大行评级丨Truist:升康宁评级至“买入”,近期回调创造具吸引力的入场时机

格隆汇
Aug 04
Truist Securities将康宁公司的评级由“持有”上调至“买入”,7月约45%的回调为投资者提供了具吸引力的入场时机,同时将12个月目标价从205美元下调至175美元,以反映更高的折让率及板块估值倍数下降。该行指,AI数据中心投资持续增长、光纤网络产品需求上升,以及营业利润率持续扩张,预计将推动每股盈利在2026年至2029年间实现约30%的年均增长。

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