来源： 本文 编译自路透等 ，谢谢。 思科系统公司周二展示了一款用于将量子计算机联网的原型芯片，并表示将在加利福尼亚州圣莫尼 卡开设一个新实验室，以进一步研究量子计算。 如果您希望可以时常见面，欢迎标星收藏哦~ 该芯片采用了与现有网络芯片相同的部分技术，可以帮助将小型量子计算机连接成更大规模的系 统。但思科也相信，在这些计算机成为主流之前，它将拥有实际应用，例如帮助金融公司同步交易 时间或帮助科学家探测陨石。 思科 Outshift 创新孵化器高级副总裁维乔伊·潘迪 (Vijoy Pandey) 表示："有很多用例。你需要同 步全球各地所有这些快照的时钟和时间戳。" 思科是最新一家进军量子计算领域的主流科技公司。 Alphabet 旗下的谷歌、微软和亚马逊近几个月都宣布推出量子计算芯片，英伟达也计划开设自己 的量子计算实验室。PsiQuantum 等初创公司也在筹集数亿美元用于构建系统。 在这些公司竞相创造越来越多的"量子比特"（量子计算机的基本单位）的同时，思科正致力于将它 们连接起来。该公司表示，其与加州大学圣巴巴拉分校研究人员共同开发的芯片，其工作原理是使 光子对发生量子纠缠，然后将其中一个光子对发送到 ...

Core Viewpoint - Cisco Systems (CSCO) is well-positioned to maintain its earnings-beat streak in the upcoming report, supported by a history of exceeding earnings estimates and a positive earnings outlook [1][5]. Earnings Performance - For the last reported quarter, Cisco achieved earnings of $0.94 per share, surpassing the Zacks Consensus Estimate of $0.91 per share, resulting in a surprise of 3.30% [2]. - In the previous quarter, Cisco was expected to report earnings of $0.87 per share but delivered $0.91 per share, leading to a surprise of 4.60% [2]. Earnings Estimates and Predictions - Recent favorable changes in earnings estimates for Cisco have been noted, with a positive Zacks Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat [5][8]. - The current Earnings ESP for Cisco is +0.82%, suggesting that analysts have recently become more optimistic about the company's earnings prospects [8]. Zacks Rank and Success Rate - Cisco holds a Zacks Rank of 3 (Hold), which, when combined with a positive Earnings ESP, indicates a high probability of beating consensus estimates, with historical data showing nearly 70% success in such cases [6][8]. - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [7].

Core Insights - Cisco announced transformative innovations and partnerships aimed at enhancing security professionals' ability to secure and leverage AI in response to a complex threat landscape and talent shortages [2][3] - The upcoming 2025 Cybersecurity Readiness Index indicates that 86% of organizations have faced AI-related security incidents in the past year, highlighting the urgency for improved security measures [2] Group 1: Innovations and Partnerships - Cisco XDR integrates agentic AI to improve threat detection and response, correlating data across various platforms to prioritize alerts and automate responses [4][5] - The collaboration with Splunk enhances network visibility and detection capabilities, allowing organizations to build a more efficient Security Operations Center (SOC) [5][6] - Cisco's Foundation AI initiative aims to democratize AI security through open-source tools and models, fostering collaboration among security experts [9][10] Group 2: AI Security and Risk Management - Cisco's AI Defense integrates with ServiceNow to provide comprehensive AI risk management and governance, facilitating secure AI adoption [8] - New AI Supply Chain Risk Management controls are introduced to protect against vulnerabilities in AI model files and datasets, ensuring secure deployment of AI applications [10] Group 3: Industrial IoT Security - Enhancements to Cisco's Industrial Threat Defense solution aim to secure critical infrastructure and industrial networks against cyber threats, integrating IT security measures into operational technology [11]

Core Insights - Cisco and ServiceNow have announced a deepened partnership aimed at enabling secure and confident AI adoption for businesses at scale, combining Cisco's infrastructure and security platforms with ServiceNow's AI-driven solutions [2][6] - The integration of Cisco's AI Defense capabilities with ServiceNow's SecOps will provide a more comprehensive approach to AI risk management and governance, addressing the complexities and risks associated with AI applications [4][5] Partnership Details - The partnership builds on seven years of collaboration between Cisco and ServiceNow, responding to increasing customer demand for joint solutions that simplify technology and enhance operational workflows [8] - Initial field trials for the integration are set to begin soon, with mutual customers expected to benefit from this integration in the second half of 2025 [7] Market Context - A recent survey indicated that security practitioners spend an average of 36% of their budget with a single vendor, reflecting a desire to reduce complexity in tools and suppliers [3] - The rapid growth of enterprise AI presents both opportunities and challenges, necessitating changes in infrastructure, security frameworks, and governance requirements [3] Solution Features - The integration will provide customers with capabilities such as visibility into AI workloads, automated vulnerability assessments, real-time protection for AI applications, and enhanced incident response [13] - Customers will be able to map Cisco AI Defense controls to relevant standards in ServiceNow's Integrated Risk Management platform, facilitating compliance measurement [13]

