8月25日，Ciena科技盘中上涨3.89%，报387.0美元/股，成交额1887.05万美元。消息面上，光通信板块在前一交易日因"算力阶段性过剩"预期集体重挫后出现技术性反弹，同业Applied Optoelectronics涨4.55%、诺基亚涨3.56%、Lumentum涨2.14%，板块资金回流明显。
机构层面，Northland Capital近期将Ciena评级上调至"跑赢大盘"并将目标价提升至500美元；美国银行虽将目标价由660美元下调至550美元，但维持买入评级，认为需求依然强劲，关注9月4日即将公布的第三季度财报中积压订单转化、800G可插拔模块放量及云客户增长等核心指标。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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