科技财报速递｜思科双超上修，股价为何反跌

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思科二零二六财年第四季度营收和非通用会计准则每股收益双双超预期，二零二七财年指引上修，原有经营判断得到强化；但毛利率下降、人工智能订单收入转化节奏和偏高估值引发显著抛售。

Episode metadata supplied by the publisher feed · Published Aug 14, 2026

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科技财报速递｜思科双超上修，股价为何反跌

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