异动解读|康宁盘中下跌3.61%,高估值压力下反弹回吐光通信板块持续承压

行情直击
Jul 13

7月13日,康宁盘中下跌3.61%,报184.0美元/股,成交额4351.16万美元。此前康宁于7月9日因板块超跌反弹大涨逾9%至201.6美元,但反弹未能延续,盘前已跌超3%,开盘后跌幅维持。

消息面上,尽管花旗当日将康宁目标价由225美元上调至240美元并维持买入评级,但市场仍选择获利了结。当前康宁市盈率处于百倍高位,所在光通信板块估值处于近五年99%分位水平,安全边际偏低;同板块Coherent同日下跌2.45%,Lumentum、Credo盘前亦跌超3%,行业整体承压。此外,此前期权市场出现约46.5万美元远月虚值看涨期权卖出大单,机构对上攻空间持保守态度。康宁下次财报预计于7月28日盘前发布,市场或在业绩验证前维持谨慎。

(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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