美股詳情

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Arista Networks, Inc.

199.36

+6.523.38%

成交量：172.66萬

成交額：3.43億

市值：2,510.51億

市盈率：63.09

高：200.25

開：196.27

低：195.39

收：192.84

52周最高：214.89

52周最低：114.52

股本：12.59億

流通股本：10.50億

量比：0.82

換手率：0.16%

股息：- -

股息率：- -

每股收益(TTM):3.16

每股收益(LYR):2.75

淨資產收益率：31.48%

總資產收益率：14.12%

市淨率：16.97

市盈率(LYR):72.49

資料載入中...

總覽公司新聞資訊公告

異動解讀｜Arista Networks盤中上漲3.02%，財報強勁疊加投行上調評級持續提振

異動解讀 | Arista Networks盤中大漲5.03%，獲Gartner認可、財報強勁及投行上調評級共同提振

Arista Networks Inc(ANET)股票5月21日盤中上漲3.86%：背後推手曝光

TradingKey中文

異動解讀｜Arista Networks盤中上漲3.76%，通信設備板塊集體回暖疊加投行上調評級提振

Arista Networks Inc(ANET)股票5月15日收盤下跌3.65%：背後推手曝光

TradingKey中文

機構投資者在第一季度增持了人工智能基礎設施相關股票

異動解讀 | Arista Networks盤中大漲5.05%，財報利好與板塊效應共振

Arista Networks Inc(ANET)股票5月14日盤中上漲4.52%：背後推手曝光

TradingKey中文

Arista Networks Inc(ANET)股票5月11日盤中下跌3.17%：真相來了

TradingKey中文

異動解讀 | Arista Networks盤中大跌5.01%，Q1毛利率不及預期引發拋售

ETF日報｜2倍做多Hut 8 ETF暴漲72%，2倍做多超微電腦ETF升逾48%，半導體與貴金屬鏈條走強

市場快訊——美股行情動態-達維塔、奈特-斯威夫特、馬德里加爾製藥

異動解讀 | Arista Networks盤中大跌13.68%，Q1毛利率不及預期且業績指引未能滿足市場高期望

市場快訊——美股行情動態-華特迪士尼、CVS、優步

美股前瞻 | 納指期貨升逾1%，特朗普稱美伊面對面談判為時尚早

智通财经网

異動解讀 | Arista Networks盤前大跌10.84%，Q1毛利率不及預期且前景未能滿足市場高期望

美國研究綜述-IBM、Lumentum Holdings、TransDigm Group

異動解讀 | Arista Networks夜盤大跌11.3%，Q1毛利率不及預期且前景未能滿足市場高預期

Arista Networks(ANET.US)Q1營收超預期，毛利率略低於預期，盤後大跌逾10%

Arista業績超預期，但疲軟的前景引發盤後拋售

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分析师维持“买入”评级并上调目标价。","market":"sh","thumbnail":"https://resource.tradingkey.com/uploads/20250825/64914e98cc7d4ae1aab9e4cdecbf86aeshutterstock_2666229747.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20250825/64914e98cc7d4ae1aab9e4cdecbf86aeshutterstock_2666229747.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/261920171-market-movers-anet-20260521","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":["IE00BN0W2V16.EUR","LU1974910355.USD","LU0353189763.USD","BK4554","LU0106261372.USD","LU2054465674.USD","LU2286300806.USD","IE00BMPRXR70.SGD","BK4588","LU0353189680.USD","LU2023250504.SGD","LU0006306889.USD","BK4543","LU0109392836.USD","BK4585","LU0077335932.USD","LU2355687059.USD","LU0823434583.USD","LU2458330243.SGD","LU0225283273.USD","LU1917777945.USD","LU2106854487.HKD","SG9999001424.SGD","LU2458330169.SGD","IE0008368304.USD","LU0557290698.USD","ANET","LU0198837287.USD","IE00BN0W2T93.GBP","IE00BMPRXQ63.HKD","LU0823434740.USD","ANEL","BK4020","LU2087625088.SGD","LU0348723411.USD","IE00BMPRXN33.USD","LU2108987350.USD","IE00BN0W2W23.USD","LU1803068979.SGD","LU2211815571.USD","LU0889565833.HKD","LU2860962120.EUR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1127654760","title":"異動解讀｜Arista Networks盤中上漲3.76%，通信設備板塊集體回暖疊加投行上調評級提振","url":"https://stock-news.laohu8.com/highlight/detail?id=1127654760","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1127654760?lang=zh_tw&edition=fundamental","pubTime":"2026-05-21 21:42","pubTimestamp":1779370920,"startTime":"0","endTime":"0","summary":"5月21日，Arista Networks盘中上涨3.76%，报146.62美元/股，成交额2.77亿美元，收复此前连续下跌失地。