野村发表研究报告，将长飞光纤(06869.HK) 目标价由64.5元大幅上调至266元，维持“买入”评级，主要受惠于AI数据中心强劲需求带动全球光纤需求，以及光纤预制棒产能短缺导致过去5至6个月光纤现货价格飙升。该行预期，与内地电讯营运商的集中招标将成为下一个催化剂，新长期协议价格有望带动2026年下半年及2027年盈利前景改善。野村上调长飞光纤2026至2027年收入预测74%至115%，以反映...
Source Link野村发表研究报告，将长飞光纤(06869.HK) 目标价由64.5元大幅上调至266元，维持“买入”评级，主要受惠于AI数据中心强劲需求带动全球光纤需求，以及光纤预制棒产能短缺导致过去5至6个月光纤现货价格飙升。该行预期，与内地电讯营运商的集中招标将成为下一个催化剂，新长期协议价格有望带动2026年下半年及2027年盈利前景改善。野村上调长飞光纤2026至2027年收入预测74%至115%，以反映...
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