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大行評級丨花旗:上調思科目標價至71美元 AI發展勢頭強勁
格隆匯 05-15 15:48
花旗發表研究報告指,思科公佈的季度業績及展望略好於預期。主要的利好因素包括網絡和數據中心交換器訂單的持續增長、雲端AI訂單從每季3.5億美元加速至6億美元,以及AI訂單轉換的開始。 該行認爲,隨着思科系統大部分雲端AI收入尚未入帳,並伴隨多款產品的推出等,相信其未來的AI商機將日益增加,該行將其今明兩年的每股盈測小幅上調約2%至3%。由於AI發展勢頭強勁,該行將其目標價由68美元上調至71美元,維持“買入”評級。
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