消息面上，通信设备板块今日集体回暖，Applied Optoelectronics涨4.25%、Lumentum涨2.24%、Ciena涨1.89%、诺基亚涨1.8%，板块做多情绪显著修复。此外，近期Raymond James将公司评级从市场表现上调至跑赢大盘，目标价164美元；Rothschild&Co Redburn亦上调目标价至179.15美元，维持买入评级，机构认可形成估值支撑。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"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":["ANET"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2635037052","title":"Arista Networks Inc(ANET)股票5月15日收盤下跌3.65%：背後推手曝光","url":"https://stock-news.laohu8.com/highlight/detail?id=2635037052","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2635037052?lang=zh_tw&edition=fundamental","pubTime":"2026-05-16 04:15","pubTimestamp":1778876142,"startTime":"0","endTime":"0","summary":"• 受供应链问题及财务指引喜忧参半影响，股价有所下跌。\n• 分析师上调评级，理由是AI网络和云计算领域机遇强劲。\n• 尽管营收趋势积极，但供应受限抑制了市场热情。","market":"nz","thumbnail":"https://resource.tradingkey.com/uploads/20250825/64914e98cc7d4ae1aab9e4cdecbf86aeshutterstock_2666229747.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20250825/64914e98cc7d4ae1aab9e4cdecbf86aeshutterstock_2666229747.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/261901542-market-movers-anet-20260515","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":["LU1917777945.USD","LU2355687059.USD","IE00BN0W2V16.EUR","LU2054465674.USD","LU0353189680.USD","LU2023250504.SGD","IE00BN0W2T93.GBP","ANEL","IE00BMPRXN33.USD","LU0077335932.USD","LU0006306889.USD","LU0823434583.USD","LU2860962120.EUR","ANET","LU1803068979.SGD","LU2106854487.HKD","LU1974910355.USD","LU2286300806.USD","LU2458330243.SGD","BK4543","BK4020","LU2211815571.USD","LU2458330169.SGD","LU2087625088.SGD","LU0198837287.USD","BK4588","BK4585","IE00BMPRXQ63.HKD","LU0348723411.USD","LU2108987350.USD","LU0889565833.HKD","IE0008368304.USD","IE00BMPRXR70.SGD","LU0109392836.USD","LU0557290698.USD","LU0225283273.USD","BK4554","LU0106261372.USD","SG9999001424.SGD","IE00BN0W2W23.USD","LU0823434740.USD","LU0353189763.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635503186","title":"機構投資者在第一季度增持了人工智能基礎設施相關股票","url":"https://stock-news.laohu8.com/highlight/detail?id=2635503186","media":"路透中文","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2635503186?lang=zh_tw&edition=fundamental","pubTime":"2026-05-16 01:15","pubTimestamp":1778865307,"startTime":"0","endTime":"0","summary":"主要机构投资者必须在每个日历季度结束后的45天内，向美国证券交易委员会报告其投资组合及其构成所做的任何变更。这源于第一季度市场持续存在不确定性，即这些企业能否维持AI领域的支出力度及其增长势头。根据其申报文件显示，该基金在第一季度建仓了价值990万美元的小额头寸。但路透发现，在该类别的20只美国上市股票中，机构投资者在市场暴跌期间总体上更倾向于卖出而非买入，共有397家机构清仓了一项或多项头寸。","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:20260515:nL4T41S1IV:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["METW","LU1582986359.USD","FBL","IE00BN0W2T93.GBP","ORCS","LU1852331112.SGD","BK4543","MSFL","PLYY","SHPU","PTIR","ANEL","PLTZ","META","MSFX","LU0267386448.USD","ORCX","PLOO","PLTY","MSFU","PLTG","LU2272731865.HKD","PLTD","PLTU","METD","PLTA","PLTI","IE00BLSP4452.SGD","PLTR","VRT","PLTW","MSFY","PLT","MSFO","MSFW","FBYY","METU","LU0187121727.USD","LU0154236417.USD","ORCU","MSFT","LU2506951875.HKD","FBY","VRTL","SHPD","ORCL","MSFD","SHOP","DLR","ANET"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1167280959","title":"異動解讀 | Arista Networks盤中大漲5.05%，財報利好與板塊效應共振","url":"https://stock-news.laohu8.com/highlight/detail?id=1167280959","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1167280959?lang=zh_tw&edition=fundamental","pubTime":"2026-05-15 03:51","pubTimestamp":1778788319,"startTime":"0","endTime":"0","summary":"Arista Networks今日盘中股价大幅上涨5.05%，表现强劲。消息面上，此次上涨受到多重因素推动。公司同时上调了全年营收目标，并将AI业务营收目标大幅提升至35亿美元，意味着AI销售额有望实现翻番，彰显了其在人工智能领域的增长潜力。尽管公司对第二季度毛利率的指引曾略低于预期，引发过短期抛售，但市场在消化这一信息后，重新聚焦于其AI业务的长期需求前景，从而推动股价延续反弹走势。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"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"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635086860","title":"Arista Networks Inc(ANET)股票5月14日盤中上漲4.52%：背後推手曝光","url":"https://stock-news.laohu8.com/highlight/detail?id=2635086860","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2635086860?lang=zh_tw&edition=fundamental","pubTime":"2026-05-14 23:16","pubTimestamp":1778771776,"startTime":"0","endTime":"0","summary":"• 受强劲的AI网络需求和积极的财报业绩推动，ANET股价上涨。\n• 分析师维持对ANET的积极评级及目标价。\n• 尽管存在供应链问题，但AI需求正持续激发投资者对ANET的兴趣。","market":"hk","thumbnail":"https://resource.tradingkey.com/uploads/20250825/64914e98cc7d4ae1aab9e4cdecbf86aeshutterstock_2666229747.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20250825/64914e98cc7d4ae1aab9e4cdecbf86aeshutterstock_2666229747.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/261895767-market-movers-anet-20260514","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":["ANET","ANEL","IE0008368304.USD","LU0823434583.USD","LU1803068979.SGD","IE00BN0W2T93.GBP","LU1917777945.USD","LU1974910355.USD","LU0353189763.USD","LU2286300806.USD","LU2860962120.EUR","LU0198837287.USD","LU2458330169.SGD","BK4020","BK4543","LU0823434740.USD","LU2355687059.USD","IE00BMPRXR70.SGD","LU0348723411.USD","LU0077335932.USD","LU2087625088.SGD","BK4588","LU0557290698.USD","IE00BN0W2W23.USD","IE00BN0W2V16.EUR","LU0889565833.HKD","LU0225283273.USD","LU0006306889.USD","LU2023250504.SGD","LU2108987350.USD","IE00BMPRXN33.USD","LU0109392836.USD","LU2211815571.USD","IE00BMPRXQ63.HKD","LU2458330243.SGD","BK4585","BK4554","LU2054465674.USD","LU2106854487.HKD","LU0106261372.USD","SG9999001424.SGD","LU0353189680.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634423526","title":"Arista Networks Inc(ANET)股票5月11日盤中下跌3.17%：真相來了","url":"https://stock-news.laohu8.com/highlight/detail?id=2634423526","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2634423526?lang=zh_tw&edition=fundamental","pubTime":"2026-05-12 00:17","pubTimestamp":1778516271,"startTime":"0","endTime":"0","summary":"• Arista Networks公布的2026财年第一季度业绩超出预期。\n• 预计供应链限制将在整个2026年持续影响利润率。