6月29日，康宁盘前上涨3.35%，报227.83美元/股，成交额2.17万美元。
消息面上，康宁于6月28日正式推出下一代玻璃光互连组件Glass Bridge，并发布官方技术详解。该组件通过玻璃内部波导直接连接光子集成电路与光纤，解决两者之间数十倍尺寸失配问题，目标耦合损耗低于2dB，专为CPO和玻璃基板半导体封装架构设计。此前康宁已与Meta、英伟达、亚马逊等超大规模云厂商签署数十亿美元长期供货协议，市场认为下一代AI光互连的价值重心正从中游光组件向特种玻璃材料转移，持续提振公司估值预期。
（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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