美股详情

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Arista Networks, Inc.

131.37

+1.070.82%

盘后：132.000.6300+0.48%19:58 EST

成交量：1,067.25万

成交额：14.09亿

市值：1,654.32亿

市盈率：49.96

高：135.37

开：127.06

低：125.36

收：130.30

52周最高：164.94

52周最低：59.43

股本：12.59亿

流通股本：10.36亿

量比：1.26

换手率：1.03%

股息：- -

股息率：- -

每股收益(TTM):2.63

每股收益(LYR):2.27

净资产收益率：31.74%

总资产收益率：14.66%

市净率：13.89

市盈率(LYR):57.87

数据加载中...

总览公司新闻资讯公告

美国超威公司盘中异动股价大涨3.50%报241.71美元

美国超威公司盘中异动股价大跌3.31%报229.83美元

Arista财报超预期但股价大跌，CEO称正处于“AI爆发下的网络连接黄金时代”

华尔街见闻

异动解读 | Arista Networks盘前大跌11.90%，四季度收入指引未达投资者预期

异动解读 | Arista Networks股价夜盘大跌10.60%，Q4营收指引令投资者失望

AI资本支出强劲 Arista Networks(ANET.US)Q3营收利润双双超预期

Arista Networks 预测季度收入不佳，股价下跌

异动解读 | Arista Networks盘后暴跌10.86%，或因季报未及预期

BUZZ-前瞻：Arista Networks 季度报告发布前业绩下滑；人工智能成为关注焦点

历史数据显示，下周这些美股公司公布的财报往往会超出预期

老虎资讯综合

嗡嗡声--美国股票走势-Spyre Therapeutics、Astria、沃尔玛

Arista Networks, Inc.盘中异动快速跳水4.75%

美股科技股财报季即将来袭，分析师称没有什么比这一因素更受关注

老虎资讯综合

【券商聚焦】海通国际：算力资本开支保持高增阶段通信行业持仓仍有显著向上空间

一周美股牛榜｜AMD上周飙31%；戴尔跃升7%；百事、奈飞、Arista Networks齐升6%

老虎资讯综合

嗡嗡声--美国股票走势-疫苗制造商、NextDecade、阿拉斯加航空集团

美股异动 | Arista Networks(ANET.US)跌超7% 5月以来累涨72%

AI数据中心增长前景显著上调，高盛看好Arista、戴尔成赢家

Arista Networks创2014年6月IPO以来新高

环球市场播报

3只值得长期持有10年的澳交所强势ETF

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08:49","pubTimestamp":1762390153,"startTime":"0","endTime":"0","summary":"网络设备制造商Arista第三季度营收与利润均超预期，但因未大幅上调指引，股价应声跌超8%。然而公司管理层信心十足，CEO将当前机遇形容为“不可否认的AI大趋势”和“网络连接的黄金时代”，认为随着AI模型规模和复杂性的增长，对网络规模的需求也在同步扩大。","market":"fut","thumbnail":"https://static.tigerbbs.com/3299f0aa430f44d45729a266d0f7b350","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/3299f0aa430f44d45729a266d0f7b350"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3758771","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3758771","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"Arista财报超预期但股价大跌，CEO称正处于“AI爆发下的网络连接黄金时代”","news_tag":"dataReport,movement","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4023","BK4528","BK4543","BK4587","BK4551","BK4156","ANET","BK4588","BK4585","BK4606"],"gpt_icon":1},{"id":"1147629851","title":"异动解读 | Arista Networks盘前大跌11.90%，四季度收入指引未达投资者预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1147629851","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1147629851?lang=zh_cn&edition=fundamental","pubTime":"2025-11-05 17:08","pubTimestamp":1762333701,"startTime":"0","endTime":"0","summary":"网络设备制造商Arista Networks今日盘前股价大跌11.90%，主要原因是该公司发布的第四季度营收指引未能满足投资者对人工智能相关业务强劲增长的期望。Arista Networks在周二美股收盘后公布了第三季度财报。分析人士指出，鉴于Arista Networks今年以来的股价已累计上涨约40%，远超大盘表现，投资者对公司的增长预期可能过高。市场将继续关注Arista Networks在AI网络基础设施方面的发展，以评估公司能否在未来几个季度中保持高速增长。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["ANET"],"gpt_icon":0},{"id":"1112159795","title":"异动解读 | Arista Networks股价夜盘大跌10.60%，Q4营收指引令投资者失望","url":"https://stock-news.laohu8.com/highlight/detail?id=1112159795","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1112159795?lang=zh_cn&edition=fundamental","pubTime":"2025-11-05 09:10","pubTimestamp":1762305009,"startTime":"0","endTime":"0","summary":"网络设备制造商Arista Networks股价在周二夜盘交易中大幅下挫10.60%，主要原因是该公司发布的第四季度营收指引未能满足投资者对人工智能相关业务强劲增长的期望。