$康宁(GLW)$康_老虎社区_美港股上老虎

$康宁(GLW)$康宁和英伟达这个事情，整体逻辑很明确，AI服务器机柜内部全面改用光互联，已经定下行业大方向，数通光纤需求会成倍增长，长期供不应求的状态会一直持续。

美东时间20日周三，英伟达公布，截至2026年4月26日的公司2027财年第一财季（“一季度”），营收同比增长85%至816.2亿美元，较分析师预期高将近3.1%。核心业务数据中心的营收752亿美元，贡献公司九成以上营收，和总营收均继续刷新单季最高纪录。财报公布后，周三本已收涨1.3%的英伟达股价盘后震荡，【绩后英伟达股价下跌，是否是上车时机？现在你的操作策略是？】

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