长飞光纤光缆(06869)早盘上涨3.26%,现报12.68港元,成交额3174.75万港元。
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。
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