{"id":1027,"date":"2026-07-14T20:54:45","date_gmt":"2026-07-14T20:54:45","guid":{"rendered":"https:\/\/equitiesorbis.com\/%e7%88%b1%e7%ab%8b%e4%bf%a1%e7%9a%84%e7%bb%8f%e8%90%a5%e7%ba%aa%e5%be%8b%e6%98%af%e7%9c%9f%e5%ae%9e%e7%9a%84%ef%bc%8c%e4%bd%86%e8%82%a1%e4%bb%b7%e7%9c%8b%e8%b5%b7%e6%9d%a5%e4%bc%b0%e5%80%bc%e5%90%88\/"},"modified":"2026-07-14T20:55:46","modified_gmt":"2026-07-14T20:55:46","slug":"%e7%88%b1%e7%ab%8b%e4%bf%a1%e7%9a%84%e7%bb%8f%e8%90%a5%e7%ba%aa%e5%be%8b%e6%98%af%e7%9c%9f%e5%ae%9e%e7%9a%84%ef%bc%8c%e4%bd%86%e8%82%a1%e4%bb%b7%e7%9c%8b%e8%b5%b7%e6%9d%a5%e4%bc%b0%e5%80%bc%e5%90%88","status":"publish","type":"post","link":"https:\/\/equitiesorbis.com\/zh-hans\/%e7%88%b1%e7%ab%8b%e4%bf%a1%e7%9a%84%e7%bb%8f%e8%90%a5%e7%ba%aa%e5%be%8b%e6%98%af%e7%9c%9f%e5%ae%9e%e7%9a%84%ef%bc%8c%e4%bd%86%e8%82%a1%e4%bb%b7%e7%9c%8b%e8%b5%b7%e6%9d%a5%e4%bc%b0%e5%80%bc%e5%90%88\/","title":{"rendered":"\u7231\u7acb\u4fe1\u7684\u7ecf\u8425\u7eaa\u5f8b\u662f\u771f\u5b9e\u7684\uff0c\u4f46\u80a1\u4ef7\u770b\u8d77\u6765\u4f30\u503c\u5408\u7406"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.prnewswire.com\/news-releases\/ericsson-reports-second-quarter-results-2026-302824675.html\">\u7231\u7acb\u4fe1<\/a>\u4ea4\u4ed8\u7684\u5b63\u5ea6\u4e1a\u7ee9\u8868\u660e\uff0c\u5176\u4e1a\u52a1\u72b6\u51b5\u6bd4\u6807\u9898\u589e\u957f\u7387\u6240\u663e\u793a\u7684\u66f4\u4e3a\u5065\u5eb7\u3002\u5728\u5176 2026 \u5e74\u7b2c\u4e8c\u5b63\u5ea6\u8d22\u62a5\u4e2d\uff0c\u8be5\u516c\u53f8\u62a5\u544a\u7684\u9500\u552e\u989d\u4e3a <strong>527 \u4ebf\u745e\u5178\u514b\u6717<\/strong>\uff0c\u800c\u53bb\u5e74\u540c\u671f\u4e3a <strong>561 \u4ebf\u745e\u5178\u514b\u6717<\/strong>\uff0c<strong>\u5185\u751f\u9500\u552e\u989d\u540c\u6bd4\u4e0b\u964d 1%<\/strong>\u3002\u4ece\u8868\u9762\u4e0a\u770b\uff0c\u8fd9\u5e76\u4e0d\u662f\u4e00\u4e2a\u7eaf\u7cb9\u7684\u52a0\u901f\u589e\u957f\u6545\u4e8b\u3002\u4f46\u66f4\u91cd\u8981\u7684\u4fe1\u53f7\u9690\u85cf\u5728\u8425\u6536\u4e4b\u4e0b\u3002\u8c03\u6574\u540e\u6bdb\u5229\u7387\u4ece <strong>48.0%<\/strong> \u63d0\u9ad8\u5230 <strong>48.4%<\/strong>\uff0c\u8c03\u6574\u540e EBITA \u8fbe\u5230 <strong>69 \u4ebf\u745e\u5178\u514b\u6717<\/strong>\uff0c\u8c03\u6574\u540e EBITA \u5229\u6da6\u7387\u7ef4\u6301\u5728 <strong>13.1%<\/strong>\u3002\u7ba1\u7406\u5c42\u8fd8\u5f3a\u8c03\u4e86\u7f51\u7edc\u4ee5\u53ca\u4e91\u8f6f\u4ef6\u548c\u670d\u52a1\u4e1a\u52a1\u66f4\u5f3a\u52b2\u7684\u5229\u6da6\u7387\uff0c\u6b64\u5916\u8fd8\u5c55\u793a\u4e86\u5229\u7528\u73b0\u6709\u57fa\u7ad9\u8fdb\u884c\u7684 