研报掘金丨国泰海通：予长飞光纤“增持”评级，目标价293.87元

格隆汇03-06

格隆汇3月6日｜国泰海通证券研报指出，长飞光纤是全球领先的光纤预制棒、光纤、光缆及综合解决方案提供商，在空芯光纤相关研发中取得突破，受益于AI算力竞争驱动下光纤需求爆发。公司拥有完备的集成系统、工程设计服务与解决方案，为世界通信行业及其他行业（包括公用事业、运输、石油化工、医疗等）提供各种光纤光缆产品及综合解决方案，为全球100多个国家和地区提供优质的产品与服务。AI 驱动的数据中心内部及DCI（...

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