6月2日，Ciena科技盘前上涨3.49%，报589.5美元/股，成交额223.6万美元。
消息面上，公司将于6月4日盘前发布财报，市场一致预期本季度营收15.04亿美元，同比增长37.75%；调整后每股收益1.46美元，同比增长180.49%，强劲增长预期持续提振情绪。此外，摩根大通近日将Ciena目标价从380美元大幅上调至635美元并维持跑赢大盘评级，叠加此前美国银行（660美元）、TD Cowen（675美元）、花旗（658美元）、Stifel（615美元）等多家投行密集上调目标价，形成看多共振。基本面上，AI驱动400G向800G可插拔光模块迁移趋势明确，公司凭借3nm DSP技术优势，市占率有望从约30%提升至50%以上，积压订单总额约70亿美元，中长期成长逻辑持续获机构认可。
（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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