应用光电：DOCSIS升级在即北美云厂持续突破

国泰君安12-03

本报告导读：上调盈利预测，上调目标价，维持增持评级；海外CATV 市场升级在即，公司全面布局受益；受益云厂自组网和美国制造，多款光模块产品推进顺利。投资要点：上调盈利预测，上调目标价，维持增持评级。应用光电多款产品在北美云厂进展较快，有望持续受益。我们上修公司2024-2026 年的营收分别为249.92/812.94/1012.94(前值为372.56/497.56/)百万美元。更新2024-...

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应用光电：DOCSIS升级在即 北美云厂持续突破

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应用光电：DOCSIS升级在即北美云厂持续突破