9月30日 - ** 伯恩斯坦证券首次覆盖网络设备制造商 Ciena 公司（CIEN.N），给予“跑赢大盘”评级；目标价 440 美元
** 目标价较该股最近收盘价暗示约24%的上行空间
** 该券商预计，在人工智能基础设施扩张的竞争中，Ciena等网络和光通信公司将成为结构性赢家
** 伯恩斯坦表示：“短期内，Ciena的股价可能受制于供应链瓶颈，但当前估值水平较低，我们认为随着供应链供应状况改善，该股将开始上涨”
** 21家券商中有16家对该股评级为“买入”或更高，5家为“持有”；其目标价中位数为548美元——路孚特（LSEG）汇编数据
** 截至昨日收盘，该股年内累计涨幅达51.7%
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