异动解读｜康宁盘中下跌4.09%，AI算力需求预期分歧叠加高管减持及期权偏空情绪持续压制

行情直击07-07 21:32

7月7日，康宁盘中下跌4.09%，报187.22美元/股，成交额1.36亿美元，延续近期回调态势。

消息面上，此前Meta拟对外出售闲置AI算力引发市场对云厂商削减光通信资本开支的担忧，公司7月初已累计大跌超18%。尽管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，修复行情仍未能延续。此外，高管近期密集减持叠加百倍市盈率高位估值，资金获利了结压力持续存在；期权市场惊现一笔规模近46.52万美元的远月虚值看涨期权卖出大单，机构押注250美元阻力位难以突破，市场情绪明显偏空。

（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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