7月9日，康宁盘前上涨3.31%，报194.49美元/股，成交额76.57万美元，延续前一夜盘的修复行情。
消息面上，美银证券将康宁目标价从223美元上调至243美元，维持增持评级，指出其光通信业务有望在二季度推动营收和每股收益达到或超过指引，并维持对下半年更强劲增长的预期。此外，瑞穗此前亦将康宁目标价上调至270美元，为估值提供支撑。此前因Meta拟出售闲置AI算力引发市场对云厂商削减光通信资本开支的担忧，叠加高管密集减持及百倍市盈率高估值压力，公司7月初已累计大跌超18%，技术面呈超卖状态，当前反弹体现资金逢低回补迹象。公司将于7月28日发布二季度财报，市场关注AI光纤需求的持续性。
（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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