力。此次订单金额的环比增长超过60%，表明AI基础设施建设正在进入新一轮高速发展期。","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":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0234572021.USD","LU1571399168.USD","SG9999001424.SGD","LU1221951046.USD","IE00BZ1G4Q59.USD","LU1585245621.USD","SG9999015952.SGD","LU2506951875.HKD","IE00B3T34201.USD","LU0203347892.USD","IE00B1BXHZ80.USD","LU2237443465.HKD","IE000M9KFDE8.USD","IE00BGHQF631.EUR","LU1894683348.USD","LU0889566641.SGD","LU2237443549.SGD","LU0950375773.USD","LU0348723411.USD","LU2237443382.USD","SG9999001440.SGD","LU0942090050.USD","LU1929549753.HKD","LU2237443622.USD","BK4581","BK4612","IE00BVYPNV92.GBP","IE00BKVL7J92.USD","BK4560","CSCO","IE00BFMHRM44.USD","LU1599440770.SGD","LU0234570918.USD","LU1883839398.USD","LU2417539215.USD","LU0203345920.USD","LU1267930813.SGD","LU1196500208.SGD","SG9999015986.USD","LU1235294995.USD","LU1674673428.USD","LU2462157665.USD","BK4020","LU1506573853.SGD","IE00BDGV0183.EUR","LU2456880835.USD","BK4534","LU2237443978.SGD","SG9999002232.USD","LU1430594728.SGD","BK4527","LU0320765646.SGD","BK4588","LU0823417653.USD","LU2237443895.HKD","LU1244550221.USD","LU1059921491.USD","LU2506951958.HKD","IE00B42XCP33.USD","LU0868494617.USD","LU1066053197.SGD","LU1162221912.USD","IE00BSNM7G36.USD","LU1778281490.HKD","LU2236285917.USD","LU1066051811.HKD","LU1823568750.SGD","LU2506952170.USD","IE00BVYPNW00.USD","SG9999015945.SGD","LU0868494708.USD","LU1221951129.SGD","BK4550","LU2247934214.USD","LU0823417737.USD","BK4579","IE00BFXG1179.USD","LU1066051498.USD","LU1880398471.USD","LU1674673691.USD","LU1066051225.USD","IE00B3PB1722.GBP","SG9999002224.SGD","BK4525","LU0098860793.USD","LU0792757196.USD","LU1032955483.USD","LU1046421795.USD","LU1244550577.SGD","LU1880398554.USD","LU2286300806.USD","LU1894683264.USD","SG9999015978.USD","BK4515","LU1244550494.USD","LU0731783394.SGD","BK4585","BK4533","LU2506952097.USD"],"gpt_icon":0},{"id":"1163473450","title":"异动解读 | 内存成本上涨引发担忧，思科盘后大跌5.32%","url":"https://stock-news.laohu8.com/highlight/detail?id=1163473450","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1163473450?lang=zh_cn&edition=fundamental","pubTime":"2026-02-12 05:38","pubTimestamp":1770845937,"startTime":"0","endTime":"0","summary":"思科(CSCO)今日盘后股价大幅下挫5.32%，市场表现与稍早前公布的超预期财报形成鲜明对比。消息面上，思科首席执行官于盘后时段宣布，公司将重新审视与渠道合作伙伴及终端客户签订的合同条款，以应对持续攀升的内存价格。这一战略调整旨在建立更具弹性的价格传导机制，但同时也引发了市场对于半导体组件成本上涨可能挤压公司利润率的担忧。尽管思科刚刚公布的第二财季营收及第三财季业绩指引均超出市场预期，且公司此前曾因人工智能需求而上调全年业绩展望，但投资者显然更关注短期成本压力带来的不确定性，导致股价在盘后交易中承压下跌。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6c05b346e92c7d9b05aefe06531437e6","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["CSCO"],"gpt_icon":0},{"id":"1191014914","title":"思科CEO谈内存价格上涨：调整渠道伙伴与客户合同条款以应对组件价格波动","url":"https://stock-news.laohu8.com/highlight/detail?id=1191014914","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1191014914?lang=zh_cn&edition=fundamental","pubTime":"2026-02-12 05:37","pubTimestamp":1770845835,"startTime":"0","endTime":"0","summary":"面对持续攀升的内存价格，思科首席执行官近日宣布，公司将重新审视与渠道合作伙伴及终端客户签订的合同条款。这一战略调整旨在更灵活地应对半导体组件市场的价格波动，确保供应链的稳定性和商业合作的可持续性。