Arista Networks在当日美股市场收盘后公布了第三季度财报。分析人士指出，鉴于Arista Networks今年以来的股价已累计上涨约40%，远超大盘表现，投资者对公司的增长预期可能过高。市场将继续关注Arista Networks在AI网络基础设施方面的发展，以评估公司能否在未来几个季度中保持高速增长。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["ANET"],"gpt_icon":0},{"id":"2581379663","title":"AI资本支出强劲 Arista Networks(ANET.US)Q3营收利润双双超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2581379663","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2581379663?lang=zh_cn&edition=fundamental","pubTime":"2025-11-05 07:29","pubTimestamp":1762298959,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，在人工智能相关资本支出蓬勃发展的推动下，Arista Networks公布了超预期的第三季度财务业绩。据了解，Arista主要销售用于互联网数据中心通信的计算机网络交换机，其最大的客户是微软和Meta。随着对互联网数据中心需求的不断增长以及运行AI工作负载对网络带宽需求的增加，Arista Networks的市场前景一片光明。在2025年第三季度再度交出亮眼成绩后，Arista已夯实其作为战略网络供应商的地位，并持续展现稳健的执行能力。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1365309.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"AI资本支出强劲 Arista Networks(ANET.US)Q3营收利润双双超预期","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["ANET"],"gpt_icon":1},{"id":"2581767315","title":"Arista Networks 预测季度收入不佳，股价下跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2581767315","media":"路透中文","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2581767315?lang=zh_cn&edition=fundamental","pubTime":"2025-11-05 05:40","pubTimestamp":1762292410,"startTime":"0","endTime":"0","summary":"Arista Networks 预测季度收入不佳，股价下跌路透11月4日 - Arista Networks ANET.N周二预测第四季度营收符合分析师预期，此前第三季度营收强于预期，导致其股价在盘后交易中下跌11%。根据 LSEG 编制的数据，Arista 预计第四季度营收在 23 亿美元至 24 亿美元之间，预期为 23.2 亿美元。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251104:nL4T3WG29B:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1917777945.USD","BK4543","LU2087625088.SGD","LU2355687059.USD","LU2286300806.USD","LU0353189680.USD","IE00BN0W2T93.GBP","LU0353189763.USD","LU0348723411.USD","IE00BMPRXN33.USD","LU2023250504.SGD","IE00BMPRXQ63.HKD","LU0006306889.USD","LU1974910355.USD","LU0109392836.USD","IE0008368304.USD","LU2108987350.USD","IE00BN0W2V16.EUR","LU0225283273.USD","BK4588","IE00BN0W2W23.USD","LU0889565833.HKD","LU2458330169.SGD","LU0557290698.USD","LU1803068979.SGD","LU2106854487.HKD","LU2054465674.USD","LU0106261372.USD","BK4554","LU2211815571.USD","LU2458330243.SGD","IE00BMPRXR70.SGD","SG9999001424.SGD","BK4585","ANET","BK4020","LU0077335932.USD"],"gpt_icon":1},{"id":"1179655613","title":"异动解读 | Arista Networks盘后暴跌10.86%，或因季报未及预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1179655613","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1179655613?lang=zh_cn&edition=fundamental","pubTime":"2025-11-05 05:38","pubTimestamp":1762292318,"startTime":"0","endTime":"0","summary":"美国时间周二盘后，网络设备制造商Arista Networks股价大幅下挫10.86%，引发投资者广泛关注。这一跌幅可能与该公司刚刚发布的第三季度财报有关。在正常交易时段，Arista Networks股价已下跌1.9%。值得注意的是，Arista Networks今年以来的股价表现强劲，累计上涨约40%，远超标普500指数15%的涨幅。市场普遍关注Arista Networks在人工智能驱动的以太网交换机和路由器需求方面的表现。此次财报可能未能满足投资者对公司在AI相关业务增长的预期，从而导致股价大幅下挫。