Ciena科技(CIEN)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

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CIEN Ciena科技

休市中 09-11 16:00:00 EDT

349.54

+14.98

+4.48%

盘后348.90

-0.64-0.18%

19:58 EDT

最高355.19	最低336.44	成交量198.15万
今开336.92	昨收334.56	日振幅5.60%
总市值495.68亿	流通市值489.53亿	总股本1.42亿
成交额6.92亿	换手率1.41%	流通股本1.40亿
市净率--	ROE--	每股收益0.00
52周最高--	52周最低--	市盈率--
股息--	股息收益率--	ROA--

数据加载中...

北京优虎网络科技有限公司

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23:26","pubTimestamp":1789140398,"startTime":"0","endTime":"0","summary":"9月11日，Ciena科技盘中上涨5.16%，报351.525美元/股，成交额2.34亿美元。消息面上，高盛近日发布全球光模块行业深度报告，大幅上调行业预测，预计全球光模块市场规模在2028年将达约1485亿美元，较此前预测上调115%，其中1.6T及以上超高速光模块出货预测上调29%至61%不等，光通信板块整体受到提振。此外，Ciena此前披露的第三财季业绩大超预期，调整后每股收益2.11美元，远超市场预期的1.73美元，同比增长215%；季度营收16.7亿美元，同样优于预期。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"Ciena股价上涨，高盛上调光模块预测","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CIEN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1121468746","title":"美股光通信概念股集体上涨，Coherent涨超3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1121468746","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1121468746?lang=zh_cn&edition=full","pubTime":"2026-09-11 21:40","pubTimestamp":1789134017,"startTime":"0","endTime":"0","summary":"美股光通信概念股集体上涨，其中， $Viavi Solutions(VIAV)$、  $Amphenol(APH)$、 $Coherent(COHR)$、 $AXT Inc(AXTI)$、 $Lumen Technologies(LUMN)$涨超3%， $Himax(HIMX)$、 $Applied Optoelectronics(AAOI)$、  $Ciena(CIEN)$涨超2%， $Marvell Technology(MRVL)$、 $Corning(GLW)$涨超1%。","market":"us","thumbnail":"https://encrypted-tbn0.gstatic.com/images?q=tbn:ANd9GcSWAkXa7uq6n26iTwXl5VKLAGE3KNyNbf7hBfKUJPQc0g&s=10","type":0,"news_type":0,"thumbnails":["https://encrypted-tbn0.gstatic.com/images?q=tbn:ANd9GcSWAkXa7uq6n26iTwXl5VKLAGE3KNyNbf7hBfKUJPQc0g&s=10"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/live/2664510","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_gelonghui","symbols":["COHC","AAOZ","CIEN","APHG","LUMN","MRVU","AXTU","AXTX","COHQ","GLWG","VIAG","VIAV","AXTL","HIMX","MVLL","AXTC","AAOG","MRVL","AXTQ","GLW","COHX","CIEX","MRVX","AAOX","APH","COHR","AAOI","AXTI","APHU","CIEG","COHH"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1184043605","title":"异动解读｜Ciena科技盘中上涨5.33%，高盛大幅上调光模块市场预测提振光通信板块","url":"https://stock-news.laohu8.com/highlight/detail?id=1184043605","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1184043605?lang=zh_cn&edition=full","pubTime":"2026-09-08 22:31","pubTimestamp":1788877869,"startTime":"0","endTime":"0","summary":"9月8日，Ciena科技盘中上涨5.33%，报338.115美元/股，成交额2.37亿美元。消息面上，高盛近日发布全球光模块行业深度报告，大幅上调行业预测，预计全球光模块市场规模在2028年将达约1485亿美元，较此前预测上调115%；其中1.6T及以上超高速光模块出货预测上调29%至61%不等。Ciena作为全球光网络设备龙头，此前刚披露的第三财季业绩亦大超预期，调整后每股收益2.11美元，同比增长215%，全年营收指引上调至64.2亿美元。