通过动态修订协议内容，思科希望建立更具弹性的价格传导机制，在维护合作伙伴关系的同时，有效消化原材料成本上涨带来的压力。","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":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1244550221.USD","LU0823417653.USD","BK4527","BK4585","LU0203345920.USD","LU2462157665.USD","LU0731783394.SGD","IE00B42XCP33.USD","LU0889566641.SGD","IE00BSNM7G36.USD","IE00BFMHRM44.USD","BK4020","LU1883839398.USD","LU2506951875.HKD","LU0234572021.USD","LU1880398554.USD","LU2237443465.HKD","LU0950375773.USD","BK4525","IE00B3T34201.USD","LU1823568750.SGD","LU1599440770.SGD","LU2237443978.SGD","LU1244550577.SGD","LU1894683348.USD","LU1880398471.USD","LU0098860793.USD","IE00B3PB1722.GBP","LU2506952170.USD","LU1430594728.SGD","LU1221951046.USD","IE00BVYPNW00.USD","LU1221951129.SGD","LU2247934214.USD","BK4534","SG9999015978.USD","LU0868494708.USD","SG9999015952.SGD","SG9999015945.SGD","LU1066053197.SGD","SG9999002224.SGD","LU1674673691.USD","BK4515","LU2236285917.USD","LU1929549753.HKD","LU2417539215.USD","IE00BDGV0183.EUR","LU1046421795.USD","LU0320765646.SGD","LU1506573853.SGD","LU2456880835.USD","LU1894683264.USD","LU1066051498.USD","IE00BGHQF631.EUR","SG9999001424.SGD","BK4550","LU2506951958.HKD","LU1778281490.HKD","LU1066051225.USD","IE00BFXG1179.USD","LU1674673428.USD","LU0348723411.USD","LU1059921491.USD","BK4579","LU0942090050.USD","LU1162221912.USD","SG9999001440.SGD","IE00BZ1G4Q59.USD","CSCO","LU1066051811.HKD","BK4612","LU0203347892.USD","IE00BVYPNV92.GBP","LU0823417737.USD","LU2286300806.USD","BK4588","BK4533","LU2237443895.HKD","LU2237443549.SGD","LU1267930813.SGD","IE00BKVL7J92.USD","LU0868494617.USD","LU1585245621.USD","BK4560","IE000M9KFDE8.USD","LU2506952097.USD","SG9999015986.USD","IE00B1BXHZ80.USD","LU1571399168.USD","BK4581","LU1032955483.USD","SG9999002232.USD","LU2237443382.USD","LU1196500208.SGD","LU0234570918.USD","LU1235294995.USD","LU2237443622.USD","LU1244550494.USD","LU0792757196.USD"],"gpt_icon":0},{"id":"2610969455","title":"思科第二财季营收153亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2610969455","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610969455?lang=zh_cn&edition=fundamental","pubTime":"2026-02-12 05:25","pubTimestamp":1770845159,"startTime":"0","endTime":"0","summary":"每经AI快讯，北京时间2月12日凌晨消息，思科第二财季营收153亿美元，分析师预期151.2亿美元；第二财季调整后每股收益（EPS）为1.04美元，分析师预期1.02美元。公司预计第三财季营收154亿-156亿美元，分析师预期151.8亿美元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202602123648334027.html","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202602123648334027.html","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":"stock_eastmoney","symbols":["CSCO"],"gpt_icon":0},{"id":"2610661229","title":"思科公布季度毛利率低于预期，股价下跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2610661229","media":"路透中文","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610661229?lang=zh_cn&edition=fundamental","pubTime":"2026-02-12 05:14","pubTimestamp":1770844492,"startTime":"0","endTime":"0","summary":"更新版 2-思科公布季度毛利率低于预期，股价下跌改写第 4、6 段，增加分析师和首席执行官的评论Juby Babu路透2月11日 - 思科系统公司周三公布的季度调整后毛利率低于市场预期，这家网络设备供应商正努力应对全球内存涨价带来的影响，导致其股价在延长交易中下跌了7%。\"思科将积压订单货币化并转化为实际收入的速度将是下半年的重点。