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["ANET"],"gpt_icon":0},{"id":"2581750512","title":"BUZZ-前瞻：Arista Networks 季度报告发布前业绩下滑；人工智能成为关注焦点","url":"https://stock-news.laohu8.com/highlight/detail?id=2581750512","media":"路透中文","labels":["preview"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2581750512?lang=zh_cn&edition=fundamental","pubTime":"2025-11-05 02:27","pubTimestamp":1762280844,"startTime":"0","endTime":"0","summary":"11月4日 - ** 由于投资者关注人工智能驱动的以太网交换机和路由器需求，Arista Networks ANET.N股价在周二收盘后公布第三季度财报前下跌1.9%。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251104:nL4S3WG1ZN:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"preview","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00BN0W2W23.USD","LU2286300806.USD","LU0225283273.USD","SG9999001424.SGD","IE00BN0W2T93.GBP","LU0348723411.USD","LU0557290698.USD","LU1917777945.USD","LU2211815571.USD","LU2023250504.SGD","BK4588","BK4585","LU0353189680.USD","LU1803068979.SGD","LU0353189763.USD","LU0077335932.USD","LU2355687059.USD","IE00BN0W2V16.EUR","LU2458330243.SGD","LU2108987350.USD","LU2458330169.SGD","IE00BMPRXN33.USD","BK4543","IE00BMPRXQ63.HKD","ANET","LU2106854487.HKD","BK4020","LU0106261372.USD","LU0006306889.USD","LU0109392836.USD","LU0889565833.HKD","LU2087625088.SGD","IE0008368304.USD","BK4554","IE00BMPRXR70.SGD","LU1974910355.USD","LU2054465674.USD"],"gpt_icon":0},{"id":"1111759520","title":"历史数据显示，下周这些美股公司公布的财报往往会超出预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1111759520","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1111759520?lang=zh_cn&edition=fundamental","pubTime":"2025-10-31 11:14","pubTimestamp":1761880440,"startTime":"0","endTime":"0","summary":"通常来说，如果公司公布的盈利或收入高于华尔街分析师的普遍预期，其股价往往会在财报发布后迎来上涨。媒体参考了Bespoke Investment Group 的数据，筛选出那些历来有较高概率超出预期并在财报后上涨的股票。这家网络设备制造商在过去每次财报中都100% 超出盈利预期，且财报发布后的首个交易日股价平均上涨 1.6%。$Shopify Inc$  是另一家将在下周公布财报且有历史超预期纪录的公司。这家电子商务及销售点系统公司有 85% 的时间超出盈利预期，财报后平均上涨 3.7%。","market":"us","thumbnail":"https://community-static.tradeup.com/news/b0c14ebc2f7f5fc21f630e61dda45b36","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/b0c14ebc2f7f5fc21f630e61dda45b36"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"418b6a29038f2143bcaf874c508fb15e","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":"历史数据显示，下周这些美股公司公布的财报往往会超出预期","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LOPE","LGND","CSGS","SHOP","KRNT","MTD","ANET","TREX","PAYC","WING"],"gpt_icon":1},{"id":"2575217706","title":"嗡嗡声--美国股票走势-Spyre Therapeutics、Astria、沃尔玛","url":"https://stock-news.laohu8.com/highlight/detail?id=2575217706","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2575217706?lang=zh_cn&edition=fundamental","pubTime":"2025-10-14 23:55","pubTimestamp":1760457357,"startTime":"0","endTime":"0","summary":"nL3N3VV0MP ** Spyre Therapeutics Inc SYRE.O:BUZZ - 募集 2.75 亿美元股本后股价上涨   nL6N3VV0QB ** CNX Resources Corp link) >：** EQT Corp EQT.N：** Energy Transfer LP ET.N：** NextDecade Corp link) >：BUZZ - 天然气公司因天气温和、需求预测减弱而下跌   nL3N3VV1BA ** 惠普公司HPQ.N：BUZZ--汇丰银行将惠普的评级提升至 \"买入\"，原因是个人电脑销售势头改善。nL6N3VV0PD ** Astria Therapeutics Inc ATXS.O:BUZZ - 因BioCryst达成7亿美元收购交易而大涨   nL3N3VV18T ** Fastenal Co FAST.O:BUZZ - 巴克莱下调Fastenal第三季度利润预期，低于预期。