<div id="readability-page-1">Morgan Stanley expects several networking and telecom equipment companies to outperform in 2026 due to the continued buildout for artificial intelligence infrastructure. Cisco Systems (CSCO) and Arista Networks (ANET) present an opportunity in 2026 due to Ethernet continuing to gain share, they remain at an attractive price among AI names, and they...</div>

思科

<p>摩根士丹利預計，由於人工智能基礎設施的建設，網絡和電信設備公司將在 2026 年表現優於大盤。思科和 Arista 因其具有吸引力的定價和增長潛力而受到關注。思科的目標股價上調至 91 美元，Arista 的目標股價下調至 159 美元。摩托羅拉解決方案被上調至增持，目標股價下調至 436 美元。康寧、Ciena、Lumentum 和 Coherent 也預計將表現優於大盤。這些公司的目標股價均有所上調</p>

摩根士丹利認為，思科和 Arista 在 2026 年網絡領域中仍有望獲得超額回報