网络设备制造商阿里斯塔网络(Arista Networks)11月8日股价重挫近7%,引发市场广泛关注。数据显示,阿里斯塔当日股价盘中大跌6.99%,收报408.28美元/股。
公司此前公布的数据显示,尽管阿里斯塔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,引发投资者对公司长期增长潜力的担忧。阿里斯塔预计2025年的营收约为80亿美元,低于分析师此前预期的81.5亿美元。
受新兴技术发展带动,网络设备需求保持强劲,为阿里斯塔带来了业绩利好。但进入2025年后,公司预计收入增长将放缓至15-17%,低于此前预期的18.45%。这一下调预期反映出,投资者对该公司在人工智能、数据中心等领域的长期增长动力有所担忧。
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