AI需求太旺！光通信巨头Ciena(CIEN.US)业绩、指引均超预期股价盘前应声大涨

智通财经2025-12-11

智通财经APP获悉，受益于云服务商需求攀升及人工智能(AI)基础设施领域日益增长的市场机遇，光通信设备制造商Ciena(CIEN.US)公布了超预期的第四财季业绩。财报显示，在截至11月1日的该季度内，Ciena调整后每股收益达0.91美元，显著高于市场普遍预期的0.77美元;营收同比增长20%至13.5亿美元，也超出分析师预期的12.9亿美元。这一强劲表现主要得益于其光网络业务的高速增长——该...

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Optical communications giant Ciena (CIEN.US) 's performance and guidance exceeded expectations, and its stock price surged before the market opened","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CIEN":1.5},"content_text":"智通财经APP获悉，受益于云服务商需求攀升及人工智能(AI)基础设施领域日益增长的市场机遇，光通信设备制造商Ciena(CIEN.US)公布了超预期的第四财季业绩。财报显示，在截至11月1日的该季度内，Ciena调整后每股收益达0.91美元，显著高于市场普遍预期的0.77美元;营收同比增长20%至13.5亿美元，也超出分析师预期的12.9亿美元。这一强劲表现主要得益于其光网络业务的高速增长——该业务营收从上年同期的7.796亿美元增至9.292亿美元。Ciena总裁兼首席执行官Gary Smith表示：“创纪录的第四财季及全年业绩，巩固了我们作为全球高速连接领导者的地位，同时我们在AI生态系统中扮演的角色正日益扩大。”据了解，Ciena是一家专注于光传输技术的电信设备供应商。公司为云服务提供商生产光纤网络设备，用于连接各个大型数据中心。随着AI专门数据中心的建设激增(预计43%的新数据中心将专用于AI工作负载)，数据中心互联(DCI)带宽需求预计在未来五年内将增加六倍以上，这为Ciena提供了巨大的市场机遇。美国银行与Evercore ISI的分析师在Ciena财报公布前表示，强劲的超大规模需求、AI驱动及更广泛的网络需求是该公司关键的成长引擎。他们认为，持续活跃的基础设施投资将继续助推营收超预期增长，并支撑Ciena实现两位数的营收增长轨迹。展望未来，Ciena给出乐观业绩指引，预计2026财年第一季度营收将介于13.5亿至14.3亿美元之间，远高于市场预期的12.5亿美元;2026财年全年营收预计在57亿至61亿美元区间，同样超出分析师55.3亿美元的预测值。Ciena首席财务官Marc Graff指出：“本季度业绩充分体现了公司在需求旺盛的市场环境下的发展势头，以及我们恪守财务纪律的决心。凭借持续增强的运营杠杆、稳健的现金流生成能力和良好的资产负债状况，我们已做好充分准备，将在2026年为客户与股东创造更大价值。”Smith补充道：“展望未来，我们对公司增长轨迹充满信心，这种信心源自云服务与运营商客户持续稳定的需求，以及数据中心内外不断涌现的新机遇。”2025财年全年方面，Ciena营收达47.7亿美元，较2024财年的40.1亿美元增长19%;调整后每股收益从上一财年的1.82美元增至2.64美元。财报公布后，该股周四盘前大涨逾9%。截至周三收盘，受强劲业绩以及AI与云计算带宽需求激增的推动，该公司股价今年以来已累计上涨162%。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2590199105","isCrawlerRequest":true}

AI需求太旺！光通信巨头Ciena(CIEN.US)业绩、指引均超预期 股价盘前应声大涨

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AI需求太旺！光通信巨头Ciena(CIEN.US)业绩、指引均超预期股价盘前应声大涨