大摩押注2026年AI网络设备股：思科(CSCO.US)与Arista(ANET.US)或成大赢家

智通财经网2025-12-22

智通财经APP获悉，摩根士丹利预计，由于人工智能基础设施的持续建设，多家网络和电信设备公司将在2026年表现优异。该行表示，思科系统(CSCO.US)和Arista网络(ANET.US)在2026年存在机会，主要在于以太网技术将继续扩大市场份额，它们在AI相关股票中价格仍有吸引力，且其盈利增长不依赖于提价。"对于思科，我们认为主权国家和光业务带来的机会可能会推动其股价上行，"...

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