Schwab Network 对 $JNPR 的判断变化

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2026-10-06
《How HPE's Juniper Acquisition Strengthens AMD Partnership, AI's Networking Reach》
JNPR具备领先的AI叙事,以及来自办公/分支机构现代化的强劲增长潜力;长期战略收益尚不确定。

是的,现在其中大部分是 Juniper 的技术。

Yes, most of that is Juniper technology now.

我认为 Juniper 真正有意思的一点是,他们使用定制硅和商用硅的组合,也就是现成的硅。所以,我认为他们确实能在数据中心提供定制化解决方案,但更重要的是,他们可以着眼于边缘的未来,而这正是与 AMD 合作的重要性所在。

I think one of the really interesting things about Juniper is their use of a combination of custom silicone and commercial silicone, which is off-the-shelf silicone. So, I think they can really deliver a customized solution in the data center, but more importantly, they can look to the future at the edge, and that's where the importance of the AMD partnership lies.