根据 LSEG 编制的数据，这家网络设备制造商第二季度的调整后毛利率为 67.5%，低于分析师平均预期的 68.14%。","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.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260211:nL4T3Z724L:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE0009356076.USD","MSFU","LU1935043023.USD","GGLL","MSFW","IE00BKPKM429.USD","LU1235294995.USD","MSFL","IE000KEQY171.SGD","MSFD","LU1267930730.SGD","LU1551013425.SGD","LU2237957811.SGD","IE000W1ABFV2.USD","BK4532","BK4598","LU0215105999.USD","LU1670711040.USD","IE00BMPRXR70.SGD","LU2413666699.HKD","LU1116320901.HKD","GOOGL","GOOX","LU1340139317.AUD","MSFO","LU1803068979.SGD","LU0784385840.USD","GOOP","LU0472753341.HKD","SG9999001424.SGD","BK4548","LU1153585028.USD","LU2237438978.USD","MSFY","GOOW","LU0957791311.USD","CSCO","MSFX","LU1003077747.HKD","LU1430594728.SGD","LU0211326755.USD","MSFT","LU0994945656.USD","BK4560","GGLS","GOU","GOOY","SG9999000418.SGD","IE00BBT3K403.USD","BK4554"],"gpt_icon":0},{"id":"2610891966","title":"思科上调年度收入预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2610891966","media":"路透中文","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610891966?lang=zh_cn&edition=fundamental","pubTime":"2026-02-12 05:06","pubTimestamp":1770844014,"startTime":"0","endTime":"0","summary":"思科上调年度收入预期路透2月11日 - 思科系统公司CSCO.O周三上调了全年营收预期，原因是在人工智能蓬勃发展的背景下，企业对其网络设备的支出强劲。      该公司表示，目前预计全年营收将在 612 亿至 617 亿美元之间，而之前的预测是 602 亿至 610 亿美元。 (为便利非英文母语者，路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。)","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.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260211:nL4S3Z723W:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0098860793.USD","LU0868494617.USD","BK4588","LU1430594728.SGD","IE00B1BXHZ80.USD","IE00BFXG1179.USD","LU1046421795.USD","LU2237443978.SGD","IE00B42XCP33.USD","IE00BVYPNW00.USD","LU2236285917.USD","BK4525","IE00BGHQF631.EUR","LU0942090050.USD","LU1162221912.USD","SG9999015978.USD","LU1059921491.USD","LU1032955483.USD","CSCO","LU1883839398.USD","BK4585","IE00BDGV0183.EUR","LU0234572021.USD","LU0868494708.USD","LU1066051498.USD","LU1894683348.USD","LU2237443549.SGD","IE00BFMHRM44.USD","LU1244550494.USD","SG9999002224.SGD","LU2506951875.HKD","LU0792757196.USD","IE00BKVL7J92.USD","LU1674673691.USD","LU1221951046.USD","LU1267930813.SGD","BK4579","LU0348723411.USD","BK4560","LU1196500208.SGD","LU1880398471.USD","SG9999001440.SGD","SG9999015945.SGD","LU1506573853.SGD","LU2456880835.USD","LU2247934214.USD","LU1585245621.USD","LU1244550577.SGD","SG9999015952.SGD","LU1778281490.HKD"],"gpt_icon":0},{"id":"2610952656","title":"BUZZ-前瞻：投资者关注人工智能相关需求，思科表现平平","url":"https://stock-news.laohu8.com/highlight/detail?id=2610952656","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610952656?lang=zh_cn&edition=fundamental","pubTime":"2026-02-12 00:50","pubTimestamp":1770828641,"startTime":"0","endTime":"0","summary":"2月11日 - ** 思科CSCO.O股价在周三接近持平，报86.26美元，接近历史高点，将在收盘后公布季度财报，重点是其新的人工智能网络芯片。** 该公司在 11 月上调了  全年利润和营收预期，押注其网络设备的人工智能相关需求** CSCO 股价今年以来上涨约 12%，表现优于纳斯达克 .IXIC 0.8% 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00:16","pubTimestamp":1770826560,"startTime":"0","endTime":"0","summary":"思科（CSCO）股价周三早盘基本持平，此前该公司推出Silicon One G300交换芯片、具备AI感知能力的安全工具及基于Splunk的代理监控系统，以支持自主AI工作负载及运维。