5月26日，Ciena科技盘中上涨3.13%，报602.535美元/股，成交额2.66亿美元。消息面上，美国银行将Ciena目标价从550美元上调至660美元，叠加此前TD Cowen（425→675美元）、花旗集团（345→658美元）、Evercore ISI（330→550美元）密集大幅上调目标价并维持买入或增持评级，形成投行看多共振，为股价反弹提供持续动力。
基本面上，公司积压订单总额约70亿美元，800G可插拔光模块市占率有望从约30%提升至50%以上，中长期成长逻辑持续获机构认可。光通信板块前期连续获利回吐后超卖情绪已明显缓和，板块反弹走势延续。
（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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