9月14日，Ciena科技盘中下跌6.83%，报325.75美元/股，成交额7419.08万美元。
消息面上，全球四家头部AI企业高管罕见统一呼吁放缓前沿AI模型开发速度，Anthropic CEO强调管控技术风险必要性，OpenAI CEO奥特曼、马斯克、谷歌DeepMind哈萨比斯纷纷附议，市场担忧半导体及光通信需求前景收缩。此外，OpenAI宣布不会在今年进行IPO，AI减速论调升温，光通信板块盘中集体重挫，康宁、Coherent跌超9%，Astera Labs跌超8%，Lumentum跌超7%。
与此同时，多家投行近期密集下调Ciena目标价，Rothschild & Co Redburn将目标价从538.43美元大幅调降至406.81美元，Argus从650美元降至550美元，Needham从600美元降至520美元，尽管Ciena此前第三财季业绩大超预期且上调全年营收指引，但机构对估值持续性的审慎态度叠加板块联动回调，短期承压明显。
（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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