7月9日，康宁夜盘上涨3.24%，报189.99美元/股，成交额1564.54万美元，在此前连续大跌超18%后出现修复性反弹。
消息面上，此前美银证券将康宁目标价从223美元上调至243美元并维持增持评级，指出公司光通信业务有望在二季度推动营收和每股收益达到或超过指引，维持下半年更强劲增长的预期不变。此外，瑞穗此前亦将康宁目标价上调至270美元，为估值提供支撑。近期康宁因Meta拟出售闲置AI算力引发的光通信资本开支担忧、高管密集减持及百倍市盈率高估值压力而持续承压，短期累计跌幅较大，技术面超卖后资金出现逢低回补迹象。公司将于7月28日发布二季度财报，市场关注光通信业务能否验证AI光纤需求的持续性。
（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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