康宁（GLW）今日盘中股价大幅上涨9.63%，引起了市场的广泛关注。
此次上涨主要受到多家机构积极评价及技术性反弹的推动。美银证券将康宁的目标价从223美元上调至243美元，并维持“增持”评级，指出其光通信业务有望在第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，瑞穗银行此前也将康宁目标价上调至270美元，为估值提供了有力支撑。近期，康宁股价因市场对光通信资本开支的担忧、高管减持以及高估值压力而持续承压，短期累计跌幅较大，技术面呈现超卖状态，此次盘中大涨也体现了资金在连续下跌后逢低回补的迹象。
同时，光通信板块整体走强形成了联动效应，进一步提振了市场情绪。市场正密切关注公司即将发布的第二季度财报，以验证AI光纤需求的持续性。
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