Ciena 股票：进入光学AI交易的一条更稳健的路径 (NYSE:CIEN)
· seekingalpha.com
Ciena (CIEN) 在回调30%后获上调至买入评级，受AI驱动的光学需求、利润率上升、强劲订单积压及有吸引力的估值支撑。详见更多。
In May , somewhere near the peak of the AI infrastructure trade, I was a Hold on Ciena ( CIEN ) when it was trading close to ~$600, primarily because of the pri...