异动解读 | 康宁光纤业务疲软,股价盘前大跌9.48%

异动解读
Oct 28

大猩猩玻璃制造商康宁(GLW)今日盘前股价大跌9.48%,主要受到公司第三季度财报中光纤业务表现不佳的影响。

根据公司最新财报,康宁第三季度光通信部门净销售额为16.5亿美元,低于分析师平均预期的17.3亿美元。这一业务部门占公司总收入的近40%,其表现不佳引发了投资者的担忧。导致光纤业务疲软的一个重要因素是中国网络投资放缓,以及中国当局9月份对进口康宁光纤产品征收37.9%的反倾销关税,这进一步加剧了中美贸易紧张局势。

尽管如此,康宁公司整体表现仍然稳健。公司第三季度核心销售额同比增长14%,达到42.7亿美元,高于预期的42.3亿美元。此外,康宁预计第四季度核心销售额约为43.5亿美元,高于分析师平均预期的42.6亿美元。公司还预计第四季度每股核心收益在68美分至72美分之间,高于市场预期的67美分。这些积极因素可能会在一定程度上缓解投资者对公司长期增长前景的担忧。

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