康宁公司正将扩张战略重心转向光通信领域，这一业务板块被公司定位为长期增长的核心驱动力。美银分析师约翰·罗伯茨指出，康宁通过与客户建立风险共担协议，积极推动自由现金流的加速增长。
近期产能扩张主要集中于资本密集度较低的光缆业务（内部增加康宁光纤使用量），但随着市场需求持续吸纳现有产能，罗伯茨预测未来将需要更多资本密集度更高的光纤拉丝产能。该分析师认为，在5月6日的投资者活动上，康宁将继续突出其创新成果。
数据中心内取代铜缆的方案被视为最具潜力的新产品领域。初期应用预计将涉及机架、服务器与GPU之间的连接，到2030年可能实现材料共封装光学元件的规模化应用。尽管季度业绩超预期，康宁股价当日仍下跌7.7%。
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