美股詳情

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康寧

146.61

+1.060.73%

成交量：371.56萬

成交額：5.50億

市值：1,262.88億

市盈率：67.63

高：150.81

開：150.81

低：146.36

收：145.55

52周最高：271.78

52周最低：66.14

股本：8.61億

流通股本：7.91億

量比：0.51

換手率：0.47%

股息：1.12

股息率：0.76%

每股收益(TTM):2.17

每股收益(LYR):1.83

淨資產收益率：16.81%

總資產收益率：5.37%

市淨率：10.05

市盈率(LYR):80.11

資料載入中...

總覽公司新聞資訊公告

加息預期回落，美股走強；SpaceX飈漲近16%，COHERENT升逾13%；存儲芯片跳水，希捷科技跌超4%，SK海力士、西部數據、閃迪跌超3%

中国经营报

康寧(GLW)股票8月7日盤中上漲5.08%：真相來了

TradingKey中文

異動解讀 | 光通信板塊集體走強疊加Truist上調評級，康寧盤中大漲8.07%

異動解讀｜康寧盤中上漲4.2%，光通信板塊走強疊加Truist上調評級延續反彈

光通信板塊盤前普漲 Coherent（COHR）漲4.87% 機構料未來五年全球光通信行業有望保持高增長

異動解讀 | 光通信板塊走強疊加Truist上調評級，康寧盤前大漲6.12%

異動解讀｜康寧盤前上漲4%，光通信板塊持續走強疊加Truist評級上調延續反彈

異動解讀｜康寧夜盤上漲3.05%，光通信板塊持續走強疊加Truist評級上調延續反彈

美股光通信股夜盤走強，Lumen Technologies漲5%，Lumentum、Coherent漲2%

老虎资讯综合

美股光通信概念股盤中拉升，POET Technologies升逾6%

老虎资讯综合

異動解讀｜康寧盤中下跌3.44%，報158.96美元

異動解讀｜康寧盤前下跌3.13%，報154.83美元

22億美元ADC出海改寫康寧傑瑞

国际金融报

異動解讀｜康寧夜盤上漲3.11%，Truist上調評級至買入疊加光通信板塊聯動延續反彈

異動解讀 | ...

