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光模块 - 规模优势增强,供应紧张;上调中际旭创、新易盛目标价;买入评级-Optical Transceiver_ Incremental strength on scale advantage_supply tightness; raise Innolight_Eoptolink TPs; Buy
2025-08-27 01:12
26 August 2025 | 5:50PM CST Optical Transceiver Incremental strength on scale advantage/supply tightness; raise Innolight/Eoptolink TPs; Buy Three key factors prompt us to raise our EPS estimates for Innolight/Eoptolink: 1) The tight capacity should incrementally benefit Innolight/Eoptolink given their scale advantages and lead in silicon photonics (Innolight in particular); 2) the removal of near-term tariff overhang makes us more confident of the shipment outlook; and 3) a slower ASP decline than our prev ...