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。
对于Arista股价大跌,市场分析人士提出几点可能原因:一是投资者担心Arista供应链压力加大,无法满足Meta大规模部署的需求;二是担心Meta未来可能自主开发相关交换机以降低成本,这将损及Arista营收;三是一些投资者选择在股价暴涨后锁定获利离场。
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。富国银行分析师Aaron Rakers表示,市场对Meta自研交换机的担心不必要,该行给予Arista"增持"评级,目标价390美元。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。
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