长飞光纤光缆(06869)今日盘中大涨5.5%,收报13.7港元,引发市场关注。消息面上有以下利好因素助推该股大涨:
首先,野村证券发布报告看好该公司未来业绩增长前景。报告称,长飞为中国光缆市场领导者之一,其多元化产品组合包括光纤光缆、人工智能网络产品等,有望在2025年取得明显成果。在人工智能需求大增以及产品组合优化等因素驱动下,长飞的收入和盈利有望迎来转折点。
其次,长飞旗下子公司博创科技拟收购子公司长芯盛18.16%少数股权,解决了与长飞光纤的同业竞争问题,有利于长飞集团整体业务的长远发展。长芯盛主要从事人工智能芯片等业务,在该领域与字节跳动等头部公司有所合作,长飞料将获益于人工智能网络产品需求增长。
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