Evercore看好思科(CSCO.US)双重机遇：八年网络升级周期与AI业务共振，上调评级至“跑赢大盘”

智通财经01-27

智通财经APP获悉，当地时间周一，Evercore 将思科(CSCO.US)评级从“与大盘持平”(In Line)上调至“跑赢大盘”(Outperform)，目标价亦从 80 美元上调至 100 美元。Evercore 此次上调评级的核心逻辑在于思科在人工智能(AI)领域的强劲增长势头以及企业网络设备更新换代带来的周期性机遇。该行由阿米特·达里亚纳尼(Amit Daryanani)领衔的分析师团队...

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