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。虽低于部分机构的一致预期，但公司自身增长并不弱，只是未能匹配资金的超高期待。虽然季报尚不足以支撑股价继续急剧拉升，但也远未到证伪长期逻辑的程度。　　利润端承压主要源于汇兑损失。对此，高盛、花旗仍坚定看多！据华尔街见闻报道，高盛分析师指出，汇兑损失属非经营性扰动，不改变基本面判断。花旗也表示，营收环比持平主因原材料与产能紧张，预计二季度起逐步改善。　　展望后市，国盛证券表示，当前市场对光通信板块的

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