异动解读｜Arista Networks盘中上涨3.07%，知名投行推荐为下半年AI核心标的

行情直击08-26

8月26日，Arista Networks盘中上涨3.07%，报196.8美元/股，成交额1.34亿美元。

消息面上，Evercore ISI近日将Arista Networks列为下半年最值得持有的六大AI股票之一，看好AI推理和智能体带动数据中心网络设备需求持续增长。同时，多家机构近期密集上调目标价，President Capital将目标价从180美元调至238美元，BNP Paribas调至248美元，Evercore ISI调至250美元，当前均价目标约250美元，较现价仍有显著上行空间。此外，公司此前Q2财报大超预期，营收同比增长37.7%至30.4亿美元，调整后EPS达1.02美元，并将Q3营收指引大幅上调至33亿美元，远超市场预期的29.4亿美元。

（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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