Cisco在网络与数据中心领域保持领先地位，适合有耐心的投资者关注。
逐段跳播
是时候转向思科了。是时候把目光投向科技了。所以，你说的是思科，而你目前并未持有任何思科的股份。我认为思科符合我的世界观。我一直在寻找那些处于细分领域、做其他公司不做的事情、或者走在做这些事情最前沿的公司。
思科长期以来恰恰就是这样，在网络领域，而我觉得人们现在对此已经厌倦了。
It's time to switch to Cisco. It's time to shine a light on technology. So, you're talking about Cisco, in which you do n't currently own any shares . I think Cisco fits my worldview.
I'm always looking for companies in niche areas that do things that other companies don't, or are at the forefront of doing them. Cisco has been exactly that for a long time, in the field of networking, which I feel people are now tired of .
思科拥有出色的产品，不仅为数据中心、也为企业提供广泛的产品，产品种类极为丰富，但目前最受欢迎的产品是面向数据中心的那些。
Cisco has great products, offering a wide range of products not only for data centers but also for enterprises, and has a huge selection of products, but the most popular products currently are those for data centers.
OpenAI、Anthropic 和 Google 等公司正在最抢手的路由器领域与思科直接竞争。这对增长构成障碍，尤其是对那些在这一专业领域工作的人来说。
companies such as OpenAI, Anthropic and Google are competing directly with Cisco for the most in-demand routers. This poses an obstacle to growth, especially for those working in this specialized field.
我认为它们，就说普通数据中心吧，是最好的。它们非常擅长自己的工作，而且无处不在。
Well, I think they, let's say regular data centers , are the best. They are very skilled at their work, and they are everywhere.
思科很可能会随着时间推移保持其领导地位和领先位置，而且如你所知，这些争夺主导地位的公司似乎会竞争到底，不是吗？
Most likely, Cisco will maintain its leadership and leading position over time, and as you know , these companies that compete for dominance seem to compete to the very end, do n't they?
总有一天它们的钱会花光，届时它们将不得不专注于自己最擅长的事情，也就是构建模型，而不是构建用来构建这些模型的系统。
There will come a day when their money runs out, and they will have to focus on what they do best, which is building models, not building the system in which these models are built.
所以，我认为如果你是耐心的投资者，你应该看看思科，抱歉，并密切关注它，看看在这场数据中心和云计算巨头的狂热竞赛中会发生什么。
So, I think if you're a patient investor, you should take a look at Cisco, excuse me, and keep a close eye on it to see what happens in this frantic race of data centers and giant cloud computing providers.
至于路由器领域，你提到它曾停滞了一段时间，随后强势回归，而在这个领域我们把目光投向思科。你知道，在需求旺盛而供应不足的情况下，它们可能不是先驱、不是最好的、也不是最快的，但它们会大量存在。
As for the world of routers, you mentioned that it was stagnant for a while, then came back strong, and we are looking to Cisco in this field. You know, with this high demand and insufficient supply , they may not be the pioneers, the best, or the fastest, but they will be very much present .
计算将变得无处不在，几乎每一家服务提供商都会使用它，包括思科，也许尤其是思科，因为所有这些设备都必须与某种东西通信，而这就是所谓的网络，而这正是思科业务的本质：让网络保持一致和可用。
Computing will become ubiquitous, and almost every service provider will use it, including Cisco, and perhaps Cisco specifically, because all these devices must communicate with something, and that is what is called a network , and that is the essence of Cisco's business: enabling networks to be consistent and available.
这个频道对 $CSCO 的历次判断
Schwab Network 在这只股票上只有这一条判断。