异动解读 | 舜宇光学科技盘中大涨5.03%,苹果备货上调及AI光互连预期成推手

异动解读
May 22

舜宇光学科技今日盘中大涨5.03%,引起了市场的广泛关注。

消息面上,花旗近期研报指出苹果最新iPhone备货计划上调及中国市场需求改善,核心供应链将迎来补库存与估值修复双重驱动。同时,公司与成都光明签署新一轮战略合作协议,围绕供应链深度合作及核心技术联合攻坚展开全方位合作。此外,公司光通信产品已向国内头部光模块厂商及海外顶级客户送样验证,AI光互连预期持续升温,叠加公司董事长表示海外大客户收入将实现100%以上增长,多重积极因素共同推动股价上涨。

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