$Cisco(CSCO)$ 随着云厂商加速建设AI集群,思科在数据中心交换、路由及光互联领域的优势正持续扩大。公司Silicon One架构与Acacia光模块的组合,有望在800G向1.6T演进过程中占据有利位置。
$思科(CSCO)$

| Side | Price | Filled | Realized P&L |
|---|
| Buy Open | 98.77 0 | +0.59% Holding |
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