AI催生CPO技术旺盛需求美银、大摩上调Lumentum(LITE.US)目标价

智通财经01-12

智通财经APP获悉，美国银行此前重申对Lumentum Holdings(LITE.US)的“中性”评级，并将目标价从210美元上调至375美元。该行表示，由于市场对光收发器和光组件的需求旺盛，大幅上调了其目标价，并指出目前这些领域的供应仍然无法满足需求。此外，摩根士丹利也维持对Lumentum Holdings的“中性”评级，并将目标价从190美元上调至304美元。该行表示，2025年人工智能...

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AI催生CPO技术旺盛需求 美银、大摩上调Lumentum(LITE.US)目标价

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AI催生CPO技术旺盛需求美银、大摩上调Lumentum(LITE.US)目标价