\n• 上调后的营收指引不及市场预期。","market":"other","thumbnail":"https://resource.tradingkey.com/uploads/20250825/64914e98cc7d4ae1aab9e4cdecbf86aeshutterstock_2666229747.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20250825/64914e98cc7d4ae1aab9e4cdecbf86aeshutterstock_2666229747.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/261881136-market-movers-anet-20260511","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":["BK4020","LU1974910355.USD","BK4588","LU2108987350.USD","IE00BMPRXQ63.HKD","IE00BMPRXN33.USD","LU2860962120.EUR","LU0006306889.USD","LU2054465674.USD","LU2023250504.SGD","LU0353189763.USD","LU2458330243.SGD","BK4585","LU0353189680.USD","LU0823434740.USD","LU2106854487.HKD","LU1917777945.USD","BK4543","IE00BN0W2T93.GBP","LU2286300806.USD","LU2355687059.USD","IE00BN0W2V16.EUR","SG9999001424.SGD","LU2087625088.SGD","LU0348723411.USD","LU2458330169.SGD","LU2211815571.USD","LU0823434583.USD","LU0077335932.USD","LU0225283273.USD","LU0106261372.USD","LU1803068979.SGD","ANET","LU0198837287.USD","IE0008368304.USD","LU0889565833.HKD","IE00BMPRXR70.SGD","IE00BN0W2W23.USD","BK4554","LU0109392836.USD","LU0557290698.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1188039898","title":"異動解讀 | Arista Networks盤中大跌5.01%，Q1毛利率不及預期引發拋售","url":"https://stock-news.laohu8.com/highlight/detail?id=1188039898","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1188039898?lang=zh_tw&edition=fundamental","pubTime":"2026-05-08 01:17","pubTimestamp":1778174238,"startTime":"0","endTime":"0","summary":"Arista Networks, Inc.今日盘中大跌5.01%，引起了市场的广泛关注。消息面上，公司此前公布第一季度财报，营收27.09亿美元、调整后每股收益0.87美元均超预期，但调整后毛利率为62.4%，略低于市场预期的62.7%。值得注意的是，尽管股价下跌，但巴克莱分析师将Arista Networks的目标价从184美元上调至195美元，显示部分机构仍看好公司长期前景。然而，市场短期内更关注毛利率不及预期及板块疲软带来的压力。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"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"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1152432602","title":"ETF日報｜2倍做多Hut 8 ETF暴漲72%，2倍做多超微電腦ETF升逾48%，半導體與貴金屬鏈條走強","url":"https://stock-news.laohu8.com/highlight/detail?id=1152432602","media":"ETF追踪","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1152432602?lang=zh_tw&edition=fundamental","pubTime":"2026-05-07 08:49","pubTimestamp":1778114978,"startTime":"0","endTime":"0","summary":"黄金与白银相关多头明显走强。","market":"us","thumbnail":"https://static.tigerbbs.com/8fd5271ba4885dabd7633b23dfb3304b","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/8fd5271ba4885dabd7633b23dfb3304b"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AMDL","USD","AMUU","ANET","BK4585","SMCL","BK4543","TEKX","SMR","AMDU","AMDW","BK4170","SMZ","LU1861215975.USD","SSG","SMCZ","SMUP","LU1861220033.SGD","AMDY","AMYY","SMCC","159582","BK4535","OKLO","VGT","BK4588","SOXQ","SOXX","SOXY","SMYY","HUTG","FTXL","LU0053671581.USD","SMU","XSD","OKLL","SMCY","AMDD","SMHX","DAMD","JOBY","FDN","DAPP","OKLS","HUT","CHPS","SMCI","SMH","SOXS","BK4550","SOXL","ANEL","JOBX","PSI","CHPY","AMD","SMCX","AMDG"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2633137997","title":"市場快訊——美股行情動態-達維塔、奈特-斯威夫特、馬德里加爾製藥","url":"https://stock-news.laohu8.com/highlight/detail?id=2633137997","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633137997?lang=zh_tw&edition=fundamental","pubTime":"2026-05-06 23:51","pubTimestamp":1778082717,"startTime":"0","endTime":"0","summary":".N美国东部时间11:30，道琼斯工业平均指数.DJI上涨1.18%，报49,879.46点。