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 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的局面。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。","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.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260210:nL4S3Z62BH: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":["MCD","BK4515","BK4566","LU0985481810.HKD","LU0823417737.USD","LU0942090050.USD","SHOP","LU1804176565.USD","LU0203347892.USD","LU2347655073.USD","BK4532","LU0390134368.USD","LU0985320562.USD","BK4127","LU2326559502.SGD","LU0070302665.USD","IE00BVYPNW00.USD","BK4525","IE00BGHQF631.EUR","LU0098860793.USD","BK4558","LU1244550494.USD","LU1221951129.SGD","SF","LU1066051225.USD","LU1235294995.USD","LU2357305700.SGD","BK4581","BK4588","IE00BJJMRX11.SGD","SG9999015986.USD","LU0868494617.USD","BK4209","BK4550","SG9999002232.USD","CSCO","IFF","LU2237443978.SGD","LU2247934214.USD","LU1221951046.USD","LU1093756325.SGD","LU1718418525.SGD","HUM","KHC","LU0320765646.SGD","LU2237438978.USD","LU0792757196.USD","LU0211331839.USD","LU1093756168.USD"],"gpt_icon":0},{"id":"1129909603","title":"思科推出新款AI网络芯片，瞄准大型数据中心市场，直指博通与英伟达","url":"https://stock-news.laohu8.com/highlight/detail?id=1129909603","media":"智通财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1129909603?lang=zh_cn&edition=fundamental","pubTime":"2026-02-10 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18:33","pubTimestamp":1770719587,"startTime":"0","endTime":"0","summary":"①【三大期指齐涨】截至发稿，道指期货涨0.09%、标普500指数期货涨0.10%、纳指期货涨0.07%。②【2025Q4业绩超预期，飞利浦涨超6%】2月10日，飞利浦2025Q4财报显示，销售额同比增长1%至51亿欧元，调整后息税摊销前利润(EBITA)为7.7亿欧元，均超过市场预期。截至发稿，飞利浦上涨6.89%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202602103646791341.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"61397bd43a5f4902de813634774c0be5","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202602103646791341.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU2237443465.HKD","TZA","LU0496365809.HKD","LU2458330169.SGD","BK4512","IE00B894F039.SGD","IE00BQXX3D17.EUR","IE0009G5SDU7.USD","BK4592","IE00BYV24P56.USD","IE00B19Z3581.USD","IE00BLSP4239.USD","LU1032955483.USD","LU1244550221.USD","SG9999001077.SGD","LU2764263203.CNY","IE00BSNM7G36.USD","LU1035773651.USD","LU0094547139.USD","LU0314106906.USD","LU1935043536.SGD","LU0006306889.USD","SG9999018865.SGD","SG9999002232.USD","IE000YTNTUN2.SGD","LU1815333072.USD","NVII","LU0310800379.SGD","IE0004445239.USD","LU0158827781.USD","LU0661504455.SGD","LU2237443978.SGD","LU0225283273.USD","IE00BFSS7M15.SGD","LU1992135399.USD","LU2191332357.HKD","LU0719512351.SGD","LU0433182093.SGD","LU2168564222.USD","LU0823417737.USD","HK0000320223.HKD","LU2125909593.SGD","LU2290526834.HKD","IE00BZ199S13.USD","LU0211328371.USD","IE00B775H168.HKD","LU1267930490.SGD","LU1064131342.USD","LU2491050154.USD","IE00B19Z8X17.USD","LU2505996509.AUD","LU0069063385.USD","IE0004086264.USD","LU0211326755.USD","LU1496350502.SGD","LU0882574139.USD","LU2430703095.HKD","LU1868837300.USD","LU1923622291.USD","LU1629