7月20日，康宁盘前上涨3.1%，报159.41美元/股，成交额973.34万美元。
消息面上，台积电首席财务官表示芯片市场下游持续涌现多年级超级需求浪潮，AI领域长期结构性需求持续爆发，提振半导体及光通信产业链情绪。此前瑞银亦发布前瞻报告看好光通信景气度。光通信板块盘前集体反弹，Lumentum涨近3%，Credo涨超2%，Coherent涨超1%。
此前康宁因摩根大通将其列入负面催化剂观察名单，叠加估值过高压力集中释放，股价连续大跌，自6月底历史高点累计回撤约38%。在多日深度调整后，短期超跌反弹动能释放。康宁计划于7月28日盘前发布二季度财报，市场预期调整后每股收益0.76美元。
（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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