思科股价一度下跌7.4%，创2023年以来最大跌幅。 本文源自：金融界AI电报 ...

Key Takeaways Cisco fell 7% post Q2 beat as fiscal 2026 revenue outlook missed Wall Street expectations. Cisco expects up to $61.7B in fiscal 2026 revenues and over $3B AI revenues from hyperscalers.Investors may consider ETFs like IYZ and CIBR to gain exposure while limiting single-stock risk. Shares of Cisco Systems (CSCO) slipped 7% in extended trading yesterday (as cited in CNBC), despite the company beating analysts’ expectations on both the top and bottom lines in the second quarter of fiscal 2026. Th ...

思科特别提示，EPS与利润率指引已纳入基于当前贸易政策的关税影响预估。在第二财季业绩和订单均 强劲的前提下，指引中更低的毛利率区间、以及对关税冲击的显性纳入，容易让市场在短线交易层面选 择更谨慎的定价框架。评论认为，思科正在增加支出以创建新的AI产品，而科技行业也在应对内存芯 片短缺的威胁，这推高了成本。 周四，思科(CSCO.US)盘前跌逾6%，报80.20美元。消息面上，思科预计，第三财季的调整后毛利率为 65.5%至66.5%，相当于同比下降2.1个至3.1个百分点，较前一财季的降幅扩大。第二财季思科的非 GAAP口径下毛利率为67.5%，较上年同期的68.7%下降1.2个百分点。 ...

Core Viewpoint - Cisco (CSCO.US) experienced a pre-market drop of over 6%, trading at $80.20, following a forecast for a decline in adjusted gross margin for Q3, indicating potential market caution due to lower profitability expectations and tariff impacts [1] Financial Performance - Cisco expects Q3 adjusted gross margin to be between 65.5% and 66.5%, reflecting a year-over-year decline of 2.1 to 3.1 percentage points, which is an increase in the decline compared to the previous quarter [1] - In Q2, Cisco reported a non-GAAP gross margin of 67.5%, down 1.2 percentage points from 68.7% in the same period last year [1] Market Impact - The guidance for lower gross margin ranges and explicit inclusion of tariff impacts in EPS and margin forecasts may lead to a more cautious pricing framework in short-term trading [1] - Cisco is increasing expenditures to develop new AI products, while the tech industry faces threats from memory chip shortages, contributing to rising costs [1]

degree. Better by a little bit more than a half of a percent. All right.Let's bring in Kevin Greene senior market correspondent right away to help set up the action today. All right. Before we dive into these earnings, let's talk big picture here, especially given how markets perform yesterday.Initially there was enthusiasm off the back of that jobs report. But then that ultimately waned. What gives.Yeah we did see a little bit of selling in the strength. I think it's just because we get close to that 7000 ...

Cisco stock (NASDAQ: CSCO) slumped over 7% in the pre-market trading on Thursday despite its latest quarter ticking all the right boxes on headline numbers. The networking giant posted double-digit re... ...

专题：聚焦美股2025年第四季度财报 网络设备供应商思科系统（CSCO）周三公布，经调整后的季度毛利率低于市场预期，原因是该公司正 受到全球存储芯片价格上涨的冲击，这导致其股价在周四盘前交易中下跌 7%。 OpenAI、 Alphabet、微软等美国科技企业对人工智能基础设施的快速建设，消耗了全球大量存储芯片 供应。芯片厂商优先为高毛利的数据中心供应组件，而非消费电子设备，从而推高了芯片价格。 该股在 2025 年大涨 30% 后，今年迄今已上涨超 11%，因华尔街押注其数据中心网络产品将从 AI 领域 的强劲支出中显著受益。 思科为运行 AI 应用的数据中心提供关键的高速网络基础设施，包括搭载多种存储芯片的交换机和路由 器。 Direxion 资本市场主管杰克・贝汉表示："本季度思科需求强劲、收入加速增长，这些都是明显利好， 但毛利率受压确实让这份财报打了折扣。思科将积压订单转化为实际收入的速度，将是今年下半年的关 键关注点。" 根据伦敦证券交易所集团（LSEG）数据，这家网络设备制造商第二季度经调整毛利率为67.5%，低于 分析师平均预期的68.14%。 思科首席执行官查克・罗宾斯在与投资者的电话会议中表 ...

| CSCO 思科 | | | | --- | --- | --- | | 85.540 4 -0.750 -0.87% | | 收盘价 02/11 16:00 美东 | | 78.920 + -6.620 -7.74% | | 盘前价 02/12 04:08 美东 | | 三月24日 9 日 9 日 2 日 2 日 2 日 2 日 2 日 2 日 2 日 2 日 2 日 2 日 2 日 2 日 2 日 2 日 2 日 2 日 2 日 2 日 2 日 2 日 2 日 2 日 2 日 日 2 日 2 日 日 1 | | ● 快捷交易 | | 最高价 87.140 | 开盘价 86.060 | 成交量 3445.58万 | | 最低价 85.125 | 昨收价 86.290 | 成交额 29.4亿 | | 平均价 85.337 | 市盈率 M 30.77 | 总市值 3379.77亿(…) | | 振 幅 2.34% | 市盈率(静) 33.54 | 总股本 39.51亿 | | 换手率 0.87% | 市净率 7.082 | 流通值 3373.79亿 | | 52周最高 88.185 | 委 比 94.18% ...

| CSCO 思科 | | | | --- | --- | --- | | 85.540 4 -0.750 -0.87% | | 收盘价 02/11 16:00 美东 | | 78.920 + -6.620 -7.74% | | 盘前价 02/12 04:08 美东 | | 三 71 24 华 S 9 日 ♥ 自选 | | ● 快捷交易 | | 最高价 87.140 | 开盘价 86.060 | 成交量 3445.58万 | | 最低价 85.125 | 昨收价 86.290 | 成交额 29.4亿 | | 平均价 85.337 | 市盈率TM 30.77 | 总市值 3379.77亿(…) | | 振 幅 2.34% | 市盈率(静) 33.54 | 总股本 39.51亿 | | 换手率 0.87% | 市净率 7.082 | 流通值 3373.79亿 | | 52周最高 88.185 | 委 比 94.18% | 流通股 39.44亿 | | 52周最低 51.214 | 量 比 1.13 | 每 手 1股 | | 历史最高 88.185 | 股息TTM 1.630 | | | 历史最低 3.253 | ...

With U.S. stock futures trading higher this morning on Thursday, some of the stocks that may grab investor focus today are as follows:Check out our premarket coverage here ...