康宁（GLW）今日盘前大跌5.17%，引发市场广泛关注。
消息面上，康宁将于今日盘前发布二季度财报，市场普遍预期调整后每股收益为0.76美元，营收46.3亿美元。财报窗口临近，多空博弈持续加剧。此前，摩根大通将康宁列入负面催化剂观察名单，指出其估值处于高位、业绩容错空间极小。尽管康宁股价自6月下旬阶段性高点已累计回调约40%，但年内累计涨幅仍接近100%，高估值压力令投资者在财报前趋于谨慎。
此外，整体市场情绪对康宁形成拖累。今日盘前，美股光通信板块延续跌势，存储概念股及半导体板块集体下挫，AI硬件股普遍走低。康宁所属的电子元件板块整体承压，同业Coherent、迈威尔科技等也同步下跌，板块走弱进一步加剧了康宁的卖压。
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