Core Viewpoint - The current market weakness presents a buying opportunity for long-term investors, as many companies are more adaptable and resilient than perceived [2] Group 1: Cisco Systems - Cisco Systems is a notable exception in the technology sector for dividend stocks, distributing nearly $6.4 billion in dividends last fiscal year, which is over half of its net income [4] - The company has raised its annual per-share dividend for 13 consecutive years, with a recent increase of 3%, aligning with long-term sales growth, and offers a forward-looking yield of nearly 2.9% [4] - Cisco maintains a dominant position in the global ethernet switch market, controlling about one-third, which helps it fend off competition from rivals [5] - The increasing importance of software in Cisco's business model, which accounts for one-third of its revenue and has a high-margin recurring revenue stream, supports its ability to sustain dividend payments [6] Group 2: PepsiCo - PepsiCo has outperformed Coca-Cola in terms of investment returns since 1995, even with a 25% stock setback in 2023, due to larger dividend growth and aggressive stock repurchases [8][11] - PepsiCo's business model, which includes owning and operating most of its bottling and production facilities, provides better control over production and cost management compared to Coca-Cola's reliance on third-party bottlers [12][13] Group 3: Pfizer - Pfizer's forward-looking dividend yield stands at 7.8%, despite recent challenges following the decline in demand for its COVID-19 treatments [14][15] - The pharmaceutical industry often experiences fluctuations, and Pfizer's current struggles are not unusual, as many companies depend heavily on a few key products for revenue [16][18] - Pfizer anticipates four new drug approvals this year, including treatments for RSV and colon cancer, which could bolster its portfolio and future growth [19] - The company's R&D pipeline is gradually improving, and its stock price does not currently reflect its potential long-term growth prospects [20]

Arista Networks, Inc. (ANET) and Cisco Systems, Inc. (CSCO) are two of the leading players in the global networking industry. Arista offers one of the broadest product lines of data center and campus Ethernet switches and routers in the industry. It provides routing and switching platforms with industry-leading capacity, low latency, port density and power efficiency.   On the other hand, Cisco is the largest player in the networking space. The company has a strong presence in the router and switch market. ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Let's take a look at what these Wall Street heavyweights have to say about Cisco Systems (CSCO) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Cisco currently has an average broker ...

In the latest trading session, Cisco Systems (CSCO) closed at $57.33, marking a +1.3% move from the previous day. The stock fell short of the S&P 500, which registered a gain of 1.81% for the day. Meanwhile, the Dow experienced a rise of 1.56%, and the technology-dominated Nasdaq saw an increase of 2.06%.Shares of the seller of routers, switches, software and services witnessed a loss of 5.16% over the previous month, beating the performance of the Computer and Technology sector with its loss of 7.27% and t ...

News Summary The Cisco 2025 Data Privacy Benchmark Study reveals increasing trust in global providers to protect and secure data 86% of respondents support privacy legislation, recognizing its positive impact on business operations While 96% confirm that privacy investments provide returns exceeding costs, organizations anticipate resources and spending will likely shift to AI in the coming year AI familiarity is rising, with 63% being very familiar with Generative AI, but concern for unintended risks conti ...

Group 1 - The article compares Digi International (DGII) and Cisco Systems (CSCO) to determine which stock is more attractive to value investors [1] - DGII has a Zacks Rank of 2 (Buy), indicating a positive earnings outlook, while CSCO has a Zacks Rank of 3 (Hold) [3] - Value investors analyze various traditional metrics to assess if a company is undervalued, including P/E ratio, P/S ratio, earnings yield, and cash flow per share [4] Group 2 - DGII has a forward P/E ratio of 14.42, while CSCO has a forward P/E of 16.22, suggesting DGII may be undervalued [5] - DGII's PEG ratio is 0.85, compared to CSCO's PEG ratio of 3.18, indicating better expected earnings growth for DGII [5] - DGII's P/B ratio is 1.80, significantly lower than CSCO's P/B of 5.27, further supporting DGII's valuation as more attractive [6] Group 3 - DGII's improving earnings outlook and favorable valuation metrics position it as the superior value option compared to CSCO [7]