第76期|长飞光纤:AI算力“光动脉”+空芯光纤商用,还是200倍估值下的情绪裸奔?

解析研报
Feb 24

各位老铁,光通信的“全球一哥”长飞光纤(601869)最近直接上天,妥妥的AI算力+空芯光纤AI算力+空芯光纤双风口的“情绪火箭”。但咱得扒扒底裤:这波暴涨到底是空芯光纤商用+AI算力爆发+行业复苏的真拐点,还是靠概念炒作+游资接力吹出来的“空中楼阁”?一边是2025年前三季度净利润5.05亿元(同比+15%)、经营现金流19.53亿元的稳健数据,一边是股价短期飙涨、市盈率TTM达304.35倍的...

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