科技财报速递｜AI算力需求兑现，现金流分化加剧

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思科业绩和指引双超，但订单转收入节奏与估值压制盘后表现；Nebius和CoreWeave收入高速增长、产能继续扩张，首个交易日显著跑赢大盘，同时自由现金流、债务和融资成本仍是主要分歧。

Episode metadata supplied by the publisher feed · Published Aug 13, 2026

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科技财报速递｜AI算力需求兑现，现金流分化加剧

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