9月8日，Ciena科技盘中上涨5.33%，报338.115美元/股，成交额2.37亿美元。同业Lumentum涨9.67%、Applied Optoelectronics涨9.77%、诺基亚涨4.22%，光通信板块集体走强。
消息面上，高盛近日发布全球光模块行业深度报告，大幅上调行业预测，预计全球光模块市场规模在2028年将达约1485亿美元，较此前预测上调115%；其中1.6T及以上超高速光模块出货预测上调29%至61%不等。高盛认为驱动力不仅来自AI服务器数量增长，更源于架构向高速网络持续迁移及单颗GPU所需光模块数量增加，推动800G、1.6T乃至3.2T需求快速放量。Ciena作为全球光网络设备龙头，此前刚披露的第三财季业绩亦大超预期，调整后每股收益2.11美元，同比增长215%，全年营收指引上调至64.2亿美元。
（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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