獨家：特朗普政府擬對芯片及太陽能板用多晶硅及衍生品進口設定價格下限與關税——消息人士

光通信概念股普遍上漲，其中，光模塊與光器件供應商Lumentum升逾10.5%，高意公司/相干公司Coherent重新漲

美股光通信概念股盤初大幅上揚，Applied Optoelectronics升逾17%

老虎资讯综合

異動解讀｜康寧盤中上漲5.5%，Truist上調評級至買入疊加光通信板塊集體走強

外媒：美國擬禁止進口中國新型數據中心設備

中国新闻网

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22:16","pubTimestamp":1786112170,"startTime":"0","endTime":"0","summary":"• 光通信业务的增长受生成式 AI 数据中心对高密度光纤需求的推动。\n• 康宁的 Springboard 框架旨在提高盈利能力并改善制造利润率。\n• 特种材料业务部受益于对先进盖板玻璃技术日益增长的需求。","market":"other","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/262089085-market-movers-glw-20260807","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2272731782.SGD","LU2272731865.HKD","RULE","BK4585","GLWG","LU1804176565.USD","GLW","LU0348723411.USD","LU1992135399.USD","LU1720051017.SGD","LU2322448957.HKD","BK4588","LU2272731600.USD","BK4148","LU1548497426.USD","IE00BFMHRM44.USD","LU1992135472.HKD","BK4512","LU2473716301.USD","LU2265009873.SGD","CNAV","LU2357305700.SGD","LU1720051108.HKD","LU2543165471.USD","LU2322448791.USD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1197362947","title":"異動解讀 | 光通信板塊集體走強疊加Truist上調評級，康寧盤中大漲8.07%","url":"https://stock-news.laohu8.com/highlight/detail?id=1197362947","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1197362947?lang=zh_tw&edition=fundamental","pubTime":"2026-08-07 21:46","pubTimestamp":1786110401,"startTime":"0","endTime":"0","summary":"康宁今日盘中股价大幅拉升，涨幅达8.07%，引发市场广泛关注。同板块个股中，Coherent涨超12%，Lumen Technologies涨5%，Lumentum涨2%，康宁随之受到资金追捧。此外，Truist Securities此前将康宁的评级从\"持有\"上调至\"买入\"，目标价设定为175美元。分析师指出，康宁在经历7月约45%的剧烈回调后，估值已回归合理水平，预计至2029年每股收益将以年均30%的复合增长率增长，当前股价仍具备上行空间。评级上调叠加板块共振，共同推动了康宁盘中的强劲表现。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["GLW"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1128200588","title":"異動解讀｜康寧盤中上漲4.2%，光通信板塊走強疊加Truist上調評級延續反彈","url":"https://stock-news.laohu8.com/highlight/detail?id=1128200588","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1128200588?lang=zh_tw&edition=fundamental","pubTime":"2026-08-07 21:42","pubTimestamp":1786110161,"startTime":"0","endTime":"0","summary":"8月7日，康宁盘中上涨4.2%，报166.28美元/股，成交额2.3亿美元，延续近日持续反弹态势。消息面上，美股光通信板块整体走强形成板块联动效应，同板块Coherent涨超12%，Lumen Technologies涨5%，Lumentum涨2%，康宁随之受到资金追捧。此外，Truist Securities此前将康宁评级从\"持有\"上调至\"买入\"，目标价设定为175美元。评级上调叠加板块共振，共同推动康宁延续强劲反弹。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"康宁盘中上涨4.2%，光通信板块走强叠加Truist上调评级延续反弹","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["GLW"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657617685","title":"光通信板塊盤前普漲 Coherent（COHR）漲4.87% 機構料未來五年全球光通信行業有望保持高增長","url":"https://stock-news.laohu8.com/highlight/detail?id=2657617685","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657617685?lang=zh_tw&edition=fundamental","pubTime":"2026-08-07 18:40","pubTimestamp":1786099211,"startTime":"0","endTime":"0","summary":"金吾财讯 | 美股光通信板块盘前普涨，截至发稿，Applied Optoelectronics 涨13.27%，Coherent涨4.87%，康宁涨4.78%，Lumentum涨4.53%，Astera Labs涨1.29%。维持对全球光通信行业高景气度的判断，未来五年有望持续保持高增长态势，持续推荐光通信板块。中国光模块龙头在AI高速互联领域已建立起覆盖技术迭代、量产规模与客户响应的综合优势，产业链地位稳固，禁令落地面临较大的产业现实阻力。","market":"sg","thumbnail":"https://static.szfiu.com/news/20210625/OGIwZDQyMDYwMGIwOWQ1NTkxMDE1Mzc1NTA2MDQ=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210625/OGIwZDQyMDYwMGIwOWQ1NTkxMDE1Mzc1NTA2MDQ=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"303553","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0240877869.USD","SGXZ99366536.SGD","LU0823414551.USD","BK4588","LU2290526834.HKD","CNAV","LU0106261612.USD","LU2473716301.USD","LABX","LU2322448791.USD","LU1861220033.SGD","LU0823414478.USD","LU1720051108.HKD","BK4