8月3日，康宁夜盘上涨3.07%，报142.5美元/股，成交额290.03万美元，延续此前连续两日累计超20%跌幅后的持续反弹走势。
消息面上，瑞银、奥本海默等多家机构虽密集下调目标价，但均维持看多评级，强调此前抛售过度，AI数据中心光纤需求的长期增长逻辑未变，当前估值经大幅回调后更具吸引力。瑞银指出，康宁锁定更多长期承购合同虽限制短期利润率扩张，但为盈利增长提供了更高稳定性。此外，康宁Q2光通信业务销售额同比增长32%，管理层表示光连接产能将扩大10倍，叠加与亚马逊、英伟达达成新供应协议，进一步巩固了市场对其基本面价值的信心。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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