--- 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) ## 相关资讯与研究 - [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 CEO:科技行业正进入 “网络超级周期”](https://longbridge.com/zh-CN/news/286443237.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) - [思科营收展望超出分析师预期 计划裁员以聚焦快速增长的人工智能市场](https://longbridge.com/zh-CN/news/286320815.md) - [思科本季和全年指引全面超预期、AI 订单大幅上调,拟聚焦 AI 重组,盘后两位数高涨 | 财报见闻](https://longbridge.com/zh-CN/news/286324152.md)