异动解读 | Ciena科技盘中大跌5.15%,光通信板块回调获利了结情绪压制

异动解读
May 15

Ciena科技(CIEN)今日盘中股价大幅下挫5.15%,引起了市场的广泛关注。

消息面上,近期光通信概念板块整体经历了一轮强势上涨后,短期获利回吐压力持续释放,板块整体延续回调走势。随着股价逼近多家投行目标价,短线获利盘集中涌出,导致板块抛压明显。包括Lumentum、康宁等在内的同行业公司股价也普遍下跌,整个通信设备行业目前普遍承压,Ciena科技作为板块核心标的持续受到行业整体抛压的拖累。

尽管有分析师将Ciena科技的目标价大幅上调至675美元,且公司基本面稳健,积压订单总额庞大,800G可插拔光模块市场占有率有望显著提升,但短期内市场的获利了结情绪仍压制了股价表现,导致了此次盘中大跌。

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