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 | ...

Cisco Systems (NASDAQ:CSCO) is one of the 11 best communication equipment stocks according to hedge funds. On February 10, Cisco Systems (NASDAQ:CSCO) announced Silicon One G300, which is a 102.4 Tbps switching silicon designed for large-scale AI cluster buildouts. The management stated: “The Cisco Silicon One G300 will power new Cisco N9000 and Cisco 8000 systems that push the frontier of AI networking in the data center. The systems feature innovative liquid cooling and support high-density optics to a ...

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 ...

芯东西2月11日报道，2月10日，思科推出3nm交换芯片Silicon One G300，单设备可提供102.4Tbps的以 太网交换容量，专为AI集群网络而优化。 思科将Silicon One G300称作"Agent时代的网络基础"。 G300支持1.6T以太网端口，并集成思科自研200Gbps片上SerDes，可实现低功耗、高性能和更远的传输 距离。它具有高达512个端口的高扩展性，能构建更"扁平化"的网络，并将更多计算资源连接到网络边 缘附近。 这使得运营商能够在物理距离上更近的地方连接更多GPU，从而降低延迟、简化网络，并最大限度地提 高AI训练和推理工作负载的效率。 思科Silicon One G300将为全新思科N9000和思科8000系统提供动力。该系统具有创新的液冷功能，并支 持高密度光学器件，以实现新的效率基准，并确保客户充分利用GPU投资。 G300软件开发工具包（SDK）现已发布。首批系统计划在2026年下半年推出。 思科通过两大战略支柱——智能集体网络和面向未来的基础设施，来优化TCO，并提高网络集群的盈利 能力。 01. 智能集体网络：有效吸收突发AI流量， 防止数据包丢失 Sil ...

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Market Overview - Major U.S. indices closed lower, with the Dow Jones Industrial Average down 0.13% to 50,121.40, the S&P 500 finishing flat at 6,941.47, and the Nasdaq falling 0.16% to 23,066.46 [1] AppLovin Corporation - AppLovin stock decreased by 3.41% to close at $456.81, trading between an intraday high of $471.97 and a low of $438.18, remaining below its 52-week peak of $745.61 but above its 52-week low of $200.50 [2] McDonald's - McDonald's shares fell 0.85% to finish at $323.21, with an intraday high of $325.20 and a low of $320.81, just under its 52-week high of $328.06 and above its 52-week low of $283.47 [2] Cisco Systems - Cisco Systems stock eased 0.84% to close at $85.54, trading between an intraday high of $87.14 and a low of $85.12, hovering near a 52-week high of $88.18 and well above a 52-week low of $52.11; in after-hours trading, the stock fell 7.3% to $79.26 [3] - Cisco projected third-quarter revenue between $15.4 billion and $15.6 billion, exceeding estimates of $15.18 billion, and adjusted earnings of $1.02 to $1.04 per share, compared to estimates of $1.03 per share; the company also raised its fiscal 2026 revenue guidance to $61.20 billion to $61.7 billion from a prior outlook of $60.20 billion to $61 billion [4] QuantumScape Corporation - QuantumScape stock declined 1.34% to end at $8.82, with an intraday high of $9.13 and a low of $8.60, trading well below its 52-week high of $19.07 but above its 52-week low of $3.40; shares fell nearly 10.5% to $7.89 in extended trading [5] - The company reported a fourth-quarter loss of 17 cents per share, better than the expected 18-cent loss; capital expenditures totaled $12.3 million for the fourth quarter and $36.3 million for the full year 2025, with customer billings reaching $19.5 million for the year [6] AST SpaceMobile - AST SpaceMobile shares increased by 0.68% to close at $96.92, trading between a session high of $102.85 and a low of $93.20, still below its 52-week high of $129.87 but far above its 52-week low of $18.22 [7] - Cisco stock has a Momentum ranking in the 81st percentile and a Value ranking in the 18th percentile according to Benzinga Edge Stock Rankings [7]

Cisco Systems, Inc. (NASDAQ:CSCO) is included among the 13 Best Roth IRA Stocks to Buy Now. Cisco Systems, Inc. (CSCO) Unveils Silicon One G300 Chip to Target $600B AI Infrastructure Opportunity On February 10, Cisco Systems, Inc. (NASDAQ:CSCO) introduced a new chip and router built to accelerate data movement inside large data centers. The launch positions the company to compete with Broadcom and Nvidia for a share of the projected $600 billion AI infrastructure spending cycle. The new Silicon One G300 ...

Economic Indicators - The yield on the 10-year Treasury bond rose to 4.18% as traders adjusted their expectations for interest-rate cuts by the Federal Reserve following stronger-than-expected jobs data, with 130,000 roles added in January, double the median forecast [1][9] - The US labor market showed signs of stabilization, with payrolls rising by the most in over a year and the unemployment rate unexpectedly falling, easing concerns about rising unemployment that had previously led to rate cuts [7][10] Market Reactions - The S&P 500 ended flat after a volatile session, while the Nasdaq 100 rose by 0.3%, influenced by a generally positive outlook driven by artificial intelligence gains despite a tepid margin forecast from Cisco Systems Inc. [4][5] - McDonald's Corp. reported US sales growth at the fastest pace in over two years, indicating strong consumer demand [5] Commodity and Currency Movements - Gold and silver prices edged lower, while Bitcoin traded around $67,000; the dollar held its losses, benefiting the yen, which reached a two-week high [6] - Oil prices increased due to tensions in the Middle East, overshadowing concerns about a growing supply glut, while nickel prices rose following Indonesia's announcement of a significant output cut [6]