异动解读|康宁盘前上涨3.19%,光通信板块持续反弹叠加机构上调评级提供支撑

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8月17日,康宁盘前上涨3.19%,报171.05美元/股,成交额360.6万美元。消息面上,光通信板块近期持续反弹,同业Coherent盘前涨超3%,Lumentum此前单日涨超8.6%,板块整体延续回升态势,带动康宁跟随走强。

背景方面,康宁经历7月约45%的剧烈回调后,Truist Securities将其评级上调至"买入",目标价175美元,分析师指出当前估值已回归合理水平,预计至2029年每股收益将以年均30%复合增长率增长,评级上调持续为股价提供估值支撑。机构判断未来五年全球光通信行业有望保持高增长态势,板块中长期景气度预期较高。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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