长飞光纤光缆今日盘中股价大跌6.75%,引发市场广泛关注。根据相关报道,投行高盛发布研究报告对此股价下跌作出了一定解释。
高盛报告指出,尽管近期该股因与人工智能等热门主题有关而出现短暂上涨,但公司目前在共封装光学元件(CPO)和低延迟光纤电缆网络等潜在新兴业务方面,仍未收到任何重大订单,现有的电信光缆主业也未显现出显著变化。
此外,分析人士预计2024年和2025年,相关光纤材料的需求前景将趋于疲软,这令投资者对公司的长期增长缺乏信心。尽管目前长飞光纤光缆股价接近历史低位,但仍反映了未来疲软需求的风险,因此预计股价下行空间有限,但上行动力亦不足。
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