金吾财讯 | 长飞光纤光缆(06869)早盘股价反复向好，截至发稿，报12.7港元，涨3.42%，成交额3074.22万港元。消息面上，野村发研报指，公司是中国光缆市场领导者之一， 经过内地电讯运营商资本支出下降周期，认为该公司的业务多元化努力可能会在2025年取得成果。同时作为A股博创科技等股东，野村相信长飞将受惠于其全球人工智能网络产品的需求。该行将公司2024-2025财年收入预测下调19%，盈利预测下调25-35%，主要反映电讯业光纤需求差于预期。同时认为，在坚定的人工智能需求以及更佳的产品组合的驱动下，长飞的收入和盈利会迎来转折点(tipping point)。目标价由13.5港元上调11.1%至15港元，评级从“中性”上调至“买入”。
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