异动解读 | Ciena科技盘前大涨13.12%,Q4业绩超预期及乐观展望提振股价

异动解读
Dec 11, 2025

Ciena科技(CIEN)今日盘前大涨13.12%,表现亮眼。

消息面上,公司公布的2025财年第四季度业绩远超预期,调整后每股收益为0.91美元,高于分析师预期的0.78美元;收入达13.5亿美元,同比增长20%,也高于预期的12.9亿美元。此外,公司对2026财年的收入指引为57亿至61亿美元,显著高于市场普遍预期的55亿美元。

公司首席执行官Gary Smith表示,对未来数年的增长充满信心,主要受云服务和通信服务提供商客户的稳固需求,以及数据中心内部及周边日益增长的机会驱动。今年以来,Ciena股价已飙升162%,受益于强劲的业绩表现及对人工智能与云计算带宽需求的激增。

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