罗杰斯通信最新公布的资本支出指引下修与现金流生成预期上调，被市场视为意外利好。TD Cowen分析师文斯·瓦伦蒂尼指出，这一积极动向在行业普遍承压的背景下尤为难得。根据最新指引，公司资本支出区间从原先的33-35亿加元降至25-27亿加元，同时自由现金流预期大幅跃升至41-43亿加元，显著高于此前33-35亿加元的水平。
瓦伦蒂尼坦言："我们原预期最多维持原指引下限或32亿加元，新指引的突破性调整着实令人惊喜。"他认为这一乐观财测将有效提振股价，该股年内迄今已累计下跌13%。
罗杰斯通信最新公布的资本支出指引下修与现金流生成预期上调，被市场视为意外利好。TD Cowen分析师文斯·瓦伦蒂尼指出，这一积极动向在行业普遍承压的背景下尤为难得。根据最新指引，公司资本支出区间从原先的33-35亿加元降至25-27亿加元，同时自由现金流预期大幅跃升至41-43亿加元，显著高于此前33-35亿加元的水平。
瓦伦蒂尼坦言："我们原预期最多维持原指引下限或32亿加元，新指引的突破性调整着实令人惊喜。"他认为这一乐观财测将有效提振股价，该股年内迄今已累计下跌13%。
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