智通财经APP获悉，长飞光纤光缆(06869)再涨超3%，截至发稿，涨3.42%，报12.7港元，成交额3074.22万港元。
消息面上，野村发布研报称，将长飞光纤光缆目标价从13.5港元升至15港元，评级从“中性”上调至“买入”。野村下调长飞2024-2025财年收入预测及盈利预测，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。该行指出，长飞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。
据悉，2022年4月8日，长飞光纤与博创科技五名股东签署股权转让协议及表决权委托协议，长飞光纤将取得博创科技合计25.43%的股份表决权，成为后者的控股股东及实际控制人。据悉，博创科技主营业务是光通信领域集成光电子器件的研发、生产和销售，公司应用于数据中心的800G高速有源铜缆有向市场销售。
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