매크로 컨텍스트

테마

Optical Fiber Infrastructure

핵심 동인

  • Meta $6B long-term optical fiber contract
  • Data center construction rush
  • 5G/FTTH infrastructure expansion
  • Springboard program expansion

리스크

  • Chinese optical fiber competition
  • Display business weakness
  • Raw material costs
  • Demand volatility

애널리스트 컨센서스

최저 72 USD최고 170 USD
현재가컨센서스 목표가

2026. 6. 15. 기준

증권사애널리스트목표가투자의견
투자 기간: 12개월

모니터링 트리거

핵심 지표

  • Optical communications segment revenue
  • Data center customer contracts
  • Springboard progress
  • Margin rate

리뷰 트리거

  • Optical communications revenue growth slowdown
  • Large contract cancellation
  • Intensifying Chinese competition

무효화 조건

  • Data center optical fiber demand sharp decline
  • Display deterioration drags overall results
  • Intensifying price competition

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Comments

생성: 2026. 2. 25.수정: 2026. 2. 25.가격 기준: 2026. 6. 15.