研报掘金丨中信建投:天孚通信业绩有望进一步提升,维持“买入”评级
中信建投研报指出,天孚通信(300394.SZ)预计2024上半年实现归母净利润6.30-6.77亿元,同比增长167%-187%,中值为6.54亿元,同比增长177%。得益于人工智能的快速发展,算力需求爆发式增长,全球数据中心建设节奏加快,对于高速光器件的需求也保持快速增长。公司800G高速光器件产品具备较强的竞争力,与海外科技巨头公司保持深度绑定,随着1.6T光引擎的需求逐步释放,公司业绩有望进一步提升。同时在CPO等前沿领域,光器件的应用场景将从光模块拓展至芯片间互联,比如Optical I/O产品,市场空间广阔,公司布局光互连产品多年,有望核心受益。维持“买入”评级。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.