高盛：微升长飞光纤光缆目标价至292港元维持“中性”评级

同花顺08-28

高盛（GS）发布研报称，维持长飞光纤光缆（HK6869）(06869)“中性”评级，目标价由290港元微升至292港元。该行对长飞光纤光缆（HK6869）从电讯市场向AI数据中心市场的产品组合升级，以及拓展至保偏光纤以捕捉共封装光学/下一代网络处理器机会，维持正面看法。因次季业绩，该行上调2026至2028年盈利预测44%、36%及12%，主要反映收入及毛利预测获上调。高盛（GS）指出，...

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高盛：微升长飞光纤光缆目标价至292港元 维持“中性”评级

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高盛：微升长飞光纤光缆目标价至292港元维持“中性”评级