研报掘金丨国泰海通：予剑桥科技“增持”评级，目标价161元

格隆汇资讯01-23

国泰海通证券研报指出，剑桥科技是全球领先的光连接、宽带与无线解决方案企业。AI快速发展下，光模块业务有望超预期。此外，公司通过H股发行，积极布局海外产能建设、参股供应链厂商，我们认为公司在产品、产能、北美团队、供应各方具备的背景下，光模块业务有望实现海外市场的进一步突破。全球领先的光连接、宽带与无线解决方案企业；AI快速发展下，光模块业务有望超预期。结合行业平均估值，给予2026年PE 32.13...

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