6月3日，Ciena科技盘前上涨3.17%，报645.92美元/股，成交额543.35万美元。
消息面上，公司将于6月4日盘前发布财报，市场一致预期本季度营收15.04亿美元，同比增长37.75%；调整后每股收益1.46美元，同比增长180.49%，强劲增长预期持续提振情绪。此外，近期多家投行密集上调目标价形成看多共振：摩根大通将目标价从380美元大幅上调至635美元并维持跑赢大盘评级，美国银行上调至660美元维持买入评级，Stifel上调至615美元，B.Riley上调至531美元。
基本面上，美银认为AI驱动400G向800G可插拔光模块迁移趋势明确，Ciena凭借3nm DSP技术优势，市场份额有望从约30%提升至50%以上，公司积压订单总额约70亿美元。
（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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