网络设备制造商阿里斯塔网络(Arista Networks, Inc.)11月8日股价盘中大跌近7%,引发市场广泛关注。公司此前公布的数据显示,尽管第三季度营收和利润均好于预期,但其对2025年收入预期下调,预计约为80亿美元,低于分析师此前预期的81.5亿美元。
阿里斯塔网络预计2025年收入增长将放缓至15%-17%,低于此前预期的18.45%。这一收入预期下调反映出,投资者对该公司在人工智能、数据中心等新兴技术领域的长期增长动力有所担忧。
近年来,新兴技术的发展带动了网络设备需求保持强劲,为阿里斯塔网络带来了业绩利好。但进入2025年后,收入增长放缓的预期引发市场对其在新兴领域长期增长的疑虑,导致当日股价大幅下挫。
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