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251014:nL3T3VV1G7:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["APA","OEC","PMAX","GM","EQT","ANRO","CNX","ANET","SNTI","AQMS","FAST","GWAV","AKA","NVAX","RYN","3NVD.UK","NVIW.SI","MGM","NEXT","PCH","EDHL","WMT","ET","2NVD.UK","DLTR","WAB","DPZ","HPQ","EXPD","HUM","ATXS","ACI","CVX","XOM","BLK","PAVS","JNJ","PTRN","SYRE","BCRX","PII","DE"],"gpt_icon":1},{"id":"2575975780","title":"Arista Networks, Inc.盘中异动 快速跳水4.75%","url":"https://stock-news.laohu8.com/highlight/detail?id=2575975780","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2575975780?lang=zh_cn&edition=fundamental","pubTime":"2025-10-14 21:31","pubTimestamp":1760448684,"startTime":"0","endTime":"0","summary":"北京时间2025年10月14日21时31分，Arista Networks, Inc.股票出现异动，股价急速跳水4.75%。Arista Networks, Inc.股票所在的电脑硬件行业中，整体跌幅为2.95%。其相关个股中，Nano Dimension Ltd、惠普、Key Tronic Corporation涨幅较大，Rigetti Computing, Inc.、嘉楠科技、昆腾较为活跃，换手率分别为2.78%、2.02%、1.67%，振幅较大的相关个股有Transact Technologies Incorporated、Zspace, Inc.、嘉楠科技，振幅分别为9.86%、3.41%、3.29%。Arista Networks, Inc.公司简介：Arista Networks Inc 是一家网络设备提供商，主要销售以太网交换机和软件给数据中心。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251014213124a45fad49&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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14:36","pubTimestamp":1760423806,"startTime":"0","endTime":"0","summary":"近几周 OpenAI 一直是大型人工智能基础设施交易的核心，而随着美股大型科技公司将在本月晚些时候陆续公布第三季度财报，一些分析师预计，这些公司的支出预测可能会上升，因为AI竞争正进入新的加速阶段。Melius 分析师 Ben Reitzes 领导的团队在周一的报告中表示：没有什么比 OpenAI 的支出雄心更能影响本季度科技股业绩了。Reitzes 表示，短期来看，情况相对乐观。与此同时，Alphabet 的股价近期跑赢了许多科技巨头，部分原因是“市场越来越认为其搜索业务保持稳定”。","market":"us","thumbnail":"https://community-static.tradeup.com/news/843d362f784e811f00bdb586eda1b41b","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/843d362f784e811f00bdb586eda1b41b"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"美股科技股财报季即将来袭，分析师称没有什么比这一因素更受关注","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ORCL","META","AMD","ANET","GOOG","MSFT"],"gpt_icon":1},{"id":"2575447860","title":"【券商聚焦】海通国际：算力资本开支保持高增阶段 通信行业持仓仍有显著向上空间","url":"https://stock-news.laohu8.com/highlight/detail?id=2575447860","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2575447860?lang=zh_cn&edition=fundamental","pubTime":"2025-10-13 15:43","pubTimestamp":1760341412,"startTime":"0","endTime":"0","summary":"金吾财讯 | 海通国际发研报指，2025年H1通信行业整体营收稳健增长、盈利向上。行业处于低配，算力资本开支保持高增阶段，其中国内市场也紧跟全球AI发展进程进入加速阶段，通信行业持仓仍有显著向上空间。该机构判断，2025年AI算力产业链将继续加速发展，叠加推理侧需求持续演进，有望带来更广阔成长空间，通信行业相关产业链将继续受益。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250109/NWI3NDNkNGUxZmM1MTMzOTE0MzEwMTk=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/NWI3NDNkNGUxZmM1MTMzOTE0MzEwMTk=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1967675","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0345769128.USD","00728","LU2237443382.USD","BK4148","LU1989764664.SGD","LU0205193047.USD","00763","LU2023250504.SGD","LU0354030438.USD","COHR","LU1280957306.USD","BK1152","LU1366192091.USD","LU2089985449.USD","SGXZ23171101.USD","LU2237957811.SGD","BK4575","LU0127658192.USD","LU1226287792.SGD","BK1521","LU2360106