智通财经APP获悉，瑞银发布研报称，维持长飞光纤光缆(06869)盈利预测及目标价290港元不变; 维持“买入”评级。长飞光纤光缆首季业绩逊市场预期，期内收入37亿元人民币(下同)，年增28%; 毛利为15亿元，年增90%; 净利润为4.95亿元，同比增长226%。该行预期，随着产品组合持续优化，及合约续约逐步反映光纤价格上升，未来数季毛利率将继续改善。
该行认为，长飞光纤光缆首季净利润为4.95亿元，低于市场买方预期的8亿至10亿元，预期短期内市场反应负面。惟该行对公司未来数季的盈利增长保持信心，认为光纤价格上升需时完全反映，而数据中心需求持续增加，相信公司有望达到该行全年预测。长飞光纤光缆今早股价低开5.1%后，盘中曾低见196.1元一度下挫15%，最新报200.2元下滑13.3%，成交额69.69亿元。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.