512","LU0012050646.USD","LU2543165471.USD","LU0205193047.USD","LU1548497426.USD","LU2294711713.HKD","IE0031619046.USD","LU1992135399.USD","LU2357125470.USD","LU2211815571.USD","LU2506951792.HKD","LU2360107168.USD","SMHX","LU2272731865.HKD","GLW","LU1804176565.USD","COHR","XSD","LITE","COHH","SGXZ51526630.SGD","CHAT","IE00B66KJ199.SGD","COHC","LU0274383776.USD","XITK","SPRX","COWG","BK4585","LU2272731600.USD","LU0205194284.USD","LU2089985449.USD","LAZR","LU1861215975.USD","LU2272731782.SGD","ALAB","BK4020","AAOI","BK4148","LU1992135472.HKD","LU0511384066.AUD","LU2249611893.SGD","LU2357305700.SGD","SOXY","LU2265009873.SGD","GLWG","BK4141","IE00B7SZL793.SGD","LU0289961442.SGD","COHX","LU0289739343.SGD","LU1720051017.SGD","EGGY","LU0266013472.USD","LU0240878834.USD","LU2931357623.SGD","BK4157","LU2322448957.HKD","LU0348723411.USD","IE00B19Z4B17.USD","AAOX","RULE","SGXZ81514606.USD","IE00BFMHRM44.USD","LITX","AIPI"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1167750199","title":"異動解讀 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Securities此前将康宁的评级从\"持有\"上调至\"买入\"，目标价设定为175美元。分析师指出，康宁在经历7月约45%的剧烈回调后，估值已回归合理水平，预计至2029年每股收益将以年均30%的复合增长率增长，当前股价仍具备上行空间。评级上调叠加板块共振，共同推动了康宁盘前的强劲表现。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["GLW"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1170729413","title":"異動解讀｜康寧盤前上漲4%，光通信板塊持續走強疊加Truist評級上調延續反彈","url":"https://stock-news.laohu8.com/highlight/detail?id=1170729413","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1170729413?lang=zh_tw&edition=fundamental","pubTime":"2026-08-07 16:04","pubTimestamp":1786089871,"startTime":"0","endTime":"0","summary":"8月7日，康宁盘前上涨4%，报163.31美元/股，成交额255.73万美元，延续近日持续反弹态势。消息面上，美股光通信板块持续走强形成板块联动，同板块Coherent涨超4%，Lumen Technologies涨5%，Lumentum涨2%。此外，Truist Securities此前将康宁评级从持有上调至买入，目标价设定为175美元。分析师指出，康宁经历7月约45%的剧烈回调后估值已回归合理水平，预计至2029年每股收益将以年均30%的复合增长率增长，当前股价仍具上行空间。（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。）","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"康宁盘前上涨4%，光通信板块持续走强叠加Truist评级上调延续反弹","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["GLW"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1176611040","title":"異動解讀｜康寧夜盤上漲3.05%，光通信板塊持續走強疊加Truist評級上調延續反彈","url":"https://stock-news.laohu8.com/highlight/detail?id=1176611040","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1176611040?lang=zh_tw&edition=fundamental","pubTime":"2026-08-07 15:12","pubTimestamp":1786086762,"startTime":"0","endTime":"0","summary":"8月7日，康宁夜盘上涨3.05%，报161.97美元/股，成交额621.58万美元。消息面上，美股光通信板块持续走强形成板块联动，同板块Coherent涨超5%，Lumentum涨2%，Lumen Technologies涨5%。此外，Truist Securities此前将康宁评级从持有上调至买入，目标价设定为175美元。分析师指出，康宁经历7月约45%的剧烈回调后估值已回归合理水平，预计至2029年每股收益将以年均30%的复合增长率增长，当前股价仍具上行空间。（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。）","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"康宁夜盘上涨3.05%，光通信板块持续走强叠加Truist评级上调延续反弹","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["GLW"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1151632159","title":"美股光通信股夜盤走強，Lumen Technologies漲5%，Lumentum、Coherent漲2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1151632159","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1151632159?lang=zh_tw&edition=fundamental","pubTime":"2026-08-07 08:38","pubTimestamp":1786063132,"startTime":"0","endTime":"0","summary":"美股光通信股夜盘走强，$Lumen Technologies(LUMN)$涨5%，Lumentum涨2%，Coherent涨2%， $康宁(GLW)$ 涨 1%。","market":"us","thumbnail":"https://static.tigerbbs.com/2a3253accc7322a3db322a8557ee9834","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/2a3253accc7322a3db322a8557ee9834"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LITE","COHR","LITX","GLWG","LUMN","GLW","COHX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1126861482","title":"美股光通信概念股盤中拉升，POET Technologies升逾6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1126861482","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1126861482?