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"光模块预测大幅上调，光通信板块集体走强","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CIEN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1145994615","title":"异动解读｜Ciena科技盘中下跌6.43%，Q3业绩大幅超预期但遭遇获利回吐压力","url":"https://stock-news.laohu8.com/highlight/detail?id=1145994615","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1145994615?lang=zh_cn&edition=full","pubTime":"2026-09-03 21:42","pubTimestamp":1788442942,"startTime":"0","endTime":"0","summary":"9月3日，Ciena科技盘中下跌6.43%，报326.04美元/股，成交额4.7亿美元。其中光网络业务营收同比增长46%，受AI驱动的数据中心需求强劲推动。公司同步上调全年营收指引至64.2亿美元，高于市场预期的63.4亿美元。尽管业绩全面超预期，但公司股价自上季度财报以来已累计下跌超35%，叠加此前多家机构因供应链限制担忧下调目标价，盘前一度上涨逾5%后开盘即遭遇获利回吐压力，光通信板块整体走弱，同行业个股普遍承压。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"业绩超预期仍下跌，Ciena遭遇获利回吐","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CIEN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1186259883","title":"美股异动｜美股存储股、光通讯股齐下挫，西部数据、希捷科技跌逾4%，Ciena科技跌7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1186259883","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1186259883?lang=zh_cn&edition=full","pubTime":"2026-09-03 21:37","pubTimestamp":1788442678,"startTime":"0","endTime":"0","summary":"美股存储股、光通讯股齐下挫，西部数据、希捷科技跌逾 4%， $Ciena科技(CIEN)$ 跌 7%。 $MaxLinear(MXL)$ 跌 5%。","market":"us","thumbnail":"https://static.tigerbbs.com/3299f0aa430f44d45729a266d0f7b350","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/3299f0aa430f44d45729a266d0f7b350"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["STXX","MXL","MXLL","STXL","STX","CIEX","WDC","STXU","CIEN","WDCC","WDCX","CIEG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664043872","title":"Ciena（CIEN）第三财季调整后EPS达2.11美元胜预期 同比飙升215%","url":"https://stock-news.laohu8.com/highlight/detail?id=2664043872","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2664043872?lang=zh_cn&edition=full","pubTime":"2026-09-03 21:02","pubTimestamp":1788440562,"startTime":"0","endTime":"0","summary":"金吾财讯 | Ciena 公布超预期2026财年第三财季业绩。数据显示，季度调整后每股收益达2.11美元，同比大幅增长215%，显著优于分析师预期的1.73美元。业绩展望方面，Ciena预计第四财季营收将达到17.5亿美元，高于市场原先预期的17亿美元；预计调整后毛利率为45%左右。同时，公司将2026财年营收预期上调至64.2亿美元，高于市场普遍预期的63.3亿美元，上下浮动5000万美元，中值较上年同期增长35%。","market":"nz","thumbnail":"https://static.szfiu.com/news/20210810/YTEwMTc4Njg5ODk4OA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/YTEwMTc4Njg5ODk4OA==.jpg"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"305707","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["UDN","UUP","CIEN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1186972801","title":"异动解读｜Ciena科技盘前上涨5.76%，Q3业绩大幅超预期叠加全年指引提振信心","url":"https://stock-news.laohu8.com/highlight/detail?id=1186972801","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1186972801?lang=zh_cn&edition=full","pubTime":"2026-09-03 19:10","pubTimestamp":1788433835,"startTime":"0","endTime":"0","summary":"9月3日，Ciena科技盘前上涨5.76%，报375.56美元/股，成交额2555.63万美元。消息面上，公司于盘前发布第三季度财报，调整后每股收益2.11美元，大幅超出市场预期的1.73美元，同比增长约215%；营收16.71亿美元，高于分析师预期的16.33亿美元。同时，公司给出全年营收指引约64.2亿美元，进一步提振市场信心。此前，受供应链限制担忧影响，公司股价自上季度财报以来累计下跌超35%，多家机构下调目标价。