---
title: "日东纺 (3110.JP) 全日涨 13.7% 券商上调目标价"
description: "日东纺 (3110.JP) 今日股价上涨 13.66%，收报 7,300 日圆。摩根士丹利 MUFG 证券将其目标股价从 7,100 日圆上调至 8,200 日圆，维持「增持」评级。该行指出，生成 AI 半导体封装及通信基础设施对特殊玻璃的需求增长，日东纺在低 CTE 玻璃市场占据主导地位，预计 2027 年起产能将进一步扩大，业绩增长确定性高。半导体相关股份普遍上涨也为股价提供支持。"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/259750124.md"
published_at: "2025-10-02T07:33:27.000Z"
---

# 日东纺 (3110.JP) 全日涨 13.7% 券商上调目标价

> 日东纺 (3110.JP) 今日股价上涨 13.66%，收报 7,300 日圆。摩根士丹利 MUFG 证券将其目标股价从 7,100 日圆上调至 8,200 日圆，维持「增持」评级。该行指出，生成 AI 半导体封装及通信基础设施对特殊玻璃的需求增长，日东纺在低 CTE 玻璃市场占据主导地位，预计 2027 年起产能将进一步扩大，业绩增长确定性高。半导体相关股份普遍上涨也为股价提供支持。

日东纺 (3110.JP) 今日 (2 日) 股价收报 7,300 日圆，全日涨 13.66%。摩根士丹利 MUFG 证券维持「增持」评级，并将目标股价从 7,100 日圆上调至 8,200 日圆。

该行指出，随着生成 AI 半导体封装及通信基础设施对特殊玻璃需求持续增长，日东纺在低 CTE 玻璃市场具压倒性份额，工厂维持满负荷运作，且预期 2027 年起产能将进一步扩大，中期业绩增长确定性高。此外，今日半导体相关股份普遍上涨，亦为股价提供支持。

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