异动解读｜康宁盘中下跌3.05%，多家投行密集下调目标价叠加光通信板块承压

行情直击09-01

9月1日，康宁盘中下跌3.05%，报144.86美元/股，成交额1354.67万美元。

消息面上，近期多家投行密集下调康宁目标价：巴克莱下调至129美元，摩根大通下调至170美元，花旗下调至220美元，奥本海默下调至200美元，Truist下调至175美元。分析师共识目标价已从215.47美元回落至191.40美元。市场对其光通信业务增速放缓及超过67倍的高市盈率估值存在担忧，多家机构将评级由"买入"下调至"持有"。与此同时，9月开局美债收益率走高压制科技板块，光通信概念股集体承压，同行Coherent跌超3%，板块内高管亦出现减持动作，进一步加剧市场情绪走弱。

（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。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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