《大行》大摩升长飞光纤光缆(06869.HK)评级至“增持” 重申目标价230元

阿斯达克财经
Jul 15

摩根士丹利发表报告指出,长飞光纤光缆(06869.HK) 自2026年6月的高位以来已下跌约50%,然而由AI驱动的光纤超级周期所支撑的盈利增长轨迹并未改变。该行认为,估值下调已创造了一个极具吸引力的买入时点,决定将其H股评级由“与大市同步”上调至“增持”,以反映近期股价回调后更具吸引力的风险回报,并维持其目标价为230港元。报告指出,长飞光纤于7月14日发布的业绩预喜显示,其2026年第二季利润...

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