智通财经APP获悉，长飞光纤光缆(06869)再跌超4%，较9月高点65港元已跌超30%。截至发稿，跌3.92%，报45.06港元，成交额6.76亿港元。
消息面上，野村发布研报称，长飞光纤光缆今年以来的升势主要因市场预期AI数据中心会采用如G.654E光纤及空心光纤等高端产品，以及市场认为集团附属长芯博创将受惠于全球云服务供应商对光缆及连接器需求的强劲增长。
该行认为，中国移动近月公布的光纤招标结果显示，长飞光纤的市场份额及平均售价均有下跌，或自今年第三季度起对盈利构成压力。该行认为目前股价已反映AI业务扩张的利好因素，将评级由“买入”下调至“中性”，目标价则由18.6港元大幅上调至52港元。
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