标普500指数.SPX上涨1.17%，报7,344.19点；纳斯达克综合指数.IXIC上涨1.48%，报25,700.57点。","market":"hk","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:20260506:nL4S41J1XJ: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":["KNX","KHC","RSI","DIS","ETR","MNKD","UBER","BZAI","ELAN","AMDW","INGM","ANET","RXRX","COR","MASS","NYT","DECK","XOM","CART","AMD","GLW","QCOM","OSCR","AMDY","ON","MDGL","LCDL","CVX","PODD","ORKA","AVTX","FRPT","NVAX","LCID","CVS","CMI","COTY","BCRX","INTC","OXY","UBEW","DVA","HUT","SMCI","COP","LUMN","DISO","AVXL","AMDL","APO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1126247469","title":"異動解讀 | Arista Networks盤中大跌13.68%，Q1毛利率不及預期且業績指引未能滿足市場高期望","url":"https://stock-news.laohu8.com/highlight/detail?id=1126247469","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1126247469?lang=zh_tw&edition=fundamental","pubTime":"2026-05-06 23:00","pubTimestamp":1778079608,"startTime":"0","endTime":"0","summary":"Arista Networks今日盘中股价大幅下跌13.68%，引发了市场的广泛关注。消息面上，公司公布了2026年第一季度的财务业绩。更为关键的是，市场分析指出，投资者此前已对公司业绩抱有更高期望，此次的业绩表现及第二季度业绩指引虽属积极，但仍未能满足这些已计入股价的高预期，从而引发了显著的抛售压力。有分析师评论称，市场已习惯Arista交出远超预期的业绩，而此次的业绩超预期表现及全年指引上调对市场而言尚显不足，投资者此前预期了更强劲的指引。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"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"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633136471","title":"市場快訊——美股行情動態-華特迪士尼、CVS、優步","url":"https://stock-news.laohu8.com/highlight/detail?id=2633136471","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633136471?lang=zh_tw&edition=fundamental","pubTime":"2026-05-06 21:26","pubTimestamp":1778073970,"startTime":"0","endTime":"0","summary":"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:20260506:nL4S41J1J1:1","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":["HUT","INTC","ANET","NVDY","MASS","ARM","SMCX","SMCZ","COR","NYT","NVDG","XOM","ETR","OSCR","PODD","CVS","FRPT","ARMU","KHC","NVDA","COTY","DECK","QCOM","LCIZ","NVAX","LCID","NVDB","AVTX","DIS","RSI","CVX","DIPS","ELAN","NVDD","ORKA","MNKD","LUMN","COP","APO","AMCR","SMCI","CMI","RXRX","AMD","GLW","UBER","OXY","INGM","UTHR","BCRX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633136232","title":"美股前瞻 | 納指期貨升逾1%，特朗普稱美伊面對面談判為時尚早","url":"https://stock-news.laohu8.com/highlight/detail?id=2633136232","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633136232?lang=zh_tw&edition=fundamental","pubTime":"2026-05-06 21:15","pubTimestamp":1778073343,"startTime":"0","endTime":"0","summary":"市场消息特朗普称美伊面对面谈判为时尚早。特朗普当地时间周三上午表示，尽管有乐观报道称美国与伊朗接近达成结束双方67天战争的潜在框架协议，但现在开始考虑美伊面对面和平谈判“还为时尚早”。有报道称，美国与伊朗正接近达成一项结束冲突的协议，瞬间引爆了风险偏好，导致美元下跌、油价重挫，全球股市大幅攀升。