---
title: "由于人工智能订单激增至 90 亿美元，思科股票创下历史新高"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/286761913.md"
description: "思科已将其 2026 财年的人工智能基础设施订单目标提高至 90 亿美元，因需求强劲，几乎是之前指导的两倍。该公司计划裁员多达 4000 人，以将资金重新分配到人工智能和其他技术上。过去一年，思科的股票上涨了 87%，分析师将目标价格提高至高达 150 美元"
datetime: "2026-05-18T11:21:28.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286761913.md)
  - [en](https://longbridge.com/en/news/286761913.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286761913.md)
---

# 由于人工智能订单激增至 90 亿美元，思科股票创下历史新高

Record AI orders: Cisco lifted its fiscal 2026 AI infrastructure order target to $9 billion, nearly double prior guidance, after strong demand from hyperscalers. Restructuring for growth: Up to 4,000 jobs will be cut as funds shift to AI, silicon, optics, and security, with some affected staff potentially redeployed internally. Market reaction: Shares have soared 87% in the past year, outpacing the S&P 500, with analysts boosting price targets as high as $150.

### 相关股票

- [CSCO.US](https://longbridge.com/zh-CN/quote/CSCO.US.md)
- [CSCL.US](https://longbridge.com/zh-CN/quote/CSCL.US.md)
- [.SPX.US](https://longbridge.com/zh-CN/quote/.SPX.US.md)

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- [思科在订单激增之际 计划裁员约 4000 人](https://longbridge.com/zh-CN/news/286321945.md)
- [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)
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