如何布局美股网络硬件板块？小摩力荐思科和Keysight

智通财经01-27

智通财经APP获悉，摩根大通近日发布美股硬件与网络行业研究报告，对部分非周期性公司进行了分析，看好思科(CSCO.US)和Keysight Technologies(KEYS.US)。具体而言，摩根大通予Ciena(CIEN.US)“中性”评级。Ciena在长距离光连接市场的份额较高，并致力于拓展短距离应用份额。不过，摩根大通认为，数据中心业务短期内难有明显进展，近期增长将更依赖可插拔产品。...

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