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"Ciena科技盘前上涨，Q3业绩超预期提振信心","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CIEN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1199960832","title":"异动解读｜Ciena科技盘中下跌3.13%，B. Riley大幅下调目标价叠加财报前夕市场谨慎","url":"https://stock-news.laohu8.com/highlight/detail?id=1199960832","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1199960832?lang=zh_cn&edition=full","pubTime":"2026-09-01 21:41","pubTimestamp":1788270085,"startTime":"0","endTime":"0","summary":"9月1日，Ciena科技盘中下跌3.13%，报369.34美元/股，成交额3575.73万美元。消息面上，B. Riley于8月31日将Ciena目标价由516美元大幅下调至413美元，降幅约20%，维持中性评级。此前美国银行亦将其目标价由660美元下调至550美元，指出供应限制制约全年营收上行空间。公司定于9月3日盘前发布第三季度财报，财报窗口临近加剧市场观望情绪。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"Ciena科技股价下挫，财报前遭机构大砍目标价","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CIEN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1168180490","title":"一周前瞻 | 超级周重磅看点扎堆！8月非农牵动美联储加息预期；马斯克、黄仁勋、奥特曼齐聚G20；博通、智谱放榜、希音登陆港股","url":"https://stock-news.laohu8.com/highlight/detail?id=1168180490","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1168180490?lang=zh_cn&edition=full","pubTime":"2026-08-31 07:36","pubTimestamp":1788133014,"startTime":"0","endTime":"0","summary":"就业料较7月回暖，市场再议美联储9月加息未来一周，市场焦点将重新转向美国劳动力市场。在通胀压力仍偏高的背景下，这份非农报告或成为影响美联储9月政策预期的关键指标。据悉，此次会议由美国白宫科技政策办公室主任克拉齐奥斯和商务部长卢特尼克组织，并将为12月举行的G20峰会预热。","market":"us","thumbnail":"https://static.tigerbbs.com/1fc1f5e2fa377c378fa230c10e0849a2","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/1fc1f5e2fa377c378fa230c10e0849a2"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"一周前瞻 | 超级周重磅看点扎堆！8月非农牵动美联储加息预期；马斯克、黄仁勋、奥特曼齐聚G20；博通、智...","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CIEX","SVXY","NIOG","03416","VIXmain","03067","AVGU","02828","02718","ESmain","LULU","CIEN","MDB","CRDU","PALO","HPEL",".SPX","02837","SVIX","09088","03088","DLLL","HSI","02513","09615","82828","07288","VIX","AVL","07500","02533","HPE","VIXY","03423","CRDO","07226","03419","VXX","PLU","AVGG","SNOW","ZS","AVGC","YMmain","09660","CIEG","NTAP","FCEL","UVIX","09115","VSXY","03037","TQQQ","HSCEI","SNOY","07200","HSTECH","PALU","MDT","PANW","AVGX","NIO",".DJI","NTAL","NQmain","07552","02800","82800","03032","07300","MDBX","UVXY","PL","PANG","AVS","09067","AVGO","03417","03033","LULG","CRD","07588","AVGW","DOCU","QQQ","PALD",".IXIC","83115","03115","SQQQ","SNOU","00625","DELL"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1140995859","title":"异动解读｜Ciena科技盘中下跌3.17%，光通信板块技术反弹结束再度回落","url":"https://stock-news.laohu8.com/highlight/detail?id=1140995859","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1140995859?lang=zh_cn&edition=full","pubTime":"2026-08-28 23:45","pubTimestamp":1787931915,"startTime":"0","endTime":"0","summary":"8月28日，Ciena科技盘中下跌3.17%，报387.181美元/股，成交额1.54亿美元。消息面上，光通信板块此前两个交易日的技术性反弹宣告结束，板块再度集体走低，同业Applied Optoelectronics跌5.15%、Lumentum跌4.54%、诺基亚跌1.75%，市场\"算力阶段性过剩\"叙事持续压制上游硬件供应链。机构层面，美国银行此前将Ciena目标价由660美元大幅下调至550美元，指出供应限制制约全年营收上行空间。