瑞银：关税阴霾下，美国网络设备企业从乐观骤转谨慎

智通财经2025-04-23

智通财经APP获悉，瑞银指出，进入2025年，受数据中心基础设施需求激增推动，美国企业硬件与网络设备企业开局良好。然而，关税政策的不确定性，却为未来几个季度蒙上了一层阴影。与多数对第一季度财报季的预测相似，瑞银认为，包括Arista Networks(ANET.US)、天弘科技(CLS.US)、Lumentum Holdings(LITE.US)、瞻博网络(JNPR.US)和Extreme ...

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