思科业绩向好，上调全年收入预期，季度指引超预期

Group 1 - The core viewpoint of the articles highlights Cisco's strong financial performance in the second fiscal quarter, with revenue reaching $15.3 billion, surpassing analyst expectations of $15.12 billion [1] - Orders from AI HyperScaler customers accelerated to $2.1 billion in the second fiscal quarter, indicating a growing demand in the AI cloud services sector [1] - Cisco has raised its full-year revenue guidance to a range of $61.2 billion to $61.7 billion, up from the previous estimate of $60.2 billion to $61 billion [1] Group 2 - The company expects third fiscal quarter revenue to be between $15.4 billion and $15.6 billion, exceeding analyst expectations of $15.18 billion [1]