AI \u9a71\u52a8\u65e0\u4eba\u673a\u611f\u6d4b\u6f14\u793a\u3002\u8fd9\u4e0d\u662f\u4e00\u4e2a\u9760\u52a8\u80fd\u9a71\u52a8\u7684\u5b63\u5ea6\uff0c\u800c\u662f\u4e00\u4e2a\u4f53\u73b0\u7eaa\u5f8b\u7684\u5b63\u5ea6\u3002       <\/p>\n\n<p class=\"wp-block-paragraph\">\u8fd9\u79cd\u533a\u522b\u5bf9\u8be5\u80a1\u81f3\u5173\u91cd\u8981\uff0c\u56e0\u4e3a\u7535\u4fe1\u8bbe\u5907\u80a1\u5f80\u5f80\u4f1a\u62db\u81f4\u80a4\u6d45\u7684\u5206\u6790\u3002\u6295\u8d44\u8005\u8981\u4e48\u5c06\u5176\u7b80\u5316\u4e3a\u5468\u671f\u6027\u7684\u4f9b\u5e94\u5546\u652f\u51fa\u6545\u4e8b\uff0c\u8981\u4e48\u5c06\u5176\u6d6a\u6f2b\u5316\u4e3a\u76f4\u63a5\u7684 AI \u57fa\u7840\u8bbe\u65bd\u53d7\u76ca\u8005\u3002\u7231\u7acb\u4fe1\u6bd4\u8fd9\u4e24\u79cd\u523b\u677f\u5370\u8c61\u90fd\u8981\u590d\u6742\u3002\u8be5\u516c\u53f8\u4f3c\u4e4e\u6b63\u5728\u4fdd\u62a4\u76c8\u5229\u80fd\u529b\uff0c\u634d\u536b\u6280\u672f\u76f8\u5173\u6027\uff0c\u5e76\u8bd5\u56fe\u4e3a\u4e0b\u4e00\u6ce2 AI \u9a71\u52a8\u7684\u8fde\u63a5\u6d6a\u6f6e\u505a\u597d\u51c6\u5907\uff0c\u800c\u4e0d\u662f\u5047\u88c5\u6536\u5165\u589e\u957f\u5df2\u7ecf\u5b8c\u6210\u4e86\u6240\u6709\u5de5\u4f5c\u3002\u8fd9\u662f\u4e00\u79cd\u503c\u5f97\u5c0a\u656c\u7684\u7ecf\u8425\u59ff\u6001\u3002\u95ee\u9898\u5728\u4e8e\uff0c\u5728\u5f53\u524d\u4ef7\u683c\u4e0b\uff0c\u503c\u5f97\u5c0a\u656c\u7684\u7ecf\u8425\u59ff\u6001\u5e76\u4e0d\u603b\u80fd\u521b\u9020\u51fa\u6709\u5438\u5f15\u529b\u7684\u80a1\u7968\u3002     <\/p>\n\n<p class=\"wp-block-paragraph\">\u5728 <a href=\"https:\/\/finviz.com\/quote.ashx?t=ERIC&amp;p=d\">Finviz<\/a> \u4e0a\uff0c\u7231\u7acb\u4fe1\u7684\u4ea4\u6613\u4ef7\u683c\u4e3a <strong>$10.68<\/strong>\uff0c\u800c\u5171\u8bc6<strong>\u76ee\u6807\u4ef7\u4e3a $10.58<\/strong>\uff0c\u610f\u5473\u7740\u5927\u7ea6\u6709 <strong>0.9% \u7684\u4e0b\u8dcc\u7a7a\u95f4<\/strong>\u3002\u4ece\u8868\u9762\u4e0a\u770b\uff0c\u4f30\u503c\u5e76\u4e0d\u82db\u523b\uff0c<strong>\u5e02\u76c8\u7387\u4e3a 13.46 \u500d<\/strong>\uff0c<strong>\u8fdc\u671f\u5e02\u76c8\u7387\u4e3a 15.30 \u500d<\/strong>\uff0c<strong>\u5e02\u9500\u7387\u4e3a 1.34 \u500d<\/strong>\u3002\u4f46\u8fd9\u4e9b\u500d\u6570\u9700\u8981\u7ed3\u5408\u4e00\u4e2a\u7b80\u5355\u7684\u73b0\u5b9e\u6765\u770b\u5f85\uff0c\u5373\u5e02\u573a\u4f3c\u4e4e\u5df2\u7ecf\u7406\u89e3\u4e86\u590d\u82cf\u3002\u56e0\u6b64\uff0c\u6211\u5bf9 ERIC \u7684\u8bc4\u7ea7\u4e3a <strong>\u6301\u6709<\/strong>\uff0c<strong>\u76ee\u6807\u4ef7\u4e3a $11<\/strong>\u3002\u7ecf\u8425\u7eaa\u5f8b\u770b\u8d77\u6765\u662f\u771f\u5b9e\u7684\uff0c\u53ea\u662f\u80a1\u7968\u770b\u8d77\u6765\u5e76\u6ca1\u6709\u660e\u663e\u7684\u5b9a\u4ef7\u9519\u8bef\u3002     <\/p>\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>\u80a1\u7968<\/strong><\/td><td><strong>\u5f53\u524d\u4ef7\u683c<\/strong><\/td><td><strong>\u8bc4\u7ea7<\/strong><\/td><td><strong>\u76ee\u6807\u4ef7<\/strong><\/td><\/tr><tr><td>ERIC<\/td><td>$10.68<\/td><td><strong>\u6301\u6709<\/strong><\/td><td><strong>$11<\/strong><\/td><\/tr><tr><td>NOK<\/td><td>$11.85<\/td><td><strong>\u6301\u6709<\/strong><\/td><td><strong>$13<\/strong><\/td><\/tr><tr><td>CIEN<\/td><td>$457.94<\/td><td><strong>\u6301\u6709<\/strong><\/td><td><strong>$560<\/strong><\/td><\/tr><\/tbody><\/table><\/figure>\n\n<p class=\"wp-block-paragraph\">\u7231\u7acb\u4fe1\u7684\u6218\u7565\u903b\u8f91\u4ecd\u7136\u503c\u5f97\u8ba4\u771f\u5bf9\u5f85\u3002\u516c\u53f8\u7684\u5229\u6da6\u7387\u97e7\u6027\u8868\u660e\u7ba1\u7406\u5c42\u5e76\u6ca1\u6709\u4e3a\u4e86\u4fdd\u4f4f\u9500\u91cf\u800c\u727a\u7272\u8d28\u91cf\uff0c\u8fd9\u5728\u5b9a\u4ef7\u3001\u90e8\u7f72\u7ec4\u5408\u548c\u6267\u884c\u529b\u80fd\u663e\u8457\u5f71\u54cd\u4e1a\u7ee9\u7684\u884c\u4e1a\u4e2d\u81f3\u5173\u91cd\u8981\u3002\u8be5\u516c\u53f8\u8fd8\u5229\u7528\u672c\u5b63\u5ea6\u5f3a\u5316\u4e86\u4e00\u4e2a\u66f4\u5e7f\u6cdb\u7684\u53d9\u4e8b\uff1aAI \u4e0d\u4ec5\u5728\u6570\u636e\u4e2d\u5fc3\u5185\u90e8\u521b\u9020\u9700\u6c42\uff0c\u5b83\u8fd8\u589e\u52a0\u4e86\u8fde\u63a5\u7269\u7406\u4e16\u754c\u4e2d\u7684\u8bbe\u5907\u3001\u7ad9\u70b9\u548c\u5206\u5e03\u5f0f\u8ba1\u7b97\u7684\u7f51\u7edc\u5c42\u7684\u4ef7\u503c\u3002\u7231\u7acb\u4fe1\u7684\u65e0\u4eba\u673a\u611f\u6d4b\u6f14\u793a\u5728\u8d22\u52a1\u4e0a\u89c4\u6a21\u8f83\u5c0f\uff0c\u4f46\u5728\u6218\u7565\u4e0a\u5177\u6709\u542f\u53d1\u6027\u3002\u5b83\u5c55\u793a\u4e86\u7ba1\u7406\u5c42\u5e0c\u671b\u6295\u8d44\u8005\u5173\u6ce8\u7684\u4e0b\u4e00\u4e2a\u65b9\u5411\u3002     <\/p>\n\n<p class=\"wp-block-paragraph\">\u770b\u7a7a\u7406\u7531\u662f\u5e02\u573a\u53ef\u80fd\u5df2\u7ecf\u5173\u6ce8\u5230\u4e86\u8fd9\u4e00\u70b9\u3002\u5f53\u4e00\u53ea\u80a1\u7968\u7684\u4ea4\u6613\u4ef7\u683c\u63a5\u8fd1\u5171\u8bc6\u516c\u5141\u4ef7\u503c\u65f6\uff0c\u6295\u8d44\u8005\u9700\u8981\u66f4\u5f3a\u52b2\u7684\u589e\u957f\u62d0\u70b9\u6216\u66f4\u660e\u663e\u7684\u4f30\u503c\u7f3a\u53e3\u6765\u652f\u6491\u6fc0\u8fdb\u7684\u4e50\u