异动解读 | Ciena科技盘中大跌5.15%,光通信板块回调获利了结情绪蔓延

异动解读
May 18

Ciena科技今日盘中股价大幅下挫5.15%,引起了市场的广泛关注。

消息面上,光通信概念板块此前集体刷新历史新高后,短期获利回吐压力持续释放,板块延续多日回调走势。同行业标的Applied Optoelectronics、Lumentum等也普遍承压下跌,显示出板块整体的获利了结情绪。

基本面上,尽管花旗集团近期将Ciena目标价大幅上调至658美元,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显著提升,但随着股价逼近多家投行目标价区间,短线获利盘集中涌出,获利了结情绪持续压制股价表现。

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