本报告导读:上调盈利预测,上调目标价,维持增持评级;海外CATV 市场升级在即,公司全面布局受益;受益云厂自组网和美国制造,多款光模块产品推进顺利。投资要点:上调盈利预测 ,上调目标价,维持增持评级。应用光电多款产品在北美云厂进展较快,有望持续受益。我们上修公司2024-2026 年的营收分别为249.92/812.94/1012.94(前值为372.56/497.56/)百万美元。更新2024-...
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