康宁（GLW）今日盘前股价大涨5.49%，延续了此前连续两日累计超20%跌幅后的技术性反弹走势，引发市场广泛关注。
消息面上，瑞银、奥本海默等多家机构虽密集下调目标价，但均维持看多评级，强调此前抛售过度。机构认为，AI数据中心光纤需求的长期增长逻辑未变，当前估值经大幅回调后更具吸引力。瑞银指出，康宁锁定更多长期承购合同虽限制短期利润率扩张，但为盈利增长提供了更高稳定性。此外，康宁首席执行官兼总裁Wendell P. Weeks此前在电话会上表示，光通信产品需求强劲，订单正在加速增长，进一步提振了市场信心。
康宁此前因第三季度营收指引中值49.5亿美元略低于市场预估的50亿美元，在年内涨幅近100%、估值约44倍市盈率的高位背景下触发大规模获利回吐，导致股价连续重挫。随着恐慌性抛售情绪逐渐消化，市场重新审视康宁的基本面价值，叠加机构看多声音的支撑，促成了此次盘前的强劲反弹。
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