Arista Networks 值得买入：它是数据中心网络不可或缺的骨干；过去一年营收和营业利润均增长近 40%；零负债、130 亿美元现金、远期市盈率 27——基本面极佳、价格低、仍然非常便宜。该股自 2023 年以来上涨 342%，近 30 天下跌 14%。
逐段跳播
现在，这份名单上的第三家公司，排名不分先后，是 Arista Networks。自我们2023年把它加入名单以来，它已经上涨了342%。过去30天里，它下跌了14%。
Now, the third company on this list, without any particular order, is Arista Networks. It has risen by 342% since we added it in 2023. Over the past 30 days, it has fallen by 14%.
你看，这是数据中心的主干。这些是网络。本质上，这些就是把所有数据中心彼此连接起来的方法。必须有路，车才能行驶。这是必不可少的。
Look, this is the backbone of data centers. These are the networks. Essentially, these are the methods that connect all data centers to each other. Roads must be available for cars to travel . This is essential.
看看基本面。营收增长了近40%。营业利润增长了40%。这仅仅是过去一年的事。零负债，持有130亿美元现金，远期市盈率27倍。这太棒了。基本面出色，价格低，而且仍然便宜得难以置信。
Look at the basics. Revenues increased by nearly 40%. Operating income increased by 40%. This was just during the past year. Zero debt for $13 billion in cash, trading at a forward price-to-earnings ratio of 27.
That's fantastic. Great basics, low price, and still incredibly cheap.