郭施亮:高盛大幅上调光模块出货预期,全球光通信产业会迎来价值重估吗?

大河财立方
Sep 09

□ 郭施亮财经评论员  高盛发布了一份关于光模块行业预测的研究报告,引发了全球光通信产业的股价狂欢。  在A股市场中,以中际旭创、新易盛为代表的光通信模块,股价显著异动。在美股市场中,包括Lumentum、康宁在内等光通信板块大幅上涨,昨夜Lumentum盘中大涨超过13%。  全球光通信产业再次引发市场的关注,光通信产业链下的股票大幅上涨,与高盛的一份预测报告有着密不可分的联系性。高盛这一份预测...

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