此举延续了美国总统特朗普在其两届总统任期内一直亲自推动的一项构想。","market":"sh","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/1438759.html","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":"highlight_zhitongcaijin","symbols":["BK4561","BK4581","IFNNY","QLD","QQQA","UBER","TECL","QQQM","ANET","FTEC","NDX","OXY","JEPQ","TQQY","PSQ","BK4550","MNQmain","IYW","NVIW.SI","BK1147","BK4588","QID","AMD","QDTE","BK4593","BK4534","QQQY","QYLG","BK4585","SMCI","APO","ONEQ","QQQE","DIS","GPIQ","QQQJ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1167044381","title":"異動解讀 | Arista Networks盤前大跌10.84%，Q1毛利率不及預期且前景未能滿足市場高期望","url":"https://stock-news.laohu8.com/highlight/detail?id=1167044381","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1167044381?lang=zh_tw&edition=fundamental","pubTime":"2026-05-06 16:41","pubTimestamp":1778056874,"startTime":"0","endTime":"0","summary":"Arista Networks（ANET）今日盘前股价大幅下跌10.84%，引发了市场的广泛关注。消息面上，公司公布了2026年第一季度的财务业绩。尽管营收和每股收益均超出市场预期，但调整后毛利率为62.4%，略低于市场普遍预期的62.7%。此外，市场分析指出，投资者此前已对公司业绩抱有更高期望，此次的业绩表现及第二季度业绩指引虽属积极，但仍未能满足这些已计入股价的高预期，从而引发了显著的抛售压力。尽管财报发布后，有分析师上调了该公司的目标股价，但市场对利润率前景的担忧以及“更强劲业绩”预期的落空，成为盘前股价重挫的主要原因。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"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"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633901235","title":"美國研究綜述-IBM、Lumentum Holdings、TransDigm Group","url":"https://stock-news.laohu8.com/highlight/detail?id=2633901235","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633901235?lang=zh_tw&edition=fundamental","pubTime":"2026-05-06 15:15","pubTimestamp":1778051727,"startTime":"0","endTime":"0","summary":"美国研究综述-IBM、Lumentum Holdings、TransDigm Group路透5月6日 - 周三，华尔街证券分析师调整了多家在美国上市公司的评级和目标股价，其中包括IBM、Lumentum Holdings和TransDigm Group。股票条目按字母顺序排列。","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:20260506:nL4T41J0KS: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":["DAMD","CMI","ANET","AGCO","ATKR","FERG","IAC","ASH","BAM","HNGE","AMD","GFS","AMDY","ADUS","CMPX","AMUU","FISV","DOCN","DC","DAVE","CLYM","EQH","FLYW","AESI","EMR","AMDL","IT","ALAB","BRBR","HSIC","BMBL","DNTH","AMDD","ADM","CRBG","ATEC","AMDW","APO","CYTK","ENVX","AMDU","EXPD","BL","AMYY","CACC","IBM","AMDS","LABX","AEO","ANF"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1184411486","title":"異動解讀 | Arista Networks夜盤大跌11.3%，Q1毛利率不及預期且前景未能滿足市場高預期","url":"https://stock-news.laohu8.com/highlight/detail?id=1184411486","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1184411486?lang=zh_tw&edition=fundamental","pubTime":"2026-05-06 08:11","pubTimestamp":1778026304,"startTime":"0","endTime":"0","summary":"Arista Networks今日夜盘股价大跌11.3%，引发了市场的广泛关注。消息面上，公司公布了2026年第一季度财务业绩，虽然营收和每股收益均超出市场预期，但调整后毛利率为62.4%，略低于市场普遍预期的62.7%。然而，毛利率的微小差距及市场对“更强劲业绩”的期待落空，成为夜盘股价重挫的主要原因。