10月6日，Ciena科技盘中上涨3.16%，报401.9997美元/股，成交额7016.67万美元。消息面上，近期多家投行密集上调Ciena评级，其中Bernstein给予跑赢大盘评级，目标价440美元；此前Evercore ISI也将评级上调至跑赢大盘，目标价大幅上调至550美元，均指向公司在人工智能相关光网络领域的关键卡位优势。
基本面方面，公司此前公布的第三财季调整后每股收益达2.11美元，同比飙升215%，全年营收指引上调至64.2亿美元，均超市场预期。摩根士丹利指出，Ciena预计未来三年营收复合年增长率约30%，并估算到2029年数据中心领域可新增约120亿美元市场机会，成为支撑股价持续走强的核心逻辑。
Ciena Corporation是一家网络技术公司，提供硬件、软件和服务，使网络运营商能够提高容量、服务交付和自动化。其解决方案支持跨云、语音、视频、数据和人工智能应用程序的流量，并由云提供商、电信运营商和其他网络运营商在全球范围内部署。
（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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