After Nvidia announced a multi-year agreement to supply millions of chips to Meta Platforms, Arista Networks, Inc. shares fell 2.8% in pre-market trading.

老虎证券2026/02/18 12:15

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This market reaction highlights the competitive landscape between data center network equipment suppliers and AI chip giants. Transaction details show that Nvidia will continue to supply Meta with a large number of high-performance computing chips, a move that may further consolidate its dominant position in the AI hardware sector. Analysts point out that the trend of major tech companies directly procuring core hardware could pose potential pressure on the business growth of network solution providers such as Arista Networks.

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According to data from the US Department of the Treasury, in the 12 months ending July this year, overseas investors made net purchases of US stocks totaling $942 billion, marking the highest rolling 12-month total since records began in 1985. The net purchases in the second quarter alone reached $426 billion, setting a new single-quarter record. Meanwhile, overseas demand for US Treasuries has noticeably cooled, with purchase volumes falling significantly. As a result, the US is facing higher costs in government debt financing.

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