--- title: "思科將人工智能訂單預測上調至 90 億美元,同時裁員 4000 人" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/286612020.md" description: "思科已將其 2026 財年的人工智能基礎設施訂單預測上調至 90 億美元,原因是對超大規模雲服務商的需求增加。該公司還將裁減近 4000 個職位,約佔其員工總數的 5%,以專注於人工智能和增長領域。在這些公告發布後,思科的股價創下歷史新高,市值增加了約 750 億美元" 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) --- # 思科將人工智能訂單預測上調至 90 億美元,同時裁員 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. ### 相關股票 - [CSCO.US](https://longbridge.com/zh-HK/quote/CSCO.US.md) - [CSCS.US](https://longbridge.com/zh-HK/quote/CSCS.US.md) - [CSCL.US](https://longbridge.com/zh-HK/quote/CSCL.US.md) ## 相關資訊與研究 - [滙豐上調思科評級至「買入」,看好 AI 基礎設施需求動能](https://longbridge.com/zh-HK/news/286586197.md) - [美股業績丨思科指引勝預期 市後股價曾升 18%](https://longbridge.com/zh-HK/news/286321937.md) - [思科 CEO:AI 需求正推動業界邁向「網絡超級週期」](https://longbridge.com/zh-HK/news/286446489.md) - [對沖基金趁芯片股強勁反彈獲利了結,但維持人工智能整體佈局](https://longbridge.com/zh-HK/news/287218042.md) - [思科股價創 2011 年來最佳單日表現,AI 需求強勁](https://longbridge.com/zh-HK/news/286473394.md)