康宁（GLW）今日盘中股价大幅拉升，涨幅达5.07%，引发市场广泛关注。
消息面上，知名投资机构Truist Securities发布研报，将康宁股票评级从"持有"上调至"买入"，目标价设定为175美元，较当前股价仍有约27%的上行空间。分析师指出，康宁在7月份经历了约45%的剧烈回调后，估值已回归合理水平。从基本面来看，康宁的核心光学业务板块持续受益于AI数据中心建设潮和光纤到户的推进，订单可见度显著提升。Truist预计，从现在到2029年，康宁的每股收益将以每年30%的复合增长率高速增长，公司有望进一步上调长期财务业绩指引。
此外，光通信概念股板块整体走强，Applied Optoelectronics涨超9%，Coherent涨超5%，板块联动效应为康宁股价提供了额外支撑。
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