熱門資訊> 正文
Needham表示，Ciena可能会从Verizon与Google的交易中受益
2026-07-28 20:23
- Ciena(CIEN) 0
- 威瑞森(VZ) 0
- 谷歌-C(GOOG) 0
- Verizon's (VZ) recent deal with Google (GOOG) (GOOGL) to build out dark fiber connectivity could benefit Ciena (CIEN), investment firm Needham said.
- “Our checks indicate the announcement by Verizon of its $1B+ dark fiber project win with Google is likely to benefit CIEN with well over $100MM in sales over F27-28,” analyst Ryan Koontz wrote in a note to clients. “While we believe Zayo and Lumen have largely dominated the domestic M0FN awards by hyperscalers and other cloud/AI operators, the entry by Verizon into the dark fiber market marks a major strategic shift. Verizon expects additional similar deals to close in the coming quarters.”
- Koontz continued: “For CIEN, we expect the long-haul project to drive orders from Verizon for Google negotiated and specified products and pricing to include rack and pluggable coherent modems, line systems, and multi-rail amplifiers.”
- Koontz reiterated his Buy rating and $600 price target on Ciena.
- Ciena shares fell 5.4% in premarket trading on Tuesday.
More on Ciena, Verizon, and Google
- Alphabet Q2: Now Is The Time To Seize This Prime Buying Opportunity
- Verizon: Deep Value For Income Investors
- Alphabet: It's Still A Bull Market
- Wave of private lawsuits targets Google following $1B EU penalty - report
- Big Tech credit risks hit record high with surging AI costs
推薦文章
港股周報 | 黃金股狂飆！靈寶黃金周升24%；段永平「被動減持」泡泡瑪特；藥明康德升近20%創新高
一周財經日曆 | 重磅財報周！騰訊、Lumentum、中芯國際輪番登場！美國7月CPI攜零售數據來襲
8月8日外盤頭條：伊朗內部辯論霍爾木茲協議措辭 非農爆冷削弱加息預期 SpaceX將自建發電廠保障電力供應
Palantir股價將創下自2024年以來最佳單周表現，該股已不再是AI領域的失意者
7月非農就業數據走弱，支持美聯儲維持利率不變，但加息選項並未徹底排除
美股前瞻 | 聚焦20：30！市場靜候7月非農數據；特朗普政府擬加碼佈局關鍵礦產；應用光電計劃大規模擴產，光通信盤前集體飆升
港股異動 | 創新葯概念再度走強，再鼎新葯勁升14%，Q2產品收入環比增長11%；藥明生物升逾5%，百濟神州升逾3%
港股異動 | AI硬件股多數上漲，建滔積層板、勝宏科技漲逾5%，兆易創新漲逾3%；南方兩倍做多海力士跌逾9%
風險及免責提示：以上內容僅代表作者的個人立場和觀點，不代表華盛的任何立場，華盛亦無法證實上述內容的真實性、準確性和原創性。投資者在做出任何投資決定前，應結合自身情況，考慮投資產品的風險。必要時，請諮詢專業投資顧問的意見。華盛不提供任何投資建議，對此亦不做任何承諾和保證。