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 22:11","pubTimestamp":1786025471,"startTime":"0","endTime":"0","summary":"8月6日，美股光通信概念股盘中拉升，POET Technologies涨超6%，$Astera Labs(ALAB)$涨超5%，$康宁(GLW)$、Lumentum涨超4%，$Credo(CRDO)$、$Coherent(COHR)$、$Fabrinet(FN)$涨超3%。","market":"us","thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2473716301.USD","GLWG","LU0266013472.USD","FN","LU1720051108.HKD","LU2931357623.SGD","LU0274383776.USD","LU2290526834.HKD","CRDU","LU1861220033.SGD","FFTY","LU2265009873.SGD","BK4145","IE00B7SZL793.SGD","LU2543165471.USD","FOTO","CNAV","LABX","ALAB","IE0031619046.USD","LU2272731865.HKD","SGXZ81514606.USD","SPRX","LU1861215975.USD","LU0719512351.SGD","LU0082616367.USD","COWG","LU2045819591.USD","CRDO","COHH","LU2125910500.SGD","IE00B19Z4B17.USD","SMHX","COHX","LITE","BK4141","COHR","XSD","BK4157","COHC","BK4512","IE00B66KJ199.SGD","LU0348723411.USD","LU2089985449.USD","LU2211815571.USD","LU0053671581.USD","LU1992135472.HKD","AIPI","LU2272731782.SGD","LU2357305700.SGD","BK4585","SGXZ99366536.SGD","RULE","SOXY","LU1804176565.USD","IE00BFMHRM44.USD","LU2360107168.USD","GLW","CHAT","LU1548497426.USD","EGGY","LU2322448791.USD","SGXZ51526630.SGD","LU2272731600.USD","LU2322448957.HKD","BK4588","BK4148","IE0009354923.USD","LU1720051017.SGD","LUMA","POET","SIXG","LU1992135399.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1171202098","title":"異動解讀｜康寧盤中下跌3.44%，報158.96美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1171202098","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1171202098?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 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Logic涨0.28%。康宁运用其在玻璃科学、陶瓷科学和光学物理领域的专业知识，开发改变行业的产品。（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。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["GLW"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1176510928","title":"異動解讀｜康寧盤前下跌3.13%，報154.83美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1176510928","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1176510928?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 21:21","pubTimestamp":1785936065,"startTime":"0","endTime":"0","summary":"8月5日，康宁盘前下跌3.13%，报154.83美元/股，成交额2267.01万美元。康宁所在的电子元件行业中，个股普遍承压，其中，Coherent跌3.05%，威世科技跌3.55%，美国力特保险丝跌0.74%，安诺电子跌0.19%，百通公司涨0.09%。康宁运用其在玻璃科学、陶瓷科学和光学物理领域的专业知识，开发改变行业的产品。（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。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["GLW"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657516276","title":"22億美元ADC出海改寫康寧傑瑞","url":"https://stock-news.laohu8.com/highlight/detail?id=2657516276","media":"国际金融报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657516276?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 15:09","pubTimestamp":1785913740,"startTime":"0","endTime":"0","summary":"站在行业发展的角度看，双抗ADC，正在成为国产创新药出海的全新增长极。8月4日，康宁杰瑞生物制药发布重磅公告，旗下全球首创TROP2/HER3双特异性抗体偶联药物（ADC）JSKN016达成海外独家授权合作，与美国AI驱动肿瘤新药研发企业PathosAI签约，交易总潜在金额最高达22.18亿美元（约合142.2亿元），创下国产双抗ADC出海的新里程碑。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608053832538126.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202608053832538126.