Workflow
SiPh
icon
Search documents
新易盛-2025 年第二季度业绩说明会关键要点:前景依然光明
2025-08-27 15:20
Flash | 更多资料加入知识星球:水木调研纪要 关注公众号:水木纪要 26 Aug 2025 05:21:43 ET │ 10 pages Eoptolink Technology (300502.SZ) Key Takeaways From Post 2Q25 Investor Call: Still A Bright Future CITI'S TAKE We attended Eoptolink's investor call and key takeaways are below. We view today's stock price correction to be a buying opportunity, as we still expect Eoptolink to benefit from increasing SiPh mix and continuing market gain from peers, given the solid capacity ramp and product quality. We see upside risk to our earnings estim ...