康宁今日盘中股价大涨7.47%，引发市场关注。
消息面上，瑞银、奥本海默等多家机构虽然下调了目标价，但均维持看多评级，强调此前连续两日累计超20%的跌幅属于过度抛售。机构认为，AI数据中心光纤需求的长期增长逻辑未变，当前估值经过大幅回调后更具吸引力。
此前，康宁因第三季度营收指引略低于市场预期，在年内涨幅较高、估值偏高的背景下触发大规模获利回吐。随着恐慌情绪逐渐消化，市场重新审视其基本面价值，叠加机构看多声音的支撑，促成了此次盘中的强劲反弹。
康宁今日盘中股价大涨7.47%，引发市场关注。
消息面上，瑞银、奥本海默等多家机构虽然下调了目标价，但均维持看多评级，强调此前连续两日累计超20%的跌幅属于过度抛售。机构认为，AI数据中心光纤需求的长期增长逻辑未变，当前估值经过大幅回调后更具吸引力。
此前，康宁因第三季度营收指引略低于市场预期，在年内涨幅较高、估值偏高的背景下触发大规模获利回吐。随着恐慌情绪逐渐消化，市场重新审视其基本面价值，叠加机构看多声音的支撑，促成了此次盘中的强劲反弹。
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