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"光通信反弹结束，Ciena承压回落","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CIEN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1199484315","title":"异动解读｜Ciena科技盘中上涨3.21%，光通信板块延续反弹叠加机构维持看好","url":"https://stock-news.laohu8.com/highlight/detail?id=1199484315","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1199484315?lang=zh_cn&edition=full","pubTime":"2026-08-27 21:36","pubTimestamp":1787837788,"startTime":"0","endTime":"0","summary":"8月27日，Ciena科技盘中上涨3.21%，报413.075美元/股，成交额2750.81万美元。消息面上，光通信板块在此前集体重挫后延续技术性反弹，同业Lumentum涨2.32%、Applied Optoelectronics涨3.33%，板块资金回流明显。机构层面，Northland Capital近期将Ciena评级上调至\"跑赢大盘\"并将目标价提升至500美元；美国银行虽将目标价由660美元下调至550美元，但维持买入评级，认为需求依然强劲。市场关注9月4日即将公布的第三季度财报，核心看点包括积压订单转化、800G可插拔模块放量及云客户增长等指标。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"光通信反弹延续，Ciena获机构看好","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CIEN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1122135576","title":"异动解读｜Ciena科技盘前上涨3.21%，光通信板块延续反弹叠加机构维持看好","url":"https://stock-news.laohu8.com/highlight/detail?id=1122135576","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1122135576?lang=zh_cn&edition=full","pubTime":"2026-08-27 16:12","pubTimestamp":1787818367,"startTime":"0","endTime":"0","summary":"8月27日，Ciena科技盘前上涨3.21%，报416.8美元/股，成交额22.72万美元。消息面上，光通信板块在此前集体重挫后延续技术性反弹，同业Lumentum涨3.55%、Applied Optoelectronics涨6.2%，板块资金回流明显。机构层面，Northland Capital近期将Ciena评级上调至\"跑赢大盘\"并将目标价提升至500美元；美国银行虽将目标价由660美元下调至550美元，但维持买入评级，认为需求依然强劲。市场关注9月4日即将公布的第三季度财报，核心看点包括积压订单转化、800G可插拔模块放量及云客户增长等指标。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"Ciena盘前上涨，光通信板块延续反弹","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CIEN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1160103681","title":"异动解读｜Ciena科技盘后上涨3.07%，光通信板块延续反弹叠加机构维持看好","url":"https://stock-news.laohu8.com/highlight/detail?id=1160103681","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1160103681?lang=zh_cn&edition=full","pubTime":"2026-08-27 07:46","pubTimestamp":1787788005,"startTime":"0","endTime":"0","summary":"8月27日，Ciena科技盘后上涨3.07%，报416.0001美元/股，成交额1019.36万美元。消息面上，光通信板块在此前集体重挫后延续技术性反弹，同业Lumentum涨6.17%、Arista涨4.49%，板块资金回流明显。机构层面，Northland Capital近期将Ciena评级上调至\"跑赢大盘\"并将目标价提升至500美元；美国银行虽将目标价由660美元下调至550美元，但维持买入评级，认为需求依然强劲。市场关注9月4日即将公布的第三季度财报，核心看点包括积压订单转化、800G可插拔模块放量及云客户增长等指标。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"光通信板块延续反弹，Ciena盘后上涨","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CIEN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1134056749","title":"异动解读｜Ciena科技盘中上涨3.07%，光通信板块延续反弹叠加机构维持看好","url":"https://stock-news.laohu8.com/highlight/detail?id=1134056749","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1134056749?lang=zh_cn&edition=full","pubTime":"2026-08-27 01:51","pubTimestamp":1787766695,"startTime":"0","endTime":"0","summary":"8月26日，Ciena科技盘中上涨3.07%，报399.555美元/股，成交额2.33亿美元。消息面上，光通信板块在此前集体重挫后延续技术性反弹，同业Lumentum涨6.17%、Arista涨4.49%，板块资金回流明显。机构层面，Northland Capital近期将Ciena评级上调至\"跑赢大盘\"并将目标价提升至500美元；美国银行虽将目标价由660美元下调至550美元，但维持买入评级，认为需求依然强劲。市场关注9月4日即将公布的第三季度财报，核心看点包括积压订单转化、800G可插拔模块放量及云客户增长等指标。