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"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"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633789973","title":"Arista Networks(ANET.US)Q1營收超預期，毛利率略低於預期，盤後大跌逾10%","url":"https://stock-news.laohu8.com/highlight/detail?id=2633789973","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633789973?lang=zh_tw&edition=fundamental","pubTime":"2026-05-06 07:05","pubTimestamp":1778022327,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，面向大型AI、数据中心、园区及路由环境的“数据驱动、从客户端到云端”网络行业领军企业Arista Networks今日公布了截至2026年3月31日第一季度财务业绩。GAAP口径稀释每股收益为0.80美元，非GAAP口径为0.87美元，超出市场平均预期，去年同期分别为0.64美元和0.661美元。然而，其调整后毛利率为62.4%，略低于市场普遍预期的62.7%。Arista推出基于7800芯片的通用AI Spine，提供大规模扩展、可预测性能及高速接口支持。截至发稿，该股盘后大跌11.62%。","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/1438267.html","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":"stock_zhitongcaijing","symbols":["ANET"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633920295","title":"Arista業績超預期，但疲軟的前景引發盤後拋售","url":"https://stock-news.laohu8.com/highlight/detail?id=2633920295","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633920295?lang=zh_tw&edition=fundamental","pubTime":"2026-05-06 05:59","pubTimestamp":1778018378,"startTime":"0","endTime":"0","summary":"Arista业绩超预期，但疲软的前景引发盘后抛售5月5日 - Arista Networks ANET.N 周二公布的财报显示，其第一季度业绩超出华尔街预期，并预测第二季度业绩将略高于预期，但鉴于这家网络设备制造商股价此前曾大幅上涨，这一超预期表现仍未能满足投资者高涨的预期。在盘后交易中，Arista股价下跌约13%，而今年迄今为止该股已上涨约30%。Arista预计第二季度营收为28亿美元，而分析师的预期为27.7亿美元。","market":"hk","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:20260505:nL4T41I2F4:1","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":["LU3102509885.SGD","LU0256863902.USD","LU2168564495.EUR","BK4554","LU1084165304.USD","LU2417539215.USD","LU1868836914.USD","LU2317271919.USD","LU0444973449.USD","LU0868494617.USD","LU1267930813.SGD","LU2505996509.AUD","LU2746668974.SGD","LU2111349929.HKD","LU0979878070.USD","NVDD","BK4527","LU1791710582.SGD","LU2552382215.SGD","IE00BMPRXN33.USD","SNVD.UK","LU2097829019.USD","BK4524","SG9999014559.SGD","BK4533","LU1280957306.USD","BK4538","LU1003077747.HKD","IE0009356076.USD","IE00B19Z8X17.USD","LU1674673691.USD","LU1032466523.USD","LU2506952170.USD","BK4097","LU0345770993.USD","LU1334329650.SGD","SG9999000418.SGD","LU2271345857.HKD","LU0347712357.USD","LU0107464264.USD","IE00BKPKM429.USD","LU1674673428.USD","LU1712237335.SGD","LU1814569148.SGD","LU0208291251.USD","LU2462591277.SGD","LU0323591593.USD","LU1839511570.USD","NVII","LU2028103732.USD","LU0079474960.USD","LU0823414478.USD","LU0320765489.SGD","LU2279689827.SGD","LU2355687059.USD","LU1645745479.HKD","LU1642822529.SGD","LU2211815571.USD","LU0792757196.USD","LU1429558221.USD","BK4612","SG9999014898.SGD","LU0127658192.USD","LU1880398554.USD","LU2237438978.USD","IE0034235295.USD","LU1582987597.SGD","LU1236620750.USD","BK4528","SG9999018865.SGD","LU2125154935.USD","IE00B4YYXB79.USD","LU0942090050.USD","LU2247934214.USD","LU2362540622.SGD","LU0203345920.USD","IE00BN0W2W23.USD","LU0511384066.AUD","LU1232071149.USD","LU0787776722.HKD","SG9999014914.USD","LU1803068979.SGD","LU0029864427