异动解读｜康宁盘中上涨3.09%，多家投行力挺称抛售过度提振反弹

行情直击02:58

7月30日，康宁盘中上涨3.09%，报129.87美元/股，成交额23.86亿美元，在此前连续两日累计超20%的跌幅后出现技术性反弹。

消息面上，瑞银最新发布报告称康宁近期抛售"过度"，公司光学利润率和长期盈利可见性仍优于市场预期，维持买入评级；奥本海默同日指出康宁Q3指引高于预期，企业网络销售因生成式AI相关收入翻倍而跃增65%，光学业务净利润率创下21%的历史新高，客户需求持续超越供给。尽管两家机构分别将目标价从228美元下调至196美元、从230美元下调至200美元，但均维持看多立场，强调AI数据中心光纤需求的长期增长逻辑未变，当前估值经回调后更具吸引力。

（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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