已收盘 08-01 16:00:00 美东时间
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The AI revolution is booming with tech giants like Meta, Microsoft, and Google investing $240 billion in AI infrastructure, signaling its growth potential. This also benefits hardware and infrastructure companies like Amphenol, Arista, and Lumentum.
07-31 22:38
Ribbon Communications (NASDAQ: RBBN) had a strong second quarter in 2025, with $221 million in revenue, driven by demand and customer wins. Gross margins slightly pressured but full-year outlook remains positive.
07-25 01:26
新晋“meme”股OPEN期权成交攀升至111万张,多个美股社区平台对该股讨论激增;HOOD、COIN股价齐创新高,期权成交持续火爆,分别成交105万、95万张>>
07-21 18:56
今日重点评级关注:花旗:维持百度"买入"评级,目标价从138美元升至140美元;Maxim Group:维持Caledonia Mining"买入"评级,目标价从21美元升至28美元
07-18 09:25
JP Morgan analyst Samik Chatterjee maintains Ciena (NYSE:CIEN) with a Overweight and raises the price target from $83 to $105.
07-18 02:51
Needham is bullish on Lumentum Holdings (NASDAQ:LITE), Coherent (NYSE:COHR), and Fabrinet (NYSE:FN) as the firm sees the companies reaping dividends from an expected 50% year-over-year growth in optic...
07-11 23:48
Morgan Stanley analyst Meta Marshall downgrades Ciena (NYSE:CIEN) from Equal-Weight to Underweight and lowers the price target from $73 to $70.
07-08 23:32
Wolfe Research analyst George Notter initiates coverage on Ciena (NYSE:CIEN) with a Outperform rating.
07-08 23:08
(转自:纳指弹幕组) *原则: 定期更新, 专注美股TMT及配套供应链;仅转述归纳外资研报观点,不展示研报原文,保护研报版权;无精力做知识星球, 不...
06-25 23:07