异动解读｜康宁盘前上涨3.26%，超跌反弹延续叠加光通信板块持续回暖

行情直击09-18

9月18日，康宁盘前上涨3.26%，报152.22美元/股，成交额421.14万美元。消息面上，康宁此前因宣布与高盛达成最高20亿美元股票配售协议引发稀释担忧，股价一度重挫逾13%，近三个交易日持续展开超跌修复。

行业层面，光通信板块连续回暖，高盛近期大幅上调全球光模块市场规模预测，预计至2028年将攀升至1485亿美元。康宁基本面亦获多重利好支撑，先后与Verizon签署数十亿美元光纤长单、获得Meta及英伟达等AI基础设施大额订单。同业Coherent盘前涨2.35%，板块整体偏暖。

（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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