.USD","LU2041044095.USD","LU0061474705.USD","LU0878866978.SGD","LU0985320562.USD","IE0003U64NQ7.SGD","ANET","LU1670710588.SGD","BK4020","LU2065171311.SGD","LU2210149790.SGD","LU2249611893.SGD","LU0345774391.USD","LU1582986359.USD","LU1815336760.USD","LU2433249047.HKD","LU1059921491.USD","LU2552382132.HKD","IE00BDCRKT87.USD","LU2347655156.SGD","LU0757359368.USD","LU0545562505.USD","BK4567","LU0323239441.USD","LU1564329461.SGD","LU1267930490.SGD","LU2471134879.HKD","IE00BN0W2V16.EUR","LU0274383776.USD","BK4587","IE00BYQQ9H92.USD","LU0957808578.USD","LU0276348264.USD","LU2357125470.USD","BK4592","LU0210528500.USD","LU0345768153.USD","LU0128525929.USD","LU1035775433.USD","IE00B5949003.HKD","SG9999018857.SGD","LU0170899867.USD","HK0000914686.HKD","LU1489326972.SGD","LU2125909593.SGD","IE00BN0W2T93.GBP","LU0965509101.SGD","LU1720051017.SGD","BK4581","LU1235294995.USD","LU2471134952.CNY","LU0094547139.USD","LU0072462426.USD","LU1267930573.SGD","LU1069347547.HKD","LU0320765059.SGD","BK4543","LU2471134523.USD","LU1074936037.SGD","IE00BN8TJ469.HKD","LU1043141396.HKD","LU2487616109.SGD","BK4141","BK4588","LU2361045086.USD","LU0348723411.USD","LU2491049909.HKD","HK0000304805.HKD","LU1496350502.SGD","LU1623119135.USD","LU0095938881.EUR","LU0302445910.USD","LU2764262908.HKD","NVDY","IE00BSNM7G36.USD","IE00BQXX3F31.USD","LU2360106780.USD","BK4576","LU2108987350.USD","LU0444971666.USD","LU0096364046.USD","LU0552385451.USD","IE00BLSP4239.USD","LU2168564222.USD","LU0011850046.USD","LU0251132253.USD","IE00B7SZLL34.SGD","LU0894485498.HKD","LU2213496289.HKD","LU2506951875.HKD","LU1069344957.HKD","LU1242518931.SGD","LU0006306889.USD","LU0868494708.USD","LU0788109477.HKD","MSFW","LU0210536198.USD","IE00BFXG0V08.USD","LU0097036916.USD","LU2089283258.USD","LU0310799852.SGD","LU2237957811.SGD","LU2097344357.USD","LU2471134796.USD","LU1821325948.USD","IE0004445015.USD","NVD","IE00BDRTCR15.USD","LU1301847155.USD","LU1670756490.USD","LU2720916845.USD","LU0316494557.USD","LU0171293334.USD","LU2413666426.HKD","HK0000304797.USD","LU0072461881.USD","LU2244417387.USD","IE000KEQY171.SGD","LU0642271901.SGD","LU1791710400.SGD","BK4585","LU0143551892.USD","MSFX","LU1951198990.SGD","IE00B3SWFQ91.USD","LU2237443382.USD","LU0820561909.HKD","LU1582986433.USD","LU2360108059.USD","LU1923622614.USD","LU2237443549.SGD","SG9999004303.SGD","LU0353189763.USD","SG9999014542.SGD","LU0215105999.USD","LU2404859667.USD","LU0345768740.USD","SGXZ99366536.SGD","LU0994945656.USD","NVD3.UK","LU0795875169.SGD","LU0690374961.EUR","LU2298321311.HKD","LU2543165471.USD","LU1066051498.USD","LU0175139822.USD","LU1861220033.SGD","LU1267930730.SGD","LU1548497426.USD","IE00B19Z9505.USD","LU2602419157.SGD","LU0354030511.USD","LU1934455277.USD","LU1564329115.USD","LU2236285917.USD","IE0005OL40V9.USD","LU1066051811.HKD","LU2360032135.SGD","LU1116320901.HKD","LU0289739343.SGD","IE00BQXX3D17.EUR","BK4535","LU21259092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