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研報掘金丨中信建投:天孚通信業績有望進一步提升,維持“買入”評級

中信建投研報指出,天孚通信(300394.SZ)預計2024上半年實現歸母淨利潤6.30-6.77億元,同比增長167%-187%,中值為6.54億元,同比增長177%。得益於人工智能的快速發展,算力需求爆發式增長,全球數據中心建設節奏加快,對於高速光器件的需求也保持快速增長。公司800G高速光器件產品具備較強的競爭力,與海外科技巨頭公司保持深度綁定,隨着1.6T光引擎的需求逐步釋放,公司業績有望進一步提升。同時在CPO等前沿領域,光器件的應用場景將從光模塊拓展至芯片間互聯,比如Optical I/O產品,市場空間廣闊,公司佈局光互連產品多年,有望核心受益。維持“買入”評級。

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