天风证券给予源杰科技增持评级，3Q营收同比高增，数通光芯片供需紧张加速验证

每日经济新闻11-03

天风证券11月03日发布研报称，给予源杰科技（688498.SH，最新价：145.01元）增持评级。评级理由主要包括：1）3Q营收继续同比大幅改善，三个因素导致亏损；2）电信市场竞争加剧，综合毛利率下降；3）400G、800G需求旺盛，光芯片供给紧张；4）研发投入大幅增长，集中在数通和PON新品。风险提示：下游投入不及预期；产品价格下行；客户开拓速度不及预期；产品结构及客户构成存在变动；部分下游...

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