Ciena科技今日盘中大涨5.04%，引起了市场的广泛关注。
消息面上，光通信板块在经历连续多日的获利回吐后，短期超卖情绪有所缓和，反弹走势得以延续。近期，TD Cowen将Ciena的目标价从425美元大幅上调至675美元，花旗集团亦将目标价从345美元上调至658美元，两家机构均维持买入评级，为股价的强劲反弹提供了有力支撑。
从基本面来看，公司积压的订单总额高达约70亿美元，同时其800G可插拔光模块的市场占有率有望从目前的约30%提升至50%以上，中长期成长逻辑持续获得机构认可，进一步增强了投资者的信心。
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