天孚通信获东吴证券买入评级，业绩超预期，看好后续需求释放

金融界07-21

7月21日，天孚通信（300394）获东吴证券买入评级，近一个月天孚通信获得3份研报关注。　　研报预计，将公司2024/2025/2026年预期归母净利润由13.9/22.0/26.6亿元上调至14.3/22.7/27.2亿元。研报认为，公司下游需求增长推动业绩环比高增，公司供需两端景气度均得到验证。受益于AI算力需求高增及全球数据中心建设，高速光器件需求量稳定提升，推动公司有源和无源产品营收增长...

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