异动解读｜康宁盘中上涨3.44%，美银上调目标价叠加光通信板块集体走强

行情直击07-06

7月6日，康宁盘中上涨3.44%，报205.61美元/股，成交额5.4亿美元。

消息面上，美银证券将康宁目标价从223美元上调至243美元，维持增持评级，为股价提供直接催化。同时，光通信概念股集体反弹，Coherent涨超4%，Credo涨超4%，板块联动效应明显。此前康宁发布的GlassBridge玻璃桥光互连技术持续发酵，TGV玻璃基板赛道热度攀升，叠加康宁在中国光通信领域持续扩产锚定AI算力需求，多重利好共振推动股价修复此前跌幅。

（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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