异动解读 | 光通信板块拖累及专利案败诉影响,康宁盘中大跌5.28%

异动解读
Jun 05

康宁(GLW)今日盘中大跌5.28%,引发了市场关注。

消息面上,此次下跌主要受到两方面因素影响。首先,光通信同业Ciena科技在发布财报后股价大跌,拖累了整个光通信板块走弱,作为该板块核心材料供应商的康宁受到明显拖累。其次,此前美国337条款专利案初裁中国厂商彩虹股份胜诉,康宁在玻璃基板领域的专利护城河受到直接挑战,相关负面影响仍在持续发酵。

此外,当日电子元件板块整体承压,进一步加剧了康宁股价的回调压力。

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