思科周四盘前大涨6.83%,引发市场广泛关注。公司在周三发布的最新财报以及前景指引,成为这一大涨的主因。
首先,思科在上一财季实现营收139.9亿美元,调整后每股盈利0.94美元,均超过市场预期。同时,公司上调了全年营收指引至560亿至565亿美元,较之前预期提高约10亿美元。展望下一季度,思科预计营收将达到139亿至141亿美元,也将超出市场预期。
除了业绩表现亮眼外,思科董事会还批准了额外150亿美元的股票回购计划,这将进一步支撑公司股价。分析师认为,公司这一财报和前景指引将大幅提振市场对其长期增长前景的信心。
值得注意的是,推动思科业绩增长和指引调高的主因,正是人工智能、云计算等新兴领域蓬勃发展带来的强劲设备需求。作为网络设备龙头,思科受益颇丰。随着企业对网络基础设施和数据中心的投入持续增加,以应对人工智能等新技术的部署,市场预计思科的长期增长前景将进一步向好。
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