异动解读 | 长飞光纤光缆盘中大跌7.56%,Q1盈利信号好坏参半,获利回吐压力延续

异动解读
May 26

长飞光纤光缆(06869.HK)今日盘中股价大幅下挫,跌幅达7.56%,引发市场关注。

消息面上,公司此前披露的Q1盈利信号好坏参半,股价自5月中旬高位以来持续承压,获利了结压力显著。此外,尽管公司受益于全球算力数据中心建设带来的光纤光缆需求增长,但当前股价仍高于部分机构给出的目标价,估值回归预期或加剧了此次调整。

长飞光纤光缆是一家主要提供光纤预制棒、光纤、光缆及相关产品的公司,产品销往国内外市场。机构评级方面,兴业证券维持增持评级,而海通国际给出的目标价为185港元。

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