Needham分析师爆料：英伟达(NVDA.US)拟自建超大规模长距离传输网络这些公司或成大赢家

智通财经网06-24

智通财经APP获悉，Needham Securities发表研报表示，英伟达(NVDA.US)据信正在推进一项“规模宏大”的电信项目，旨在打造全新的超高容量长距离传输网络。该投资机构认为，该项目三年内的总投入可能在50亿至100亿美元之间，而Ciena(CIEN.US)、思科(CSCO.US)等多家企业有望从中获益。Needham分析师Ryan Koontz在给客户的报告中写道：“尽管我们无法...

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These companies may become big winners","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/dbdd9cbc9802b08b5a11c02bdd955ffc","symbols_score_info":{"NVDS.UK":0.6,"NVDU":0.6,"NVD2.UK":0.6,"NVDL":0.6,"SNVD.UK":0.6,"NVII":0.6,"NVDY":0.6,"3NVD.UK":0.6,"NVYY":0.6,"NVDW":0.6,"NVDA":1.97,"NVDB":0.6,"NVDQ":0.6,"NVDD":0.6,"NVD":0.6,"ANV":0.6,"CIEN":1.91,"DIPS":0.6,"07788":0.6,"NVDS":0.6,"NVDX":0.6,"07388":0.6,"NVDO":0.6,"NVDG":0.6,"2NVD.UK":0.6,"NVIW.SI":0.6,"NVD3.UK":0.6},"content_text":"智通财经APP获悉，Needham  Securities发表研报表示，英伟达(NVDA.US)据信正在推进一项“规模宏大”的电信项目，旨在打造全新的超高容量长距离传输网络。该投资机构认为，该项目三年内的总投入可能在50亿至100亿美元之间，而Ciena(CIEN.US)、思科(CSCO.US)等多家企业有望从中获益。Needham分析师Ryan  Koontz在给客户的报告中写道：“尽管我们无法完全确定英伟达的战略意图，但我们推测，该公司正试图减少对四大超大规模云服务商的依赖——这些厂商目前主导着全球主机托管和长距离互联容量市场。英伟达可能通过自建直连网络和托管服务，为其战略性新兴云合作伙伴及未来企业客户提供支撑。”Koontz还指出，在尚未公开的该项目中，预计Ciena、思科、诺基亚(NOK.US)、康宁(GLW.US)、Zayo和Lumen(LUMN.US)等公司将获得合同。Koontz进一步分析认为，Ciena在未来两到三年内可能因该项目额外获得5亿至8亿美元的销售收入，而思科和诺基亚的增量则相对较少。考虑到Ciena股价近期有所回调，Koontz表示对该股“更为乐观”，并认为“随着行业供应链持续扩张，公司营收增长路径清晰可见”。他给予Ciena“买入”评级，目标价设为600美元。除Ciena外，调研数据还显示，该网络系统包含“数十组”光纤链路，可支持超过5PB的数据传输能力，康宁、Ciena、诺基亚、Zayo和Lumen均将从中受益。康宁预计将成为美国所有部署项目中的主要光纤供应商，而Zayo和Lumen则将通过托管光纤网络(Managed  Optical Fiber Network)模式参与建设。针对上述消息，英伟达尚未对置评请求作出即时回应。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":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,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","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/2645893260","isCrawlerRequest":true}

Needham分析师爆料：英伟达(NVDA.US)拟自建超大规模长距离传输网络 这些公司或成大赢家

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Needham分析师爆料：英伟达(NVDA.US)拟自建超大规模长距离传输网络这些公司或成大赢家