7月17日，康宁盘前下跌6.36%，报149.65美元/股，成交额2.41万美元，延续前一交易日跌超9%的弱势。
消息面上，摩根大通在康宁发布第二季度财报前将其列入"负面催化剂观察"名单，核心原因并非业绩基本面堪忧，而是估值已处于过高水平。分析师指出，康宁对应2028年的预期市盈率已达30倍以上，光通信业务隐含市盈率约40倍，在财报发布前"几乎没有容错空间"。摩根大通维持"中性"评级及200美元目标价。
尽管近期持续回调，康宁年内累计涨幅仍接近100%，较6月底历史高点已累计下跌约38%。公司计划于7月28日盘前发布二季度财报，市场一致预期调整后每股收益0.75美元，营收46.3亿美元，业绩兑现前资金获利了结意愿强烈。
（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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