780.USD","LU2430703095.HKD","SG9999011175.SGD","IE00B1BXHZ80.USD","LU1732800096.USD","VNET","MXL","LU2361045086.USD","00762","00941","LU2750360641.GBP","AXTI","80883","CRDO","LU1951186391.HKD","LU2168564222.USD","SGXZ99366536.SGD","LU1497733631.SGD","LU2106854487.HKD","IE00BFSS8Q28.SGD","LITE","LU2237957902.USD","ANET","LU0124676726.USD","LU0942090050.USD","LU1162221912.USD","LU0820562030.AUD","LU1861215975.USD"],"gpt_icon":1},{"id":"1137652323","title":"一周美股牛榜｜AMD上周飙31%；戴尔跃升7%；百事、奈飞、Arista Networks齐升6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1137652323","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1137652323?lang=zh_cn&edition=fundamental","pubTime":"2025-10-13 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01:40","pubTimestamp":1757698811,"startTime":"0","endTime":"0","summary":"美国东部时间13:29，道琼斯工业平均指数.DJI下跌0.35%，报45,946.04点；标准普尔500指数.SPX上涨0.05%，报6,591.00点；纳斯达克综合指数.IXIC上涨0.45%，报22,141.59点。标准普尔 500 指数.PG.INX 百分比涨幅前三名是 ** 华纳兄弟发现公司 WBD.OQ，上涨 17.5% ** 特斯拉公司 TSLA.OQ，上涨 6.7% ** 派拉蒙天空舞蹈公司 PSKY.OQ，上涨 4.1% ** 纳斯达克综合指数.IXIC，上涨 0.45%，报 22,141.59 点。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250912:nL3S3UZ16W:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["FICO","COCP","OXM","RNA","VNCE","OEC","NXTT","OPAD","TT","AEI","BW","AGAE","ISPC","HOTH","RH","02018","MRNA","OPI","CAMT","PFE","ALK","BGSF","BNTX","SNVD.UK","ANET","GEV","GCTK","WBD","RENT","XTIA","ARRY","STG","VCIG","PRE","PSKY","TECH","SJM","00200","NEXT","MSC","ANEB","APUS","LII"],"gpt_icon":1},{"id":"2566970063","title":"美股异动 | Arista Networks(ANET.US)跌超7% 5月以来累涨72%","url":"https://stock-news.laohu8.com/highlight/detail?id=2566970063","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2566970063?lang=zh_cn&edition=fundamental","pubTime":"2025-09-12 23:11","pubTimestamp":1757689881,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，周五，Arista Networks(ANET.US)跌超7%，5月以来累涨72%，现报141.93美元。消息面上，尽管股价强势攀升，但一些分析师指出，Arista的估值已远高于历史平均水平，2027年可能出现增长放缓的风险。当前市场风险/回报倾向下行，因此对于投资者而言，谨慎决策显得尤为重要。华尔街对Arista未来两年的利润率保持乐观，尤其是博通前景展望显示2026年起资本支出增速可能加快，这为Arista增长放缓阶段提供了缓冲。然而，到2027年可能出现的增长放缓仍需被纳入评估。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1344892.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["IE00BN0W2T93.GBP","LU1917777945.USD","LU0353189680.USD","LU2108987350.USD","LU0106261372.USD","LU2458330169.SGD","LU0889565833.HKD","SG9999001424.SGD","IE00BN0W2W23.USD","IE00BMPRXN33.USD","LU1803068979.SGD","LU1974910355.USD","LU2286300806.USD","BK4543","LU2106854487.HKD","LU0006306889.USD","LU2054465674.USD","IE00BMPRXR70.SGD","BK4588","LU2023250504.SGD","LU0109392836.USD","LU2355687059.USD","IE0008368304.USD","BK4585","LU0225283273.USD","ANET","LU0348723411.USD","LU2458330243.SGD","IE00BN0W2V16.EUR","BK4020","IE00BMPRXQ63.HKD","BK4554","LU2087625088.SGD","LU0557290698.USD"],"gpt_icon":0},{"id":"2566920127","title":"AI数据中心增长前景显著上调，高盛看好Arista、戴尔成赢家","url":"https://stock-news.laohu8.com/highlight/detail?id=2566920127","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2566920127?lang=zh_cn&edition=fundamental","pubTime":"2025-09-12 18:10","pubTimestamp":1757671826,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，高盛最新发布的研究报告显示，基于650 Group提供的2025年第二季度数据，AI数据中心设备市场的增长前景被显著上调。