本文作者:鲍奕龙 来源:硬AI 尽管新易盛在2025年第三季度因单一客户订单延迟而出现收入环比下滑,但这被高盛视为一个短暂的“插曲”。真正的投资价值和市场预期差潜藏在2026年及以后。 12月4日,高盛研究团队研报认为,新易盛三季度业绩下滑的原因是单一客户的400G/800G产品交付出现了延迟,这并非行业性或系统性风险。 报告强调,新易盛管理层对增长复苏抱有强烈信心,预计从2025年第四季度开始,...
Source Link本文作者:鲍奕龙 来源:硬AI 尽管新易盛在2025年第三季度因单一客户订单延迟而出现收入环比下滑,但这被高盛视为一个短暂的“插曲”。真正的投资价值和市场预期差潜藏在2026年及以后。 12月4日,高盛研究团队研报认为,新易盛三季度业绩下滑的原因是单一客户的400G/800G产品交付出现了延迟,这并非行业性或系统性风险。 报告强调,新易盛管理层对增长复苏抱有强烈信心,预计从2025年第四季度开始,...
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