ARISTA网络:全球高速交换机领导者 AI时代加速发展

中金公司
01 Dec 2024

投资亮点首次覆盖ARISTA 网络(ANET)给予跑赢行业评级,目标价450.00 美元,基于P/E 估值法,对应2025 年45x P/E。Arista 是全球数据中心高速交换机领导者,凭借技术优势实现份额增进,未来有望受益于AI 浪潮。理由如下:Arista 网络是全球高速数据中心以太网交换机龙头。网络软件构筑护城河,把握关键成长机遇,深度合作云客户;高速传输领域市占率高,并保持上升趋势。...

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