7月30日，康宁盘前上涨3.04%，报127.8美元/股，成交额1407.37万美元，在此前连续两日累计超20%跌幅后延续技术性反弹。
消息面上，瑞银、奥本海默等多家机构虽密集下调目标价，但均维持看多评级，强调AI数据中心光纤需求的长期增长逻辑未变，当前估值经回调后更具吸引力。康宁此前因Q3指引中值49.5亿美元略低于市场预估的50亿美元，在年内涨幅近100%、估值约44倍PE的高位背景下触发大规模获利回吐。
（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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