康宁（GLW）今日盘中股价大跌6.67%，引发了市场的广泛关注。
消息面上，摩根大通在康宁发布第二季度财报前，将其列入“负面催化剂观察”名单。该行指出，此举并非因业绩基本面堪忧，而是因为公司估值已处于过高水平。分析师表示，康宁对应2028年的预期市盈率已达30倍以上，这意味着其光通信业务的隐含市盈率约为40倍，在财报发布前“几乎没有容错空间”。
此外，其他分析机构也表达了对该公司估值不可持续的担忧，认为市场已将人工智能（AI）主题的峰值预期过度资本化。尽管近期有所回调，康宁股价年内累计涨幅仍接近100%，估值压力在财报季前集中释放，导致股价在盘中交易时段承压。
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