7月2日，康宁盘前下跌3.68%，报213.92美元/股，成交额18.8万美元。消息面上，Meta据报拟向外部客户出售富余AI算力资源，市场将此解读为AI资本开支增速可能放缓的信号，引发存储芯片、光通信等AI硬件产业链集体下挫，美光科技跌3%、闪迪跌2.5%，康宁作为光通信龙头首当其冲。
此外，康宁此前受GlassBridge技术发布及富时罗素指数调整催化连续大涨，短期累计涨幅巨大，叠加半年末机构资金再平衡及前期获利盘集中兑现，回调压力较大。
（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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