5月21日，Ciena科技盘中上涨3.47%，报577.2美元/股，成交额1.11亿美元。消息面上，光通信板块此前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。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。同行业标的Lumentum、Applied Optoelectronics等今日普遍大涨，板块共振明显。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。
（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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