康宁(GLW)今日夜盘股价大涨5.18%，引起了市场的广泛关注。
消息面上，康宁此前发布的GlassBridge玻璃桥技术持续发酵，TGV玻璃基板赛道热度不断攀升，产业链上下游密集披露合作与送样进展，其中京东方已实现玻璃基封装载板全流程工艺拉通，并与康宁共同推进光引擎集成方案验证。同时，康宁近期与上海嘉定签约设立新公司，目标打造年产10亿美元的高精度光纤连接器线束生产基地，锚定AI算力基础设施光通信配套需求。此外，瑞穗此前上调康宁目标价至270美元，为股价提供了估值支撑。在前期因获利盘兑现大幅回调后，多重基本面利好共振推动了此次技术性反弹。
另一方面，光模块龙头中际旭创近日澄清了关于“康宁玻璃桥技术利空”的传言，表示该技术是CPO内部光耦合组件的新方案，并非光模块产品的方案替代，这有助于打消市场对新技术路线冲击的担忧，可能间接为康宁营造了更积极的市场情绪。
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