--- title: "思科将人工智能订单预测上调至 90 亿美元,同时裁员 4000 人" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/286612020.md" description: "思科已将其 2026 财年的人工智能基础设施订单预测上调至 90 亿美元,原因是对超大规模云服务商的需求增加。该公司还将裁减近 4000 个职位,约占其员工总数的 5%,以专注于人工智能和增长领域。在这些公告发布后,思科的股价创下历史新高,市值增加了约 750 亿美元" datetime: "2026-05-15T20:37:18.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286612020.md) - [en](https://longbridge.com/en/news/286612020.md) - [zh-HK](https://longbridge.com/zh-HK/news/286612020.md) --- # 思科将人工智能订单预测上调至 90 亿美元,同时裁员 4000 人 Record AI forecast: Cisco raised its fiscal 2026 AI infrastructure orders outlook to $9 billion, citing surging hyperscaler demand. Strategic job cuts: The company will cut nearly 4,000 roles, less than 5% of its staff, to reallocate funds toward AI and growth areas. Investor reaction: Shares soared to record highs, adding about $75 billion in market value following strong earnings and the AI pivot. ### 相关股票 - [CSCO.US](https://longbridge.com/zh-CN/quote/CSCO.US.md) - [CSCS.US](https://longbridge.com/zh-CN/quote/CSCS.US.md) - [CSCL.US](https://longbridge.com/zh-CN/quote/CSCL.US.md) ## 相关资讯与研究 - [思科股价创 2011 年来最佳单日表现,AI 需求强劲](https://longbridge.com/zh-CN/news/286473394.md) - [思科在订单激增之际 计划裁员约 4000 人](https://longbridge.com/zh-CN/news/286321945.md) - [即使没有超大规模云服务提供商,思科产品需求依然攀升](https://longbridge.com/zh-CN/news/286327886.md) - [思科 CEO:科技行业正进入 “网络超级周期”](https://longbridge.com/zh-CN/news/286443237.md) - [思科因 AI 订单大涨同时裁员](https://longbridge.com/zh-CN/news/286423035.md)