该行调整了对多家相关公司的投资评级，给予Arista Networks Inc  和戴尔“买入”评级。AI数据中心交换机市场预计将以36%的CAGR增长，到2029年达到约260亿美元。AI以太网数据中心交换机市场在超大规模客户中的CAGR为41%，在二级云与SP中为55%，在企业中为64%。高盛给予超微电脑“卖出”评级，目标价27美元。","market":"fut","thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1344615.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":"AI数据中心增长前景显著上调，高盛看好Arista、戴尔成赢家","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1803068979.SGD","LU0096364046.USD","LU1823568750.SGD","LU2237443895.HKD","LU2087625088.SGD","LU0348723411.USD","IE00B19Z3B42.SGD","IE00BMPRXQ63.HKD","BK4554","LU2237443549.SGD","LU1804176565.USD","LU2471134523.USD","BK4127","BK4535","LU2286300806.USD","LU1894683348.USD","BK4533","LU2237443382.USD","LU1917777945.USD","LU1868836914.USD","IE00B19Z3581.USD","LU2750360997.AUD","LU1668664300.SGD","LU1046421795.USD","LU0310800965.SGD","LU0353189680.USD","IE00BN0W2W23.USD","LU0052756011.USD","LU1267930227.SGD","LU2265009873.SGD","IE0008368304.USD","BK4170","LU0889565833.HKD","BK4020","LU1868836757.USD","LU0128525689.USD","IE00BSNM7G36.USD","LU0106831901.USD","LU2750360641.GBP","LU0225283273.USD","LU2355687059.USD","LU0048573561.USD","SG9999001424.SGD","BK4543","BK4585","ANET","LU0106261372.USD","LU0109392836.USD","LU0006306889.USD","DELL"],"gpt_icon":0},{"id":"2566098116","title":"Arista 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05:44","pubTimestamp":1755985485,"startTime":"0","endTime":"0","summary":"在投资领域，在市场中持有时间几乎总是胜过择时交易。这就是为什么买入并持有的投资者经常转向交易型开放式指数基金——它们提供即时多元化投资、全球市场敞口，以及长期捕获复利回报的机会。对于长期买入并持有的投资者而言，这些ETF可能成为未来十年及更长时间内财富增长的坚实基础。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0048573561.USD","LU0052756011.USD","FDN","LU0128525689.USD","LU0203347892.USD","SG9999001440.SGD","LU2112291526.USD","IE00BDGV0183.EUR","LU1629891620.HKD","LU2111349929.HKD","BK4099","NVDY","LU0267386448.USD","LU2413666699.HKD","SG9999002232.USD","GB00B4LPDJ14.GBP","SG9999001077.SGD","LU1236620834.HKD","LU1674673691.USD","LU1069344957.HKD","LU1720051017.SGD","LU0444971666.USD","NVDS","IE00B1BXHZ80.USD","LU1003077747.HKD","LU2092627202.USD","HK0000306685.HKD","LU2087625088.SGD","LU0689626769.HKD","LU2361044865.SGD","LU1670711123.USD","LU2089284900.SGD","LU1496350171.SGD","IE00BFSS8Q28.SGD","LU2125909593.SGD","LU0708995401.HKD","LU2361044949.HKD","LU0690374615.EUR","BK4548","LU0072461881.USD","LU0310799852.SGD","LU2089985449.USD","LU2461242641.AUD","LU0289960550.SGD","BK4527","LU1429558221.USD","LU1236620750.USD","LU2506951875.HKD","BK4538","BK4598","LU1814569148.SGD","LU1732800096.USD","LU2746668974.SGD","LU2054465674.USD","LU1989773731.SGD","LU0234570918.USD","SGXZ81514606.USD","LU1815333072.USD","LU2756315318.SGD","LU0345774391.USD","LU2468319806.SGD","BK4535","LU2065169927.USD","LU1861127337.USD","LU2931357623.SGD","LU2097344431.USD","LU1564329461.SGD","SG9999015358.SGD","LU2764263203.CNY","IE00B7KXQ091.USD","LU2125909759.SGD","LU2247934214.USD","LU0308772762.SGD","LU2417539215.USD","LU1861559042.SGD","LU2471134879.HKD","LU2098885051.SGD","