智通财经APP获悉，美国银行的分析师阿蒂夫·马利克将思科系统(CSCO.US)的评级从“中性”上调至“买入”，并将其目标价从52美元提升至62美元，这一决策基于对人工智能领域即将带来的机遇的看好。尽管人工智能目前仅占思科营收的2%，但马利克认为它有潜力为公司贡献更多。随着人工智能技术的兴起，预计投资者将更青睐网络设备股，这将有利于思科的估值提升。截至发稿，思科在盘前交易中的股价上涨了1.8%。
此外，马利克还将思科2025财年和2026财年的盈利预期分别上调了2%和5%。马利克预计，思科即将在11月13日发布的季度业绩可能成为推动股价的“潜在催化剂”，特别是考虑到思科最近被纳入Meta(META.US)的AI硬件产品组合。
他强调，尽管市场可能担心这对Arista Networks(ANET.US)的市场份额构成威胁，但他认为这更多是对思科技术的认可。
值得一提的是，分析师普遍预测思科下一季度的每股收益为0.87美元，营收为137.7亿美元。
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