公司信息 * 公司名称：Cisco Systems, Inc. (NASDAQ:CSCO) * 会议时间：2024年12月12日 * 会议地点：Barclays 22nd Annual Global Technology Conference * 参会人员：Chuck Robbins - Chairman and CEO of Cisco, Tim Long - Barclays Bank, Unidentified Company Representative 核心观点和论据 * 公司业绩：Cisco Systems, Inc. 在2024年表现良好，股票交易价格达到52周高点，总回报率超过20%。 * 行业趋势： * 人工智能：AI基础设施和企业应用的增长是Cisco的主要增长动力。 * 网络安全：网络安全需求增加，特别是针对新兴的攻击方式，如凭证盗窃和漏洞利用。 * 软件和硬件：软件在Cisco业务中的比重不断增加，但硬件仍然是公司成功的关键。 * 云计算：云计算和云服务提供商的增长为Cisco提供了新的机会。 * 公司战略： * 投资：Cisco将继续投资于硅芯片、软件和网络安全领域。 * 合作伙伴关系：Cisco将与合作伙伴合作，共同开发AI和网络安全解决方案。 * 收购：Cisco收购Splunk，以增强其网络安全和可观察性能力。 其他重要内容 * 供应链：Cisco正在努力应对供应链挑战，包括关税和地缘政治风险。 * 宏观经济：Cisco对2025年的宏观经济前景持谨慎乐观态度。 * 企业文化：Cisco注重创造一个积极、有竞争力的企业文化。 引用原文 * [序号1]：Chuck Robbins - Chairman and CEO of Cisco * [序号2]：Tim Long - Barclays Bank * [序号3]：Unidentified Company Representative * [序号4]：Chuck Robbins - Chairman and CEO of Cisco * [序号5]：Chuck Robbins - Chairman and CEO of Cisco * [序号6]：Chuck Robbins - Chairman and CEO of Cisco * [序号7]：Chuck Robbins - Chairman and CEO of Cisco * [序号8]：Unidentified Analyst * [序号9]：Chuck Robbins - Chairman and CEO of Cisco * [序号10]：Chuck Robbins - Chairman and CEO of Cisco * [序号11]：Chuck Robbins - Chairman and CEO of Cisco * [序号12]：Chuck Robbins - Chairman and CEO of Cisco * [序号13]：Chuck Robbins - Chairman and CEO of Cisco * [序号14]：Chuck Robbins - Chairman and CEO of Cisco * [序号15]：Chuck Robbins - Chairman and CEO of Cisco * [序号16]：Chuck Robbins - Chairman and CEO of Cisco * [序号17]：Chuck Robbins - Chairman and CEO of Cisco * [序号18]：Chuck Robbins - Chairman and CEO of Cisco * [序号19]：Chuck Robbins - Chairman and CEO of Cisco * [序号20]：Chuck Robbins - Chairman and CEO of Cisco * [序号21]：Unidentified Analyst * [序号22]：Chuck Robbins - Chairman and CEO of Cisco * [序号23]：Chuck Robbins - Chairman and CEO of Cisco * [序号24]：Chuck Robbins - Chairman and CEO of Cisco * [序号25]：Unidentified Analyst * [序号26]：Chuck Robbins - Chairman and CEO of Cisco * [序号27]：Chuck Robbins - Chairman and CEO of Cisco * [序号28]：Chuck Robbins - Chairman and CEO of Cisco * [序号29]：Chuck Robbins - Chairman and CEO of Cisco * [序号30]：Chuck Robbins - Chairman and CEO of Cisco * [序号31]：Chuck Robbins - Chairman and CEO of Cisco * [序号32]：Chuck Robbins - Chairman and CEO of Cisco * [序号33]：Chuck Robbins - Chairman and CEO of Cisco * [序号34]：Chuck Robbins - Chairman and CEO of Cisco * [序号35]：Chuck Robbins - Chairman and CEO of Cisco * [序号36]：Chuck Robbins - Chairman and CEO of Cisco * [序号37]：Chuck Robbins - Chairman and CEO of Cisco * [序号38]：Chuck Robbins - Chairman and CEO of Cisco * [序号39]：Chuck Robbins - Chairman and CEO of Cisco * [序号40]：Chuck Robbins - Chairman and CEO of Cisco * [序号41]：Chuck Robbins - Chairman and CEO of Cisco * [序号42]：Chuck Robbins - Chairman and CEO of Cisco * [序号43]：Chuck Robbins - Chairman and CEO of Cisco * [序号44]：Chuck Robbins - Chairman and CEO of Cisco * [序号45]：Chuck Robbins - Chairman and CEO of Cisco * [序号46]：Chuck Robbins - Chairman and CEO of Cisco * [序号47]：Chuck Robbins - Chairman and CEO of Cisco * [序号48]：Chuck Robbins - Chairman and CEO of Cisco * [序号49]：Chuck Robbins - Chairman and CEO of Cisco * [序号50]：Tim Long - Barclays Bank * [序号51]：Chuck Robbins - Chairman and CEO of Cisco * [序号52]：Chuck Robbins - Chairman and CEO of Cisco * [序号53]：Chuck Robbins - Chairman and CEO of Cisco * [序号54]：Chuck Robbins - Chairman and CEO of Cisco * [序号55]：Chuck Robbins - Chairman and CEO of Cisco * [序号56]：Chuck Robbins - Chairman and CEO of Cisco * [序号57]：Chuck Robbins - Chairman and CEO of Cisco * [序号58]：Chuck Robbins - Chairman and CEO of Cisco