壹评级：康宁业绩指引放缓，光纤供需拐点或将提前

第一财经07-29 09:39

康宁公布二季度财报，整体业绩略超预期，但股价却出现大幅回调。第一财经“壹评级”认为，市场此前已提前透支了康宁2028年的盈利预期，而公司三季度业绩指引并未进一步上调，意味着业绩落地速度已滞后于估值扩张节奏，短期市场情绪面临修正压力。　　“壹评级”指出，康宁净利润率显著跃升，证实AI数据中心光纤已从规模驱动转向高附加值驱动。然而，公司三季度隐含的环比增速下降，且计划大幅提升光纤及光连接产能，表明...

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