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"光通信板块延续反弹，Ciena获机构看好","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CIEN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1114794467","title":"异动解读｜Ciena科技盘中上涨3.89%，光通信板块集体反弹叠加机构维持看好","url":"https://stock-news.laohu8.com/highlight/detail?id=1114794467","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1114794467?lang=zh_cn&edition=full","pubTime":"2026-08-25 21:37","pubTimestamp":1787665020,"startTime":"0","endTime":"0","summary":"8月25日，Ciena科技盘中上涨3.89%，报387.0美元/股，成交额1887.05万美元。机构层面，Northland Capital近期将Ciena评级上调至\"跑赢大盘\"并将目标价提升至500美元；美国银行虽将目标价由660美元下调至550美元，但维持买入评级，认为需求依然强劲，关注9月4日即将公布的第三季度财报中积压订单转化、800G可插拔模块放量及云客户增长等核心指标。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"光通信板块反弹，Ciena盘中上涨","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CIEN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1108921480","title":"异动解读｜Ciena科技盘前上涨3.19%，光通信板块集体反弹叠加机构维持看好","url":"https://stock-news.laohu8.com/highlight/detail?id=1108921480","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1108921480?lang=zh_cn&edition=full","pubTime":"2026-08-25 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21:34","pubTimestamp":1787578456,"startTime":"0","endTime":"0","summary":"8月24日，Ciena科技盘中下跌3.83%，报376.42美元/股，成交额3228.32万美元。消息面上，美股光通信板块近期遭遇重挫，市场核心逻辑从\"算力稀缺\"转向\"算力阶段性过剩\"。此外，美国银行此前将Ciena目标价由660美元大幅下调至550美元，指出供应限制持续制约全年营收上行空间，自上季财报以来股价已累计下跌逾35%。通信设备行业同步承压，Applied Optoelectronics跌16.79%，Lumentum跌5.83%，诺基亚跌2.89%。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"Ciena大跌，算力过剩恐慌蔓延光通信","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CIEN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1102775214","title":"异动解读｜Ciena科技盘前下跌3.03%，光通信板块受算力过剩预期拖累","url":"https://stock-news.laohu8.com/highlight/detail?id=1102775214","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1102775214?lang=zh_cn&edition=full","pubTime":"2026-08-24 19:03","pubTimestamp":1787569386,"startTime":"0","endTime":"0","summary":"8月24日，Ciena科技盘前下跌3.03%，报385.84美元/股，成交额95.45万美元。消息面上，美股光通信板块近期遭遇重挫，市场核心逻辑从\"算力稀缺\"转向\"算力阶段性过剩\"。Meta宣布筹划推出云基础设施业务、将闲置AI算力对外出租，被市场解读为科技巨头AI军备竞赛降温信号，资金从上游硬件供应链中恐慌性撤离。此外，美国银行此前将Ciena目标价由660美元大幅下调至550美元，指出供应限制持续制约全年营收上行空间，自上季财报以来股价已累计下跌逾35%。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"Ciena盘前下跌，算力过剩预期拖累光通信","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CIEN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1180034460","title":"美股光通信概念集体上涨，Lumentum、Coherent涨超2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1180034460","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1180034460?lang=zh_cn&edition=full","pubTime":"2026-08-21 21:46","pubTimestamp":1787319991,"startTime":"0","endTime":"0","summary":"美股市场光通信概念股集体上涨，其中， $Lumentum Holdings Inc.(LITE)$、Coherent、博通、Lightwave Logic、安费诺涨超2%，MaxLinear、Ciena、Tower半导体、GlobalFoundries、康宁、Astera 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22:31","pubTimestamp":1787149878,"startTime":"0","endTime":"0","summary":"8月19日，Ciena科技盘中下跌3.09%，报398.73美元/股，成交额1.74亿美元。板块层面，光通信行业延续前一交易日获利回吐态势，同业Arista Networks跌3.98%、Lumentum跌3.13%、Applied 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