美股异动｜思科盘前大跌近8%，AI需求爆发上调全年指引，但本季度毛利率指引不升反降

Group 1 - Cisco (CSCO.US) shares fell 7.74% to $78.92 in pre-market trading [1] - In Q2, Cisco's revenue increased by 10% year-over-year, exceeding expectations [1] - Orders for AI infrastructure from large cloud providers accelerated significantly to $2.1 billion [1] Group 2 - The revenue guidance for the current fiscal year has been raised by at least 1% [1] - The revenue guidance for Q3 is above expectations, but the gross margin guidance is expected to decline by over 3 percentage points year-over-year to 65.5% [1]