891620.HKD","LU0314104364.USD","LU1670710661.SGD","LU0128525929.USD","LU0784383803.USD","LU0820561818.USD","SG9999014914.USD","LU1037948897.HKD","LU2272731600.USD","LU2237443622.USD","GB00B4LPDJ14.GBP","LU0215105999.USD","BK4141","LU0640476718.USD","LU1244550577.SGD","LU1720051108.HKD","LU0072462426.USD","IE00BWXC8680.SGD","LU1084165304.USD","LU1201861249.SGD","IE00BVYPNP33.GBP","LU0823434583.USD","LU0965509283.SGD","LU1815336760.USD","LU2264538146.SGD","LU0210533765.USD","LU2322448791.USD","LU0353189680.USD","LU1803068623.USD","IE00BFMHRM44.USD","LU0466842654.USD","HK0000306685.HKD","LU2087625088.SGD","LU2361044949.HKD","LU0787776722.HKD","LU2461242641.AUD","LU1691799644.USD","LU0648000940.SGD","LU0788109477.HKD","LU1861220033.SGD","LU2362540622.SGD","NVDU","LU2746668974.SGD","IWN","LU1496350171.SGD","LU0784384876.USD","LU0823414478.USD","TSM","IE00BQXX3C00.GBP","LU0820561909.HKD","LU0795875086.SGD","SG9999015978.USD","LU1127390331.HKD","IE0034235303.USD","LU1196500208.SGD","LU1267930730.SGD","LU0048584097.USD","SGXZ23171101.USD","LU2237443382.USD","3NVD.UK","2NVD.UK","LU0289961442.SGD","BK4567","LU0868494708.USD","LU1069347547.HKD","LU0724617625.USD","LU2552382132.HKD","BK4525","LU2360106780.USD","BK4573","LU2764263039.SGD","LU2750360641.GBP","IE00BGHQDM52.EUR","LU2092937221.SGD","LU2097344431.USD","LU1244550494.USD","IE00B7SZLL34.SGD","LU1839511570.USD","IE00B19Z8W00.USD","IE00BVYPNW00.USD","LU1066053197.SGD","LU2404859667.USD","BK4579","LU0316494557.USD","LU1732800096.USD","IE00B4YYXB79.USD","LU2413666699.HKD","LU2237438978.USD","LU1119994496.HKD","LU2357305700.SGD","LU0266013472.USD","LU0130103400.USD","BK4548","SG9999015952.SGD","IE00B3SWFQ91.USD","BK4608","LU0070302665.USD","LU0256863811.USD","LU0964807845.USD","LU1066051498.USD","LU2360032135.SGD","MNQmain","LU0742534661.SGD","LU0965508806.USD","LU2063271972.USD","LU1069344957.HKD","LU0965509101.SGD","LU1551013342.USD","SG9999014575.USD","AVGX","LU2083900584.USD","IE00BK4W5L77.USD","LU0994945656.USD","BK4533","LU2272731782.SGD","BK4585","SG9999015341.SGD","BK4550","BK4553","LU0061475181.USD","LU1242518931.SGD","LU0784385170.HKD","IE00B42XCP33.USD","LU1935042488.USD","LU0786609619.USD","LU0557290698.USD","LU1934455277.USD","DIPS","LU0211327993.USD","IE00BFXG0V08.USD","BK4554","LU2023251221.USD","IE00B19Z3B42.SGD","LU1121112475.USD","LU1489326972.SGD","LU1989772923.USD","LU0690374961.EUR","LU2023250330.USD","LU2491050071.SGD","LU0289941410.SGD","LU1983260115.SGD","LU2023250504.SGD","LU0426412945.USD","LU0957808578.USD","LU0234570918.USD","AZN","IE00BMPRXQ63.HKD","BK4538","IE00BDGV0183.EUR","LU0792757196.USD","LU0096364046.USD","LU0979878070.USD","LU2242649171.HKD","LU2089284900.SGD","LU1989772840.SGD","LU2125154778.USD","NVDQ","BK4602","LU0127658192.USD","LU2097829019.USD","LU1989764748.USD","LU0265550359.USD","SG9999015945.SGD","LU0124676726.USD","LU2506951958.HKD","IE00BQXX3F31.USD","IE00BDRTCR15.USD","LU0149725797.USD","IE00B3PB1722.GBP","BK4614","LU0079474960.USD","LU1917777945.USD","LU2237443549.SGD","SG9999011175.SGD","LU0708995401.HK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