---
title: "由於人工智能訂單激增至 90 億美元，思科股票創下歷史新高"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/286761913.md"
description: "思科已將其 2026 財年的人工智能基礎設施訂單目標提高至 90 億美元，因需求強勁，幾乎是之前指導的兩倍。該公司計劃裁員多達 4000 人，以將資金重新分配到人工智能和其他技術上。過去一年，思科的股票上漲了 87%，分析師將目標價格提高至高達 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)
---

# 由於人工智能訂單激增至 90 億美元，思科股票創下歷史新高

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.

### 相關股票

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

## 相關資訊與研究

- [思科營收展望超出分析師預期 計畫裁員以聚焦快速成長的人工智慧市場](https://longbridge.com/zh-HK/news/286436449.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)
- [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)
- [思科系統上季多賺 35% 勝預期 宣佈裁員近 4000 人](https://longbridge.com/zh-HK/news/286330541.md)
- [思科 CEO：科技行業正進入 “網絡超級週期”](https://longbridge.com/zh-HK/news/286443237.md)