Citi Research 预测，由于主要云公司中 AI 数据中心的增长，到 2025 年，Arista Networks 的收入将增加 25%。 Citi Research predicts a 25% revenue increase for Arista Networks by 2025 due to AI data center growth among major cloud companies.
花旗研究预测,Arista网络公司(NYSE:ANET)将因主要云公司AI数据中心的资本支出逐年增加40%而大大受益。 Citi Research forecasts that Arista Networks Inc (NYSE:ANET) will benefit significantly from a 40% year-over-year increase in capital expenditures for AI data centers among major cloud companies. 这一增长在多数据中心培训方法的推动下,可以在2025年将亚历斯塔的收入增加25%。 This growth, driven by multi-data center training approaches, could boost Arista's revenue by up to 25% in 2025. 花旗将该股的目标价上调至 460 美元，同时维持买入评级。 Citi raised its price target for the stock to $460 while maintaining a Buy rating. 相反,Qorvo Inc (NASDAQ:QRVO) 面临降级,原因是Android市场存在挑战,苹果公司AI倡议的好处有限。 In contrast, Qorvo Inc (NASDAQ:QRVO) faced a downgrade due to challenges in the Android market and limited benefits from Apple's AI initiatives.