89c2\u60c5\u7eea\u3002\u7231\u7acb\u4fe1\u76ee\u524d\u4e24\u8005\u90fd\u65e0\u6cd5\u63d0\u4f9b\u3002\u4e1a\u52a1\u53ef\u4ee5\u7ee7\u7eed\u6539\u5584\uff0c\u800c\u80a1\u7968\u53ea\u80fd\u5e26\u6765\u6e29\u548c\u7684\u56de\u62a5\u3002\u8fd9\u5f80\u5f80\u662f\u6295\u8d44\u8005\u6700\u96be\u9762\u5bf9\u7684\u5c40\u9762\uff0c\u56e0\u4e3a\u5b83\u5956\u52b1\u4e86\u5bf9\u7279\u8bb8\u7ecf\u8425\u6743\u7684\u8010\u5fc3\uff0c\u5374\u6ca1\u80fd\u5956\u52b1\u5bf9\u80a1\u6743\u7684\u70ed\u60c5\u3002    <\/p>\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/finviz.com\/quote.ashx?t=NOK&amp;p=d\">\u8bfa\u57fa\u4e9a<\/a>\u662f\u6700\u63a5\u8fd1\u7684\u81ea\u7136\u5bf9\u6bd4\u5bf9\u8c61\uff0c\u5b83\u9610\u660e\u4e86\u4e3a\u4ec0\u4e48\u7231\u7acb\u4fe1\u662f\u6301\u6709\u800c\u975e\u4e70\u5165\u3002\u8bfa\u57fa\u4e9a\u7684\u4ea4\u6613\u4ef7\u683c\u4e3a <strong>$11.85<\/strong>\uff0c\u800c\u5171\u8bc6\u76ee\u6807\u4ef7\u4e3a <strong>$13.10<\/strong>\uff0c\u610f\u5473\u7740\u7ea6 <strong>10.5%<\/strong> \u7684\u4e0a\u6da8\u7a7a\u95f4\u3002\u8fd9\u542c\u8d77\u6765\u6bd4\u7231\u7acb\u4fe1\u597d\uff0c\u4f46\u8be5\u80a1\u5df2\u7ecf\u5927\u5e45\u91cd\u65b0\u4f30\u503c\uff0c\u5e74\u521d\u81f3\u4eca\u8868\u73b0\u4e3a <strong>83.1%<\/strong>\u3002\u4f30\u503c\u4e5f\u6bd4\u8bb8\u591a\u6295\u8d44\u8005\u60f3\u8c61\u7684\u8981\u9ad8\uff0c<strong>\u5e02\u76c8\u7387\u4e3a 73.92 \u500d<\/strong>\uff0c<strong>\u8fdc\u671f\u5e02\u76c8\u7387\u4e3a 25.13 \u500d<\/strong>\uff0c<strong>\u5e02\u9500\u7387\u4e3a 2.86 \u500d<\/strong>\u3002\u5229\u6da6\u7387\u4ec5\u4e3a <strong>3.87%<\/strong>\uff0c\u8fdc\u4f4e\u4e8e\u7231\u7acb\u4fe1\u7684 <strong>10.83%<\/strong>\u3002\u6211\u5bf9 NOK \u7684\u8bc4\u7ea7\u662f <strong>\u6301\u6709<\/strong>\uff0c<strong>\u76ee\u6807\u4ef7\u4e3a $13<\/strong>\u3002\u867d\u7136\u4ecd\u6709\u4e00\u4e9b\u4e0a\u6da8\u7a7a\u95f4\uff0c\u4f46\u91cd\u65b0\u4f30\u503c\u7684\u56e0\u7d20\u4f3c\u4e4e\u5df2\u7ecf\u8fc7\u591a\u5730\u4f53\u73b0\u5728\u80a1\u4ef7\u4e2d\u4e86\u3002      <\/p>\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/finviz.com\/quote.ashx?t=CIEN&amp;p=d\">Ciena<\/a> \u662f\u66f4\u6781\u7aef\u7684\u5bf9\u6bd4\u3002\u5b83\u7684\u4ea4\u6613\u4ef7\u683c\u4e3a <strong>$457.94<\/strong>\uff0c\u5171\u8bc6<strong>\u76ee\u6807\u4ef7\u4e3a $588.75<\/strong>\uff0c\u610f\u5473\u7740\u7ea6 <strong>28.6%<\/strong> \u7684\u4e0a\u6da8\u7a7a\u95f4\u3002\u5728\u6295\u8d44\u8005\u9762\u5bf9\u5176\u4f30\u503c\u500d\u6570\u5806\u6808\u4e4b\u524d\uff0c\u8fd9\u4e2a\u6807\u9898\u770b\u8d77\u6765\u5f88\u6709\u5438\u5f15\u529b\uff1a<strong>152.43 \u500d\u5e02\u76c8\u7387<\/strong>\u3001<strong>47.48 \u500d\u8fdc\u671f\u5e02\u76c8\u7387<\/strong>\u3001<strong>11.64 \u500d\u5e02\u9500\u7387<\/strong>\u548c <strong>22.42 \u500d\u5e02\u51c0\u7387<\/strong>\u3002Ciena \u663e\u7136\u8d62\u5f97\u4e86\u6295\u8d44\u8005\u7684\u9752\u7750\uff0c\u8be5\u80a1 <strong>95.8%<\/strong> \u7684\u5e74\u521d\u81f3\u4eca\u6da8\u5e45\u548c <strong>462.4%<\/strong> \u7684\u4e00\u5e74\u8868\u73b0\u8bc1\u660e\uff0c\u5e02\u573a\u613f\u610f\u4e3a\u5177\u6709 AI \u76f8\u5173\u6027\u7684\u7f51\u7edc\u57fa\u7840\u8bbe\u65bd\u655e\u53e3\u652f\u4ed8\u9ad8\u6602\u4ee3\u4ef7\u3002\u4f46\u8fd9\u79cd\u70ed\u60c5\u51e0\u4e4e\u6ca1\u6709\u7ed9\u5931\u671b\u7559\u4e0b\u4f59\u5730\u3002\u6211\u5bf9 CIEN \u7684\u8bc4\u7ea7\u662f <strong>\u6301\u6709<\/strong>\uff0c<strong>\u76ee\u6807\u4ef7\u4e3a $560<\/strong>\u3002\u4e0a\u6da8\u903b\u8f91\u6e05\u6670\u53ef\u89c1\uff0c\u4f46\u4f30\u503c\u98ce\u9669\u4e5f\u540c\u6837\u660e\u663e\u3002      <\/p>\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>\u516c\u53f8<\/strong><\/td><td><strong>\u5e02\u76c8\u7387<\/strong><\/td><td><strong>\u9884\u6d4b\u5e02\u76c8\u7387<\/strong><\/td><td><strong>\u5e02\u9500\u7387<\/strong><\/td><td><strong>\u8425\u4e1a\u5229\u6da6\u7387 <\/strong><\/td><td><strong>\u5229\u6da6\u7387<\/strong><\/td><td><strong>\u8f83\u5171\u8bc6\u76ee\u6807\u4ef7\u7684\u9690\u542b\u4e0a\u6da8\u7a7a\u95f4<\/strong><\/td><td><strong>\u89e3\u8bfb<\/strong><\/td><\/tr><tr><td>\u7231\u7acb\u4fe1<\/td><td>13.46 \u500d<\/td><td>15.30 \u500d<\/td><td>1.34 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class=\"wp-block-paragraph\">\u7231\u7acb\u4fe1\u7684\u770b\u6da8\u7406\u7531\u5f88\u7b80\u5355\u3002\u5982\u679c\u7ba1\u7406\u5c42\u7ee7\u7eed\u634d\u536b\u5229\u6da6\u7387\uff0c\u5982\u679c\u7f51\u7edc\u4e1a\u52a1\u4fdd\u6301\u8db3\u591f\u5065\u5eb7\u4ee5\u62b5\u6d88\u8425\u6536\u75b2\u8f6f\uff0c\u5e76\u4e14\u5982\u679c AI \u9a71\u52a8\u7684\u8fde\u63a5\u771f\u6b63\u5f00\u59cb\u8f6c\u5316\u4e3a\u5177\u6709\u5546\u4e1a\u610f\u4e49\u7684\u90e8\u7f72\uff0c\u90a3\u4e48\u8be5\u4e1a\u52a1\u53ef\u4ee5\u7ee7\u7eed\u4f53\u9762\u5730\u590d\u5408\u589e\u957f\u3002\u8be5\u516c\u53f8\u4e0d\u9700\u8981\u7206\u53d1\u6027\u7684\u9500\u552e\u589e\u957f\u6765\u8bc1\u660e\u5176\u7279\u8bb8\u7ecf\u8425\u6743\u7684\u4ef7\u503c\u3002  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