Ciena科技今日盘中大涨5.09%，成为市场关注焦点。
消息面上，光通信板块在经历连续多日获利回吐后，短期超卖情绪持续缓和，板块反弹走势延续，同行业公司如Lumentum、Applied Optoelectronics等普遍大涨，形成板块共振。近期，TD Cowen将Ciena目标价从425美元大幅上调至675美元，花旗集团亦将目标价从345美元上调至658美元，均维持买入评级，为股价反弹提供有力支撑。
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得机构认可，进一步增强了市场信心。
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