金色财经|Jul 17, 2026 11:13
[Goldman Sachs: Significantly Raises Target Price for Zhongji Innolight to 2,581 Yuan]
According to a report by Jinse Finance, on July 17, Goldman Sachs released a report today, significantly raising the 12-month target price for Zhongji Innolight (300308.SZ) from 1,187 yuan to 2,581 yuan, while maintaining a 'Buy' rating. This adjustment is driven by three core factors:
1. Growth in module shipments based on silicon photonics technology, primarily driven by the accelerated deployment of AI server racks.
2. Market expansion, extending further from traditional scale-out to scale-up.
3. Product portfolio upgrades, transitioning to higher-speed, higher-value-added products, which have significantly enhanced the company's profitability.
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