AI资本支出强劲 Arista Networks(ANET.US)Q3营收利润双双超预期

智通财经2025-11-05

智通财经APP获悉，在人工智能(AI)相关资本支出蓬勃发展的推动下，Arista Networks(ANET.US)公布了超预期的第三季度财务业绩。尽管如此，该股盘后交易时段股价仍骤跌10%。今年以来，该公司股价累计涨幅已接近40%。据了解，Arista主要销售用于互联网数据中心通信的计算机网络交换机，其最大的客户是微软(MSFT.US)和Meta(META.US)。分析师普遍预计，由于客户对AI...

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