LU0823434583.USD","IE00BFXG1179.USD","SGXZ99366536.SGD","LU2275660780.HKD","LU2095319765.USD","BK4007","IE00BFSS7M15.SGD","LU0312595415.SGD","BK4592","LU0823417737.USD","LU0208291251.USD","PSQ","IE00BQXX3F31.USD","LU0553294199.USD","LU0276348264.USD","LU1267930227.SGD","LU1366333091.USD","LU2430703178.SGD","LU2860962120.EUR","GB00BDT5M118.USD","HK0000320264.USD","LU1815336760.USD","LU0320765489.SGD","LU0444973449.USD","MNQmain","LU1697837992.HKD","LU0203202063.USD","LU0965509010.AUD","LU0077335932.USD","LU1043141123.HKD","LU2077746001.SGD","LU2491050071.SGD","LU0058720904.USD","BK4579","IE00BDCRKT87.USD","LU2552382215.SGD","SG9999002224.SGD","LU1206713676.USD","IE0004445239.USD","LU2168564495.EUR","BK4023","BK4568","LU2129689514.USD","IE0009355771.USD","LU1791710400.SGD","LU0072462426.USD","JNJ","LU0943347566.SGD","LU2168564222.USD","LU0557290698.USD","LU0471298777.SGD","LU0234572021.USD","LU0310800379.SGD","LU0648001328.SGD","LU2357305700.SGD","LU0757359954.USD","IE00B19Z3B42.SGD","BK4567","LU0210528500.USD","LU0426417589.USD","MSFT","IE00BVYPNW00.USD","LU1037948541.HKD","LU1868836757.USD","LU1778281490.HKD","BK4585","LU2250418816.HKD","LU1340139317.AUD","LU0795875086.SGD","IE00BK4W5M84.HKD","LU0820561818.USD","IE00BBT3K403.USD","LU2505996509.AUD","IE00BDRTCR15.USD","QLD","LU0251132253.USD","LU0211327993.USD","IE00BQXX3C00.GBP","LU0942090050.USD","IE00BLSP4452.SGD","LU0345768153.USD","LU0114720955.EUR","IE0003U64NQ7.SGD","LU1221951046.USD","NVDD","IE00BWXC8680.SGD","LU2272731600.USD","TQQQ","LU2133065610.SGD","BK4503","LU0477156953.USD","BK4577","LU0256863902.USD","LU0109391861.USD","LU0882574055.USD","LU0894486033.HKD","LU1712237335.SGD","LU1823568750.SGD","LU0912757837.SGD","BK4511","HK0000306701.USD","IE00BFTCPJ56.SGD","BK4581","NVDX","LU1868837300.USD","BK4170","LU1551013342.USD","LU0792757196.USD","LU0738911758.USD","LU1267930573.SGD","SGXZ51526630.SGD","LU0310800965.SGD","LU1585245621.USD","LU1803068623.USD","IE00BMPRXR70.SGD","LU1564329628.SGD","BK4507","LU2506952170.USD","IE0005OL40V9.USD","IE00BYXW3230.USD","LU2097344357.USD","BK4612","LU0980610538.SGD","BK4529","LU2430703251.USD","LU0823411888.USD","LU1623119135.USD","LU0348723411.USD","LU1261432733.SGD","LU0965508806.USD","NVDA","SG9999015978.USD","LU0170899867.USD","LU1267930813.SGD","BK4533","LU0175139822.USD","LU1506573853.SGD","LU1242518857.USD","LU0477156797.USD","SG9999015341.SGD","IE00BFXG0V08.USD","LU1069347547.HKD","LU1917777945.USD","IE00BN0W2W23.USD","SG9999001424.SGD","LU0868494708.USD","TSLA","LU2237957811.SGD","ANET","NQmain","LU0109392836.USD","LU2552382132.HKD","LU2413666426.HKD","LU1582986359.USD","LU2294711713.HKD","LU2106854487.HKD","LU0098860793.USD","LU0210536198.USD","LU0784385170.HKD","MACW.SI","SQQQ","LU0210533765.USD","IE00B19Z3581.USD","LU0323591593.USD","LU2473716301.USD","SG9999000418.SGD","LU0471298694.HKD","LU0353189763.USD","LU1244550221.USD","IE0009356076.USD","LU0345770993.USD","BK4555","NVDL","LU2097829019.USD","LU1935042991.SGD","LU2129689431.USD","BK4587","LU1564329115.USD","IE00B3T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