Goldman Sachs Raises Zhongji Xuechuang Price Target to 2,581 Yuan, Upgrades 2026-2028 Earnings by 65%, 108%, 119%

According to BlockBeats and analyst Serenity, Goldman Sachs on July 18 raised its price target for Zhongji Xuechuang (ZJC) to 2,581 yuan, implying 163.6% upside from current levels. The bank significantly increased its earnings forecasts for 2026, 2027, and 2028 by 65%, 108%, and 119% respectively, driven by growing silicon photonics module shipments, expanding AI infrastructure investment, and higher average selling prices from 1.6T and 3.2T optical modules.
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