以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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Furukawa Electric
16 atoms · 跨 6 天 · 首见 2026-04-15 · 最近 2026-06-02
三色: 🟦 fact 9 · 🟥 take 7 · stance ▲5/▼1/◆3
来源: X 16
时态: fresh:14 · aging:2
标签: 好数字:10 · 好观点:6 · 好信源:3
叙事 (narrative) (5)
- 2026-06-02 · Goldman Sachs near-term cautious stance
Goldman Sachs is actually a bit cautious on Furukawa near term despite remaining bullish longer term.
tags: 好观点·好信源 · → daily
value: direction=bearish · date=near term
- 2026-05-12
[老化中] · PE比率
Furukawa Electric trading at 20x PE always surprises me
tags: 好观点 · → daily
value: qty=20x
- 2026-05-19 · 数据中心相关业务预期成为盈利主要驱动力
Datacenter-related businesses expected to drive the majority of earnings
tags: 好观点 · → daily
- 2026-05-19 · 估值未完全反映周期盈利潜力
Furukawa's valuation still doesn't fully reflect the earnings power of the cycle
tags: 好观点 · → daily
- 2026-04-15
[老化中] · 受益于AI基建引发的原材料涨价
结果最先受益的公司，竟然是古河电工（Furukawa Electric）
tags: 好观点 · → daily
预测 (forecast) (3)
- 2026-06-02 · MMC connector ferrule capacity contribution timing
The new MMC connector ferrule capacity won’t meaningfully contribute until FY3/29
tags: 好观点·好信源 · → daily
value: date=FY3/29
- 2026-06-02 · production capacity expected increase
Production capacity expected to increase by more than 1.5x versus current levels
tags: 好数字 · → daily
value: qty=1.5x · direction=bullish
- 2026-06-02 · mass production start date for new ferrules
Mass production begins around FY3/29
tags: 好数字 · → daily
value: date=FY3/29
事实 (fact) (8)
- 2026-05-25 · DFB laser diode chip production capacity expansion
In December 2025, the company announced it would expand high-output DFB laser diode chip production capacity by more than 500% by 2028 compared with FY2025, explicitly referencing SiPh, CPO, and ELSFP.
tags: 好数字·好信源 · → daily
value: qty=by more than 500% · date=by 2028 compared with FY2025
- 2026-05-13 · 当前股价
Furukawa Electric Co Ltd 股票单日价格走势图 — 当前股价: ¥58,130.00
tags: 好数字 · → daily
value: qty=¥58,130.00 · date=2026-05-13
- 2026-05-13 · 今日涨幅
今日涨幅: +15.27%
tags: 好数字 · → daily
value: qty=+15.27% · date=2026-05-13
- 2026-05-12 · YTD涨幅
Furukawa Electric 年初至今涨幅 +44.20%
tags: 好数字 · → daily
value: qty=+44.20% · date=YTD 2025
- 2026-05-19 · FY3/31 营业利润目标
FY3/31 op profit target now ¥250B
tags: 好数字 · → daily
value: qty=¥250B · date=FY3/31
- 2026-05-19 · 大规模投资光学和数字基础设施
Massive investment ramp into optical and digital infrastructure
tags: 好数字 · → daily
- 2026-05-19 · Lightera product start of mass production
Furukawa Electric's Lightera started mass production of 13,824-fiber optical cable for hyperscale data centers in March 2026.
tags: 好数字 · → daily
value: date=March 2026
- 2026-05-19 · Lightera cable capacity relative to previous designs
The cable offers twice the capacity of previous designs while keeping diameter under 40 mm
tags: 好数字 · → daily
value: qty=2x
时间轴 (近 20)
- 2026-06-02 ·
narrative · Goldman Sachs near-term cautious stance · → daily
- 2026-06-02 ·
forecast · MMC connector ferrule capacity contribution timing · → daily
- 2026-06-02 ·
forecast · production capacity expected increase · → daily
- 2026-06-02 ·
forecast · mass production start date for new ferrules · → daily
- 2026-05-25 ·
fact · DFB laser diode chip production capacity expansion · → daily
- 2026-05-19 ·
fact · FY3/31 营业利润目标 · → daily
- 2026-05-19 ·
narrative · 数据中心相关业务预期成为盈利主要驱动力 · → daily
- 2026-05-19 ·
fact · 大规模投资光学和数字基础设施 · → daily
- 2026-05-19 ·
narrative · 估值未完全反映周期盈利潜力 · → daily
- 2026-05-19 ·
fact · Lightera product start of mass production · → daily
- 2026-05-19 ·
fact · Lightera cable capacity relative to previous designs · → daily
- 2026-05-13 ·
fact · 当前股价 · → daily
- 2026-05-13 ·
fact · 今日涨幅 · → daily
- 2026-05-12 ·
narrative · PE比率 · → daily
- 2026-05-12 ·
fact · YTD涨幅 · → daily
- 2026-04-15 ·
narrative · 受益于AI基建引发的原材料涨价 · → daily
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