ANET是首选持股，因其在AI网络基础设施中的角色以及近期强劲的财务增长（Q2营收增长37.7%）。
逐段跳播
还有其他我非常喜欢的股票，比如Arista Networks。它们有点像AI的神经中枢网络，销售和盈利增长爆炸性。他们刚刚报告第二季度收入30.4亿美元，增长37.7%，随着网络需求增加，AI需要越来越快的通信，ANET正处在这个中心。
there are other stocks I really like such as Arista Networks. They're sort of the networking central nervous system of AI explosive sales and earnings growth. They just reported Q2 revenue of 3.04 billion. That was up 37.7% and as networking meets more and more demand with AI needing faster and faster communication, ANET's right at the center of it.
是的，它确实是一个表现优异的股票。它离214美元的高点不远。上次收盘时大约195美元，但今年年初至今上涨50%。所以，Arista Networks确实经历了一轮上涨，你可以预期它会继续上涨。
Yeah, it certainly has been an outperformer. It's not too far off from its highs of $214. It was around $195 at the last close, but over this year year-to-date up 50%. So, Arista Net certainly has had a run and you could expect it to continue to run.
这个频道对 $ANET 的历次判断
Schwab Network 在这只股票上只有这一条判断。