康宁（GLW）今日盘前股价大幅上涨21.16%，引起了市场的广泛关注。
消息面上，此次股价异动主要源于公司与人工智能芯片巨头英伟达（NVDA）达成的重大战略合作。双方宣布建立长期合作伙伴关系，旨在加强美国人工智能（AI）基础设施的制造能力。根据协议，康宁计划在美国北卡罗来纳州和德克萨斯州新建三座先进制造工厂，此举预计将创造超过3000个高薪就业岗位。
更为关键的是，康宁通过此次合作，计划将其在美国的光连接产品制造产能提升十倍，并将其在美国的光纤产能扩大50%以上，以直接满足AI工厂建设带来的快速增长需求。此外，有报道指出英伟达获得了认购康宁最多1500万股股票的认股权证，这进一步增强了市场对双方深度绑定及康宁未来前景的信心。
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