异动解读｜思科盘中上涨3.07%，与英伟达扩大Splunk智能代理AI合作协议

行情直击09-17

9月17日，思科盘中上涨3.07%，报111.05美元/股，成交额2.96亿美元。

消息面上，思科近日宣布与英伟达扩大Splunk智能代理人工智能合作协议，进一步深化AI领域布局。此外，思科近期密集推进多项AI合作：与Palantir及英伟达合作建设安全AI工厂以简化AI部署；联合Infleqtion开发可扩展量子网络；与超微电脑合作扩容英伟达AI工厂解决方案，并计划10月起提供高密度液冷及风冷计算系统。同时，思科与AMD及沙特HUMAIN的合资项目已在沙特投产，远期目标2030年达1吉瓦AI基础设施。摩根士丹利此前给予"增持"评级，目标价135美元，认为思科正迈入"更持久增长阶段"，硬件升级周期仍处极早期。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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