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU2357305700.SGD","LU0348723411.USD","LU1804176565.USD","CNAV","LU2473716301.USD","LU2543165471.USD","BK4148","NETL","LU1992135399.USD","LU2272731600.USD","BK4512","GLWG","LU2272731782.SGD","LU1720051017.SGD","LU2322448791.USD","LU2322448957.HKD","GLW","BK4585","LU1992135472.HKD","BK4080","LU1720051108.HKD","LU1548497426.USD","ADC","RULE","BK4588","BK4231","LU2272731865.HKD","LU2265009873.SGD","IE00BFMHRM44.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1137916369","title":"異動解讀｜康寧夜盤上漲3.11%，Truist上調評級至買入疊加光通信板塊聯動延續反彈","url":"https://stock-news.laohu8.com/highlight/detail?id=1137916369","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1137916369?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 13:12","pubTimestamp":1785906753,"startTime":"0","endTime":"0","summary":"8月5日，康宁夜盘上涨3.11%，报164.87美元/股，成交额820.4万美元，延续近日持续反弹态势。消息面上，Truist Securities将康宁评级从\"持有\"上调至\"买入\"，目标价设定为175美元，较当前股价仍有上行空间。分析师指出，康宁经历7月约45%的剧烈回调后，估值已回归合理水平，预计至2029年每股收益将以年均30%的复合增长率增长。同时，美股光通信概念股持续集体走强形成板块联动，Coherent、Lumentum等同板块个股近日均录得显著涨幅。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"康宁夜盘上涨3.11%，Truist上调评级至买入叠加光通信板块联动延续反弹","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["GLW"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1183219105","title":"異動解讀 | 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00:51","pubTimestamp":1785862275,"startTime":"0","endTime":"0","summary":"康宁今日盘中股价大涨9.62%，引发市场广泛关注。该股跟随光通信板块整体走强，延续了此前的反弹势头。受上述双重利好影响，光通信板块今日盘中持续走强，康宁作为光纤缆线与基础连接供应商，在板块联动效应下涨幅居前。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["GLW"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1162178049","title":"獨家：特朗普政府擬對芯片及太陽能板用多晶硅及衍生品進口設定價格下限與關税——消息人士","url":"https://stock-news.laohu8.com/highlight/detail?id=1162178049","media":"美股速递","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1162178049?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 00:03","pubTimestamp":1785859392,"startTime":"0","endTime":"0","summary":"独家消息透露，特朗普政府正酝酿一项新举措——计划对进口的多晶硅及其衍生品设置价格下限，并加征关税。这些产品广泛应用于芯片与太阳能面板制造领域。据知情人士透露，此政策旨在进一步重塑供应链格局。  \n多晶硅作为关键原材料，其衍生品在半导体和光伏产业中不可或缺。若政策落地，将直接影响相关企业成本结构，甚至波及全球产业链。消息人士称，此举或为应对特定市场挑战，但具体实施细节仍在讨论中。  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Technologies涨超15%，$Fabrinet(FN)$涨超14%，$Coherent(COHR)$涨超12%，$Credo(CRDO)$涨超8%，Lumentum涨超7%，$康宁(GLW)$涨超5%。","market":"us","thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["FFTY","LAZR","LU1861215975.USD","LU2211815571.USD","LU2360107168.USD","SGXZ99366536.SGD","LU2272731865.HKD","CRDO","GLW","LU2272731782.SGD","BK4020","AAOI","IE00B7SZL793.SGD","LU1804176565.USD","BK4148","COHX","COHR","LU1992135472.HKD","LU2125910500.SGD","BK4588","LU2290526834.HKD","CNAV","LU2473716301.USD","IE0009354923.USD","LU1720051017.SGD","LU2322448791.USD","FN","LU1861220033.SGD","EGGY","LITE","LU0266013472.USD","LU1720051108.HKD","BK4512","LU2357305700.SGD","COHH","SGXZ51526630.SGD","LU2931357623.SGD","BK4157","LUMA","IE00B66KJ199.SGD","LU2045819591.USD","COHC","CRDU","LU0274383776.USD","SIXG","XITK","LU2322448957.HKD","LU0348723411.USD","LU2265009873.SGD","LU2543165471.USD","LU0719512351.SGD","FOTO","IE00B19Z4B17.USD","LU1548497426.USD","AAOX","SPRX","BK4145","RULE","LU0082616367.USD","GLWG","BK4585","BK4141","LU2272731600.USD","IE0031619046.USD","SGXZ81514606.USD","LU2089985449.USD","LU1992135399.USD","IE00BFMHRM44.USD","LU0053671581.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1153792581","title":"異動解讀｜康寧盤中上漲5.5%，Truist上調評級至買入疊加光通信板塊集體走強","url":"https://stock-news.laohu8.com/highlight/detail?id=1153792581","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1153792581?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 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